Today, there are a range of Web-based CRM’s that businesses can use and the one you choose will be based on your business needs. Though most CRM’s offer similar features, they will also have some features that are unique and useful for a certain businesses. Here are the top 5 CRMs that you might want to take a look at:
The 5 Best CRMs for Businesses
#1 Salesforce Sales Cloud
This is probably one the most popular CRM’s & literally hundreds-of-thousands of businesses of varying sizes, from different industries and geographic locations use it. The industry-focus that the company has developed is in the areas including:
- Financial services
- Life sciences & Health care
- Communications
- Media and Retail
- Public sector
- Higher education
- Automotive
- Non-profit groups
Though it was built to be used by all the people on a company team, professionals from the sales, marketing & services departments tend to use it more.
#2 Microsoft Dynamics CRM Online
This is a very powerful CRM-software from Microsoft and is delivered via cloud. It provides instant, anywhere access and has very predictable “pay-as-you-go” pricing as well as a financially-backed SLA. It drives sales productivity & marketing effectiveness via business intelligence, social insights & campaign management. This solution helps businesses effectively manage their supply chain, financials, operations, & people and is used by:
- Freelancers
- Small Businesses
- Mid Size Business
- Large Enterprises
- Retail
- Public Sector & government
- Financial services
- Manufacturing
- Service industries
- Telecommunications
#3 Insightly
This particular CRM was specifically-developed to fit the requirements of small businesses. The company defines these as companies that have 1-200 employees. Though Insightly can be used by a range of companies from different industries. It helps small businesses effectively deal with the important task of managing their contacts, partners, organizations, vendors & suppliers. It’s easy to see everything about any contact ranging from information about the background, email history & important dates. The platform is ideal for:
- Service businesses
- Education
- Consulting
- Entertainment
- Financial services
- Media
- Food services
- Insurance
- Grocery
- Manufacturing
- Real estate
- Retail
- Others
Though Insightly can be used by all members on a company’s team, it is ideal for people in the sales & marketing departments.
#4 Zoho
This CRM has 2 versions- For Enterprises & Small Businesses. Each of these has a separate pricing model and a range of options for SMB’s. It has been designed for sales-oriented businesses. The software provides a range of products such as email marketing, project management etc. It can be customised and is scalable too. It’s perfect for online lead capture, improves workflow, has visitor tracking functionality and provides data-driven marketing as well. In addition, it helps in:
- Lead Generation & Qualification
- Competitive Analysis
- Sales Stage and Probability Analysis
- Real-Time Forecasting
- Pipeline Analysis
- Quota Management
#5 RelateIQ
This CRM’s platform can be quite useful to professionals from any industry and is very popular with the sales teams of large and small companies and professionals that specialise in community management, business development, account management and customer success. It is a useful tool for one person-use as well as in a setting that has multiple users. It has extensive functionality including:
- Billing and Invoicing
- Dashboards, Analytics & Reporting
- Integration with Outlook as well as Microsoft Office
- Sales Forecasting
- Workflow Management
- Customization Platform
- Accounting Integration
Conduct Some Research
These are 5 of the top Web-based CRM’s that businesses could consider. As mentioned earlier, the CRM you opt for will depend on your industry type and your specific requirement. You will have to conduct a certain amount of research online, check the features that each of these CRM’s offer, the pros and cons of each and the industries that they are best-suited for .
This will help you make a better decision about the CRM you want to use. If you need any guidance with business coaching, call MaxMyProfit on (02) 9111 5000. You can also contact us via this online form. We will provide you with solid and customised and business coaching solutions.
Kind regards,
MaxMyProfit Corporate Australia
(02) 9111 5000
About the Author
Ben Fewtrell is a sought-after Business Coach, Keynote Speaker and trainer who has featured in Virgin’s Inflight Magazine and Entertainment Portal, SKY Business and “Secrets of Top Business Builders Exposed”. He is also the host of the popular Business Brain Food Podcast where he interviews leading experts on anything and everything business.