Category: Customer Relationship Management (CRM)

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Junxure has been developed by a financial advisor only and this is the reason why all the problems that a financial advisor faces when it comes to client management are solved with this software. It is a CRM software that thinks like its advisor. It…

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Wealthbox is one such rare CRM software which provides mobile app to work when you are on commute. This is one of the best user interface software and one can use it without any training. There are many important features of Wealthbox CRM software which…

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Alwafaa is a very prominent software solutions provider in UAE. The Super CRM is the product of Alwafaa group. The Super CRM software helps in maintaining a sustained relationship with the customers. The generation of leads and its management is given a higher priority. The…

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Metadata is one of the most famous and all in one CRM solution for a business. This single cloud based software will help in maintaining a good and sustaining relationship with the customers. Compared to the other software solutions present in this list, Metadata is…

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Agile CRM is a comprehensive CRM that helps the small business manage all the aspects of the business like sales, marketing, support and billing. This all in one CRM not only helps you to manage your customers but also helps in streamlining all the marketing…

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Starting from $8.99 per Month
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Prosperworks is one more easy to use CRM to organize your contacts and to build your sales pipeline. It is one of the best G suite CRMs available. It easily integrates with the Gmail and lets you manage all your conversational data at one place.

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Beautiful, friendly and simple are the three words which will define this software better. If you have a wrong perception about CRMs, then your perception will tend to change over time with the use of Real Office 360. These are easy to use and it…

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100% free forever
Customer & Sales
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Redtail CRM is one of the most prominent CRM software in the finance industry. This easy to use software has been supporting the financial advisors in client relationship management since 2003 and it has been very useful since then. With their amazing features, the CRM…

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Kronos Finance is a Canada based CRM software which is designed by keeping the financial advisors in mind. The CRM aggregates the client and product data from various gateways with the insurance and information platform. The features of this software will save the time and…

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Tamarac Advisable CRM is another powerful CRM tool that has been built on the Microsoft Dynamic platform. A team of consultants and advisors work together at Tamarac in order to provide the best strategies to implement in order to have good relationship with the clients.…

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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.