4 Types of CRM Software & Who Should Use Each

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Instead of analyzing each of those dimensions individually, OLAP tools enable that business to conduct an analysis on all of them simultaneously. OLAP solutions also let businesses see how customers in specific regions are interacting with their website over specific time frames. Service automation is the final piece of the operational CRM puzzle.

types of crms

Using our guide, you can better comprehend how to choose appropriate CRM for your business, how each CRM format works, and point out which one of the categories suits your company best. The processes of each company are unique, just like the people themselves. Customized development types of crms of the system will help describe these processes and make them more efficient and precise. Some examples of operational CRM systems include Hubspot, Salesforce, and Zoho. Businesses trying to build a marketing strategy; who equally want such strategies more customer-oriented.

Analytical CRM systems

Unlike our previous contenders in the race to be the best CRM for small business, Agile makes the cut because it touts itself as an “all-in-one” solution for small businesses. And unlike your all-in-one shampoo-conditioner-body-wash-lotion-dish-soap-detergent, Agile actually works pretty well across multiple different business areas. Plus, the Close team actually cares about your success as a sales organization—they have a great guide to choosing which CRM is best for your needs .

The opinions expressed are the author’s alone and have not been provided, approved, or otherwise endorsed by our partners. Even if you have very few customers now, a CRM can help you find and reach new ones more effectively. Most CRM platforms can be deployed in the cloud, so you don’t need to deploy and manage your own infrastructure or be an IT whiz to get started.

Examples of CRM Software in Use

Reps can also take pictures onsite as well as access files, such as product spec sheets, presentations, etc. We’ve looked at the core benefits of a CRM solution, but the application and use cases will vary depending on the specific needs of the team using it. With every piece of customer information in one place, you can ensure everyone across the business is communicating the right message consistently.

  • This insight can help you know how to offer them personalized marketing campaigns that convert, such as flash sales delivered via a triggered email when a cart is abandoned.
  • Now that we’ve discussed the different types of CRM data you should collect, let’s dive into how you can structure your data.
  • First-touch attribution links revenue to a lead’s first interaction with your company.
  • It can be challenging to identify and pick the best CRM for your company.
  • It will enable for marketing team’s insights to connect with different parts of the organization.
  • For instance, an ActiveCampaign user can create a sales automation to assign a task based on the deal value.

In terms of general function, they do the same things, which is helping businesses keep track of their customers and enabling customer-oriented companies. A CRM organizes a lotof data about your customers on an individual basis — and a CRM like ActiveCampaign makes it easy to apply this data to create personalized customer experiences. Marketing Cloud helps you conduct automated conversations with customers via an AI-powered chatbot.

It specializes in translating data into actionable insights for internal operations and client outreach. The best analytical CRMs offer robust data management, advanced analytics , and flexible dashboards and reports. This differs from a general CRM, which offers basic analytics but is more focused on overall task and pipeline management.

Types of CRM Data You Should Use to Power Up Your Sales

If sales spike in the summer and dip in the winter, you need to manage seasonal inventory and staffing. Analytical CRMs give you insight into your customers’ behavior and past purchases. This gives you the perfect setup for cross-sell and upsell opportunities. To learn more about automatically nurturing leads with email funnels, click here.

Bitrix24 makes my list of the best CRMs for small business and freelancers because of how well-suited this tool is for theremote working lifestyle, making it particularly suitable for freelancers. Within Bitrix24, you can send quotes and invoices directly through their platform, which is a huge chunk of the average freelancer’s workday. Their pricing setup increases not only as you get more features, but also as you add more people to your team. However, for freelancers, if it’s just you or a small group of people using the CRM, your pricing stays very reasonable. They have a team there to help you, but if you have a confident developer on your team, it’ll help you out a lot. As an added bonus, Salesmate also boasts integrations with tools like QuickBooks Online, Data Studio, InvoiceBerry, Google & Microsoft Calendar, MailChimp, Harvest, RingCentral, ActiveCampaign, Clearbit and many more.

My business is very small. Do I need a CRM Solution?

