Tag Archive for: popular crm

In the second part of this two-part blog series, we bring you another three popular CRM’s to boost your sales productivity. In part one, we gave you an overview of Salesforce, HubSpot and Zoho, together with their features and pricing plans. In this blog, we’ll explore what Microsoft Dynamics 365 for Sales, Freshsales CRM and SugarCRM has to offer.

We’ll also explain why connecting these popular CRMs to your ERP via Commercient SYNC, the #1 data integration platform for sales, can help streamline your sales and marketing, so you can focus on growing your business.

Customer Relationship Management (CRM) software is a tool designed to improve the efficiency of your business in many ways. From improved customer engagement, to streamlined sales and marketing processes, and increased productivity, CRM software can help you identify new selling opportunities. This will open doors to increased sales customer retention.

Three of the Most Popular CRM’s, Part II

What follows are three more popular CRM systems, together with their core features and pricing plans, to help you choose the software that best meets your business needs and objectives.

1. Microsoft Dynamics 365 for Sales

Microsoft Dynamics 365 for Sales, previously known as Microsoft Dynamics CRM, is a flexible and scalable cloud-based solution offering the choice of adding Sales, Customer Service, Field Service, Project Service Automation, Marketing and Microsoft Social Engagement modules to it. Microsoft also offers these modules combined into one package under the Microsoft Dynamics 365 Customer Engagement Plan.

Focused on enhancing customer relationship management and improving sales and marketing productivity, this powerful CRM solution provides the tools necessary to increase sales, deliver excellent customer service and stay ahead of market demands.

Core Features

  • Contact Management
  • Account Management
  • Lead Management
  • Opportunity Management
  • Activity Management
  • Pipeline Management
  • Email Management
  • Sales Process Automation
  • Dashboards and Analytics
  • Reporting
  • Mobile App

Integrations

  • Microsoft Dynamics 365 Applications
  • Microsoft Applications
  • SYSPRO
  • Oracle
  • Sage
  • Acumatica
  • SAP
  • NetSuite
  • Infor
  • And many more

Pricing Plans

  • Dynamics 365 for Sales Professional – $65 per user/month
  • Dynamics 365 for Sales Enterprise – $95 per user/month
  • Customer Engagement Plan – $115 per user/month

2. Freshsales CRM

Freshsales is a cloud-based CRM solution designed to help businesses improve their interactions with existing and potential customers. One of the greatest benefits of this CRM solution is its affordability. Small businesses can use Freshsales free of charge, and mid-size to large businesses can cross over to a paid package effortlessly.

Core Features

  • Contact Management
  • Account Management
  • Lead Management
  • Deal Management
  • Email Management
  • Event Tracking
  • Territory Management
  • Sales Reports and Campaigns
  • Intelligent Workflows
  • Mobile App

Integrations

  • Zapier
  • MailChimp
  • QuickBooks
  • Salesforce
  • Facebook
  • And many more

Pricing Plans

  • Free Trial – 30 days
  • Sprout – Free
  • Blossom – $12/user/month
  • Garden – $25/user/month
  • Estate – $49/user/month
  • Forest – $79/user/month

3. SugarCRM

SugarCRM is an open source CRM software that gives users the flexibility to choose between on-premise or cloud deployment. Being an open source application, the SugarCRM source code is available to any user, developer or customer, allowing customization of the out-of-the-box application in order to suit an organization’s specific requirements.

Core Features

  • Account Management
  • Contact Management
  • Sales Management
  • Marketing Lead Management
  • Campaign Management
  • Quote Management
  • Sales Automation and Forecasting
  • Call Center Automation
  • Reporting and Dashboards
  • Mobile App

Integrations

  • SYSPRO
  • Sage
  • Quickbooks
  • Microsoft Dynamics 365 ERP’s
  • NetSuite
  • Epicor
  • MailChimp
  • Zapier
  • Zendesk
  • And many more

Pricing Plans

  • Free Trial – 7 days
  • Sugar Professional – $40 per user/month
  • Sugar Enterprise – $65 per user/month
  • Sugar Ultimate – $150 per user/month

Customer Relationship Management (CRM) software can mean the difference between retaining and losing customers. With this powerful software, your sales team can gain greater visibility into customer and prospect behavior, anticipate their expectations and respond to their unique needs and desires more effectively.

Boost sales productivity even further by integrating your ERP and CRM system. Not only will you save time and money by eliminating manual data entry, this integration allows data to flow freely back and forth between the two systems, giving you a 360 degree view of your customers.

Commercient SYNC can connect your ERP data to your CRM data, making valuable information from both ERP and CRM systems available to the right people at the right time, all through a single interface. Having all your customer data in one location will improve efficiency and enhance the level of customer service you provide, rewarding you with loyal, satisfied customers and higher profits.

If you’d like more information on these 3 most popular CRM’s for your business, please visit our partner, Edgeware.

Take your sales to the next level with an ERP and CRM integration, please contact Commercient to find out how we can help you.

About the Author

Anna Kinnear is a Sage Financials Consultant at Edgeware, and holds a Bachelor’s Degree in Accounting Science from the University of South Africa. She has always had a passion for reading and writing.

SYNC ERP and CRM

Customer Relationship Management (CRM) software is a system used by businesses to store and analyze prospect and customer data and interactions. Popular CRM systems use this data to understand prospect and customer behavior in order to turn leads into sales, improve customer relationships, and increase customer retention.

