Sales and Marketing Systems Software is a full-service global provider of strategic, tactical, consulting, learning solutions, implementation services, revenue management software.
Sales and Marketing Systems Software is an easy to use, integrated spreadsheet that helps you forecast sales, expenses, profitability, capital requirements and growth. By putting together an easily customizable income statement, balance sheet, cash flow statement and ratios…you’ll get immediate insight into your business’s health. Based on information keyed into the worksheet… instantly generated graphs allow you to track performance against customized criteria.
Agile CRM
Benefits:
Full-featured sales CRM with automation features. Stick your appointment calendar online and Agile CRM will automate all your upcoming voice calls and follow-ups.
Keep everything humming along with a 360-degree view of contacts, project management with drag-and-drop functionality, reporting, and timeline capabilities. Attach documents to deals, companies, contacts, and emails in-app.
Drawbacks:
Price increases dramatically between versions, which can be jarring and/or a deal-breaker as your company scales. Agile CRM does not offer a ton of customization options.
Pricing:
- Free version available for up to 10 users.
- Starter version is $8.99 per user/per month (billed every two years)
- Regular version is $29.99 per user/per month (billed every two years)
- Enterprise version is $47.99 per user/per month (billed every two years)
Nutshell
Benefits:
Nutshell is a total CRM solution complete with sales automation and marketing tools. No IT department required. Build and access customer conversation histories, use lead form integration to turn website visitors into contacts, and segment leads and customers in sophisticated ways (including industry, lifetime value, and location).
The personal email sequences feature is hugely helpful for outbound sellers and is offered natively. Other Nutshell features that sales reps love include the map view, in-app phone dialing and recording, sales automation suite, and fully customizable reporting tools.
Nutshell’s Gmail Chrome extension seamlessly connects your Google and Nutshell contacts and emails, and syncs and automatically updates Google events with Nutshell activities. It also allows you to save emails to Nutshell, sync Google Calendar activities, create tasks, track communication timelines, write notes, and view which emails have been shared with teammates in-app.
Drawbacks:
It should be noted, users cite a lack of automated integrations and customizability capabilities a bit of a bummer, but depending on your situation Nutshell’s easy-to-setup interface and third-party integrations through Zapier may make up for that.
Pricing:
- Starter plan is $19 per user/per month billed annually, and $22 per user/per month billed monthly
- Pro plan is $35 per user/per month, billed annually. and $39 per user/per month billed monthly
Nutshell offers a 14-day free trial for both its Starter and Pro plans.
HubSpot CRM: Best CRM Software for Reporting and Metrics
HubSpot CRMThe free plan is a smart choice for teams that are new to CRM and want to sample a variety of sales, marketing and service tools.HubSpot’s resource library offers an expansive list of free templates and business tools.Service plans above the basic tier are prohibitively expensive for small businesses.COMPARE QUOTES
Customer relationship management software is ideal for capturing myriad sales data, but its real value lies in how companies can use the data to improve a sales team’s performance and strategize business decisions. Small businesses that want the best reporting tools and performance insights in a CRM should consider HubSpot. Its forever-free plan includes more than 90 report templates that you can select and arrange on customizable dashboards.
Popular reports include deal forecasts, sales-funnel metrics, and sales-activity insights on team productivity and individual sales agents’ performance. HubSpot also generates reports on chat and email conversations in the team inbox to provide data on response times, how long it takes to resolve a message, and how well messages are distributed among team members. HubSpot’s paid CRM solution adds a custom report builder so you can access the exact metrics you need. Custom filters fine-tune report results even further for detailed insights on everything from your website traffic to individual deals.
Zoho
When it comes to business management solutions, Zoho is a name that needs no introduction. The company’s portfolio includes everything from accounting tools to collaborative apps. If you don’t want the hassles of a self-hosted CRM solution, Zoho CRM is just what you need.
A multichannel online CRM, Zoho aggregates customer data from a variety of sources, including e-mail, live chat, calls, and social media. Its SalesSignals feature provides real-time analytics and notifications for every customer. You can assign individual targets to each of your team members, and monitor their progress from a central dashboard.
Zoho CRM offers features to build and automate sales processes, and it even lets you create distinct portals for your customers. The REST API and its libraries make it possible to develop custom solutions and integrations.
Then there’s Zoho Marketplace, which includes hundreds of extensions that can be added to the CRM dashboard to further increase its functionality.
Keap
Benefits:
Contact management and sales pipeline platform tailored for small businesses, freelancers and self-employed individuals, and e-commerce.
Lets you build a robust lead database by importing spreadsheets, scanning business cards, and shifting contacts from other CRM. Beyond lead generation, it allows you to customize fields and contact info for your specific business processes.
Drawbacks:
Keap has many features, which ups the learning curve. It’s slightly expensive for individuals and lean startup teams on a tight budget. The number of integrations with other apps is small.
Pricing:
- Lite plan is $56 per user/per month.
- Pro plan is $105 per user/per month.
- Max plan is $140 per user/per month.
A free trial is available for the Lite and Pro plans.
Conclusion
Sales and Marketing Systems Software is a full service solution, designed to manage the stock of your business inventory. The software features Relationship Building, Business Card Backup, Sales Management, Marketing Management, a modern Outlook Integration, a Reporting function which has a large variety of reports that can be customized as you wish.