Automation of the business process is an integral part of it. Warehousing and accounting have long been automated in leading companies. But that is not all that can be improved. Customer relations are more important than ever in our time. Every manager knows how best to work with a client. But what will happen if the employee is absent or worse - fired? How to negotiate?
The nuances of working with clients and incoming calls are not recorded in many systems. How well does the sales department function and is it possible to somehow adjust its work? Regardless of whether a small or medium business, customer service records will help maintain a CRM system. What is it? The article provides a detailed answer to this question.
CRM
Customer Relationship Management - software for companies implemented in order to improve the work of the sales department or customer relationships. The best CRM system for business is designed to monitor marketing processes and customer service by storing customer data, as well as dialogs with them.
The essence of the system is the availability of a single repository of information, where information about customer interactions is collected - this is a common base. The analysis of the collected customer information and the preparation of data for the adoption of relevant organizational decisions are carried out. For example, customer segmentation based on their importance for the company, the potential response to certain promotions, and the forecast of the need for certain products of the company. Identification of customer needs and transfer to the appropriate department.
Which CRM system is best depends on the needs of a particular company. In any case, just buying a product is not enough. Programmers are engaged in its implementation to ensure better work of the organization's business processes. Below is a rating of free CRM-systems, thanks to which you can determine the most suitable software product.
The article presents the TOP-12 CRM-systems, which have deservedly become demanded and popular.
12. Agile
Available for 10 users, provides the ability to conduct up to 1,000 contacts and companies, allows you to evaluate potential customers, schedule meetings and track email. Includes marketing tools such as creating a landing page, scheduling calls, deals, and more. Satisfies the basic needs of very small companies.
11. Zoho ContactManager
11th place in the ranking of CRM systems. This program is an online task management product. Helps to set up contacts of all customers and with prospect, sales. There is the possibility of doing business with companies. In it, you can make notes, create tasks and transactions. Using Zoho Mail or Google Apps Mail, the user will be able to view correspondence by mail with each client.
There is its own small social network for working negotiations with employees within the organization. Available in the free version, but, unfortunately, only for one user and allows you to add up to 500 contacts and 10 transactions. It is a good solution for a very small company.
10. Cloze
10th place in the top of the best CRM systems. There is a free version, the program offers a single view of contacts from email, social network accounts and much more. Provides the ability to manage social networks for filtering and organizing the quality of potential customers, helps to increase staff productivity. Cloze highlights the top priority companies and automatically tells you when it is time to contact a client or partner.
9. Capsule CRM
This is the best CRM system for small businesses, as it gives users, basically, a whole idea of everything that is known about customers. Including their prospects and other companies with which business is being conducted. This free version of the product allows you to use up to 250 contacts, and also offers storage with a capacity of up to 10 MB. Despite the small data warehouse, the advantage of this system is that it is easy to install, and therefore does not require large financial costs for implementation.
8. Apptivo
This program is in eighth place in the ranking of CRM systems, it performs mainly basic functions such as reports, advanced search functions and data indicators, which are certainly useful for beginners in the CRM system. Allows you to track the complete sales process and close more transactions, manage projects.
There is collaboration on tasks, schedule management and reports on expenditure logs. The online help desk is a powerful ticketing system to support stellar customer support. It includes in its functionality the creation of reports on expenses for mobile communications and simple workflow tools. Field service - creates work orders, a dispatcher and an invoice for work.
Purchasing - Supply chain management with tracking, purchasing and inventory of suppliers. The software product manages orders, tracks inventory and delivery, as well as customer customers. The free version has the ability to work up to three users and allows you to store up to 500 MB of data.
7. Insightly
In the free version of the program, you can use two accounts. Insightly has optimal contact management features for building customer relationships. Able to help small businesses build relationships with partners, sellers and suppliers. The system uses CRM best practices with all the details about contacts, email history and important dates. It is possible to integrate with other marketing systems.
6. "Bitrix-24"
The functionality of the software product is extensive: telephony integrated in CRM, leads, companies, contacts, deals, offers, calendar. Many other features that will help any company. A big plus is the number of users in the free version - 12.
Bitrix-24, in fact, is a corporate portal that promotes working communication and the coordination of transaction conditions. It includes such CRM functions as the ability to set tasks for employees, keep customer cards in the system, plan the distribution of working hours with the help of a calendar, and control the work of managers for certain business processes laid down in the program.
Thanks to the mobile application, you will also get access to the system from anywhere in the world. A characteristic disadvantage of a large number of functions is the complexity of implementation, even for advanced users it will not be easy to start working in it. Therefore, the program took the sixth place in the rating of CRM systems.
5. Really Simple Systems
It meets all the minimum requirements of a small business and answers the question as to which CRM system is the best and easiest. This program makes it easy to track the volume and value of potential customers by e-mail, opportunities and sales for each of the marketing campaigns. It can also track and compare the price of leadership in different campaigns.
Report Editor allows you to create and run custom reports and analytics. For example, create summary reports that show the total number of leads by source. The program can work up to two users.
4. Zoho CRM
A very good option for startups, small or medium-sized businesses. Allows you to compile detailed statistics on prospects. Easy to use, which is convenient for those who are not versed in IT-technologies. It can change together with the growth of the company, which is convenient for the future. Includes up to ten users.
3. Workbooks.com
The third place in the top of the best CRM systems is occupied by a software product that brings together sales representatives, marketers, and customer service specialists. The interface is intuitive, which makes working with it easier and more efficient. The free version includes a restriction on two users, but the program fully compensates for itself with functionality.
It contributes to better monitoring of potential customers, helps to conduct and analyze marketing processes, and also creates a database for analytics and improve customer relationships.
2. Freshsales
This program is a good choice for a growing sales team, it occupies a worthy second place in our rating of CRM systems, since it has the ability to work up to 10 users, and the interface is easy to maintain and manage. It is possible to classify potential customers according to their characteristics and behavior and to determine the priority of actions to maintain communication.
Allows you to conduct analytics by source, sales representative, region, etc. To identify effective and ineffective business strategies. Since the software product allows sales, negotiations and interaction between customers and the company, it is the optimal solution for medium-sized businesses.
1. HubSpot CRM
To the question which CRM-system is recognized as the best, we can safely answer - HubSpot CRM. The program is free and supports an unlimited number of users and contacts.
The program tracks e-mails online every time someone clicks or opens emails sent by an agent. The program integrates with Outlook, Apple Mail, Gmail and shows who, when and how many times looked at mail and where the recipient was when he opened the letter. The system has an organizer and allows you to schedule the sending of letters, view the history of work with the client and work correspondence.
Thanks to the reports page, it is possible to analyze previous work, as well as determine priorities in relation to what actions should be taken. CRM connects to the site, which significantly increases the number of potential leads. Hubspot is also capable of managing blogs and social media posts. The user interface is easy to navigate, and user support is responsive and will always help to deal with the product.
You can develop a CRM system for a specific company from scratch, for a start a detailed study of the organization’s activities is required. After that, a detailed technical task is compiled. Thanks to the constructed layout of the future system, it is evaluated how fully the program meets the specialization of the organization’s business and, if necessary, adjustments can be made to it. Then a design is worked out that helps to use the system and makes working with it comfortable.
After the above steps, integration with any services that are necessary to achieve business goals and implement the ideas of the company is performed. An administration panel is also being developed, with the help of which it is easy to configure the necessary functions or redistribute responsibilities between employees. However, this solution requires too much financial costs and is absolutely not suitable for small and medium-sized firms.