CRM TOOLS

CB&CRM 1
 CRM TOOLS
• Customer relationship management, or CRM, is the process of
centralizing customer data so that it can be shared among sales,
after-sales, and customer support departments.
• All the big corporations invest millions in CRM systems, which
gives them a marketing edge. However, the emergence of
smaller, cheaper online CRM systems means that small
businesses can now compete on a level playing field and offer
the same type of customer tracking that benefits the big boys.
You do not have to be a web-based business to use these
systems.
• CRM tools can be used to permeate, influence, and affect all the
phases in the customer lifecycle (see visual below) from
establishing initial awareness to conversion as buying customers,
up to the stage of reinforcing loyalty and winning them to your
side as advocates and promoters of your business.
Here are a range of CRM tools currently available
on the web. CB&CRM 2
HubSpot CRM
• Is a free CRM tool for business that still packs a punch when it comes to
robust and effective features. These functionalities include social media,
customized views, company database, drag-and-drop communicator, and
website, phone, and email integration.
• HubSpot CRM makes it easy to organize, track, and grow your pipeline.
Top features:
• Manage your pipeline with total visibility
• Log sales activity automatically
• See everything about a lead in one place
What’s interesting about this tool:
• HubSpot CRM is part of a full suite of sales productivity tools that sync up
with your inbox and make every part of selling easier.
• With HubSpot CRM, you can create a detailed company and contact
profiles as the platform organizes all facts obtained from customer
contacts with you.
• It provides a single dashboard that your team members can access to stay
updated on company activities.
• One of the main advantages is you can connect this system to all the
places where you conduct your sales process such as phone, websites,
social media, email, etc. CB&CRM 3
Zoho CRM
• Zoho CRM is yet another quality product from the parent company Zoho’s
stable of popular business solutions. You can use this web-based CRM to
satisfy your customers and expand your business. Core features include:
lead and contact management, purchase control, sales pipeline
management, sales force automation, CRM workflow management, and
account management. These tools are ideal for sole entrepreneurs and
small businesses as well as large enterprises.
• Zoho CRM helps to reach out to prospects at the right moment, engage
with them across every channel, and close more deals the smarter way.
Top features:
• See your email inside CRM.
• Get real-time information about every activity a customer and prospect
engages in
• Bring social media into your sales process. Monitor trends and discover
new leads
• With Zoho CRM, you can track sales, automate routine business tasks, and
engage customers on multiple platforms
What’s interesting about this tool:
• Zoho CRM lets you turn routine tasks into contests and watch your
salespeople compete to add the most notes or send the most emails.
CB&CRM 4
Infusionsoft
• Infusionsoft lets you know the key details about every
customer—right down to their last purchase or conversation
with you—and impress them with incredible customer
service and personalised messages.
Top features:
• Import and organise the contacts that come to your
business
• Collect data about contacts’ behaviours, score them based
on marketing interactions, and prioritise the leads that are
hottest and ready to buy
• Track engagement and customise follow-up messages based
on unique customer profiles
What’s interesting about this tool:
• If you’re looking for smarter ways to scale as you grow, the
powerful Infusionsoft platform can help. Manage the
everyday tasks that slow you down automatically.
CB&CRM 5
Pipedrive CRM
• Pipedrive organizes your leads in a manner that gives you a
clear overview of your sales process and empowers you to
focus on important deals. Plus, you can utilize this solution
to efficiently manage your organization’s sales pipeline.
• With over 50,000 customers, Pipedrive is the leading sales
management tool for small sales teams.
Top features:
• Plan your actions so that no deal falls through the cracks
• Track everything about your deals, from the conversations
you’ve had to all the people involved in them
• The visual pipeline lets you intuitively understand where all
your deals are and move them forward toward a deal
What’s interesting about this tool:
• Pipedrive has completely redesigned the world of CRM from
a bulky system to an easy-to-use solution.
CB&CRM 6
CRM Creatio
• Is a unique tool because it combines customer data with
business process management tools.
