Customer Relationship Management (CRM)

As you will know, your CRM is an integral B2B sales software when it comes to managing and uplifting the strategies used by your company to interact with existing and prospective customers. As your organization grows, ask yourself these questions:

  • What customer information is needed for your sales processes?
  • How important is customer retention to your business?
  • Does your current CRM fail to meet your company’s requirements?
  • If so, exactly which areas require improvement?

Here are our recommendations for scalable, integrable CRMs.

 

Salesforce

Salesforce helps businesses of all sizes accelerate sales by automating tasks, such as lead and contract management, sales opportunity management, and workflow automation.

 

HubSpot

A CRM with many features across various package types to select depending on your needs, such as Marketing Hub, Sales Hub, Service Hub, etc.

 

Microsoft Dynamics 365

Highly integrable service with solutions for finance, HR, operations, and commerce, too.

 

Critical success considerations

  • For many CRMs offering a marketplace of plugins or extra functionality, it’s essential to consider the extra cost. Salesforce, for example, has many useful plugins at an additional cost.
  • Enterprise CRM solutions can be billed per user. Therefore, it’s crucial to consider the cost of seat expansion should you require it.
  • Most CRMs will require manual customization to be the most effective. However, this can create onboarding complications for large companies to maintain and optimize.

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