Top 6 best CRMs: features and benefits

Would you like to find the best CRM for your business but you are lost? There we are. In this article, you will find an overview of the best CRMs to help you make your choice.

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To carry out this analysis, we particularly value ease of use, which is essential for all users, as well as integrability with your current tools such as messaging or marketing applications. Here are the top 10 CRMs.

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A CRM: what is it?

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CRM is the acronym for “Customer Relationship Management”, or in French, “Customer Relationship Management” (GRC).

CRM solutions offer a set of tools that focus their functionalities on managing your interactions with customers and prospects.

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More specifically, these tools are designed to:

• Manage contacts
• Follow up with prospects
• Take care of business opportunities
• Automate commercial procedures
• Facilitate marketing automation
• Analyzing business results
• Provide customer service and support

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By using a CRM, your strategy is more focused on your customers. In a context where customer experience is an essential differentiator, this type of software has become indispensable for all businesses, regardless of their size or sector of activity.

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The functionalities of a CRM

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This software centralizes information on your customers to better manage interactions. In other words, it boosts your sales. How? With various features.

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It stores data about your customers, from their contact details to their tastes and interests. Useful for winning new customers and retaining current ones. It also captures the news about your company and centralizes all this information in a database.

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But it's not just about managing relationships. It also analyzes, studying interactions with your customers, team dynamics, sales, etc. These analyses are based on key indicators and collected data. With these insights, the company can adjust its strategy. CRM also helps develop sales and marketing plans to maximize profits.

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The selection criteria for choosing the best CRM

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Selecting the best CRM for your business requires a careful analysis of your needs and the options available.

Here are some key things to consider:

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• Identify your goals: Define the functionalities that are essential for your business ambitions.
• Measure the ease of use and modularity of CRM: the system should be intuitive and in line with how your business works.
• Make sure it is compatible with your current tools: the CRM must be able to link to your existing applications, such as your accounting or marketing solutions.
• Prioritize security: find out what arrangements are in place to keep customer data safe.
• Look at the prices: compare the costs of CRMs and don't forget to take into account additional costs such as installation, customization or support.

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6 best CRMs

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Hubspot: the best CRM

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In our opinion, it is the best CRM, with numerous advantages. Intended for startups, SMEs and large companies, HubSpot dominates the CRM market. Its reputation comes from its ability to optimize customer relationships and boost productivity. More than a lead tracking tool, HubSpot centralizes the areas of marketing, sales, and customer service.

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This software, which is both robust and intuitive, meticulously traces each stage of the customer journey, from the first contact to the finalization of the sale. This continuous monitoring allows you to have an overview of the evolution of prospects, maximizing your sales opportunities.

HubSpot also stands out for its all-in-one approach and its focus on inbound marketing. Its integration of marketing automation, data analytics, and content management promotes a unified strategy. With HubSpot, you break down data silos, ensuring a consistent strategy.

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As a bonus, HubSpot is known for its free version, offering a range of marketing, sales, and CMS tools.

If you want Start with Hubspot, we can support you for its implementation and optimal management. You can also follow our free Hubspot training.

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monday.com

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monday.com is an online platform dedicated to collaboration and project management. In addition to its project management functionalities, it offers CRM capabilities for customer follow-up.

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It offers a user interface that makes it easy to create dashboards to track tasks, projects, and processes in real time, with predefined templates for quick implementation. The platform promotes collaboration by offering file sharing, real-time comments, and automatic notifications. Users can manage deadlines, assign tasks, and measure progress using key metrics.

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monday.com also integrates advanced planning tools, allowing the chronological planning of projects, the assignment of resources, the management of dependencies between tasks and budget monitoring. In short, monday.com is a versatile tool for project management and collaboration.

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Sellsy

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If you're looking for a comprehensive CRM that covers your entire sales cycle, consider Sellsy. French, this multifunctional platform includes prospecting, sales, sales, invoicing, business management and financial monitoring.

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In terms of CRM, Sellsy offers a complete view of your sales pipeline, optimizing the management of your contacts and guaranteeing the follow-up of all commercial opportunities. It is reinforced by automation, monitoring, scoring and reporting functions to help you perform.

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In addition to CRM, Sellsy offers an integrated quotation and billing module to speed up transactions and thus reduce your sales cycle. Its financial management tool is an asset for monitoring your finances.

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Sellsy's modularity is also an advantage. Depending on your requirements, you can activate the necessary modules or opt for the complete CRM suite.

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Salesforce

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With its user-friendly interface, Salesforce CRM makes it easy to track sales by presenting data in the form of a pipeline. Salesforce gives you a preview of the results of your actions, while promoting easy collaboration.

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In addition to its CRM, Salesforce provides “Salesforce Platform”, a tool dedicated to the development of cloud applications. This allows you to customize your workspace according to your requirements.

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Salesforce CRM is a comprehensive and adaptable customer relationship management solution. It supports businesses in monitoring and improving customer interactions, automating sales and service tasks, collaborating as a team, and creating custom applications to meet their specific needs.

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Zoho CRM

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Zoho CRM is a cloud solution dedicated to customer relationship management, facilitating the monitoring of interactions between your teams and your customers, prospects or contacts. It integrates a range of functionalities covering sales, marketing, and customer service, while offering tools for automation, data management, and performance analysis.

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On the sales side, Zoho CRM allows you to:

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• Track prospects
• Managing business opportunities
• Administer quotes and invoices
• Track sales activities.

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For marketing, features include:

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• Campaign management
• Follow-up of prospects
• Customer segmentation
• Integration with social networks and the creation of forms.

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Regarding customer service, the software offers the ability to:

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• Track service requests
• Manage support tickets
• Offer support through multiple channels
• Evaluate customer satisfaction.

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In short, Zoho CRM provides a comprehensive solution for customer relationship management, helping businesses improve interactions while increasing productivity and performance.

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Pipedrive

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Designed specifically for small and medium-sized businesses, Pipedrive offers an intuitive sales-centric interface, detailing each step of the process.

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With reminder and notification features, Pipedrive makes it easy to follow up on leads and plan future actions. Among its characteristics, we find:

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• Reporting and analysis tools to assess business performance.
• Automation features to optimize efficiency.
• Integrations with various applications, such as email marketing tools, social media platforms, and productivity tools.

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Pipedrive is highly customizable: users can add custom fields, adapt views and reports, and incorporate third-party integrations to expand the software's capabilities.

In short, Pipedrive is a sales-focused CRM solution, combining a user-friendly interface, tracking, automation, reporting, and integrations to optimize sales management.

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Measuring the effectiveness of your CRM

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To assess the performance of your CRM, consider these key indicators (KPIs):

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• Conversion rate: indicates the ratio of prospects transformed into customers as a result of interaction via CRM.
• Retention rate: shows the proportion of current customers who continue to collaborate with your business over a set period of time.
• Response time: determines the average reaction time to customer requests, reflecting the efficiency of customer support.
• Business analysis: looks at CRM sales data to assess the success of sales teams, sales chances, and the relevance of campaigns.
• Customer satisfaction: based on feedback or surveys to understand the degree of customer satisfaction and involvement.
• Return on investment (ROI): quantifies the financial gains produced by the CRM in terms of installation and management costs.