Benefits of Using a CRM System in Your Business

Tracking leads and forging good relationships with customers is key for customer acquisition and retention. Using a popular CRM system allows you to see all your customer data in one place. This 360-degree view of your customers has many benefits for your business. Here are a few of them:

  • Improved customer relationships
  • Improved customer service
  • Enhanced contact management
  • Accurate sales forecasting
  • Customer analysis and reporting
  • Reduced data entry
  • One central point for customer data
  • Improved internal processes
  • Improved communication between departments
  • Effortless team collaboration
  • Automation of everyday tasks

Three of the Most Popular CRM’s

To help you choose the best software that meets your specific business requirements, we have listed three of the most popular CRM systems, together with their core features and pricing plans.

1. Salesforce

Overview

Salesforce is an award-winning and world’s top CRM solution that is designed to help businesses of all sizes to nurture leads by tracking customer details from a single interface. The cloud-based application is flexible and highly customizable, and has a user-friendly interface.

Core Features

  • Account and Contact Management
  • Campaign Management
  • Case Management
  • Lead Management
  • Customer Engagement Tools
  • Workflow Creation
  • Task Management
  • Opportunity Tracking
  • Collaboration Tools
  • Analytics
  • Mobile Platform
  • Marketing Leads Monitoring
  • Social Media Integration
  • Email Integration
  • Sales Leads Monitoring
  • Communities for Sales
  • Sales Forecasting

Integrations

  • Microsoft Dynamics
  • Desk.com
  • TeamSupport
  • LeadExec
  • FinancialForce ERP
  • Ambassador
  • Zuora
  • Zendesk
  • Google Apps
  • And many more

Pricing Plans

  • Free Trial: 30 days
  • Salesforce Essentials: $25/user/month
  • Lightning Professional: $75/user/month
  • Lightning Enterprise: $150/user/month
  • Lightning Unlimited: $300/user/month

2. HubSpot CRM

Overview

HubSpot CRM is a free, user-friendly popular CRM software that has all the necessary standard features of a CRM platform. It is easy to use and provides unlimited storage. Because HubSpot CRM is free, it allows you to add an unlimited number of members to your account. However, other services that can be added to HubSpot CRM do carry fees, such as Marketing Hub, Sales Hub, etc.

Aimed at startups and small businesses, its scalability offers room for growth with upgrade options to add on more tools to help your business grow.

Core Features

  • Account and Contact Management
  • Email, Phone and Website Integrations
  • Email Templates, Scheduling and Tracking
  • Deal and Task Board
  • Lead Analytics Dashboard
  • Documents
  • Calling
  • Meetings
  • Social Media
  • Mobile Platform

Integrations

  • Salesforce
  • Microsoft Dynamics
  • Zapier
  • Shopify
  • MailChimp
  • SurveyMonkey
  • ZenDesk
  • Twitter
  • And many more

Pricing Plans

  • 100% Free

3. Zoho CRM

Overview

Zoho CRM is an affordable cloud-based solution suitable for small, mid-sized and large businesses, and is easy to use and highly customizable. With Zoho CRM, you can generate leads, gather insights and manage your customer relationships effectively.

Core Features

  • Sales Automation
  • Lead Management
  • Account Management
  • Pipeline Management
  • Activity Management
  • Website Integration with Forms
  • Sales Tracking
  • Sales Forecasting
  • Productivity
  • MailMagnet
  • Document Library
  • Mobile Platform

Integrations

  • MailChimp
  • Microsoft Outlook
  • QuickBooks
  • Sage
  • SYSPRO
  • Google Apps
  • And many more

Pricing Plans

  • Free trial – 15 days
  • Free Edition – free for up to 3 users
  • Standard – $12/user/month
  • Professional – $20/user/month
  • Enterprise – $35/user/month
  • Ultimate – $100/user/month

Benefits of Integrating CRM and ERP Systems for Your Business

To offer exceptional service, businesses need to have easy access to customer and sales information. Challenges arise when customer data is isolated in several different systems that don’t communicate with each other, or when data is complicated by duplicate or outdated information.

Integrating your ERP system with your CRM system provides a central point of storage for all data from any department. This negates the need for employees to manually share data, as it can be viewed by any department in your organization. Having one system to give you with a complete view of your customer’s life cycle will greatly benefit your sales and marketing efforts.

If you’ve leveraged an ERP system, Commercient SYNC can expertly integrate your sales and accounting systems. It’s the #1 data integration platform for sales, and can connect important ERP data to your CRM, such as customer information, sales history, invoices, serial numbers, inventory, terms, and more. From CRM to ERP, you can SYNC new and updated customers and new orders. Click this video to watch how the integration works.

Using one system for all your customer data will improve employee efficiency and ultimately enhance the level of customer service and customer satisfaction. SYNC supports over 85 ERPs and CRMs, including Salesforce and Zoho CRM.

To find out more about data integration and help give your business a 360-degree view of sales, customers and marketing, please contact Commercient today! If you’d like to learn more about these popular CRM’s, please visit our partner Edgeware.

About the Author

Anna Kinnear is a Sage Financials Consultant at Edgeware, and holds a Bachelor’s Degree in Accounting Science from the University of South Africa. She has always had a passion for reading and writing.

SYNC ERP and CRM