If you sell B2B, the key reason most companies need a CRM is to improve their lead tracking .
If that is also your case, it is best to make sure you implement a good CRM de ventas .
The benefits can be huge. Even a small sales team (3 people) I spoke to recently told me they were making a lot of money. $1 million more in sales per year ( !) after implementing their sales CRM.
However, with all the different sales CRM systems out there, it can be difficult to know exactly what you need to increase your success rate and productivity. So first, I’m going to address that for you and give you a list of useful features to look out for.
Following this, I’m going to use this same list of features as well as G2 review scores to compare 8 different top sales CRM software platforms in detail, including pricing .
A sales CRM is software designed to help sales teams manage customer relationships and streamline their sales process. It organizes all customer data, interactions, and sales activities in one place, making it easier to track leads, follow up, and close deals.
Key Features of Sales CRM Software
Here are 10 basic features a sales CRM software platform can offer to help you better track your leads:
Visualice sus clientes potenciales en múltiples pipelines de arrastrar y soltar
Send automated email sequences until prospects respond
Automatically enrich leads from public information and email signatures
Track the source (and reason for loss) of your leads and analyze it
Receive automatic follow-up reminders when leads become inactive.
Track leads with integrated email and website tracking
Get a live overview of what your leads are doing in an in-app notification center.
Digitize leads with a built-in business card scanner
Use email templates in your Gmail inbox to manage leads more productively.
Manage your leads entirely from your inbox with a handy email sidebar
There are a ton of useful features there that you won’t be able to get from just an Excel sheet I’ll detail below which of these features come with each sales CRM software.
Sales CRM Software Rankings: Our Methodology
If you are looking for a good CRM software to manage your sales leads , the above set of features can significantly boost your success rate and increase your productivity .
To compile this ranking, I reviewed a list of around 800 potential CRMs to make a shortlist. I then tested each of the 8 selected sales CRMs first-hand and investigated dentist database which of them offer which features, which I detail below.
In addition to this, it is important to consider the bigger picture when comparing software, as you need to make sure that your team will actually use the system as well . Getting a CRM that the sales team doesn’t use is pretty much useless .
That’s why I’ve included each software’s current G2 rating to give you a better idea of how they stack up. It breaks down as follows:
If I ask our customers what they essentially 7 best mobile crm apps [2024 ranking] use Salesflare for, the answer is usually: to improve our lead tracking .
Our goal at Salesflare is to make lead tracking super easy for you, without you having to enter data to keep the system alive. And with plenty of automation built in to make you more productive.
Integrate your sales CRM into your Gmail or Outlook inbox
Use Salesflare from your Gmail (or Outlook) inbox .
“Salesflare brings an effortless CRM experience – without much work or effort, our salespeople can keep customer and opportunity records up to date and provide management with an accurate forecast. It’s never been easier to track our sales. Plus, this is the first CRM software that our sales people actually want to use and utilize (where all other software has failed to deliver).” writes Frank M. , CEO of an IT consulting firm, about Salesflare.
Testing it
When you try Salesflare, you’ll immediately notice the emphasis on automation and ease of use. The setup process is incredibly simple, and you can connect cnb directory your email and social media accounts with just a few clicks. Once connected, Salesflare automatically pulls in data, creating complete profiles for each contact without you needing to manually enter it.
The automatic data entry feature stands out. Salesflare collects and organizes contact information, company data, and even social media profiles, ensuring you have all the details you need in one place. Email and meeting tracking is seamless. Every email you send and receive is automatically logged, with real-time updates on when your emails are opened and links are clicked. This feature helps you monitor lead engagement and prioritize follow-up effectively.
