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Tag: CRM

  • Top CRM Softwares For SaaS

    SaaS is capturing the attention of entrepreneurs worldwide and becoming a preferred choice for businesses of all sizes. In the United States alone, around 80% final users prefer using SaaS applications (in 2016, this figure was 52%). To increases the revenue of your SaaS business, you need to change your game and approach sales differently. More organized process, Faster access to data, Better team collaboration, Increased visibility into the sales process, plus round the clock availability has become the need of the hour.

    Investing in technology like CRM software can help you in controlling your overall sales outcome and improve the bottom line of your business. 64.2% of companies rate CRM tool as impactful or very impactful. Customers aren’t ready to wait; a delay in response can give them a reason to approach your competitors. What’s the use of running impactful campaigns and attracting potential prospect if they quit in the middle of a sales cycle? As per a study, 79% of marketing leads never convert into sales.”

    Best CRM Software That You Must Use

    Best CRM Software That You Must Use

    HubSpot CRM

    HubSpot customer relationship management (CRM) software is built for companies that want to spend less time logging data. It keeps all your contacts in one centralized, customizable database. It manages your pipeline so you can keep deals moving forward. And you can see everything about a lead in one place – no more digging through inboxes to find information. Start using the free HubSpot CRM today. It’s easy to set up and intuitive to use, so you can get back to growing your business.

    HubSpot CRM
    HubSpot CRM

    The HubSpot CRM is ideal for small and medium-sized businesses (10-200 employees) that are constrained by spreadsheets but don’t need much of the advanced features of complex enterprise-level CRMs.

    Zoho CRM

    Zoho CRM empowers small to large-sized organizations with a complete customer relationship life-cycle management solution for managing organization-wide Sales, Marketing, Customer Support & Service and Inventory Management in a single business system. Zoho CRM is for everyone, be it a small business or an enterprise. Sell smarter, better and faster with Zoho CRM.

    Zoho CRM
    Zoho CRM

    Zoho CRM pricing starts at $12.00 per month, per user. There is a free version of Zoho CRM and it also offers a free trial.

    Centra Hub CRM

    Centra Hub CRM is fully customizable, and integrated with sales, marketing, and service. It has excellent experience in offering highly customizable CRM solutions. Automates lead generation, nurturing, and support for all growing businesses. Centra Hub is a cloud-based CRM software that provides a centralized platform to execute business operations aligning in various verticals of an organization. It offers a highly customizable CRM platform for small, medium, and large enterprises.

    Any company which wants to automate sales, marketing, and service can use Centra Hub CRM. Also, industries like real estate, automobile management, facilities management, asset, retail, education, professional services, & project management can also benefit from its features.

    Centra hub CRM
    Centra hub CRM

    Centra Hub CRM pricing starts at $8.99 per month, per user. There is not a free version of Centra Hub CRM but Centra Hub CRM does offer a free trial.

    How to Launch your SaaS Business?
    Launching a SaaS business [https://startuptalky.com/tag/business/]takes a lot of hard workand determination. Many entrepreneurs feel that it is about getting the productout the door. Unless you’re an experienced entrepreneur, this approach can bequite disappointing. You launch your SaaS product a…
    StartupTalkyRishabh Rathi

    Salesflare

    Salesflare is the intelligent CRM for small B2B businesses and startups, who want to sell more with less work. Salesflare automatically fills out your address book and keeps track of all interactions with the people you’re in contact with. It takes data from email, social media, company databases, phone, calendar and hands it to you in automated customer timelines that tell you everything you need to know. You just have to write the emails, make the calls, and have the coffee. Ideally suited for small B2B businesses and startups who want to sell more with less work.

    Salesflare
    Salesflare

    Salesflare pricing starts at $30.00 per month, per user. There is not a free version of Salesflare but it does offer a free trial.

    Bitrix24

    Bitrix24 is the leading free online CRM software used by over 3.5 million companies worldwide. It is available in cloud or on-premise with open source code access. Unlimited leads, deals, contacts, companies, quotes, invoices and appointment scheduling. The free plan also comes with email marketing and telephony. Advanced versions have sales and marketing automation, bulk SMS, campaign management and support for multiple pipelines. Available in 12 different languages, Bitrix24 is for companies and small businesses. It also suits remote teams who want to keep in touch and collaborate efficiently.

    Bitrix24
    Bitrix24

    Bitrix24 pricing starts at $39.00 per month. There is a free version of Bitrix24 and also Bitrix24 offers a free trial.

    Concluding Thoughts

    A little investment in the best technology can make a big difference to your business. A CRM technology can be very beneficial for your SaaS business provided you choose the right CRM and motivate your sales team to use it regularly. Here are few tips that will help you in making right decisions

    • Asses and identify your business needs before searching a CRM
    • Speak to your sales representative and create a list of features that they will require to close a deal successfully
    • Try the CRM before investing in it
    • Choose a CRM that grows with your business
    • Research about the CRM and read various reviews

    Which CRM do you use for your SaaS? Please let us know in the comments section below.

