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.
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:
Use this checklist to identify the best one.
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 LinkedIn, 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.
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.
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.
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.
Get a Gmail CRM for your team!
free with limitations
Price (per user/per month)
$24 - $48
$15 - $99
$0 - $120
in the most advanced plan only
Gmail and Google Workspace integration
limited to several Google Workspace apps
sidebar in Gmail
Email tracking and campaigns
Tasks and follow-ups
Support (chat, email, phone)
email and chat support
We last verified this information in February 2020.
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