I am pretty sure that most of the world is familiar with CRM, which stands for Customer Relationship Management. In this post, however, I would like to present you to the best CRM software for large business. This type of software is different from the one that is more appropriate for small companies. I am also hoping that this article will help business owners like yourself to choose the right solution for your company.
There are various types of CRM software available in the market, but choosing the right one can be tricky. With the growing technology and businesses expanding, selecting the most apt best crm software for large business has to be a challenging task. Are you looking for best crm software for medium to large business as well?
Bpm’online CRM
Bpm’online CRM is a process-driven CRM that can help large corporations tackle all aspects of managing their relationship with their customers as well as convert leads into closed deals. The app combines customer data with business process management features to help users coordinate their marketing, sales, and customer support processes. If you’d like to try out the software and its key features first the vendor offers a great free trial plan that lets you do that. You can easily sign up for bpm’online free trial here.
Bpm’online CRM offers scalable features for the greater needs of large enterprises. The product’s design is based on the BPM platform which helps you automate customer support processes to meet their expectations. You can deploy the app either on-premise or in the cloud and use drag and drop tools for effortless customization.
Users can utilize the mobile version in the field and the app maintains the same look and feel across multiple tablet and smartphone platforms. Plus, they can integrate this CRM solution with leading productivity tools such as MS Word, MS Outlook, and Google Calendar as well as with.Net managed assemblies and web services.
What benefits does bpm’online CRM bring to the table? You can make use of both BPM and CRM tools in one solution. Plus, you can utilize the open configuration to integrate smoothly. Agile deployment gives you greater flexibility. Use the services of the Customer Success Manager (CSM) to maximize this CRM solution’s capabilities. On top of that, the vendor offers out-of-the-box best practice processes. Finally, the app helps you get a complete view of the customer journey.
Freshsales
Freshsales is a product from the Freshdesk factory and it is a modern CRM software application that high-velocity teams can use to keep track of contacts and resolve their queries. Sales teams say the system is a single contact management hub that helps them control thousands of leads, but at the same time offers a simple and easy-to-navigate interface. If you want to try out the software first you can do so with a great free trial plan offered by the vendor. You can easily sign up for Freshsales free trial here.
At its core, Freshsales has gathered all features of legacy CRM solutions, but also offers its own unique way to optimize sales and prioritize pipeline opportunities. The best part is the product not only reveals deep sales insights, but also helps large enterprises use them productively. That’s why it is utilized worldwide, particularly by active Freshdesk users.
But why should you choose a relative newbie like Freshsales when there are established players in the market? To tell the truth, most large corporations start using this app because it is a Freshdesk product, but go on to realize the system’s genuine power. The main advantages are easy setup procedures, multiple seamless integrations with popular third-party solutions, and a cloud-based platform where you can perform and store all your operations.
Freshsales not only helps to capture leads but also enables you to nurture, score, divide, distribute, and verify them. On top of that, it offers advanced features such as affiliate management, call routing, call recording, and auto-dialers. Last but not the least, its reporting functionality is awesome as you can pull out all relevant rep and source metrics and collate them into attractive and accurate reports. Plus, you can create tables and charts, and make summaries easily.
Salesforce CRM
Salesforce CRM is one of the market-leading cloud-based CRM software solutions and is part of the Salesforce suite of business products. The platform helps you track all customer interactions and info in a single location to follow leads effectively. You can utilize its partner management, sales data, marketing automation, and lead management features to nurture leads till they are ready to buy your product.
Your sales teams can use Salesforce CRM to enhance their productivity whether they are working in the office or on location. The vendor offers mobile apps for iOS and Android devices that showcase real-time data from dashboards and custom reports. The apps also provide a Feed First tool that allows you to see crucial info based on your settings. If you want to add more tools and functions, you can get them from the AppExchange app store.
With Salesforce CRM, large enterprises can derive actionable insights from real-time customer data. They can also create territory models, sales forecasts, and vital reports. Plus, you can get more flexibility by integrating this app with popular accounting, sales, and CRM solutions such as Zendesk, Zuora, Ambassador, FinancialForce ERP, LeadExec, TeamSupport, Desk.com and more.
Close
Enterprise plan: $145/month per user
Close is a high-performance CRM that puts a heavy emphasis on calling and SMS marketing for sales teams. The platform also offers up some decent email marketing features with activity and task management to boost productivity for both marketing and sales teams.
