In this blog, you will learn about the best CRM software and how they will help you reach your business goals in 2022.
CRM (Customer relationship management) is a software used to manage, track and analyze both customers and potential customers. It is a type of business software that keeps records of customers information and directs all sales, marketing, and service activities.
You can use both on-premises and web-based CRMs to help streamline their operations and communications with their customers in one place which can be accessed at any time. That’s why you should use a decent CRM software program and follow this few simple rules to stay ahead of your competitors.
The value of a CRM far exceeds it’s cost. Let’s take an example to understand this.
If you’re an online course creator using a platform to sell multiple courses online, it’s hard to track all the information about customers purchasing your course or clicking on “Add to cart”, etc. As a result, you won’t be able to know all the information about the customers who’re interested in buying your course.
Even if all of this information had been captured in some way before now—by manually recording details on spreadsheets or store receipts—it would be not easy to access quickly enough to provide an optimal experience during interactions with potential buyers over social media platforms like Instagram or Twitter.
With CRM software installed on your computer system (or cloud-based), all these interactions become much easier because everything stays organized neatly within one program instead of being scattered across multiple folders across numerous devices. That’s why 47% of CRM users claim that it has an immense impact on their customer satisfaction rate.
This article will talk about the features of the best CRM software and the list of top CRMs available in the industry.
Table of Contents
Top CRM software to choose from in 2022
Features of best CRM software
While there are many different types of CRM systems available on the market today, most have similar features that help businesses track and manage their customer databases easily. Some features include:
Customizable’ lead’ stages
You can customize lead stages to help you track the progress of a sales lead. For example, you may use one stage for leads who are interested in your product but haven’t signed up yet, another stage for leads who have signed up but haven’t received their product yet and the third stage for leads who have received their product and need support or training on how to use it.
Your sales team can set their lead stages based on their own situation to manage their pipeline more effectively. Team members can then use this information to take appropriate action so that all leads are followed up within a timely manner.
Built-in call centre
The best CRM software should allow you to make, receive and log calls. A call center that will enable you to identify the caller before taking them on the line will save time and money.
In addition, it should allow you to record conversations so they can be audited later if necessary. This feature is especially important when dealing with customer service issues or product complaints, which may require follow up later with the client.
Recording these types of calls can help resolve issues more quickly and effectively than remembering what was said during each conversation by just listening back to them yourself in real-time when there is no need for them anymore.
Calendar and schedule management
A good CRM software should have a calendar and schedule management feature that’s synced with your existing calendar, like Google Calendar or Outlook. It will help you keep track of all the important dates and events related to your sales leads and clients.
This feature is crucial for businesses that have a lot of meetings scheduled on a daily basis. You can also set up reminders for upcoming meetings so you won’t forget about them.
Collaborative features are designed to help salespeople work together as a team. These features should be easy to use and can help increase sales productivity by shortening the sales cycle and improving customer experience.
These collaborative features include:
- Real-time messaging for collaboration with customers, partners, and internal teams.
- Integrated calendars so that everyone knows who’s doing what at any given time.
- Task management tools for keeping track of ongoing projects
Customer Service Features
Customer service features are a key component of the best CRM software. They offer you the ability to provide your customers with fast, effective support when they need it, no matter what channel they’re using.
- Self-service portals
- Email templates
- Automated responses
You can also use these features to get feedback from your customers and track their satisfaction levels. You can then use this information to improve your products and services over time. This can help you attract new customers as well as retain existing ones.
Business Intelligence (BI) tools help to make sense of data so that sales and marketing teams have accurate information about their sales. This allows teams to see which activities are most effective and make better decisions about allocating their time.
Social listening & engagement feature
Social listening and engagement is a feature that allows you to listen for social media mentions, engage with customers on social media, and respond to customer feedback and complaints or questions.
You can also use this feature to provide better customer service by:
- Responding quickly to relevant tweets or posts on Facebook and Instagram.
- Offering support through direct messaging so that your team can respond directly with information or help regarding any issues they are experiencing while using your app/website/service etc.
Top CRM softwares in 2022
- Zoho CRM
Zoho CRM was founded in 2005 and has since grown to serve more than 150,000 businesses around the world. The software is available in 18 languages and 40 currencies, making it easy for you to manage your customers no matter where they are located.
Zoho CRM is a cloud-based CRM solution that comes with several features that make it a great choice for small business owners. Here are a few of its top features:
- A user-friendly interface: You can use Zoho CRM’s intuitive UI to create customer profiles easily or create new opportunities for your leads.
- Responsive support: If you run into any problems using the software, don’t worry—the team at Zoho will be happy to help! The company has an extensive knowledge base filled with tutorials on how to get started with its product as well as tips on how best to utilize its features (and even some common issues). They also offer phone support if you prefer talking over emailing back and forth! And finally, there’s live chat available during certain hours—perfect if someone needs immediate assistance.
By integrating your Zoho CRM with Graphy, you can sync your data and automate many of the tasks on your plate. This will make things in real-time updating a breeze.
Over 30,000+ creators have launched their online teaching businesses using Graphy. Join now.
- HubSpot CRM
HubSpot CRM is one of the best CRM software for small businesses. It’s easy to use and customize, integrates with a wide variety of tools, and is perfect for both small and large businesses.
HubSpot CRM (formerly known as SalesLoft) has been around since 2013 and consistently ranks in the top three free CRMs available today. The platform comes with everything you need to run your entire business from within one place: lead generation, sales automation, IoT integration and more.
There are two ways to use HubSpot: as a SaaS solution or by installing it on-premise (on your servers), which gives you more control over how the software operates within your company.
Salesforce is a cloud-based CRM software that has a large customer base and established track record of success. You can use the Salesforce platform to track customers, leads, opportunities, quotes and other data. Salesforce offers both a basic version for small businesses and more advanced versions for enterprise companies.
The flexibility of this software makes it easy to use in any business situation. Additionally, features like “Lightning” make the interface more user-friendly than some competitors’ interfaces.
- Microsoft Dynamics 365
Microsoft Dynamics 365 is a cloud-based CRM platform that includes business management and productivity applications. The software helps you to manage your customer interactions and relationships, sales, customer service, field service, operations and marketing.
It’s currently available as an on-premise version or as a cloud-based subscription with monthly maintenance fees depending on the number of users.
Insightly has a lot of the features you’d expect from the best CRM software, including collaborative features and comprehensive reporting. The company also provides excellent customer service for its users.
One drawback to Insightly is that it’s not very scalable—it’s more suited to small businesses than large ones.
Launch your online course with graphy
CRM can be tricky to integrate for most people. That is why our developers have created a seamless integration between Graphy and the best CRM software to ensure that you get more time to focus on what’s important. It’ll help you manage your courses with ease.
Our platform is growing and expanding with new features to help you launch your online teaching business. Currently, Graphy has over 30,000+ creators who have successfully created their own content with our help and are completely satisfied with it.
Why choose Graphy for creating your online course?
- Launch your online course website & branded mobile apps
- Multi-layer security to prevent your content from unauthorized accessibility and piracy.
- Integrate multiple-payment gateways
- No transaction fees
- Market your course by creating promos or discounts
- Create an extraordinary website and mobile app without any coding required
- SEO optimized landing pages to rank better on search engine
- Excellent customer support through dedicated account managers
Over 30,000+ creators have launched their online teaching businesses using Graphy. Join now.