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    FAQs

    What is CRM software?

    CRM is an acronym that stands for customer relationship management. Customer relationship management is any tool, strategy, or process that helps businesses better organize and access customer data.

    What does CRM software do?

    A CRM tool lets you store customer and prospect contact information, identify sales opportunities, record service issues, and manage marketing campaigns, all in one central location and make information about every customer interaction available to anyone at your company who might need it.

    What are the Benefits of CRM Software?

    • Better knowledge of customers
    • Better segmentation
    • Better customer retention
    • Better anticipation of needs
    • Better and speedier communication
    • Better protection of data privacy

    How to Boost Customer Retention?
    Customer churn is the SaaS kryptonite. It is what scares SaaS founders the most,and they are always innovating ways to beat it. Customer[https://startuptalky.com/tag/customers/]Retention is one of the most crucial andcost-effective SaaS retention strategies. Customer Retention = (Number of Custo…
    StartupTalkyRishabh Rathi

  • What is Marketing automation and Can it Succeed Traditional Marketing

    Marketing Automation is the process of taking the leverage of software to automate the marketing process or the repetitive marketing tasks. Most of the time marketers use this software for nurturing leads, to integrate with Customer Relationship Management (CRM), and also Customer Data platform (CDP) software.

    What is Marketing Automation
    Features of Marketing Automation
    Ultimate Outcome of Marketing Automation
    Future of Marketing Automation
    FAQ

    What is Marketing Automation

    Most of the time marketing automation is used to automate and personalize the texts and responses to the customers. According to Andrea Lechner Becker who is the CMO of LeadMD. Marketing Automations are tools that increase the efficiency of the marketers.

    There are various examples of marketing automation. Some of them include an automated email that is sent to a user according to his behavior triggers. This email can be personalized and will be set ahead of time by the marketers using a marketing automation platform.

    Other than this the reminders you get when you leave an item in the shopping cart after visiting an e-commerce website, the emails you get regarding the feedbacks which will be personalized. All these are examples of marketing automation.

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    Features of Marketing Automation

    Some of the features of marketing automation would include

    Nurturing leads –

    This is the process of sending a number of automated emails to the prospects so that you can engage with them by providing relevant information.

    Personalized emails –

    Personalizing your emails will help your business maintain a personal relationship with the customers.

    Management of Campaigns –

    Companies can also run Email campaigns to increase the leads with the increase of sales. It will let you send personalized or direct emails to a large number of people.

    Forms and Landing Pages –

    It is a tool that will help you collect various information and data from your customers. This can later be converted into the various system for storing or action according to the data received.

    Marketing Automation
    Marketing Automation

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    Ultimate Outcome of Marketing Automation

    When you look at the pure practice of marketing automation the ultimate outcome of the efforts of marketing automation is to gain qualified leads, conversions, personalized messages, etc. Qualified leads are a collaboration of sales and marketing.

    Sending the right messages to the prospects at the right time is the key to generating leads. Marketing automation will help you send the right messages at the right time to your customers. This will increase the chances of generating leads.

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    Future of Marketing Automation

    The future of marketing automation looks bright. Marketing automation is very beneficial for small sized businesses, medium sized business and also fortune 500s. Marketing automation will benefit all the companies irrespective of their size.

    A marketing agency named JMB Partnership has said that in the near future the marketing expenses can be reduced by 12.2 % and the productivity would increase by 14.5% because of the use of marketing automation. The sales are expected to increase by 50% in certain cases.

    Another marketing agency named Fathom has said that there is an increase in the qualified leads to as much as 451%.

    But still, many companies and businesses find marketing automation a difficult task. There was a survey conducted by the marketing technology insights company MarTech on how various marketers feel about the marketing automation challenges.

    According to the survey, more than 15% of the marketers find it hard to create automation, more than 10% found it hard to integrate the automation with the software they use, around 10% of the marketers find that automation is still complicated and again around 10% of the marketers found it hard to create content.

    Marketing Automation is expected to be one of the best choices and most common practices we will be able to find in 2021 and beyond. From emails to contact segmentation to contact management, it will be using marketing automation.

    Since Marketing Automation is booming and since it is becoming a popular tool it is expected that it would be easy to use in the near future. The software is considered to become easier to use if Marketing Automation is growing at the same speed.

    According to a survey conducted by an email marketing company Adestra, it was found that more than 64% of the marketers require a software that is easy to use rather than technical support or pricing.

    FAQ

    What is marketing automation used for?

    Marketing automation is used to execute, manage and automate marketing tasks and processes. It replaces manual and repetitive marketing processes.