• With this app, you can coordinate the activities of your sales,
marketing, and customer support teams. It helps you automate
your customer service process to exceed their expectations.
Main features include administrative tools, analytics with
dashboards, customizable reports, and real-time diagrams,
knowledge management online library, document management
compatible with MS Word, and customer data management
integrated with LinkedIn, Facebook, and Twitter.
What are the top benefits of CRM Creatio?
• These include simplified document processing, effective analytics
for measuring business results, tracking employee deliverables,
supervising marketing activities and events, accurate forecasting
of sales plans, viewing customers’ buying behavior, and
automating and managing key business processes. One of the
highlights is the dedicated Customer Success Manager (CSM)
provided to help companies maximize the software’s features
and capabilities. CB&CRM 7
vCita CRM
• Is a complete cloud solution that brings you all the tools you
need to manage contacts, customers, and business processes.
• Among its offerings are features for lead generation, email
marketing, client management, online calendar and scheduling,
billing and invoicing, communication, and collaboration. With
one robust platform, you get functionalities to manage CRM,
booking, marketing, appointments, online payment, and client
communication. These capabilities make vCita an all-around
solution that is ideal for small teams and professional services
providers.
• vCita CRM gives you one app for all your client interactions.
Information relating to your leads, contacts, and clients are
stored in one secure cloud location that you can easily access on
the go. Your team gets to have one data source on the client’s
history, thus from conversations and appointments to invoices
and payments. The CRM solution likewise lets you undertake
targeted campaigns with tools like a page builder for creating
landing pages and embedding dynamic website widgets.
CB&CRM 8
InfoFlo
• Is a fully integrated, easy to use CRM software designed to
help small businesses manage their contacts, business
relationships, and all related information such as emails,
calls, meetings, files, tasks, and proposals, among other
things.
• It offers a full contact management solution with features
for tracking, accessing, and automatically connecting all
important information about your contacts and customers
to view your past and present deals and interactions with
them. It is able to centralize CRM data in a single location
either on cloud or on your servers for quick access and easy
viewing. This helps you in lead tracking and opportunity
searching to find the best and most qualified leads.
• Other core features and capabilities of InfoFlo include email
management, email editor, document management,
calendar management, contact importing, integration with
external apps and services, collaboration and sharing tools,
virtual office, and data recovery.
CB&CRM 9
Sugar CRM
• Sugar CRM gives you an overview the entire customer
journey and the contextual intelligence needed for a
complete customer view and opportunity anticipation.
Top features:
• Account management
• Opportunity management
• Sales collaboration
• Pipeline management
• Process automation
What’s interesting about this tool:
• Helps to create multiple personalised dashboards to
optimise for short-term and long-term goals.
• Enables you to select from a wealth of out-of-the-box, third-
party, and custom DashletsCB&CRM
to see every angle. 10
Scoro CRM Software
• Scoro CRM helps to coordinate your sales process and
improve your team’s performance with a wide set of
features including sales pipeline management, project &
task management, collaboration, billing, and reporting.
Top features:
• Manage your leads in a pipeline view and easily drag-and-
drop them from one stage to the next
• Get an instant overview of each client, including contact
details, quotes, communication history, linked projects, etc
• Get the tools to manage your sales process, projects,
calendar, invoices, and more
What’s interesting about this tool:
• Scoro promises to save more than 50% of the time that
you’re currently spending on reporting, meetings, and
double data entry. CB&CRM 11
Salesforce
• Salesforce connects sales to service, marketing, and
beyond so you can find selling opportunities
throughout your business from leads to customers to
advocates.
Top features:
• Contact management
• Sales collaboration
• Lead management
• Email integration
• Sales forecasting
What’s interesting about this tool:
• Salesforce gives you an accurate view of your entire
business with comprehensive forecasts.
CB&CRM 12
Microsoft Dynamics 365
• Capture new opportunities across your organisation when
you bring people, data, and processes together
with Microsoft Dynamics 365.
