It is undeniable that new technologies exert an increasing influence on the corporate world. Nowadays, we realize more and more the importance of adopting management software for any and all companies that are willing to correctly implement the best digital marketing strategies. Based on this consensus, we highlight the need to include the best types of sales CRM in these processes.
In fact, CRM proves to be one of the most important tools for correctly managing relationships between the brand and customers (or potential customers), thanks to its ability to centralize all data relating to the company's customers and leads in a single place. , so that the service process occurs in an optimized and fluid way.
However, it is commonly observed that many managers still face serious doubts before choosing which type of CRM to adopt in their sales process. sales management – which is natural, considering the wide variety of options available on the market.
By reading this article, you will know everything about implementing a sales CRM in a company and you will know the most effective options on the market, in order to choose the one that will best suit your business needs.
What is a sales CRM?
If you're wondering what a sales CRM is all about, don't worry, we'll explain everything in detail here.
It is the acronym for Customer Relationship Management, or, in Portuguese, Customer Relationship Management. Based on this nomenclature, we could then briefly define CRM as software whose focus is on managing the processes related to commercial operations that a company has with its customers – but it is about more than that.
In the past, it was common for the entire marketing process to be excessively focused on the operational aspect, focusing too much on just three factors: cost reduction, product attributes and the quality of its services.
However, the scenario has changed. Today, modern CRM practices allow both large and small companies to Small business understand that, in addition to the aforementioned factors, there is also an extreme need to prioritize a relationship strategy that meets the needs and desires of its consumer public at a more advanced level.
Based on this understanding and the implementation of appropriate practices, the company becomes capable of solving its problems effectively, conveying to the customer all the value contained in the solutions offered by the company, while favoring business results.
And what are the real benefits of implementing a sales CRM?
The benefits brought by the implementation of a sales CRM in the commercial routines of a company are easily perceptible by the centralization of information on customers and leads and by the ease provided to the communication between the brand and these same customers and leads.
It is also relevant to highlight its importance in detecting sales opportunities and assertive contact with customers: CRM is widely used to monitor all stages of the sales process, which becomes a determining factor with regard to customer loyalty and service and support.
Last but not least, the use of a good CRM in your company's commercial practices is also reflected in your own team's internal routine, since, by using the tool, the manager can regularly assess the performance of the sales team. marketing and sales, checking the achievement of goals, the individual performance of each employee and if the leads were, in fact, hot for the sales team.
Thus, the implementation of a CRM system in your company can promote a complete transformation in several levels of your most diverse business processes, offering significant improvements in several aspects, such as:
- customer retention;
- increase in revenue;
- brand perception;
- competitiveness analysis;
- scalable growth;
- sustainable development.
Today, the importance of implementing a CRM among the elementary tools of a company is as recognized as the use of a good system. ERP – and that’s precisely why they exist. so many different CRM options.
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The 9 best sales CRM on the market
With so many options available, it can be a little tricky to choose which sales CRM will be the best fit for your business operations. Therefore, we, at ZapSign, have prepared the way for you to make the best choice from the 9 best alternatives in this immense sea of possibilities:
- Agendor
We start our list with the Agendor. It is a recognized tool for commercial management and automation of the sales process.
The platform is quite versatile, offering several functionalities, such as sales management, customer support, activity notification, and real-time monitoring of metrics and KPIs.
Available in trial, free and paid versions, Agendor features integration with other tools, being especially suitable for companies with mixed sales teams.
- Fleeg
Then we indicate the Fleeg: a CRM platform especially suitable for structuring the commercial process of small and medium-sized companies.
This powerful CRM allows for contact management, and features for automated tasks and marketing.
Fleeg offers a free plan, with basic features, and 3 different paid plans.
- piperun
Another good indication for small and medium-sized teams is the piperun. The tool is very much in line with the reality of Brazilian companies, being a good option to promote the organization's sales with an optimized process and low operating costs, focusing on building the sales funnel, managing opportunities and analyzing results.
It also has plenty of integration and e-signature features, as well as a generous 14-day trial period – more than enough time to choose from the four paid packages on offer.
- Nectar CRM
If the focus of your business is on lead management and the pipeline of opportunities, the NectarCRM can be a good alternative, thanks to its functionalities that allow the implementation of own sales methodologies and the configuration of the main work frameworks.
Ideal for medium and large companies, this user-friendly platform also features several tools, including a proposal generator, agenda and forms, call recording and a feedback timeline.
NectarCRM is available in two paid packages.
- Zoho CRM
Next on the list is the Zoho CRM. It is an online sales management software whose features include omnichannel strategy, automated sales funnel management and complete lead management.
Zoho CRM stands out for offering full support in Portuguese, an intuitive and smart interface and more than 500 integrations with other applications. There are four packages available, all offering remarkable value for money.
- Plomes
we still have the Plomes, a platform especially suitable for managing complex sales.
This sales CRM covers several tools, such as B2B sales workflow, document management e tax calculation for commercial proposals, in addition to a high level of customization.
It is possible to hire a basic plan, but the tool provides extra modules that can improve the user experience.
- Pipedrive
Another of the most used sales CRM platforms on the market, Pipedrive stands out for serving, in a simplified and intuitive way, the most different corporate profiles.
The platform provides a robust database that allows access to all contacts made, tracking of calls and access to email histories. Other than that, its sales funnel building features are above average.
- RD Station
O RD Station CRM It is a platform that offers a very friendly and effective interface, allowing control of the commercial process based on a solid centralization of information that greatly facilitates the management of the sales funnel and the customization of campaigns.
Another great differential is its native integration with RD Station Marketing, which greatly favors the recording of information and history.
although the plan price quotation, even with its limitations, already offers good services, it is worth noting that the two paid plans have a good cost-benefit ratio.
- HubSpot Sales Hub CRM
We conclude our list with the Sales Hub CRM, HubSpot's sales management tool that has become a worldwide reference in marketing and sales management.
The platform provides a unique funnel management experience, thanks to its functionalities that allow a good visualization of commitments and tasks, in addition to the classification of won and lost deals and robust performance evaluation tools.
Its interface arranges all interactions on a timeline, which offers the user an extremely organized user experience. There is also a wide range of integrations, ranging from email to phone calls, social networks and other platforms.
And, since we mentioned HubSpot: did you know that this flagship sales CRM has integration with ZapSign? If you want to know all the benefits and practicality offered by this combination, click here and check out the material we produced about it!
