The 7 best CRMs on the market 2023 and examples of how they are used


A CRM, or Customer Relationship Management, is software that helps companies manage and track customer interactions and data.

This platform has been gaining popularity in recent years due to the numerous benefits it offers companies.

This time, we'll tell you about the best CRMs on the market and how they can benefit your business.

Top CRM brands

Among the best CRMs on the market are Salesforce, Oracle CRM Cloud Service, Microsoft Dynamics 365 and SugarCRM. These platforms offer a wide range of features that can benefit businesses of all sizes.

Some of these benefits, when implementing a CRM, include increased sales, improved customer service, reduced costs and improved decision making.

When choosing a CRM for your company, it is important to consider your needs and your budget. The best CRMs are customizable and scalable, so they can grow with your business. It's also important to find a platform that offers comprehensive reporting and analytics so you can track your progress over time.

If you're looking for a powerful CRM to help you drive your business forward then consider Escala, Salesforce, Oracle CRM Cloud Service, Microsoft Dynamics 365 or SugarCRM. These platforms are the best on the market and offer a wide range of features that can benefit businesses of all sizes.

Some CRM brands are better suited for small businesses, while others are designed for larger companies. However, regardless of the size of your business, there is a CRM that fits your needs. Here we'll take a look at some of the best on the market and give you examples of how you can get the most out of it.

7 CRM examples and how you can use them

1. Escala


This is a professional CRM oriented to all types of companies and is essential if your goal is to build loyal customers and long-term relationships. It has several functionalities that will allow you to develop any strategy you have in mind to boost your sales and marketing efforts.

Example of Escala in practice: ease, flexibility and robustness

With this CRM you will be able to easily classify your contacts and perform focused actions according to the status and stage of interest in which your customers are. This way you will be able to better direct your efforts and obtain results from the analytics provided by the entry of all your products and services according to their area of interest.

This flexibility of fields and information will allow all your sales and marketing teams to understand what your prospects need. The platform will allow you to identify the periodicity and history of your sales, making intelligent decisions is at your fingertips with Escala.

It has several tools to support your strategy in an easy and integrated way with different functionalities, for example, manage Facebook ads and your email campaigns with just one click, this way you will only need to access the platform to implement the best marketing and sales strategies for your company. Escala in practice gives you ease, flexibility and robustness all in one!

2. Salesforce


Salesforce is one of the most popular CRMs on the market. It has been around since 1999 and has more than 150,000 customers in over 180 countries. It is perfect for large enterprises because it offers scalability and customization. In addition, it has a complete set of features including sales, marketing, customer service and collaboration tools.

It will give you a global view of all business areas and help you integrate the efforts of each of them.

Salesforce in practice: connected applications, people, and services

Salesforce is a robust platform that will enable you to increase the productivity of your teams and help you build a more connected workforce. It will also allow you to optimize the employee help desk for faster self-service.

For example, this CRM has additional functionality that integrates applications and artificial intelligence, allowing you to integrate your ERP, IoT and database data; and adding predictive capabilities to each service and sales application that your teams can use to go much further.

This easy adaptability will allow you to quickly customize and meet the needs of your business in much shorter timeframes and maximize the return on experience.

This formula of intelligence, applications, services and teams allows you to build stronger relationships, also by including process flows, applications, templates and components created to address all the issues your customer or prospect faces.

3. Zoho CRM

Another example of CRM is Zoho, it was founded in 2006 and has more than 30 million users worldwide. This platform is perfect for small businesses because it is affordable and offers a wide range of features.

Some of the features Zoho CRM offers are sales automation, lead management, contact management, project management and reporting tools.

CRM software, an example of how Zoho works: Tracking, automation and analytics

This is one of the most widely used CRMs since it has features that will benefit your business regardless of its size. Zoho CRM features capture leads from websites or social media sources and track them by sending follow-up emails automatically.

It allows you to convert visitors into potential buyers and store them in a database shared among your teams.

By orchestrating your data you will be able to track sales cycles in greater detail, determine sources and locations where the most customers are coming from. With this information you will be able to automate workflows that allow you to experiment and decide what works best for your customers, what converts the most and what strategy can get you the most.

With workflow automation software, everything will be done seamlessly without your interference. Sales and marketing, inventory management, accounting, productivity and customer service will all be optimized and updated with every sale.

