CRM software collects, stores and archives customer data . A CRM tool simplifies the activity and optimizes the management of customer relations, the commercial management of customers and prospects and marketing activities for large and small companies.
What is CRM software?
A real marketing tool , the CRM software provides very complete dashboards allowing easy monitoring of sales performance and simplifies the management of contacts and customers . In the CRM software you store the information
A mobile application is very often available with your CRM software , very practical for inserting new contacts in a trade show or on a meeting. cloud Information is stored in the , giving you easy access from any device.
CRM is surely the No. 1 business software for companies wishing to equip themselves with a commercial productivity tool in 2020. Many players help SMEs in their digital transition ( BPI France or France Num ).
Let’s see together, which are the best CRM software and how to choose the right CRM software for your business. You will find free or paid CRM software. You will have to decide according to your needs and your budget and choose the software that suits your business and your personal needs.
What are the types of CRM?
There are three main types of CRM: Operational CRM (for sales, marketing and service), Analytical CRM (for data collection and analysis), Collaborative CRM (information sharing between different teams).
What is the difference between CRM and PGI?
CRMs are customer-focused, often looking for growth tools outside of the business, whereas ERPs work internally for optimization across business departments .
What are the benefits of CRM for a business?
The best CRMs will be able to track customer details, gather feedback from customer-brand interactions, track the sales cycle from prospect to sale, develop marketing campaigns, manage social media, a contact center, and so on.
What types of businesses use CRMs?
Large companies in all industries most likely have a CRM strategy in place. However, small and medium-sized businesses will also find CRM useful in growing their customer base and building their reputation.
Not looking for a list of CRM software? Check out our other top software lists for managing projects and work processes:
- CRM is just one part of marketing that you will need to tackle as a startup or small business. Don’t forget to have a comprehensive marketing strategy, including the marketing project management software to help you along the way.
- As you progress, you may want to use business intelligence tools to help you collect and plot data to hone in on your strengths and weaknesses and overcome obstacles or long wilderness crossings.
- Helpdesk software is a great starting point for anyone looking to address customer needs, questions, and concerns. You may also be interested in in-house support for your team, which help desk software can do as well.
This article will help you quickly compare and evaluate the best customer relationship management software and, in particular, CRM software for small businesses and start-ups.
CRM stands for Customer Relationship Management. As we mainly focus on digital project management, you might be wondering why we are here and why we talk about client management.
Here’s why: Although project managers aren’t (usually) directly responsible for CRM strategy and software, it’s important to understand how they play a role in your organization’s strategy and projects. CPs should know the types of tools their teams use, who uses them, for what purpose and how. The PC is the person who connects the dots between different people and activities, and knowing their toolkit helps to make better decisions and ask the right questions when planning projects.
Quickly Compare and Evaluate the 10 Best CRMs for Small Businesses in 2022
A robust CRM strategy is essential for all businesses today, but especially for small businesses that are looking again and again to build customer loyalty, generate positive reviews, and spread their name through word-of-mouth.
Organizations consider several factors when developing a basic CRM plan:
- How to resolve disputes before they become a problem?
- How do you make customers feel valued and heard?
- How to attract new customers?
- How to retain your old customers?
- How do you encourage people to come back frequently?
And why do you need a CRM plan?
Even if a customer has a positive interaction with your business, 60-80% of them don’t necessarily come back to you . You have to think beyond just giving people a good experience the first time, because even that doesn’t guarantee they’ll come back.
You should have a plan to keep them coming back , which could include marketing touchpoints like staying “in touch” through email newsletters or a social media presence; participate in events or activities in your community; have your best employees in contact with customers so that each transaction is flawless; listen to all comments, positive and negative; ensure that you are easy to contact by telephone, email and post; etc
So how can you navigate all of this on your own? Small businesses often have tight budgets and a limited workforce. This is why it may be worth considering using CRM software for small businesses.
In this article, I share with you the best free CRM to include in your CRM strategy picklist. I also tell you how CRM for start-ups can help you grow your business. Below you will also find answers to frequently asked questions about CRM systems, but you can always leave other questions in the comments section below and our community of project managers may be able to help you answer them. to resolve.
Criteria for comparing CRM systems
The best CRM systems are determined by the following list of criteria.
- User Interface (UI): Does it offer clear, well-designed displays and intuitive navigation? For customer relationship managers, the ability to customize the interface is a primary consideration – can you easily modify fields, pipelines, and sales processes? Often the ability to customize the interface is only available in higher tier pricing plans.
- Ease of use: CRMs can be really complex tools, so I look for ones that are easier to learn. I check if each CRM offers tutorials, training and user support through multiple channels.
- Features and Functionality: How many features and functionality do Key CRMs offer, and how powerful are they? Specifically, I searched for:
Contact or Customer Management: Create and edit contacts and find them easily in a searchable CRM database. At the very least, this function should integrate with email functions and phone calls.