Automation is built into all of these features and Close empowers you to make more calls, send more emails and complete more tasks faster – all to help you turn more leads into revenue.
Close features
Key features:
- CRM: Store and track leads, contacts and opportunities.
- Activity & task management: Manage your sales and marketing teams from one platform.
- 10 pipeline views: Manage up to 10 pipelines on Close’s enterprise plan.
- Email automation: Create automated email sequences, send emails in bulk and schedule emails.
- Email templates: Create, reuse and quickly select email templates to cut down on wasted time.
- Email open & response tracking: Track open rates and responses to your email campaigns.
- Calling & SMS: Manage calls and SMS communications all from inside Close.
- Power Dialler: Make 300+ calls per day, per sales rep with automated call lists and dialling.
- Call management: Forward calls while reps are away, transfer calls with one click, record calls and leave voicemails with a single click.
- Sales leaderboard: Encourage healthy competition with real-time leaderboards based on the metrics most important to your team.
- Account manager: Enterprise customers have a dedicated account manager on call to help with any issues.
- Screenshare support: Share your screen with Close’s technical team to diagnose and fix technical problems faster.
Close is a powerful CRM platform that’s designed and optimised to remove every unnecessary click possible. The system is filled with one-click actions, auto-expand interfaces and drag-and-drop tools to create an intuitive experience and reduce wasted time on click, one-by-one.
This is an all-in-one CRM with email marketing, calling and SMS, pipeline management and automation features, as well as some activity and task management features to help you get the best performance out of your marketing and sales teams.
While you can get most of these features elsewhere, Close’s calling and SMS features are particularly impressive and this is a great system for enterprise companies that prioritise phone communication while also needing email marketing and automation features from an all-in-one platform.
You can manage all of your calls and SMS campaigns using Close and the company has a deal with Twilio to provide global calling on all of its plans – great for international sales teams with reps in multiple countries or customers around the world.
In addition to global reach, you get advanced calling features with forwarding, transfers, call recording, voicemails, call coaching and Close’s Power Dialler, which empowers your sales reps to make 300+ calls per day.
This is the most advanced calling system offered by any of the CRM platforms we’re looking at in this guide. So, if phone communication is your priority, this is the first platform you should look at.
How usable is Close?
UX design is a key part of the Close experience and you see how much development and optimisation work has gone into building this platform. It’s an impressive system and performance is great, for the most part.
There is a lot of code working under the hood to power all of the expanding interfaces and one-click actions but we’ve never experienced any real performance issues with Close.
The interactive nature of the platform can take some getting used to, though. New reps might be a little overwhelmed by the functionality of the interfaces but, once they get a feel for how everything works, the subtle automation built into every aspect of the platform becomes a real productivity boost.
Close wants to make your sales team perform faster and the platform genuinely helps you achieve this – largely thanks to the operation and usability of the platform.
What could Close improve?
Close puts so much emphasis on calling and SMS that there’s a noticeable imbalance when it comes to the email marketing features provided. There are some pretty advanced calling features built into this platform and, while the email automation features are worthy of an enterprise system, they’re not on the same level as the calling and SMS tools on offer.
As a result, this is a platform aimed primarily at sales teams and marketing campaigns take a secondary role. So there’s plenty of room for Close to improve its marketing features and it could implement more multichannel capabilities, too.
However, any significant feature expansion could compromise the usability of the platform. It could also dilute Close’s USPs, which are clearly aimed at sales teams that need a robust calling system built into their CRM.
Close verdict
Close is a powerful all-in-one CRM platform for sales teams that need an automated calling and SMS system. If you’ve got a global customer base, remote sales teams or international support staff, Close may be the perfect platform to integrate your sales, marketing and support strategies.
If phone communications aren’t your priority and you’re more interested in features like email marketing, marketing automation and pipeline management – or multichannel marketing and sales – then you might want to look elsewhere.
Close is quite capable at all of these but its calling and SMS system is a step above everything else available on the platform and the key area where it stands out among the other CRM platforms in this article.
Conclusion:
CRM software refers to customer relationship management system. A CRM is a crucial tool for medium, large and small business. A common misconception is that CRM stands for ‘Customer Relationship Management’ tool, but this is not true. I have listed best CRMs which can work very well in all sizes of organization as well as help in making a stronger customer base. You can try each and every one of these tools to see which fits your needs the best.