12 Best Sales CRM Software Of 2024
Posted: Wed Dec 04, 2024 8:25 am
91% of medium-sized businesses with 10 or more employees use CRM systems.
If you belong to the remaining 9%, we’ve got a list of 12 sales CRM tools to help you decide.
What is a CRM tool?
CRM, or Customer Relationship Management, is essentially dedicated to analyzing customers’ interactions and other data throughout the entire sales pipeline.
Therefore, a Sales CRM tool is software designed to manage this information for you and your business.
With these tools, you can store and organize customer data, track sales activities, and streamline communication with leads and clients.
By analyzing the stored data, most CRM tools can also give you insight into your sales forecast.
Investing and implementing a sales CRM tool in your business guarantees many benefits, including:
Higher efficiency
Better customer relationships
More accurate sales forecasting
Scalability
What features should a CRM have?
When you’re looking for a good CRM there are certain dentist phone number list features that must be included, if not you might as well throw your money out the window.
Occasionally, platforms add many fancy features, but when it comes down to it, that’s all just bells and whistles.
You need a tool that will actually help you make your business more efficient.
Contact management
It’s a given.
A good CRM tool should effectively manage all of your contacts’ data in one place, and use automation to fill in the blanks.
Additionally, your CRM tool should also be tracking all interactions with your contacts, giving you a better sense of where they stand and their process with you and your business.
The benefit of an effective contact management system is that, at a glance, you can access their data in real-time, allowing you to fix any problems that may have occurred down the line and see what worked and what didn’t.
Bear in mind that not all CRMs track interaction, so if you want to have a broader sense of your contacts’ information, try choosing a tool that has this feature.
Sales pipeline management
A sales pipeline is a visual representation of the stages in your sales process, and classify your leads according to these stages.
Although the stages may be customized, the general stages are:
lead generation
lead nurturing
lead qualifying
product demo
free trial
proposal
negotiation
closing
These stages can be changed according to your needs and your particular stages. Aside from CRM you can access many sales pipeline templates too.
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Source: Airtable
It’s a good idea to go for a CRM that has a clear and simple interface that will allow you to easily spot the information you need without having to scroll through your screen too much.
Good sales pipeline management will help you easily identify the approach you need to take with your leads at any given time.
Workflow automation
The primary mission of a CRM tool is to eliminate manual sales work, increase your efficiency, and move your leads through the sales pipeline.
So being able to automate your workflows is a must.
This will help you accelerate your sales, cut down on manual tasks, and ultimately leave no stone unturned.
Some workflow examples include:
Onboarding
Lead capturing
Lead qualification
Automate follow-ups
Lead enrichment
These workflows can be set to occur with specific triggers to ensure you don’t miss out on opportunities. In most cases, you have workflow templates that you can personalize yourself, or build from scratch.
If you belong to the remaining 9%, we’ve got a list of 12 sales CRM tools to help you decide.
What is a CRM tool?
CRM, or Customer Relationship Management, is essentially dedicated to analyzing customers’ interactions and other data throughout the entire sales pipeline.
Therefore, a Sales CRM tool is software designed to manage this information for you and your business.
With these tools, you can store and organize customer data, track sales activities, and streamline communication with leads and clients.
By analyzing the stored data, most CRM tools can also give you insight into your sales forecast.
Investing and implementing a sales CRM tool in your business guarantees many benefits, including:
Higher efficiency
Better customer relationships
More accurate sales forecasting
Scalability
What features should a CRM have?
When you’re looking for a good CRM there are certain dentist phone number list features that must be included, if not you might as well throw your money out the window.
Occasionally, platforms add many fancy features, but when it comes down to it, that’s all just bells and whistles.
You need a tool that will actually help you make your business more efficient.
Contact management
It’s a given.
A good CRM tool should effectively manage all of your contacts’ data in one place, and use automation to fill in the blanks.
Additionally, your CRM tool should also be tracking all interactions with your contacts, giving you a better sense of where they stand and their process with you and your business.
The benefit of an effective contact management system is that, at a glance, you can access their data in real-time, allowing you to fix any problems that may have occurred down the line and see what worked and what didn’t.
Bear in mind that not all CRMs track interaction, so if you want to have a broader sense of your contacts’ information, try choosing a tool that has this feature.
Sales pipeline management
A sales pipeline is a visual representation of the stages in your sales process, and classify your leads according to these stages.
Although the stages may be customized, the general stages are:
lead generation
lead nurturing
lead qualifying
product demo
free trial
proposal
negotiation
closing
These stages can be changed according to your needs and your particular stages. Aside from CRM you can access many sales pipeline templates too.
__wf_reserved_inherit
Source: Airtable
It’s a good idea to go for a CRM that has a clear and simple interface that will allow you to easily spot the information you need without having to scroll through your screen too much.
Good sales pipeline management will help you easily identify the approach you need to take with your leads at any given time.
Workflow automation
The primary mission of a CRM tool is to eliminate manual sales work, increase your efficiency, and move your leads through the sales pipeline.
So being able to automate your workflows is a must.
This will help you accelerate your sales, cut down on manual tasks, and ultimately leave no stone unturned.
Some workflow examples include:
Onboarding
Lead capturing
Lead qualification
Automate follow-ups
Lead enrichment
These workflows can be set to occur with specific triggers to ensure you don’t miss out on opportunities. In most cases, you have workflow templates that you can personalize yourself, or build from scratch.