X4 great Cloud CRM’s out there right now…
What is a CRM?
The CRM (customer relationship management) system is the life blood of a business. When used correctly, it can show the business what sales are in the pipeline and can help sales projections & growth. It is a central data base of prospects, opportunities, deals, sales activities and conversations.
Who should use a CRM?
The hard-fast rule, EVERYONE! Especially business owners, directors and sales teams.
The Golden rule when using a CRM…
When using a CRM, all your team needs to know your company policy and standards for how to use the system. This ensures standardisation and allows people to be able to pick up on opportunities left off by someone else. The golden rule for ALL businesses is, ensure EVERYTHING goes into your CRM. From contact names, details and titles right through to opportunity notes, conversations and next steps. This allows for better sales conversations, that lead to better conversions…
X4 of the best Cloud CRM’s available…
– HubSpot is a powerful marketing platform, but also has a FREE CRM platform. Its an easy to use tool, cloud based and with a free version allows you to get up and running instantly.
Where can I find out more? – www.hubspot.com/crm
– Zoho are known for low cost cloud business tools, and this includes a great CRM tool. Zoho also have a FREE starter membership to get you started.
Where can I find out more? – www.zoho.eu/crm
– Ive heard good things about Highrise.com – I am a big fan of BaseCamp.com, and this CRM is from the same team. It’s not the cheapest, but offers powerful features, is cloud based and integrated with BaseCamp project management.
Where can I find out more? – www.highrisehq.com
– Another Cloud CRM worth checking and gets great feedback. Like Highrise, there isn’t a FREE version but a powerful tool with an easy to use interface.
Where can I find out more? – www.pipedrive.com