The need for the best CRM
A good CRM is a solution that comes with all the bells and whistles, and does its job of helping your sales team sell. However, when it comes to software, "good" is not enough. Your business deserves the best.
The best CRM brings together the right mix of utility and usability. A robust solution that is flexible enough to address the unique needs of all businesses, from SMEs to Enterprises. It should be quick to set up and easy for your sales teams to use, not just for selling, but for building long-lasting and meaningful customer relationships.
What should you look for when choosing the right CRM?
There are numerous CRM solutions on the market today available at different price points, offering businesses a wide range of features. But, which is the right CRM for your business? Let's go over some of the functionalities you should be looking for in the best CRM for your business.
Centralizing all your customer information
One of the biggest obstacles to building strong customer relationships is the lack of a single, holistic view of all your customers. Your CRM should bring together all the information related to a prospect or a contact under one roof and give you a complete picture of their journey with you. This helps you make informed decisions and tailor all your subsequent engagement to nurture your relationships.
Adapt to your business
Every business is different. Your products and services may vary, you may serve different market segments, and could even have sales processes unique to your business. The best CRM is one that doesn't force you to adjust your business process around the CRM, but the CRM is molded to fit your business. It provides the necessary tools to bring more context, help your sales team stay productive, and ultimately close deal effectively.
Staying ahead of your needs
Regardless of whether you're a growing small business or an established enterprise, the scalability of your CRM solution is key. Your CRM must be able to handle growing transactions, additional users, and integrations with 3rd-party applications without any degradation in performance.
Works seamlessly with other apps in your ecosystem
CRM is just one aspect of your business. In any organization, there are often a number of other applications that are put in place to address different aspects of the customer journey. In order for your team to have the complete picture, your CRM should be able to integrate with all your other apps effectively, and push and pull data seamlessly to bring context to every customer interaction.
Easy for your team to learn
To have a successful deployment, you'll want a CRM that is easy for your team to use, while offering the necessary features that you need. Clean UI, intuitive interface, and contextual help ensures that your sales team can understand the ins and outs of the CRM and maximize the benefits. After all, what good is a CRM if your team isn't comfortable using it?
Allow teams to sell on the move
Your field sales team needs a consistent, high level of detail and context on their prospects if you want them to deliver the perfect pitch—even when they're on the move. Having a mobile application for your CRM allows your team to find the important prospects in their area, and access relevant information to close deals effectively on the move.
More often than not, vendors advertise their free CRM solutions, but when you start using them, you realize that the features you need are only available in the more expensive editions. You are forced to pay more, and are often strong-armed into multi-year contracts to get the features you need. The true hallmark of good business software is that it shouldn't force you to pay extra with hidden charges and costly add-ons. Make sure that the vendor's complete pricing information is published online and that you are fully aware of what you are going to be paying upfront.
The most trusted CRM software
PCMag's editor's choice CRM
Zoho CRM is designed to support everyone. From SMEs to large enterprises, any business can leverage our customer relationship management solution and its vast array of features to increase sales, improve productivity, and drive revenue.
- Editor’s Rating
- Dedicated Document Library
- Role-Based User Access
- Multi Currency Support
- Workflow Automation
- Integrates with Email Providers
- Capture Leads from Websites
- Available API
- Custom Reports
- Email Tracking
- 24-Hour Support
- Phone Support for Tax Topics
- User Forums
- Smart Sales Email Inbox
How does Zoho CRM fare against the competition?
How much do you save by choosing Zoho CRM?
What do you get with Zoho CRM?
You get all the tools necessary to help your business build everlasting customer relationships. Bring in prospects and nurture them. Take them on a personalized journey with your business. Recommend the right products and services to ultimately deliver an experience that will win your business customers for life.
With automation to help you save time and money on repetitive tasks, and a mobile application that helps your team sell on the move, Zoho CRM keeps you notified of all customer interactions in real-time to help you make informed decisions and sell better. All of these features come with no hidden costs or locked-in contracts.
The secret to any effective sales team is organized pipeline management. With better visibility of the sales pipeline, your team can identify quality leads, choose the right deals to concentrate on, and meet your revenue targets.Learn more about Pipeline management
Save valuable time by automating any tasks that do not need to be performed manually. Zoho CRM's workflow rules and macros perform routine tasks during your workday so you can focus on closing more deals.Learn more about Sales automation
Scale your sales processes while giving a high level of attention to your customers and leads. Zoho CRM's Blueprints help standardize your entire sales process across your organization, and ensure that your team always knows what the next step is. Approval processes help get the right people involved from the very start to solve every pending request.Learn more about Process management
A customer's journey is not restricted to a single channel of communication. It can switch from email, social media, phone, and live chat during the journey. Businesses can connect with customers at all these touchpoints and still deliver personalized and contextual engagement with Zoho CRM's omnichannel capabilities. Your sales teams are notified of customer engagement in real-time, so they can respond to customer needs quickly, and with all the relevant information at hand.Learn more about Omnichannel communication
Modern sales involves multiple teams from your business, and stakeholders from the customer's organization. A document library to store all key sales collateral for your teams to access can help keep valuable information readily available. Powerful collaboration tools like Feeds as well as integrations with Zoho Cliq, Slack, and Microsoft Teams ensures your sales team has a free flow of information to close deals.Learn more about Collaborative selling