The ultimate list of the best CRM software to choose for B2B

byGuido Croce

As a B2B company grows, more leads start coming in which makes it difficult to manage and keep track of them. So, companies tend to look for the best CRM software, which can be exhausting with all the ones available in the market. Therefore, in this blog post, I will analyse the best CRM systems and their benefits.

Before I start breaking down each topic, here is the list of them for reference:

Why you need a CRM when doing cold outreach

The best CRMs analysed

  • Salesforce CRM
  • Hubspot CRM
  • Pipedrive CRM
  • Insightly CRM
  • Zoho CRM
  • Freshsales CRM

Note: in this blog post I will not include information on pricing. That is because the focus of the post is on the benefits of the solutions, and not the price of them.


Why you need a CRM when doing cold outreach

First off, here are two reasons why you need a CRM to run B2B sales properly:

  • to organise and prioritise your leads
  • to keep track of every interaction with prospects and customers 

A CRM is indispensable in a B2B company. It helps organise and score your leads so that you can focus on the most promising prospects. You will be more efficient by nurturing leads that are in the education phase while pushing for an opportunity with sales-ready prospects.

The second reason why you need a CRM is to track your evolving relationship with a prospect. That can include information on:

  • the number of calls had
  • who has been assigned the account
  • what resources have you shared

Having a database of interactions allows you to prevent repeating steps or having the same conversations.

Now that you know the importance of having a CRM, let’s breakdown the top six options in the market and their benefits.


Salesforce CRM

Salesforce CRM is a solution based on automation created by Salesforce. Sales representatives can use CRM data to find top leads and separate deals that were lost and won. The software helps you track all customer information and interactions in one location.

Integrations

  • Desk.com
  • TeamSupport
  • LeadExec
  • FinancialForce ERP
  • Ambassador
  • Zuora
  • Zendesk

Salesforce CRM benefits

  • Close more deals – get a full view of the customer with their activity history, interactions, and social mentions. Track deals, set metrics-based goals and reward productive sales reps, which creates a healthy competition environment.
  • Get more leads – track clicks, create campaigns and automate the whole process to generate quality leads and reduce the sales cycle. Use their apps to create an automatable process lead to conversion.
  • Get more insights – see a live view of your sales team’s conversions to help you make better predictions. Use Reports and Dashboards for detailed reporting and analysis.

Hubspot CRM

HubSpot CRM allows sales teams to start quickly without changing their existing process. It is a good solution for companies that want to start using a CRM. Or for enterprises that are not using their existing CRM to their fullest potential. It carries all the necessary features but without the common complexity of other CRM platforms.

Integrations

  • Microsoft Dynamics
  • Salesforce
  • Zapier
  • Pipedrive CRM
  • Gravity Forms
  • Snapengage
  • Dropbox

Hubspot CRM benefits

  • It is always free – any business, regardless of budget, can use HubSpot CRM at no cost and integrate it with all apps necessary.
  • Connect your funnel to all your sales locations – link it to all places and locations where your sales processes are integrated. Those can be your websites, email service providers, social media profiles, and phone calls.
  • A flexible and powerful solution – HubSpot CRM will help you close more deals with less effort. It organizes and tracks each aspect of your sales pipeline, and helps you grow it in the right direction.

Pipedrive CRM

Pipedrive organizes your business leads giving you a good overview of your sales. It allows you to focus on the most relevant deals. You are able to efficiently manage your company’s sales pipeline. The intuitiveness of the software helps you separate the most promising leads. You can then develop an individual approach for each of them.

Integrations

  • Google Calendar
  • Google Contacts
  • Dropbox
  • Zapier
  • MailChimp
  • RightSignature
  • Zoho CRM

Pipedrive CRM benefits

  • Improved sales management – Pipedrive helps you focus on the right tasks and deals. It gives you a clear overview of your sales pipeline. Effective sales methods are also apart of the software.
  • Close deals quickly – adding deals in Pipedrive is simple. The features make it easy to plan events and schedule meetings in your calendar with no risk of double booking.
  • Top-notch statistic tracking – you can follow the performance of individual agents and the value of each separate deal. Or even the history of every lead. Pipedrive stores all conversations and relevant information in a centralized database.

Insightly CRM

Insightly is a cloud-based CRM solution for large companies and multi-level organizations. Its main features are contact management, pipeline management and task tracking. Those help you get a clear overview of your business and increase productivity.

Integrations

  • Google Apps & Gmail
  • Evernote
  • MailChimp
  • Office
  • Outlook

Insightly CRM benefits

  • See an overview of contacts – Insightly allows you to implement CRM best practices to organize contacts with a broad view. Track their background, email history, important dates, and other data relevant to the deal.
  • Follow prospects along the funnel – manage recent activities and track project performance and progress. Create project goals, pipelines and tasks, and track exchange of emails.
  • It is easy to use – Insightly is designed for busy salespeople with user-friendly and intuitive tools. It is easy to invite new users, change features, and secure data.

Zoho CRM

Zoho CRM is designed to attract and retain customers to grow your business. Their functionality is lead and contact management, sales pipeline and deal closing management. It is useful for small businesses or large enterprises. Zoho CRM can automate daily business activities, track sales, and engage customers in different platforms.

Integrations

  • Microsoft Outlook
  • MailChimp
  • QuickBooks
  • ConstantConnect
  • Google Apps
  • OneSaas
  • CloudWork

Zoho CRM Benefits

  • It automates core sales steps – it automates daily sales tasks, converts web visitors into leads, and imports prospects from external sources. It matches leads with the appropriate sales agents. You can manage customer accounts by monitoring all accounts from a shared database. And track their purchase history for upsell opportunities.
  • Access important data in real-time – Zoho CRM allows you to see where your customer is in the sales cycle, their deal size, and contact history. Access the data in the easy to understand reports section.

Freshsales CRM

Freshsales CRM is a contact management platform that allows you to track thousands of leads with a simple and easy interface. It can distribute, nurture, score, and divide leads, through multiple channels of communication. Users get auto-dialers, call recording, call routing and affiliate management. And a strong reporting system.

Integrations

  • Google Calendar
  • MailChimp
  • Segment
  • Zapier
  • Quickbooks
  • Xero
  • Piesync

Freshsales CRM Benefits

  • Improved lead management – Freshsales uses AI-based lead scoring. It offers a broad overview of all conversations and relevant details. And differentiation between pending, won and lost deals. The system never allows you to forget an appointed meeting/task. And you can write down notes and comments.
  • Powerful sales management – Freshsales offers full visibility on all stages of the sales process. You can efficiently customize follow-ups, analyze wins and losses, and identify trends. Or even spot obstacles that are slowing you down.
  • Outstanding customer support – support is not limited to a particular plan. All users get access to help articles on the software’s working. And tips on lead management, tasks, appointments, and deals. You can also contact professionals 24/7 using the live chat feature, phone call, or email.

Conclusion

Choosing a CRM has to be thought out carefully because it can be an expensive investment for a B2B company. Hopefully, the breakdown of the top six CRMs in the market will help you make the decision with more clarity. Here are the key takeaways from this post:

Why you need a CRM when doing cold outreach

  • to organise and prioritise your leads
  • to keep track of every interaction with prospects and customers 

The best CRMs analysed

  • Salesforce CRM
  • Hubspot CRM
  • Pipedrive CRM
  • Insightly CRM
  • Zoho CRM
  • Freshsales CRM


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