Category: Customer Relationship Management (CRM)

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Teamgate CRM

Teamgate is the simply smart Sales CRM with the strength to power your success. Armed with a series of intelligent…

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from $9 per month
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Kronos finance

Kronos Finance is a Canada based CRM software which is designed by keeping the financial advisors in mind. The CRM…

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Pareto Platform

Pareto Platform offers a CRM tool that is built on Microsoft Dynamics. The platform has been built for financial advisers…

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Salespro CRM

Adept solution is providing easy to use, scalable and affordable online customer relationship management (CRM) software to customers in dubai…

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Solve360

Solve360 CRM is one more simple and easy to use CRM and contact management tool that can benefit the small…

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Redtail CRM

Redtail CRM is one of the most prominent CRM software in the finance industry. This easy to use software has…

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MetaData CRM

Metadata is one of the most famous and all in one CRM solution for a business. This single cloud based…

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Creatio CRM

Creatio CRM is the most agile CRM platform for midsize and large enterprises to accelerate sales, marketing, service and operations.…

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Starting from $25/per user/per month
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Customer & Sales

Finaeo

The marketing tag that has been used by Finaeo is “Digital assistant and Sales Coach for Financial Advisors”. The tag…

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Salesboom CRM

Salesboom is a web-based affordable and customizable CRM that provides useful insights about your customers. It offers 3 plans and…

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How to Choose a CRM Software for Your Business?

Choosing the Right CRM

Initially designed to maintain relationships with customers and built to provide a clear contact management system, CRMs developed into a powerful tool used for sales management, marketing and other efficient processes. The advantage of CRMs is that all tasks are automated and allow very little space for manual operation. Costs of CRMs vary according to the features they possess. Asking yourself the following questions would pave the path to choosing the right CRM for your business.

  • Does your business require a CRM?
  • Do you need a powerful contact management system?
  • Are you looking for a way to boost sales?
  • Do you want to track your orders and have an automated system for sales forecasting?
  • Are you focusing on better customer support?
  • Is the software customizable to your business needs?
  • Can you integrate the CRM to the existing software?

CRMs offer a wide range of automated facilities and some CRMs are equipped to even store data in the cloud. All businesses thrive on lead generation and sales contact maintenance. CRMs are more than just better alternatives for a robust contact management system.

CRM Benefits

By saving time and money, CRMs help boost the efficiency of sales executives by helping them get better at their work. CRMs do more than just track performance and boost sales. Let’s take a look at a few features:
On the Cloud
Businesses having a large number of contacts and a wide range of data relies on bigger better databases. CRMs help store data in the cloud, allowing data access anywhere anytime.
Customizable
With different categories and types of businesses in existence today, building a software suitable for a particular business type is near to impossible. One business’s requirements may differ from another. For example, a restaurant may require different management software and CRM Software functionalities when compared to an electronic distribution business. Customizing a common CRM platform to meet your business needs is a huge advantage.
Lead Generation
Getting clients and contacts and keeping them involves a lot of effort. CRMs help keep track of contact information and help convert leads into contacts easily, thus reducing manual sales efforts.

Scope

From CRM Software available for SMBs to large businesses, they have become a vital part of every organization. No business has ever eliminated a good contact and sales management system. CRM these days come with added features such as inventory management, Point of Sale systems and much more. With added updates and newer features, CRMs are a crucial part of every business thriving in the industry.

Have You Found Out a Right Software for Your Business? Request a Demo Now