New technology is constantly being developed and introduced to numerous unconventional sectors. It has evolved the way we communicate with family and friends, so why stop there?  

Technology has become an integral part of business. It has made information and ideas more available than ever. Customer relationship management (CRM) software enables your company to function at its highest capabilities by keeping communications, projects, schedules, and more all in one place, so your business can boost sales and build customer relations. 

Finding the right CRM software for your business can be a challenge, but Blue Ridge Media has several recommendations so your business can perform at its best. 

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Four Leading Software Programs

We broke down four leading CRM software programs into two categories: usability and mobile sites.  

Salesforce Essentials 

Salesforce is a cloud-based CRM that scales with your business, including no hardware or software. Their interface is designed to feel like a social media account, including a customizable dashboard. 

Usability

Lead management and conversion are some of Salesforce’s unique selling points. Some of the other features offered are quota forecasting, email tracking, data safety, building a sales conversion funnel, CLM, and a unified platform. Unlike other CRM’s, Salesforce offers different support paths for various customers; standard and premier support

Mobile

Users can download the Salesforce mobile app to get access to their entire CRM platform for no charge. The app is customizable for your needs and uses metadata to display data accordingly. Salesforce is available on iOS and Android. 

Oracle NetSuite 

Oracles’ NetSuite is a business management system that offers live data and manages accounting, ERP, CMR, and eCommerce.

Usability

NetSuite would be most beneficial for enterprises and global sales. Their features offer currency conversions and data tracking by location. Other features include tracking leads, sales forecasting, and marketing automation. Customizations are supported, but they require programming. 

Mobile

NetSuite is offered on both Android and iOS. Users can access all of their CRM data and dashboards on the app. 

PipeDrive

With over 95,000 teams already, PipeDrive is trusted amongst businesses. The ability to integrate over 200 apps and sites and their mobile app is just two amenities that PipeDrive offers.  

Usability

All four plans include accessible integration with other apps, GDPR compliance, US and EU data centers, 24/7 chat and email support, and open API for developers. Additional features include the ability to schedule meetings, a leads inbox, spreadsheet imports, focus views, data privacy and security, and automating administrative work. 

Mobile Site

PipeDrive offers a mobile app that allows for integration with Microsoft, Google, Slack, and more. Additionally, users can sync their mobile calendars, make web-to-mobile calls, and have the ability to add PipeDrive to your Gmail inbox. It is available on Android and iOS for no charge. 

Monday CRM

Monday CRM is quick and easy to set up because of its flexible and customizable features. It is most suitable for small businesses. 

Usability

Ready-made templates allow users to work efficiently with clarity. Features offered are automated reminders, central tasks, customer management, collaboration, and easy integration from other platforms. 

Mobile Site

Monday CRM offers a mobile app that resembles their website. It is available in off-line mode and is customizable through android and iOS. 

What CRM is Best For My Small Business? 

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Choosing the right fit for your small business will directly determine how efficient and productive your team can perform, so why not optimize the possibilities? Questions to consider:

  • Are you looking to scale your small business?
  • Is a global presence and data necessary to your business? 
  • Do you have a lot to Integrate? 
  • Is CRM customization important to your business? 

Finding the right CRM for your business is essential, and we can help! Blue Ridge Media Company is a full-service creative agency located in Lakewood, OH. Call us at (888) 535-2762 today!