Business Management: Create pipelines to track outreach, negotiations and deals. This feature should be easy to view and provide the ability to quickly update leads.
Interaction Tracking: Manage your relationships by quickly understanding a contact’s interaction history with your business. Interaction tracking can record phone calls, meetings, chats, emails – you can record them manually, but many tools automatically generate recordings.
Process automation: A CRM solution for small businesses should be able to automate things like your sales processes and follow-up tasks.
Reporting tools: The best CRMs can track performance by reviewing activity data recorded in the system, such as sales, revenue, contact, and rep activity data.
- Integrations: Is it easy to connect with other tools, and does it come pre-integrated with business tools for accounting, e-commerce, project management, and marketing?
- Value for $: In rough numbers, a CRM for a small business averages between $25 and $60 per user per month, and very few would cost more than $80 per user. I look at the price of each CRM and assess how well it is suited to its features and capabilities. I also prioritize tools with clear, transparent and flexible pricing.
It might seem impossible to find the best CRM for small business. However, just take it step by step and look at the many options available, one at a time:
The 10 Best CRM Software for Small Businesses
1. Fusion Framework System
Fusion Risk Management is a cloud-based, operational resilience software that functions on top of the Salesforce platform. The Fusion Framework helps organizations accelerate digital transformation of their governance, risk, and compliance programs by integrating data, systems, people, processes, services, and more under one platform.
The tool allows users to visualize their business, products, and services from a customer perspective, creating a map of day-to-day functions within your business. Through dependency visualization, organizations can recognize impacts and view relationships based on risks, processes, applications, and third-parties. Fusion also includes features for incident management and risk assessment.
The Fusion Framework adapts to changing priorities and methodologies used for any CRM program. Organizations can use Fusion’s software for compliance management, as well as aligning to industry standards and regulations, improving visibility through predictive analytics, and increasing company engagement through automation.
The software is configurable through clicks, not code, and the guided workflow functionality makes it simple for any end-user to use the system.
Fusion Framework System’s integrations include Everbridge’s emergency notification system and risk intelligence platform, Send Word Now, Onsolve, and ServiceNow.
Pricing for Fusion Risk Management is available upon request.
- Customizable to meet the needs of any organization
- Streamlines approach to developing plan and mapping components
- Ability to draw data from multiple points around the organization and identify previously unknown gaps
- Lack of transparency on pricing
- Not intended for use by small businesses
StandardFusion was built to make G more approachable and accessible for all businesses while reducing risk and disruption before it occurs. Whether you’re new to the practice or an expert, StandardFusion is one of the more flexible CRM tools on the market and can be used by SMB and enterprises.
The tool has a simplistic and powerful interface. Navigating within the software is straightforward and you can get anywhere you need in just a few clicks. Even users with limited knowledge of the software will catch on quickly with its intuitive layout. They also offer in-depth product training sessions and user guides. Technical support, in-person training, and dedicated success managers are all accessible as well.
StandardFusion’s modules allow users to efficiently manage their risks and compliance programs in a single location. You can assess and track the impact and likelihood of individual risks, mitigating actions, and summarize their outcomes using the report generator.
The software functions using a single set of common controls where users can create, manage, and monitor their controls and security programs to ensure compliance across multiple frameworks. With versatile auditing capabilities, you can perform both internal audits and track external audits to monitor compliance.
The software is framework agnostic and can manage compliance to multiple frameworks, including: ISO27001, SOC2, PCI DSS, NIST, FedRAMP, HIPAA and CCPA. StandardFusion has multiple existing integrations including: Jira, Confluence, Slack, OpenID, DUO, and Google Authenticator. We also have the option for single sign-on, integrations with UCF, and access to our API.
A final standout aspect of this tool is the transparent pricing structure, which can be tough to find in an enterprise-grade tool. Pricing terms are laid out upfront with no surprises. All plans grant users access to the full functionality of the platform, with additional included features and integrations as the plans scale.
StandardFusion pricing starts at $750/two users/month.
3. IBM OpenPages
Used by the likes of industry titan General Motors, IBM OpenPages with Watson provides core services and functional components that span operational risk, policy and compliance, financial controls management, IT governance, and internal audit.
Although any per-user cost can get unruly as the team grows, IBM OpenPages has a flexible cost that could work well for smaller groups that need to temper their spending. The yearly fee is reasonable enough that it scored them high marks in the Value for Cost evaluation.
One downside of this software to note is that it can be a bit slow to implement risk assessments, create and log issues, and setting up workflow automation. All-in-all, your users will need patience when using this tool.
IBM OpenPages costs from $272/user/year and has a free demo.
4. ServiceNow Governance Risk and Compliance
ServiceNow was named a Leader in the 2019 Magic Quadrant for Integrated Risk Management. This CRM tool helps to drive a culture of risk management with a unified data environment by giving the front line easy access to insights and tasks via chat, mobile apps, and portals.