First up, an operational CRM has tools that address the many aspects of the sales process. It can distribute leads to sales reps and give them visibility into which leads are most worth pursuing via lead scoring. In addition, customer service organizations should leverage as many assisted and self-service channels as possible. It can be virtually impossible to fully predict which channels customers will use .

types of crms

Like many CRMs options, Salesforce automates repetitive and time-consuming tasks. The Einstein AI feature uses AI to provide your team with data about all past interactions with customers. This allows you to engage more thoughtfully and improve relationships with your customers.

Microsoft Dynamics 365 is a suite of tools for business processes that are ideally suited for B2B organizations. Channel management uses the information gathered from interaction management to help identify the best communication channel to use for a particular customer. The best CRM software for your company will depend on your business model, size, sales cycle, and other factors. To decide which CRM is best for you, take the time to consider your team’s specific needs. CRMs are useful for business-to-business and business-to-customer sales. Different CRM software, however, offers different features and may be better suited to 1 of the business models.

Collaborative CRM systems

Here’s a quick list of what you can do to ensure you make a solid decision, along with some resources we’ve put together to make the process easier for you. In reality, many CRM systems, especially the big names like Salesforce or SugarCRM, cover all those bases . CRMs are robust platforms, often with a handful or even dozens of individual modules that cover a huge range of features. The major difference is that some specialize more heavily in one area — analytical CRM, for example.

For example, if you find out customers keep coming to you with the same problem, you can highlight that in your marketing content. Here, the focus is on interactions between your company and customers. This feature allows you to log all the touchpoints a customer or prospect has with your brand to create a 360-degree view.

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In response, marketers can create campaigns that highlight newly added or competitive features, making those price bumps seem like bargains. In turn, when newly qualified leads hit the conversion stage, that point of hesitancy is nixed before it forms. You can define leads based on their industry, location, purchase history, conversion stage or how they learned about your brand. Then, use those tags to act on each segment, offering personalized sales outreach, marketing campaigns or upsell opportunities your customers will love. For example, you can launch a marketing campaign that targets leads with sales that make your brand seem in-tune with their in-the-moment needs. Using your CRM for lead tracking, you can gather leads’ preference and behavior data as they go through the sales funnel while also collecting notes on each interaction they have along the way.

types of crms

Well, the reason I love Close as one of the best CRMs for small business and startups, is because it’s so effective at keeping a close eye on how everyone on your sales team is performing with your key accounts. Freshworks CRM has ways to manage your leads, from ranking them by importance to assigning them to your salespeople to scheduling followups. It makes it easy to track all your leads from the moment they appear to the moment you successfully close the deal. Select a marketing CRM if you want a wealth of tools to develop and execute strategic inbound lead generation campaigns. Then, based on the contact data, components for data mining can gather even more information including trends and help to recognise patterns in data sets.

Its email integration is great too—they have an instant import, customizable email signatures, tracking of email open rates, link clicks and website visits. It’s particularly unique on this list, because it packs all this functionality into their mobile app, so that you can even send email campaigns on the go. Here’s why… in my experience, so many brand new businesses start out using the G Suite for managing email, documents, communications and more—which is an excellent and practical choice. Naturally though, when they need to scale up by adding a CRM to their sales process, transferring everything over can be pretty painful if you’re not properly geared up. Adding a CRM into your Gmail is pretty pain-free, which is why I love that functionality.

The platform’s user-friendly interface also features custom pipelines and dashboards. Copper is a good choice for small businesses looking for a simple, straightforward CRM that integrates seamlessly with Google Workspace. Sales automation is meant to streamline a company’s sales process, enabling reps to spend more time interacting with prospects and bringing customers on-board.

If this sounds like you, click “show more” to learn about analytical CRMs’ typical features and pricing, plus some of the top options you can purchase. In this example, the action is reversed, meaning that you can use the CRM as the tool to run a campaign, which is then distributed via email integration software. It is, however, important to distinguish this kind of CRM solution, if your goal is specifically using contact information to plan, manage, and analyse better campaigns.

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