Top features:
• Empower your salespeople with predictive analytics, digital
intelligence, and automated lead scoring
• Tap into the wisdom and experience of your team with
shared meeting notes, events, and custom sales documents
created with real-time co-authoring
• Help your salespeople zero in on the right leads, contacts,
and opportunities as they build out your pipeline
What’s interesting about this tool:
• MS Dynamics brings digital intelligence into each deal, so
you can predict customer needs and meet them with the
personal attention that builds relationships and revenue. 13
CB&CRM
Odoo
• Odoo is an open source ERP and CRM software with
top-notch usability.
Top features:
• Design custom dashboards to get a picture of your
business at a glance
• Get accurate forecasts
• Automate activities based on your sales scripts: calls,
meetings, mailing, and quotations
• Real-time messaging to enhance collaboration
What’s interesting about this tool:
• Turn sales & purchase orders into invoices in one click
and track them through their payment with a sales
add-on. CB&CRM 14
Instream
• Instream is a sales, contact management and
relationship automation tool.
Top features:
• Connect your account with LinkedIn and other social
platforms to automatically gather all useful
information
• Manage your contacts regarding all accessible
information
• Run real-time conversations, and share all information
with your team
• Manage leads and change them into satisfied clients
What’s interesting about this tool:
• Instream lets you gather information from social
platforms.
CB&CRM 15
Freshsales
• Freshsales is the CRM for high-velocity sales
teams.
Top features:
• 360° Customer view
• Lead scoring
• Auto profile enrichment
• Segment and organise your team
• Appointments, tasks, and notes
What’s interesting about this tool:
• Freshsales has a built-in phone – make and receive
calls, minus the data entry!
CB&CRM 16
COMPIERE ERP SOFTWARE
• is an open-source ERP and CRM business solution
for the Small and Medium-sized Enterprise (SME)
in distribution, retail, service and manufacturing.
• Compiere allows you to easily extend its core
functionality to fit your specific processes without
forcing you into an expensive and difficult upgrade
path.
• Compiere solutions provide businesses,
government agencies, and non-profit
organizations with easy, flexible, low-cost access to
rich functionality for managing all financial,
distribution, sales, and service processes.
CB&CRM 17
OpenCRX
• openCRX is a professional CRM service deployable to all major platforms.
openCRX is an open CRM solution that meets the needs of organizations
requiring multifunctional, enterprise-wide coordination of sales
generation, sales fulfillment, marketing and service activities to
customers, partners, suppliers or intermediaries.
Top Features:
• True Open Source
• Professional CRM suite
• Ready for the cloud
• Powerful integration capabilities
• Easy to extend and customize
What’s interesting about this tool:
• openCRX delivers a rich groupware feature set, including e-mail, contacts,
and calendaring.
• It is open source CRM software packed with enterprise-class features like
role-based security, system-wide / pervasive audit-trail, true platform
independence, virtually unlimited scalability, and much more

CB&CRM 18
Vtiger CRM
• Vtiger CRM Customer Relationship Management is software
that helps businesses get organized, grow sales, improve
marketing ROI, and deliver delightful customer service
experiences.
• Vtiger CRM enables sales, support, and marketing teams to
organize and collaborate to measurably improve customer
experiences and business outcomes. Vtiger CRM also
includes email, inventory, project management, and other
tools, providing a complete the business management suite.
• Vtiger CRM comes built with unique tools for improving
interactions with potential customers. Web-to-CRM forms
capture contact information directly from site visitors.
Custom reports use filters to focus on specific lead
characteristics. By automating workflow, users reduce
repetitive tasks and save time.
CB&CRM 19
• Top Features:
• End to end sales cycle management from campaigns,
leads, potentials, quotes, invoices..
• Support automation using a customer portal and
support tickets
• Data import & export, web-to-lead forms, reports &
customizable user dashboards
• Workflows, tasks, and project management
What’s interesting about this tool:
• Vtiger CRM allows businesses to be more productive
throughout their day, stay informed, and avoid any
unnecessary data duplication.
• It delivers strong sales automation capabilities, email
marketing functionality, help desk, invoicing, project,
and inventory management.
CB&CRM 20
Thank you!!!

CB&CRM 21