How to choose the right CRM
All CRM (Customer Relationship Management) should respond to the needs of organizations, and if yours isn’t doing that or you ought to have one in your company, it’s time to make a change.
Below you will find examples of necessities:
- Increase website visits
- Qualify leads
- Reunite information about a specific lead
Of all these conditions, there will be some that are better suited to the needs of an organization and others that will be less valued.
An organization that runs an ecommerce store may need a CRM like Omnisend with a robust email marketing component to create and manage email campaigns to turn leads into paying customers and incentivize repeat purchases.
A cybersecurity organization may want to opt for a CRM like Hubspot, because all-in-one marketing platforms oblige them to do everything they can to protect your data (and theirs), while giving you all the documentation you need to do the same.
In other words, each company can opt for the software that best sells the functionality that suits them best.
However, three needs are common to any organization, any industry. They are Automations, Integrations, and Variable Pricing Models.
CRM and integrations
If an organization wants an omnichannel strategy, it wants to connect its touchpoints to the CRM.
What are these?
Anything that promotes an exchange of information between your company and a potential customer or vice versa could be a newsletter subscription button, a simulator, or a simple contact form.
All these touchpoints I mentioned should be connected to the CRM to build a database of people interested in our services, whether they want to buy or not.
This way, the sales and marketing strategy will be as integrated as possible.
If everything is integrated with digital tools, we have a database we can work with.
They help mainly with two things:
The first is eliminating manual work: we don’t want to waste time changing a lead’s stage in the pipeline, nor do we want to send the same thank you response to those who submitted our contact form. A CRM with automation will work for us and choose the trigger and the desired action.
The second is sharing our value proposition: if we have a database, we can use email automation and send newsletters or emails with our value proposition.
Pricing models of CRM
A CRM software with different pricing models turns out to be an advantage because we can adjust our spending to the resources we want. Usually, the pricing models vary according to the number of spots, the size of the database we will work with, and the number of emails sent. We define how many people we have, the size of our database, and the number of emails we want to send, and we choose the plan that best suits us.
Right after these, also consider the choice of a CRM based on the quality of the customer support.
As a HubSpot customer, you get access to world-class training material as soon as you sign up. There are complete courses and certifications, eBooks, and extensive guides. Their chatbot is also helpful.
A CRM that follows the principles of integration, automation, and pricing models can be integrated natively or via a third-party app with other apps and usually has automation mechanisms that allow us to eliminate manual work. Finally, it has different pricing models adaptable to all types of organizations.
If you are interested in this topic, you can email me or contact the business development team at Angry Ventures.
Additionally, we have a more developed document about CRM analysis, where we recommend three software that follow the automation, integration, and pricing model principle.
Finally, let me leave you with a detailed analysis of one of the strongest CRM in pipeline management for sales teams, Pipedrive. We also have another grid with a detailed analysis of a wide variety of CRM in the market.
It will guide you how to:
- Qualify Leads
- Clarify Questions
- Gather Lead Information (with Lead Booster extension)
- Get in touch with prospects
The best option for those looking for a sales dedicated CRM.
When looking for a CRM dedicated to Pipeline management, bulk emailing, and sales automation, Pipedrive is the best value for money option.
It will not be a good option for those looking for a CRM with marketing features, though.
- Allows direct connection to your email inbox
- The pricing varies depending on the number of seats (people in the team with a CRM profile)
- You can add an extension called Lead Booster which contains:
- Prospector (prospecting leads via scrapping)
- Live Chat on the website
- Chatbot on the website
- Building Lead Generation Forms (here)
👉 We also have a new website. Take a look at https://angry.ventures/
Originally published at https://blog.angry.ventures on January 21, 2022.