Best Crm Software For Every Business In 2021

By Author: Technology Counter
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CRM refers to the practice of gathering and processing a large volume of data. If you look into the history of Customer relationship management, you will discover how all these started with traditional marketing. Today, CRM has gone beyond the general practice of storing customer databases on your computer.

It is more about collecting data and analyzing it to understand different trends in your industry and the current customers’ buying patterns. In this post, we are going to discuss the latest trends around CRM software in India and the applications of this software.
Easy Buyers Guide for CRM Software
What is CRM Software?
To get an edge over your competitors, you need to build strong and effective customer relationship management strategies. The better you interact with your customers, the higher the chances they will want to become your loyal customers.

That’s what CRM is about: building customer relationships, boosting their engagement with your brand, increasing the retention rate, generating qualified leads, and building customers’ trust in your brand.

Simply put, customer relationship ...
... management refers to the software, tools, techniques, process, and strategies that are designed to enhance your relationship with your target audience. To enhance your relationship with your customers, you are going to need robust CRM or lead management software. Before we discuss the details of this solution, let’s understand its meaning in detail.

CRM software is an automated digital solution that helps businesses connect different departments and multiple management activities into a single cohesive system. The system enables businesses and the staff to access customer data anytime and anywhere they want.

Additionally, it facilitates seamless coordination between different departments. If you compare the CRM software in India with those outdated legacy systems, you will realize how the updated and modern system has revolutionized business’ interaction with customers.

List of Best CRM Software in 2021
• Zoho CRM Professional Edition

• Salesforce CRM

• Zendesk Simple CRM Integration Solution

• HubSpot CRM

• Freshsales CRM

• Sales Creatio

• Less Annoying CRM

• LeadSquared CRM Solution

• Tranquil Best CRM Software

• POCO CRM

Common Capabilities of Best CRM Software System
Customer relationship management software is important for a business that wants to grow in a short period. Sure, you may have a marketing team that works on customer relationship management tasks. But, what are the chances they will complete the hectic manual activities without errors? Manual errors are the most common reason why companies are switching to CRM software in India.

The process of turning your prospects into your loyal customer is super complicated. It gets even more challenging without proper cloud-based CRM software. Nurturing your leads is extremely important if you want to grow your customer base. One way to do that is by selecting the best sales CRM software. Let’s have a look at some of the main features of advanced CRM solutions.

Contact Management
When you find a new prospect that is interested in your brand, the first thing you are supposed to do is record their personal information. This includes the name, contact number, address, and other contact details of the user. You also need to add their social accounts to your customer database.

Contact management is one of the core functionalities of a CRM solution. Though almost every CRM software system has the contact management module, you will need to consider the layout and interface of the software before making a purchase.

Track Interaction
Not only do you need to store the personal and contact information of the users, but saving the history of the customer interaction is equally important. You may also want to add some notes or the interaction history with each prospects’ database. Many people change their minds as they move through the company’s sales funnel.

Tracking your customer’s interaction will help you know where you need to improve and how you can boost your customers’ engagement. Track interaction is another core functionality of the best CRM software solutions.

Lead Management
Getting viewers and prospects might not sound difficult. But, things get challenging when it comes to converting these prospects into your leads. You will need to identify and guide your prospects through the sales funnel so that they do business with your company and become your regular customer.

Just like the contact management module, you will need to ensure that the CRM software system you choose features a lead management system module that goes well with your business structure. If you have shortlisted a few collaborative CRM solutions, then invite one of your sales representatives or sales manager to go over the lead management modules.

Email Integration
As the name suggests, email integration will allow businesses to send an automated and personalized email to a bunch of prospects. You can’t go on sending a separate email to each prospect. Moreover, extracting customers’ information from the software and sending a personalized email to each customer can be a time-consuming and hectic task.

This feature allows businesses to integrate Outlook, Gmail, Yahoo, and other mail accounts for smoother and simpler management. This also helps your internal management team to interact with each other as well as with the prospects. If your staff is not comfortable using the SMS or other in-app chat features for communication, then a CRM solution that allows email integration will be your ideal pick.

Document Management
Another important feature of the CRM software system is document management. It allows you to send, collect, upload, and save documents. Now, uploading and sending documents is possible in a centralized system. The best CRM software in India makes it easier for your team to access the information of any customer under one roof.

The document management system is an important module for medium and large-scale businesses that have many people working in the marketing and sales process. Storing each document will ensure that each member of your sales team stays up-to-date with all the latest information around your prospects and marketing. It also supports a smoother and consistent customer experience.

Proposal Management
You are going to need to create and forward quotes to your customers. As much as easy it sounds, sending business proposals to your prospects can turn out to be super challenging, especially if you have a large number of prospects.

How important this function is for your business depends on the nature and type of your company. If you are involved in a business that needs to develop and send quotes to your customers on a regular basis, then consider automating this process with an advanced CRM software solution.

Pipeline Management
This function allows the business owner to track the status of each stage in the sales funnel. It also makes it easier for the team to get an overview of the whole sales pipeline in a centralized system. Note that for businesses that have a longer sales funnel process, which means more steps for your customers to get to the end of the sales funnel, then it is worth putting the pipeline management feature above everything. It will help you track the progress of the sales funnel and how your prospects react to each stage.

Workflow Automation
One of the major functions of a CRM solution is the automation of manual, repetitive tasks. Using this module, you can create workflows according to your preference. Usually, workflow automation is not an included feature in the software.

It comes as an upgrade for those who want to improve the functionality of the system. The more your software automates the repetitive tasks, the more time your team gets to focus on other productive activities instead of getting stuck in the hectic manual activities.

Analytics
Collect the real-time sales reports of your daily, weekly, quarterly, and monthly sales performance. Generate accurate reports and ascertain your sales figure. Though sales analytics system or reporting is not the core functionality of the CRM software in India, these functions enable businesses to generate reports on the basis of a few essential factors such as the funnel stage, geography, and more. It gives you an opportunity to understand your sales process and get an in-depth analysis of the performance of your sales team. It also makes it easier for businesses to fix common sales-related issues.

Forecasting
Predict the future trends in your industry and determine the projected sales and revenue for the future with the CRM software in India. This function allows you to ascertain future business trends based on the current database. Using this feature, you can put your database to good use. This also enables companies to make informed business decisions.
Why Do You Need Best CRM Software?
A CRM system is specifically designed to enable business owners to track their relationships with customers. Initially, the uses of the best CRM software in India were limited to recording customers’ personal information and tracking sales status. Today, it performs a broad range of functions that not only help streamline your management operations but bring coordination between different teams in your company. From managing inventory to storing customers’ databases to tracking customers’ interactions, these tools can do it all for your business.

They collect plenty of information about your customers, sales funnel marketing, customer interactions, and other details that give you a clear view of how your sales are going. Just like any other automated solution that helps organize your day-to-day management operations, customer relationship management tools can simplify and automate a range of manual tasks. Let’s have a look at some of the important reasons why you need to invest in a CRM solution.

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Howdy, I’m Rajesh. I’m a Software Strategist & Digital Marketing Specialist living in India. I am a fan of yoga, fitness, and arts. I’m also interested in photography and travel.