MyMedLeads is a lead management and sales automation tool for medical practices that uses call tracking software and website integration to capture, track and convert more leads into paying patients. The vendor says that automated sales funnel workflows drive action and eliminate tedious processe...
Customer Relationship Management (CRM) Software
Best Customer Relationship Management (CRM) Software
TrustMaps are two-dimensional charts that compare products based on satisfaction ratings and research frequency by prospective buyers. Products must have 50 or more ratings to appear on this TrustMap.
Customer Relationship Management (CRM) Overview
What is CRM Software?
Customer relationship management (CRM) is a business strategy that stresses good ongoing relationships with customers. It holds that maintaining these relationships drives growth and profitability. There are two core elements of this customer-centric strategy:
Presenting a unified face to the customer
Providing a seamless customer experience
CRM software can help by synchronizing customer communications among business units. Sales, marketing and customer service can all get on the same page. It’s a system of record for touch points throughout the customer lifecycle.With CRM tools companies can track, automate, analyze and optimize customer interactions. At the core is a database of contact information and interaction history for each individual customer.
Customer Relationship Management Features & Capabilities
In general, customer relationship management technology provides the following sets of capabilities:
Customer Data Management
CRM software collects and organizes customer data. This includes contact information and interactions via email, phone, web chat and social media.
Sales Force Automation
CRM software helps streamline and automate certain sales-related duties. These tasks may include:
Creation of quotes
Updating contact information
Evaluating employee performance
Many CRM software products include some marketing automation features. Others integrate with dedicated marketing automation products. Some features to look for include:
Landing page creation
Customer Service & Support
CRM software products often provide customer support-related features. Many also integrate with standalone customer support software (i.e. help desks and call center software). Customer support features may include:
Customer support portals
Additional Features & Considerations
Some CRM software products also offer project management and social media management capabilities.
Additional considerations when evaluating CRM software include:
Deployment type (on-premise vs. hosted)
Security and privacy
Ease of integration
Benefits of Using a CRM System
CRM systems hold a number of benefits for both small businesses and enterprises. When implemented properly, CRM can:
Create a single storehouse for customer data
Provide greater visibility into sales, marketing and customer service processes
Help optimize customer communications
Shorten sales cycles
Improve customer retention
Help companies understand and address the needs of customers
Increase customer satisfaction
Increase operational efficiency
Free up employees to focus on customer interactions
CRMs are usually sales-focused. But there are benefits for marketing as well. Marketers usually store their leads in a CRM system, and often help with database management. Integration with marketing automation, CMS, and eCommerce platforms can improve marketing campaigns. Information in the CRM helps marketers target their messages sent through these systems to the right people. These communications can then be tracked within the CRM. They may also use the CRM to report on marketing goals, like lead engagement and leads passed to sales. Having a shared database can help align sales and marketing efforts as well.
All-in-one marketing tools typically include both CRM and marketing automation functionality. They often also have content management, SEO, social marketing and eCommerce capabilities. These tools are aimed at small businesses looking for basic features. Larger companies tend to favor a best-of-breed approach, integrating their CRM,marketing automation, and other systems.
CRM software is usually priced by user on a monthly subscription model. Price per user depends on the extent of the features you are looking for. Subscriptions can start as low as $12/mo. per user for small businesses. Enterprise level tools rise to hundreds of dollars per user per month. This tier typically has more automation, reporting, integrations, and customer support features.
Customer Relationship Management (CRM) Products
Listings (226-236 of 236)
With 10,000+ users Flectra is a fast growing open source ERP and CRM software. It aims to be an open source business app suite. The vendor says Flextra is a flexible, feature-rich, and cost-effective open source ERP system with modular design covering all essential aspects like CRM, Purchase, CMS...
IntellaSphere's Brand Affinity Marketing System builds awareness and recognition with prospects and strengthens brand loyalty with customers. According to the vendor, the product serves as the missing link between consumers who express their affinity and businesses, so both can benefit directly, ...
YetiForce is open source CRM software. It is a multichannel system that can be easily tailored to any needs of a company. It is equipped with over 80 user modules and 80 admin tools, however, it can also be integrated with third-party libraries to become an even more powerful solution, according ...
MiTek Sales Simplicity offers their flagship CRM for homebuilders and home sales, also providing content management for customer facing websites, document management, customer portal, and emarketing tools.
Keap is a client management software suite designed specifically for small businesses. It includes CRM, appointment scheduling, and invoicing features, among other capabilities. Keap's goal is to help users turn incoming leads into satisfied clients. The platform organizes customer information an...
According to the vendor, Chime is an all in one CRM solution suite. Chime aims to help users generate more leads, cultivate relationships with their customers, and encourage leads to close. Chime provides team management features, lead and customer management, and content management capabilities....
The vendor says they understand the challenges faced by agencies, marketing groups, sales teams, and business of all sizes.With so many CRM platforms to choose from, and many new options coming out every day, the likelihood of you needing to migrate your data from one CRM to another is very high....
AIM, Altvia’s portfolio management CRM solution, is a proven solution to harness interactions of your investments, portfolio performance, and back-end systems to scale your growth. The vendor aims to help you successfully raise and deploy capital, ensure compliance and deliver a trusted and trans...
According to the vendor, Shape Software helps users manage their business in one easy to use software. Shape's cloud-based CRM, Sales Management, and Marketing Automation tools offer multiple features designed to manage and automate online marketing and promotions via email and SMS, capture and s...
IMIconnect is an enterprise cloud communications platform that enables businesses to automate multi-channel customer journeys. The IMIconnect platform supports end-to-end automation of customer interactions by offering pre-integrated access to customers’ preferred communication channels such as A...