The Reporting and Analytics features for ServiceNow are thorough and intuitive to use, offering great flexibility for whatever metrics you need to track. Thus, they scored well in this section of the Features & Functions evaluation criteria.
A con to note is that the ServiceNow Governance Risk and Compliance software could use some sprucing up when it comes to their reporting tools, which lack advanced filters and would do well to broaden its available data visualization schemes. But as you can see from the above screenshot, it does have some very easy-to-read graphics to help you visualize basic data.
ServiceNow Governance Risk and Compliance offers custom pricing upon request and has a free demo.
5. SAI Global Compliance 360
This CRM tool enables a vantage point for third-party business disruptions. It also delivers enhanced UI and intuitive-to-navigate experience along with some robust risk intelligence reports.
SAI Global Compliance 360 excels in a few noteworthy features: A) the ability to execute company-wide training on current policies and procedures, and B) automating critical workflow steps for permissions, etc, in order to hold people accountable.
As far as navigation and ease of use is considered, SAI Global Compliance 360 is a bit complex and cluttered. Users may feel like they have to execute multiple clicks for tasks that should take one or two. So, they lost a few evaluation points in the Usability criteria section.
If you are looking for the perfect CRM fit, know that SAI Global Compliance 360 is a hugely flexible product; ask their support team to help customize exactly what you need.
SAI Global Compliance 360 offers custom pricing upon request and has a free demo.
RiskRate automatically screens your third party risks against the world’s largest risk intelligence database: more than 500 regulatory lists, 200,000 unique media publications, 1.5 million politically exposed persons (PEPs), and more than 8 million adverse media profiles.
Navex Global RiskRate has the modern flare and organization of sleek, contemporary software. Users of any experience level will be comfortable and familiar with this type of interface, which scored them favorably in the UX section of the evaluation.
A con to note is that determining redundancy/duplicate items or documents falls on the user, rather than being sorted by the software protocols, which will add time spent via manual intervention.
Navex Global RiskRate costs from $5000/year and has a free demo.
Enablon is a CRM software designed to facilitate top-down and bottom-up approaches for risk identification. Analyze risks by using bow-tie functionality to determine causes and consequences, and define preventive and mitigating controls.
A few things that Enablon excels at is their ability to handle large databases with ease and download your data in Excel, PDF, or even PowerPoint. Plus, their tools for setting reminders/notifications for expiring permits are helpful.
Enablon lacks a bit in Usability, per the evaluation criteria, as the auditing tools can be a bit convoluted; additionally, forms could be more flexible, as many lack copy-paste functionality and other expected features.
If you need reliable reports and dashboards, Enablon goes above and beyond to capture information from all modules and cut down on data analysis time.
Enablon offers custom pricing upon request and has a free demo.
Riskonnect is a global leader in integrated risk management technology and the world’s largest RMIS provider. It seamlessly consolidates data from multiple sources, automates routine processes, and uses analytics to turn complicated information into actionable intelligence.
Riskonnect has extensive resources for training, scoring them well in the Usability category of the evaluation. They have a robust customer care department with many ways to reach them, a blog with case studies and testimonials about industry leaders, and a webinar series.
A critique of the Riskonnect software is that some of the features open to Admins are a bit clunky and difficult to use.
This solution empowers CRM professionals to create audit plans, store important documents, and summarize any resulting data easily.
Riskonnect offers custom pricing upon request and has a free demo.
9. SAP CRM
SAP CRM lets users integrate CRM processes on a common technology platform. Features include risk strategy and planning; a unified repository for process control information; audit planning, management, and performance; and exception detection and compliance checks.
SAP offers myriad first-party products and services available to integrate with their core CRM system. Users can customize the package they want and only pay for what they need. Thus, they scored well in the Integration segment of the evaluation.
A downside of the software is that it takes a while for implementation and training, leaving users to cope with a steep learning curve and minimal assistance-giving resources.
Users will enjoy the solution’s sophisticated way of producing a global repository, which is crucial for smooth CRM processes.
SAP CRM costs from $500-15,000 per license and has a free demo.
10. Nasdaq BWise
This integrated suite of compliance solutions—powered by BWise technology—is designed to optimize your regulatory compliance program. Collect, access, transfer, or share data assets and safeguard data privacy and data protection with the BWise GDPR Compliance Solution.
Nasdaq BWise does a lot of things well but there are a few standout features I want to note here, like its friendly customizability options that allow users to navigate different, unique compliance initiatives across the organization. Additionally, the integration with TeamMate is helpful for testing purposes.
The user interface is a bit gloomy and the organization of the data is quite stiff; though it does the trick, it looks neither modern nor appealing. Thus, Nasdaq BWise lost a few marks in the UX segment of the evaluation criteria.
A special shout-out goes to BWise’s seamless tracking of audit testing and results; if audits are giving you grief, this solution can help.
Nasdaq BWise offers pricing upon request and has a free demo.