How to Select a CRM? + 3 Best Solutions to Consider

Customer Relationship Management software is a fundamental tool for any organization. From managing customer interactions via phone calls & emails to monitoring marketing campaigns & sales pipeline, a CRM is what you depend on to carry out most of the customer-facing activities.

Following are some of the capabilities you should look at in a CRM:

a)    Marketing Automation

b)    Lead Scoring

c)    Social Media Integration

d)    File Sharing

e)    Real-Time Reporting

f)     Collaboration Tools

g)    Dashboard Creation

h)    Component Customization

Now, not every CRM will have all the above features, however, as per your business requirements, you can select the best suitable solution for your team. In this blog, we have shared the three most popular software that you can consider implementing solely or with one another. But before that understand about the various CRM types.

Types of CRM Platforms

A customer relationship management solution can be divided into different categories:

a)  Operational CRM: Such solutions help you streamline workflow and automate processes generally marketing and sales-related.

b)    Analytical CRM: These solutions help you gather insights about customers, you can implement them if your team is heavily reliant on data for decision making.

c)    Collaborative CRM: Such solutions help you overcome data silos allowing you to share data seamlessly across departments.

d)    Specialty CRM: Process-centric solutions are used to manage and streamline operations of a particular industry like medical, hospitality, manufacturing, real estate, etc.

How to Select the Right CRM For Your Organization?

Selecting the right CRM for your organization can be a difficult task. For this, you need to consider various factors including price, features, user interface, scalability, etc. If you are just getting started with a CRM then don’t go with complex systems, rather choose the ones that are easy to use, and contain automation, schedule management, lead management, contact management features.

No doubt, those solutions will have limited capability, but it will be a good bet if your team size is small. If you want a solution that contains better analytical and visualization capabilities, and allows you to centralize, automate, customize layouts, then high-end solutions are what you should go with.

Below are three top CRMs for your consideration with each being used for a particular purpose, hope this clears all your doubts on CRM selection.

1. Monday.com

If you need a flexible and easy to use CRM with the best project management features, monday.com is what you need. Unlike complex systems, it helps you schedule and monitor tasks, visualizes data, integrates solutions, and automate processes. Here is what you can do with monday.com

Here is a list of Features/benefits of monday.com:

a)    You can embed lead generation forms on your website and receive customer fill-ups directly on your CRM.

b)    Capture customer interactions from other connected apps.

c)    You can use the kanban view to monitor sales activity.

d)    Automate project activities keeping your team aware of updates and work pendency.

e)    Customize workflow templates with time as per changing project goals.

f)     Monday CRM integration capability is second to none, it allows integration with most of the top work apps.

2.  Salesforce

Salesforce is a robust tool that allows you to automate processes, integrate data, and customize workflows the way you want. If you are looking for a solution with advanced capabilities and extensive features, then Salesforce can be your top priority. You can also consider Salesforce Monday integration to manage tasks and customer activities from a unified platform. Monday.com Salesforce integration is a proven method that enterprises use to visualize and nurture leads collected from Salesforce on monday.com boards.

Following are the main features/benefits of Salesforce:

a)    Help you track customer interactions on email, campaigns, surveys, etc.

b)    Identify patterns in data. You can use these features to understand what drives customers to your products/services

c)    Nurture customers on various marketing channels.

d)    Gain real-time information about leads and customers at every stage of acquisition.

e)    You can customize dashboard, workflows, app layouts.

f)     Integrate third-party solutions and on-premise systems with the tvelop low-code apps for your specific processes and synchronize with the main system.

3. Zoho

Zoho is a great option for businesses looking for affordable CRM solutions. You can automate workflows, schedule tasks, plan sales meetings, conduct webinars, collaborate with a team, and connect with customers on various channels. In short, it contains features that are a mix of Salesforce and monday.com. While there are other tools as well that you can opt for, Zoho can be a great choice if you are looking for an affordable sales CRM.

Important features/benefits of Zoho:

a)    Collaborate with the team through common feeds. Share insights and answer questions, send leads, update deals, and more.

b)    Develop a mobile app and connect it with your dashboard to stay ahead of the curve.

c)    Keep an eye on the sales cycle from initial enquiry to final conversion.

d)    Use omnichannel CRM to manage social media profiles.

e)    Customize email templates, track the omers, and automate workflows.

Bottomline

While there are other CRMs like Dynamics, Oracle, and more that you can consider for your business, we just tried to give you a perspective of how to select a CRM and what capabilities you should seek in your ideal solution. While monday.com is a less affordable task management solution with CRM capabilities, Salesforce and Zoho are full-fledged CRMs. You can also consider monday.com CRM integration to optimize CRM opportunities by visualizing them on monday.com boards.

Still, have doubts? Write to us at info@damcogroup.com for detailed discussions.