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Best CRM Software- Maintaining great customer relations can positively improve your bottom line, reduce customer dissatisfaction and facilitate business growth. That’s why Customer Relation Management (CRM) software is so important for small businesses. This is because it affords the opportunity to get more visibility from both customers and prospects with smooth marketing automation. And in turn, they provide you with valuable insights in identifying pain points and interact more with customers to better tweak your offerings. CRM software also streamlines workflow among customer support, sales, and marketing teams that enable lead management to expedite your sales funnel.
Must-Have Features for CRM Software
Choosing the right CRM means identifying what your business needs when it comes to the customer journey. When shopping for customer relationship management software for your small business, make sure the CRM systems you choose have the following features to keep customers in your sales team pipeline.
Customer Support
Customers expect fast and personalized support from businesses. Your CRM software should help provide the high-quality service that your customers expect from you. Your sales team should be able to quickly see what products customers have ordered. This means getting a record of every interaction so they can give customers the answers they need in a timely manner.
Third-Party Integrations
Your CRM software should integrate with third-party solutions as it will provide your customers with highly personalized campaigns based on their individual information. Third-party integrations will help you with a wide range of features and tools to use within your CRM. Integrating with other third-party software and platforms reduces the need to copy information from one tool to another, or switch back and forth between programs.
Customer Data Management
Essentially CRM is all about managing business interactions with current and potential customers, and storing and analyzing data about past interactions. Your CRM software should allow you to manage your customers’ data in a manner that flows between teams such as sales, marketing, and customer support. The data will allow you to get valuable analytics about customer behavior patterns.
Workflow Automation
Your CRM software should help you automate repetitive tasks in your sales and marketing efforts and decrease error. Tasks like data entry or migration, reminders, and keeping track of assets can at times be overlooked, but CRM workflow automation can decrease these errors. Workflow automation minimizes your workload and takes care of the tiny details. The result when using a good CRM is there are fewer human errors thus increasing productivity through integration.
Customer Relationship Management Software
When seeking a CRM solution for your business, you may encounter many options. Read our list of 30 top CRM systems to decide which is right for you.
1. Hubspot CRM
HubSpot’s CRM tool offers free tools that are ideal for small businesses. The solution includes Marketing Hub, Sales Hub, and Service Hub products. The tools help businesses manage lead generation, create web forms, a reporting dashboard, live chat and bots, advertising tools, and helpdesk tools. This platform helps you track leads and build a full database of customer activity to enable you to get insights into where they stand with each customer in the buying process. CRM tools included in Hubspot’s CRM solution are contact deal and task management; email tracking and engagement notifications; email templates and scheduling; document sharing; meeting scheduling; live chat; sales quotes and more.
The free version of Hubspot CRM lets you manage up to 1,000,000 contacts, has no limits on users or customer data, and has no expiration date. While the Starter plan for Hubspot comes with a monthly subscription of $45 and offers everything in automation; goals tracking; conversation routing; multiple currencies and rep productivity performance along with the solutions on offer on the free version.
