Skip to content

Sacramento Web Agency | E-Digital Technology


Call Us


What are the tools for CRM?

Tools for CRM

Customer relationship management (CRM) is a process, strategy, or piece of software or technology that allows businesses to manage their connections with clients, partners, and suppliers. A CRM software system carries out the following tasks gathers client data from various apps and sources and keeps it in a single location, Tracks prospects and customers throughout the purchasing process, automates repetitious sales, marketing, and customer service procedures, Identifies chances for cross-selling and upselling, and encourages departmental cooperation. We can divide CRM tools into two groups, namely:

  • based on implementation/installation
  • based on performance

CRM software can further divide this sort of category into two types based on the method of installation:

On-premises CRM software: is preferred for businesses that manage sensitive client data, such as financial institutions and healthcare facilities. These systems require a substantial initial investment since they require infrastructure and software development expenses.

Cloud-based CRM applications: A company can use web-based/cloud CRM for a monthly fee. Cloud CRMs are more adaptable and cost-effective than on-premise CRMs because they work on any device, and the service provider handles maintenance and data protection.

Based on their capabilities, CRM software can be divided into three categories:

Operational CRM: These CRMs aid companies in managing their standard customer service, marketing, and sales activities.

CRM analytics: CRM analytics gather and examine a ton of customer data to assist firms in making data-driven decisions.

CRM software that facilitates collaboration between internal departments and external stakeholders allows businesses to share customer data to improve customer experience (CX).

Implementing a CRM platform that properly complements your organizational structure can be difficult. CRM software aids in managing customer contacts and serves as a hub for teams outside of sales to cooperate. Confirming that the CRM tool of your choice complies with each of these requirements is crucial.

  • The HubSpot free CRM is an excellent platform for companies or anyone interested in learning more about CRM technologies. HubSpot CRM enables you to manage your sales funnel, develop automated email campaigns for leads, engage in live chat or email conversations with prospects, and keep track of customer interactions via email, social media, or phone calls.
  • One of the tools from the extensive business suite Zoho offers is Zoho CRM. The CRM solution includes tools for process management, marketing automation, sales automation, and pipeline management. Through one interface, you can connect with your leads on several platforms.
  • Freshdesk’s sales CRM is called Freshsales. You can follow your leads and deals throughout their buying cycles with features like event tracking, phone, emails, workflows, etc.
  • CRM software from Salesforce is called Salesforce Sales Cloud. The CRM application offers capabilities like account and contact administration, opportunity management, lead management, logical workflows, information sharing, and sales forecasting and covers the complete purchasing process.