4. Microsoft Dynamics CRM

Microsoft Dynamics CRM is a customer relationship management software. It was first released as part of Microsoft Business Solutions - Microsoft Dynamics in 1996 and has since evolved into the comprehensive, flexible and powerful CRM system it is today.

Example of use: increasing the performance of your teams

Increase sales performance through better communication with customers, streamline business development activities such as lead generation and customer relationship management for outbound campaigns.

Increase the quality and quantity of marketing activities such as surveys, contests and other initiatives; streamline lead and opportunity management processes; streamline the entire sales process and ensure that all customer-related information is captured and can be analyzed effectively.

You will also be able to quickly resolve customer issues through quick access to support representatives; ability to view service requests, issues and status changes through the customer's view; increased transparency into what is happening with their requests.

Improved efficiency of your teams by allowing them to access and analyze service requests, issues, status changes and other information for any specific contact or company shared across all support representative accounts.

Increased employee productivity thanks to customized Microsoft Dynamics CRM dashboards built on pre-configured analytics views provided out-of-the-box. A wealth of reports are also available

5. Hubspot CRM

HubSpot CRM was founded in 2006 and currently has over 100,000 customers, making it one of the most widely used CRMs. It is perfect for companies looking to grow their business because it offers marketing automation capabilities, as well as sales automation and lead management features.

HubSpot CRM Example: Identify, Understand and Capture Leads

By using Hubspot CRM, you can better understand how people are engaging with your website by capturing leads every time they land on your page. You can then convert those leads into customers and start a long-term relationship that is beneficial to both parties.

With this CRM you can streamline blogging by sending contacts to your blog's daily digest, making it easy to post new updates every day without having to remember everyone's email address.

It's a favorite platform because it's so easy to use and allows you to capture leads from every website visitor; so you no longer have to wonder how many visitors you get per month. With it you can assign social media contacts one by one as they come in, so you don't have to go back and forth with customers just because you haven't added them on social media yet.

Identify the content your visitors like the most, tailor your blog posts accordingly, and increase the number of leads coming into your portfolio per blog post.

Allow customers to subscribe to your website via RSS using double opt-in, which means only those who really want to receive email updates from you will subscribe; unwanted leads are reduced.

6. Pipedrive CRM


Pipedrive is another widely used CRM that allows for customer relationship management that also has the ability to help with marketing and the entire sales process. Pipedrive's proactive nature automatically tracks and organizes calls and emails and syncs schedules across devices, among other features.

Example of Pipedrive CRM in action: managing data, files, reports, tasks and accounts.

Manage your leads and sales to offer new buying options and adapt to their needs. It also makes it easy to manage tasks according to levels of depth, tasks appear as a vertical list of checkboxes so you can easily scan and assign them to people on your team.

When tasks are due or assigned, they appear at the top of the list with a clickable clock icon. And, if it is overdue, a red flag appears next to the clock.

The platform allows you to manage your reports, you can easily view them and the information you manage. Just type in the name of any field, for example, the name of an account or the title of a task, and chances are the search will instantly find what you're looking for.

If you want to attach something to an agreement, account or contact, practically anything goes: PDFs, Word documents, emails, URLs and even small images are acceptable.

7. Active Campaign CRM


You can use Active Campaign CRM for sales and marketing. You can link all your customer information in this one place, such as your contact details and purchase history.

Example of Active Campaign CRM: Prioritize your leads, the potential ones.

An example of this CRM is that the platform will allow you to track the progress of each of your leads, whether they are interested or not in what you are offering. Your marketing email accounts will be linked to the platform so you will know who has opened an email and who has not.

You will know when a potential customer starts to get interested, by the number of opens of their emails. This way you can send them more relevant information that focuses on why they should buy from you rather than what they should buy from you.

Within the ranking of CRMs this is another one of the most used and one of the most used functionalities has to do with being able to define stages to know what stage your lead is in, what to do with them next and to what extent they are qualified before making any budgetary commitments.

Not only does this allow your teams to see where your leads are at all times so they never miss an opportunity to close a sale, but it also allows for better team coordination.

By seeing exactly where each lead is at, everyone on the team can know what tasks to assign or how best to follow up, as they now know where the lead is in the buying cycle.

Conclusion: Choose the best CRM for your business

We hope you have learned more about the best features of the most professional and most used CRM platforms by companies. All of them have outstanding features that will undoubtedly help you in any of your strategies.

To choose the best one, we recommend you to analyze your objectives and strategies in detail. From there it will be easier to integrate a tool that suits your needs.

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