CRM For B2B Sales and Marketing

Sending
User Review
0 (0 votes)

We're looking at transferring CRMs from Insightly to Salesforce, Microsoft Dynamics, Hubspot, or Nutshell. Our company deals almost exclusively with client accounts, so we need some amount of ability to have profiles or tags to denote what is attached to each client. IE Instead of my sales team calling on exclusively for Company A, we have someone calling for Company B and someone else calling for Company C, and will need some way to denote that. Additionally, my boss wants to implement more AI for call transcripts and business admin work. We're looking for a platform that provides both marketing and sales capabilities, with the marketing platform needing to provide landing pages and email capabilities. Does anyone have any insights or recommendations?

submitted by /u/COACTWebDev
[link] [comments]