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Your complete guide into
the CRM world for sales teams.
What is a CRM?
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Why do sales teams need a CRM?
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Must-have features for a Sales CRM.
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Top CRM providers for sales teams.
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What is a CRM?
Customer Relationship Management (CRM) is an approach to manage a company's interactions with current and potential customers. This means that by using particular software and techniques, businesses may engage with new clients and retain existing ones.
CRM systems are specific software that may be used to store customer data and make use of it. They help employees manage client relationships, gain valuable insights, automate certain workflows, and facilitate cooperation in a team.
Why do sales teams need a CRM?
With 10 clients or less, managing sales processes and building customer relations is easy-peasy. But things start to get tricky when you’re managing hundreds of clients across different operational departments. Since it’s becoming much more common for businesses to take a customer-centric sales approach, maintaining client data on a spreadsheet isn’t enough. It’s time for a change.
Your sales team definitely needs a CRM, if:
- Customer data is scattered across dozens of separate spreadsheets and tools.
- The to-do lists are only getting longer, and you spend all your time collecting data for reports.
- It’s impossible to find anything in the heaps of data and client history.
- You have no idea how many deals are closed, how fast is your sales cycle, or what your revenue outlook is.
- Entering customer data manually takes forever.
- Your heart longs for all those lost leads and forgotten clients.
Ready to pick a CRM for your sales team?
Use this checklist to identify the best one.
Complete and fully accessible customer details.
360-degree customer overview has been a must for ages now. A CRM system for sales should also be capable of aggregating data from various sources, like Professional Network, Facebook messenger, and WhatsApp. Something as simple as tracking when you last emailed your prospects, up to monitoring where your potential clients are in the sales cycle will also be very helpful in getting better sales results.
Email campaigns and tracking.
One of the CRM benefits for sales people is the ability to send thousands of beautiful and personalized emails to your clients at once. Personalize your email campaigns with customer’s name, project details, exclusive discounts, and other related data. Reach out to thousands of prospects and customers in a few minutes. Track email performance with open and click tracking, and send follow up campaigns.
Maximum automation to take routine off your team’s shoulders.
Doing the same things over and over again tediously consumes time; time that you simply haven’t got when you’re desperately trying to close the deal. CRM with sales automation enables sales professionals, giving them the power to focus on what they do best — making money.
Structured sales and lead management process.
A perfect CRM will guide your sales team through their sales process, as well as ensure customers are always followed up with. If implemented and used correctly, CRM has the power to boost the performance of any sales team and help them master effective leads management, follow up on sales opportunities systematically and on time, prioritize follow up activities, and reach their sales goals faster.
Compare top 3 CRM systems for sales teams
NetHunt
Pipedrive
HubSpot
G2 score
4.7/5
4.3/5
4.3/5
Trial length
14 days
14 days
free with limitations
Price (per user/per month)
$24 - $96
$15 - $99
$0 - $120
Custom fields
in the most advanced plan only
Gmail and Google Workspace integration
full integration
limited to several Google Workspace apps
sidebar in Gmail
Professional Network integration
2-way integration
Email tracking and campaigns
unlimited
limitations apply
Reports
Tasks and follow-ups
Pipeline management
Lead management
Support (chat, email, phone)
dedicated Customer
Success Manager
email support
email and chat support
All information was last verified in February 2020.
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