Customer Relationship Management, or CRM, is a customer-focused business strategy based on building and maintaining a positive relationship with customers over time. CRM software is designed to facilitate this by giving all departments access to the same customer history information. With good Customer Relationship Management software, your customer service department and your sales department should both be able to access the same notes about your company’s history with that customer. Here are the Top 5 brands of CRM software according to DVC:
1: Monday.com
Monday.com is a project management company, used by many businesses to organize their workflow. They also provide a Customer Relationship Management board with some features that make it much easier to use than most CRM software. Tables are color-coded to make it easy to see what stage a customer is at, and leads can be moved around or placed in a different table using an easy drag-and-drop approach. Ease of use and ability to integrate with project management are the two features that make Monday.com the best CRM in DVC’s assessment.
2: Hubspot
Hubspot’s CRM is also easy to use and understand and has the additional advantage of being free to use. The main disadvantage is the fact that support is limited, although that’s only to be expected with a free product. The Hubspot CRM is set up as a spreadsheet, which is similar to other Customer Relationship Management software brands but dissimilar to the color-coded tables used by Monday.com. Recommended by DVC for any company, but especially if you’re looking for a free solution.
3: PhoneBurner
PhoneBurner is “power dialer” software designed to increase the pace and productivity of sales calls. It also comes with its own CRM, as well as the ability to integrate with other Customer Relationship Management products. PhoneBurner’s built-in CRM allows your sales team to dial directly from the Customer Relationship Management software, making for a much more efficient sales calling process. DVC recommends this software for any company with a phone sales department.
4: Zoho CRM
Zoho CRM stands out for the extensive list of features the software provides, including “gamification” options that allow you to easily set up competitions between members of your sales team. The software is free if you have ten users or less, making it a good choice for small companies on a tight budget.
5: SalesForce
SalesForce is the most popular CRM available, and was the winner of the FinancesOnline Expert’s Choice Award for 2020. SalesForce excels in its analytic capabilities, providing sales managers with extensive information about sales performance and opportunities. Recommended by DVC for companies with a large sales department.