    What is the best marketing automation tool?

    Marketo, Eloqua, Customer.io, Constant Contact, and HubSpot are some of the top marketing automation tools.

    What are the benefits of marketing automation?

    Few benefits of  marketing automation are Increased marketing efficiency, Automate time-consuming, Enhanced ability to generate more and better qualified leads and Better alignment of sales and marketing goals.

    Conclusion

    Marketing Automation is expected to grow really fast and the growth of an organization would depend on how easily one will adapt to it. Most of the companies have already implemented Marketing Automations in their businesses. We can see a lot more companies doing it in the near future.

  • Workiom: A Connected Workspace For Your Team

    We live in an era that is marked by rapid evolution in digital technology. This is brought by thorough changes in organizational and business processes as well as digital models to harness innumerable opportunities provided by these digital transformations.

    There isn’t a specific recipe for digital transformation, some may opt for automation while others may introduce new apps that would significantly change consumer behavior. Whatever the case may be, it is always centered around data.

    Data, that is, vital information regarding your customers and business, should be the priority in your business strategy.

    Introducing Workiom…

    What is Workiom?
    Workiom – Features
    Workiom – Pricing
    Workiom – FAQ’s

    Workiom can be used on all devices
    Workiom can be used on all devices

    What is Workiom?

    Workiom is a great cloud-based collaboration tool and an online database for everyone. With Workiom you can customize your working space within a few clicks as well as create and link your data sets to one another.

    This way you can easily assign and monitor tasks, search and sort records, publish the results to external websites, and much more. Organize the workflow for your team just the way you want it with Workiom.

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    StartupTalkyAnsh Mehrey

    Workiom – Features

    Seamless collaboration

    You can share projects with your clients and teammates once you invite them to your workspace.

    Workiom Dashboard
    Workiom Dashboard

    Ready-to-use templates

    From customer relationship management, campaign tracking. Social media management to meeting agenda, get started with pre-built templates and customize your app on the go.

    Customizable workspace

    With Workiom, you can create and customize your workspace the way you want it. No more silos and isolated data to manage separately.

    Data organization

    Arrange your data the way you need with Workiom’s advanced views and filtering options. Create new structures and viewing options with Workiom’s part spreadsheet and part relational database.

    Project management

    Task and project management is an integral part of every workflow. Workiom allows you to manage all tasks connected to your projects, clients, orders, and products.

    Workiom - Roles and Permissions dashboard
    Workiom – Roles and Permissions dashboard

    Automation

    Save time and money by focusing on your business and delegating repetitive work to Workiom. You can effortlessly automate your workflow process with triggers, actions, and conditions.

    Tracking and reporting performance

    Create reports and dashboards based on your data. Always stay up-to-date with your business data and bring transparency to your workflow.

    Inter-workspace integration

    Workiom lets you link data within the same workspace, across multiple apps and platforms. This feature allows users to sync and share data with various departments a breeze.

    Zapier

    You can seamlessly share data with third-party integrations using Zapier and get the best out of Workiom.

    Custom fields

    Design lists by choosing from field types and other options. You can either add or edit new data fields as you go. This feature provides the user with extensive information on every record.

    Data linking and representation

    You can link your data with tasks to avoid duplication and you have the option to see your data in the form of advanced grids, Kanban boards, or calendars. Choose whatever view you are comfortable with.

    Two-factor authentication

    All the data you collect and store inside your apps are encrypted and secured with two-factor authentication so you can rest assured that your data is safe. You also have the option to limit access for your clients and team members so they only get to see what you want to share.

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    Workiom – Pricing

    Features

    • Unlimited Apps
    • Unlimited Records
    • Unlimited Storage
    • 3 users per deal
    • API & Webhooks
    • Automation & Workflows
    • Stack up to 10 deals

    Single – $49

    • Unlimited Apps
    • Unlimited Records
    • Unlimited Storage
    • 3 Teammates
    • 15 Guest users

    Double – $98

    • Unlimited Apps
    • Unlimited Records
    • Unlimited Storage
    • 6 Teammates
    • 30 Guest users

    Multiple – $147

    • Unlimited Apps
    • Unlimited Records
    • Unlimited Storage
    • 9 Teammates
    • 45 Guest users

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    StartupTalkyShubham Kumar

    Workiom – FAQ’s

    Are unlimited records mentioned on the deal page, are contacts in the CRM counted as records?

    Yes, CRM contacts are counted as records. There are no constraints or limits.

    Will setting a New Role will take out one seat from available teammates?

    It is up to the user to create as many roles required. Users have the option to assign multiple roles for a single user. The seats are, however, counted per user account. A single account can be used by multiple users or people.

    Can a deleted guest be replace by another guest? Can we make several projects?

    Yes, Workiom allows you to be able to delete and replace guest users. Yes, you can have several projects or apps.

