Top 8 CRM

monday.comSalesforce Sales CloudMicrosoft Dynamics CRMSAP CRMOracle CRMZoho CRMHubSpot CRMSiebel CRM
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    We have project overviews to keep track of each client and project and I can also see what the other managers are doing. I love being able to set up alerts.
  2. leader badge
    Contact records are most valuable.It is a good platform that shows consolidation of information for our customer base.
  3. Buyer's Guide
    CRM
    November 2022
    Find out what your peers are saying about monday.com, Salesforce, Microsoft and others in CRM. Updated: November 2022.
    656,862 professionals have used our research since 2012.
  4. leader badge
    The feature I like best in Microsoft Dynamics CRM is being able to market to segments instead of choosing individual people to market to.The initial setup is very easy.
  5. The solution assists us in identifying what to send, what to offer, and what customers are buying.Its scalability is good.
  6. The solution is scalable.The most valuable feature of Oracle CRM is the organization it provides.
  7. The initial setup is pretty fast.The most valuable feature of Zoho CRM is emailing. You can send emails to customers directly from Zoho CRM. The marketing team in my company uses this feature, and it's effective.
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  9. The most valuable feature is their marketing automation service and sales lead management.What I like most about HubSpot CRM is the ability to track how an interaction goes along the pipeline. I also like that you can use HubSpot CRM to schedule when you want a particular email to go out. Another valuable feature of the solution is having all your client information in a consolidated database.
  10. Due to the many features that are built in from a CRM perspective, it is the best product we have.Siebel is easy to configure and comes with various pre-built industry verticals, so it doesn't require much effort. If you want to roll out Siebel in telecom or manufacturing, they have the verticals.

CRM Topics

What are the 3 types of CRM?

The three types of CRM are: 

  1. Operational CRM is primarily concerned with customer-facing activities, such as sales and support. Operational CRM is the problem-solver in the enterprise-customer relationship, out of the three categories of CRM software. CRM solutions that emphasize the operational aspect will benefit businesses with high client turnover or high service costs.
  2. Collaborative CRM aims to improve communication across the numerous entities that support customer interactions. When projects are passed from one group to another, most business processes cause a lot of friction. Marketing must quickly funnel leads to sales, sales must provide customer reports to support employees, and everyone must submit spending reports to the budget office. These transactions take place on a single platform in a collaborative setting, with automation handling many of the ordinary duties.
  3. Analytical CRM mines data for new sales channels, marketing opportunities, and performance calculations. Its principal function is to comprehend client behavior, delivering information on broad demographics as well as highly personalized patterns that can be used to make crucial product and service decisions.
What are the 4 components of CRM?

The 4 components of CRM are:

  1. Technology: This embodies the applications and infrastructure.
  2. Strategy: This includes the business goals and objectives.
  3. Process: This includes the procedures and business standards.
  4. People: This covers skills, organizational structure, and incentives.
What is CRM mainly used for?

CRM is mainly used to aid businesses in managing customer relationships across the customer lifecycle, including marketing, sales, e-commerce, and customer support interactions. CRM improves sales forecasting and productivity, customer loyalty, accurate sales reporting, marketing ROI, and service.

The 7 industries that use CRM the most are:

  1. Retail
  2. Banking
  3. Hotels and hospitality
  4. Insurance
  5. Consulting
  6. Financial services
What is CRM software?

CRM software is a solution that allows business owners to keep track of all conversations and maintain connections with leads and clients. CRM software replaces the clutter of spreadsheets, databases, and apps that many firms use to keep track of customer information. As a result, there is better organization, efficiency, and time management, as well as satisfied clients.

CRM software brings together all of your sales leads and customers' information into one location. Each lead and client's communications (form fills, phone calls, emails, text messages, and meetings), documents, quotes, purchases, and tasks are consolidated in a CRM. Your entire team can have access to those details in order to close a deal or provide exceptional service.

CRM Software Features

When polled on the subject of what makes a CRM successful, PeerSpot members said a CRM should contain strong reporting tools and simple ease of use at a competitive market price. Users also mentioned that a good CRM should be configurable to update the CRM's user interface and object model without the need for coding expertise.

The main features to look for in a CRM software solution are:

  • Workflow automation
  • Customization
  • Integration with third-party software
  • Customer service
  • Employee activity tracking
  • Social media monitoring
  • Lead management feature
  • Real-time data
  • Customer analytics
  • Reporting
  • Forecasting sales
  • Email tracking
CRM Software Benefits

The key benefits to using CRM software include:

  • CRM software can help sales teams better understand their sales pipeline. Sales managers can acquire reliable information on how well individual sales teams, goods, and campaigns are performing. Sales personnel gain from reduced administration, a better understanding of their customers, and the ability to spend more time selling rather than inputting data.
  • CRM software can help marketing teams make forecasting easier and more accurate. They can receive a comprehensive overview of every opportunity or lead, as well as map out the entire customer experience from enquiry to sale, giving them a better grasp of the sales pipeline. Customers' public social media activity as well as their feelings about certain brands and enterprises can also be monitored in the CRM software platform.
  • CRM software enables customer support representatives to keep track of conversations across many channels. A client may express an issue on one social media channel but subsequently resolve it privately via email, phone, or live chat. Communications might be missed or lost in a flood of information without a unified platform for customer interactions, resulting in an unsatisfying response to a valued customer.
  • CRM software helps teams in charge of supply chain, procurement, and partner management better manage relationships. They may keep track of meetings with suppliers and partners, make notes on requests, plan follow-ups, and stay on top of expected next actions. Reporting allows firms to compare supplier efficiency in order to better manage their entire supply chain.
  • CRM software can enable the HR department to speed up the hiring process and keep track of employee performance. CRM software may aid HR by speeding up onboarding, automating the applicant management process, analyzing resourcing needs, detecting skills shortages, and assisting in the pursuit of staff retention goals.
Buyer's Guide
CRM
November 2022
Find out what your peers are saying about monday.com, Salesforce, Microsoft and others in CRM. Updated: November 2022.
656,862 professionals have used our research since 2012.