Customer relationship is the backbone of any business. There are many customer relationship software to help enterprises streamline their jobs. CRM platforms guide companies to consolidate customer data, segregate them into groups, create customer-centric marketing efforts, and improve profits. To stay in business, companies must have CRM software that is comprehensive but targeted to a specific purpose.

Multiple options with unique features are available online. Salesforce CRM is one of the most popular options. The search for the best CRM software doesn’t end there. They want the perfect one with comprehensive features to suit their business needs.

Must-Have Features That Make Software Better Than Others:

Multiple features that make software better. They are:

  1. Financial Factors: 

Usually, businesses- tiny and medium enterprises look for an affordable CRM. When they go for Salesforce or a costly one, it will unnecessarily stretch their budget. When you buy software, you need to customize it to suit your needs and scale it when your business grows. The number of transactions it has to handle will be huge. So, you would be looking for budget-friendly software that can provide all functions.

  1. Navigating Complexity

When software is complex and difficult to navigate, make it very complex. Many features will be left unexplored. A CRM software that is easy to navigate, less complex, and has all the features would be appealing to small and medium businesses. It is one of the reasons why businesses shift to other CRMs.

  1. Flexibility

In most cases, you can customize the software according to your business needs. However, it is often a very complex process that requires an expert. Businesses are looking for CRMs with simple designs, easy navigation, and easy customization to meet their needs.

Factors to Consider Before Purchasing A CRM Software:

Different businesses look for different attributes in software. A company prefers CRM software that fits everyone’s bill. You ought to consider certain factors before buying a Salesforce alternative CRM:

  1. Customization Option

A growing business needs CRM software that accommodates growing needs. As the organization expands, its customer base will increase, and profit will increase, accordingly. Software solution that retains vast amounts of customer information, facilitating the development of tailored programs to meet their needs. Customization should assist in creating workflow, and reporting even when you don’t have in-depth technical knowledge. A Salesforce Alternative should be able to customize software to their needs from storing data to accommodate all the growing needs of the business.

  1. Pricing and Scalability

Choosing efficient and economical software is crucial for companies. There should be no extra costs associated with a transparent pricing policy. It should be one that would scale with your company’s growth needs. The company should keep in mind the long-term financial impacts of the decision. Consider the user license charges for storing data. In short, the SalesForce alternative software should accommodate your growing business needs without charging anything extra.

  1. User Experience

Software designed to optimize user experience is the most superior option. Team members should perceive the software as user-friendly, and an enhanced user interface would further elevate the overall experience. Additionally, the software effectively addresses issues promptly, thereby reducing downtime and enhancing the user experience for customers.

  1. Integration Capabilities

Good software should integrate with other tools of the organization. For example, the organization will have accounting, and e-mail marketing platforms along with CRM software. Your Salesforce alternative should integrate with other software without any difficulty. The interoperability feature is what makes the CRM software stand out. It should assist in data exchange, work distribution based on experience would do wonders.

What Are The Sales Force Alternatives?

Organizations consistently select CRM software that aligns most effectively with their interests and needs. Sales Force alternatives are those software that performs better functions, at better prices with better features. Organizations need software that gels well with existing software, is easy to navigate, and understands software for their business. These are sales force alternatives:

1. HubSpot CRM

hubspot

Hub Spot CRM is recognized as customer relationship management software built to help businesses with reporting, management, and sales automation. Here are the main features and advantages of HubSpot CRM:

Key Features: 

HubSpot has introduced a complimentary version that has useful features. This development is particularly advantageous for start-ups and small business platforms. The site comes preconfigured and is intuitive; you should have no trouble diving right in and using its various features.

Store and manage your entire contact list, including history and notes, in your dashboard. Track deals and sales processes on a visual pipeline to keep your team organized and focused. It allows connecting to your email (Gmail or Outlook) to track interactions and log communications automatically.

HubSpot CRM facilitates the integration of these marketing tools, providing users with a robust connection that enhances the optimization of their email campaigns and supports ongoing communication with clients. It provides powerful metrics on sales efficiency, client interaction, and other business aspects, thereby assisting teams in making sound judgments.

 This salesforce replacement also incorporates integration with external software solutions related to productivity, eCommerce, social networks, and many others. It is a cool feature that allows users to create dashboards tailored to the specific metric.What’s more, HubSpot offers users a mobile app, that lets them manage prospects and deals from anywhere.

The cutting-edge design provided by the Salesforce alternative– HubSpot is an essential resource for those encountering technological challenges. As the organization grows and develops, considerable benefits can be obtained by opting for the paid tiers, which offer a variety of advanced features.

The organized storage system allows for the aggregation of all customer data in one central location, thereby promoting improved collaboration among teams. The free version provides significant benefits to small businesses. When integrated with other HubSpot products, it allows for the management of sales, marketing, and customer service within a cohesive technical ecosystem.

Pros:

  • A robust and cost-effective that has CRM facilities for tiny businesses.
  • It can accommodate the growing businesses at any point in time.
  • It can work along with third-party apps.

Cons: 

  • If you want extra features, they will charge you for that.

Read Also – Top 5 LeadSimple Alternatives for Effective CRM

2. Zoho CRM

Zoho CRM

It is an excellent salesforce alternative CRM that helps integrate the company’s sales, marketing, and other activities. It helps to track and manage leads that help conversion effectively. It streamlines your sales activities by automating repetitive tasks. To analyze the sales performance of a company it provides a detailed report. The organization can tweak its activities to improve its performance. It helps to integrate with other apps to enable the smooth functioning of the organization.