    What is the difference between ‘Guest users’ and ‘Teammates’?

    The guest user will have only commenting and viewing access to the data, additional it can also submit private forms. As this feature is still in beta mode, it will be tested and rolled out soon.

    Workiom – Conclusion

    Workiom has become a staple of the industry as it can be used by multiple departments and professionals. For instance, Workiom helps marketing teams streamline the creative production process by automating tasks and assignments. It also organizes all marketing assets by category and links them to various posts and articles.

    Workiom can also be used by product managers, designers, testers, UX researchers who need an online workspace that can be flexible enough to let all members work together. It allows users to design their own workflow and manage their progress in a collaborative team effort.

  • What Are the Advantages of Using CRM Software?

    Ever wonder why your online business isn’t performing as well as you hoped? There might just be one missing element that could turn the situation around and help you move forward.

    CRM — otherwise known as customer relationship management — is the analysis and management of your past, present and future interactions with customers. Nowadays, customer experience plays a very prominent role in the world of eCommerce. Although it may seem easier to automate this process, CRM software can provide powerful advantages.

    Its absence may be the weak link in your online business. Continue reading to find out more about the advantages of CRM, and how you can use these to boost the profitability of your business and keep your customers coming back for more.  

    Advantage #1 – You Have Multiple Choices of CRM Software

    There are multiple choices of CRM software to suit any online business. This gives you the advantage of a market that is competing for your attention. To stand out from the crowd, there is a constant need for innovation of CRM software. The consumer ultimately wins, which in this case, is your online business.

    You can research the available choices by looking at the top 5 options for the best CRM software, or other similar comparison articles on the internet. There are not that many distinctive features, but having multiple alternatives is always a good thing; be it in price, features, or integration.

    Advantage #2 – Your Customer Support Can Go Remote

    Customer support employees will have a much easier time working from home with the help of a CRM system. Having all the information collected in the same place means that everyone on your team is on the same page, no matter where they are in the world. In the face of the current pandemic, working from home is more or less inevitable. Investing in CRM software could streamline the transition to becoming an efficient remote team.

    Advantage #3 – You Can Save On Operation Costs

    A business that operates efficiently will have fewer expenses to worry about. Every dollar you save is a dollar you make. Whatever your company values or objectives, making money is probably your bottom line. If you save resources in one area, you could reinvest those funds into increasing salaries for dedicated employees or a new brand awareness campaign, for example.

    Advantage #4 – You Can Make Targeted Improvements

    As you collect information about customer behavior, it will become that much easier to plan your strategy for improving your current products and services. Instead of relying on intuition or generic advice, you can use real data about your own customers to make well-informed decisions about where to invest. A better understanding of your customers will also tell you what new items are worth introducing in the future.

    You already know that it is important to maintain great relationships with customers and actively engage to find out their likes and dislikes. But in a lot of cases, the huge volume of information you have about your customers makes this almost impossible. Processing that information manually is an enormous task that you likely do not have time for. This is where CRM software comes in handy.

    Advantage #5 – You can Enhance Your Customer Support

    Customer experience is directly connected to customer support. Successful companies are always looking for ways to improve their customer support department. The development of chatbots is promising, but they are yet to replace real people.

    Personalized and quick support is what customers expect these days. Failing to meet these expectations usually results in losses, especially in the long run.

    Access to information is a real asset to enhancing your customer support. Besides having a readily available summary of customer purchase history, it can also help you to understand the most common problems your customers are having. All this provides actionable insights for making improvements.  

    Advantage #6 – You Can Identify New Leads

    Even your most loyal buyers are bound to get bored and start to look elsewhere eventually. Unless you are able to constantly meet demand from your existing customer for new products — or you have a product that requires ongoing reinvestment from customers — then you will have to look for new customers.

    Looking for new leads is something that every business should do, but it is particularly relevant for those that are underperforming. Having solid customer support, as well as an abundance of relevant customer-behavior information, will not only improve your customer retention but will draw new customers to you.

    This process is also supported by providing a good experience for your current customers (see advantage #5). When it comes down to the moment of choice between businesses, positive word of mouth could be the difference-maker to your potential customers.

    Advantage #7 – You Can Keep Current Customers for Longer

    Current customer retention is yet another advantage that you can leverage. CRM software will help you to collect, process and organize valuable information about your customers. What happens next is down to you. The detailed overview provided by CRM software can be the starting point for creating meaningful business strategies based on your customer behaviour. Feed this information back into providing high-quality customer services and new and innovative products tailored to your customer demand. This is the basis for building the brand loyalty and trust that will keep your current customers coming back for more.

    Conclusion

    The multiple advantages of CRM software can provide a turning point for your online business, breaking out of the stagnation period and breaking into the sales figures you’ve been dreaming of.