Pros:

  • An AI-assisted tool designed for precise sales forecasting and the automation of various tasks.
  • Support multi-channels like e-mail, social media, chat facility, and telephone.
  • Budget-friendly suitable for small and medium enterprises.

Cons:

  • Difficult to understand its complex features.
  • Delays while communicating with the customers.
  • Costly compared to other CRMs.
  • Professional assistance is necessary for the effective implementation and comprehension of the application.

3. Pipe Drive

Pipedrive

Pipedrive is an efficient Salesforce alternative for thorough pipeline management. Its user-friendly interface enhances organizational profitability by tracking deals through various stages. Furthermore, it allows for smooth integration with other business tools. This platform is an excellent asset for overseeing activities and tasks, tracking progress, and offering suggestions for improvements.

Pros:

  • Excellent sales pipeline management tool.
  • Better integration with other organization tools.
  • Budget-friendly tool for tiny businesses.

Cons:

  • It doesn’t support a company that requires complex functions.
  • Some companies may find Pipedrive a less effective CRM tool.

4. Fresh Sales

Freshworks CRM

Companies can consider Freshsales as an effective SalesForce alternative as it integrates sales activities and customer interactions. It also does sales automation work by automating email follow-ups, and task reminders to do tasks effectively. It visually shows the sales pipeline progress and helps effective analysis of sales activities. FreshSales facilitates the generation of precise reports by conducting thorough analyses of sales metrics.

Pros:

  • Appropriate for small businesses as it is an easy-to-understand tool.
  • Automation facility of company activity reduces the burden of human work.

Cons:

  • For complex sales processes, it provides a limited customization facility.
  • Premium plans with multiple features increase the plan cost.

5. Insightly

insightly

Insightly serves as a commendable alternative to SalesForce, particularly beneficial for project management within businesses. This platform is well-suited for small enterprises, facilitating the automation of numerous organizational tasks. It enables effective project tracking and customer relationship management. 

Additionally, Insightly allows for task assignment, timeline establishment, and performance measurement. Organizations have the flexibility to customize fields and dashboards to align with their specific business objectives.It provides an excellent mobile App that helps organizations manage projects and track contacts.

Pros:

  • Excellent project management feature helps organizations track activities thoroughly.
  • Easy to navigate tool.

Cons:

  • Complicated project management tool making it too much for a tiny, simple business.
  • Less effective reporting tool compared to others.

6. Sugar CRM

sugarcrm

This is an all-encompassing instrument designed to assist businesses in overseeing their sales, marketing, and customer support functions. It is a wonderful SalesForce alternative that helps track the leads and communication history of the clients for effective conversion. 

It offers excellent sales tools by identifying opportunities and forecasting sales to improve profits. Sugar CRM provides a tool for effective ticket management by automating regular queries and prioritizing emails requiring immediate attention.

Pros:

  • If your business has complex processes, sugar CRM can effectively automate them.
  • Automation of CRM activities.

Cons:

  • The high learning curve as this Salesforce alternative has complex features.
  • Not budget-friendly for small businesses.

7. Apptivo

apptivo

A cloud-based customer relationship management tool that integrates various activities of an organization. Apptivo as a Salesforce alternative helps in effective project management and invoicing process. It helps in maintaining a huge number of contacts and identifying lead opportunities and conversion processes. 

Apptivo helps in invoice management and managing the billing process effectively. It also facilitates the customization of workflows and sales process management to identify leads and lead to effective conversion.

Pros:

  • Businesses can customize the processes to suit business needs. 
  • Budget-friendly for tiny businesses.
  • Better and comprehensive CRM tool.

Cons:

  • Sometimes this software faces glitches.
  • Extensive features are troublesome at times.

8. Nimble

nimble

Nimble is a SalesForce alternative that effectively integrates social media management through an extensive database. It offers a comprehensive repository of millions of contacts, including their social media information and interaction history. This resource enables the organization to reach out to numerous potential customers through multiple communication channels. Another important function is it helps to track email contacts and tasks related to them in depth. 

Pros:

  • Effective social media management tool as it encourages companies to contact buyers through social media platforms.
  • Budget-friendly tool for tiny businesses.
  • Can easily integrate with other tools.

Cons:

  • Not suitable for large businesses.
  • Fewer customization options.

9. Keap

Keap

Keap is a Salesforce alternative CRM and marketing automation platform custom-made for small businesses. It helps integrated functions like managing customer relationships, sales processes, and marketing campaigns all in one place.

Pervasive use of customer information, contacts, and histories to better understand and communicate with customers. Tools for automated marketing campaigns, including email marketing, landing pages, and lead nurturing. Visual sales pipelines to track contacts and opportunities through channels, helping sales teams plan.

 Design forms and landing pages to capture leads from websites and social media, automatically adding them to CRM. Facilities for managing online commerce, including billing, payment processing, and infrastructure.

Pros: 

  • Excellent marketing automation tools for email marketing and lead generation.
  • CRM for tiny businesses.

Cons:

  • Comprehensive CRM software will confuse some users.
  • High priced for start-up businesses.

Wrapping Up

It is an excellent Salesforce alternative that offers a comprehensive repository of millions of contacts, including their social media information and interaction history. This resource enables the organization to contact numerous potential customers through multiple communication channels.

Read Also – Top 5 LeadSimple Alternatives for Effective CRM

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