Contents
First, let’s understand what CRM systems are. The name comes from the English Customer Relationship Management – customer relationship management. This software allows you to automate many processes in the long term, in particular, sales departments use CRM systems to control work, analyze the involvement of various employees in the process, analyze the level of customer loyalty, control communication between customers and managers, as well as automate the transaction process. To simplify, a CRM system can be considered any type of accounting and control. However, if earlier it was a sheet of paper and an Excel document, today this abbreviation means the whole system.
Many developers are actively trying to impose their vision of this software on consumers. Naturally, they do this to increase sales. To date, there are no strict criteria and objective understanding of what this system should be. Each product is unique and has its own characteristics, which should be considered before buying.
For example, for a delivery service, a program for recording contacts and interacting with them is ideal. However, a beauty salon will require more advanced functionality. So, ideally, the system will have to record the frequency of visits and the average bill. In addition, some managers want to see a progress report. Developers are ready to offer this service for an additional fee. All interactions with clients will be reflected on the manager’s screen in real time.
As for the costs of implementing this software, they will depend on several factors. So, the average price should include the cost of a license, the transfer of data from other media, the cost of refinement for your business and monthly support by developers. We will discuss these features in more detail below.
Healthy Food Near Me analyzed offers on the CRM systems market and ranked the top 10 best software.
Editor’s Choice
Bitrix24
For many years now, this system has occupied the first places in various ratings. And this phenomenon has objective reasons. So, Bitrix24 has everything you need to work on projects, manage personnel, create documents, and solve other tasks. Such an abundance of functions can confuse even the most experienced user. Therefore, when registering, the program offers to independently select the necessary functionality.
Also, for easier orientation in the system, the developers have provided a separate working field. Everything is sorted into folders. In particular, you can find “Tasks”, “Calendar”, “Live feed”, “Chat and calls”, “Time and reports” and much more. To master all these features, it will take time and the help of a qualified specialist. This is perhaps the only drawback of this software.
The advantages include a sales generator that is designed for repeat business, AI scoring for analyzing data on the outcome of a deal, end-to-end analytics, and chats between employees.
As for the cost, a boxed version for 12 licenses will cost approximately 51 rubles. Separately, we note that sms-mailing and telephony must be paid separately.
Advantages and disadvantages
Топ-14 CRM-систем в 2022 году по мнению КП
1. Megaplan
This CRM system is over 12 years old. However, annual improvements and updates from the developers allow it to occupy leading positions in various ratings. This software is used1 brands such as Azbuka Vkusa, Alfa-Bank, Rostelecom and Channel One. Distinctive features of this CRM system are thoughtful work with personnel, the presence of video conferencing, document management services, built-in telephony, employee control tools, and others.
In addition, “Megaplan” allows you to structure all the information that appears in the process. In particular, records of telephone conversations, correspondence and financial information. It is also worth noting that the system is cloud-based. This means that it does not require additional resources. Manufacturers have provided a test period of 14 days. The boxed version will cost 45 rubles for 000 licenses.
Advantages and disadvantages
2. AmoCRM
Another CRM system that boasts a mature design and high speed. In addition, it lacks most of the extra features. In particular, there are no extra buttons and pages, and you can even work from a tablet. All navigation inside amoCRM fits into 8 icons. As for opportunities, the whole logic of the software is built around increasing sales and conversion. The system automatically creates deals on orders via mail, website, telephony and instant messengers. It is best suited for b2b business.
Developers are also ready to provide customers with visual reports for performance analysis. The main advantage of amoCRM over its competitors is the digital funnel, which allows you to automate marketing processes. The free trial period is 14 days. The cost of a subscription for two people will cost 4 rubles / month. For five users – 990 rubles / month.
Advantages and disadvantages
3. S2 (Salesap)
This cloud-based CRM system includes a service calculator, automatic mailings, financial and warehouse accounting, and a cash register connection. It also provides more than 100 tools for managing sales and communication with customers, more than 15 tools for monitoring employees and working with an online cash register. Also, manufacturers have provided a report designer and more than 200 integrations with services.
The latter will allow users of the CRM system to optimize the work with calls: they will eliminate the need to manually dial the client’s number, allow you to save and download call records, call customers from a mobile phone, record information about the client during a conversation, analyze statistics on incoming, outgoing, received and missed calls. The test period is 7 days. The subscription price is from 240 rubles / month (with annual payment).
Advantages and disadvantages
4. “RosBusinessSoft” CRM
This system is ideal for sales, inventory control and production. It provides more than 100 additional modules. In particular, cash, vacations, purchases, KPIs, reconciliation reports and others. In addition, manufacturers have developed several levels of settings with which you can provide individual or group access to certain areas of the system. This will provide increased security for sensitive data, such as customer base.
Адаптивная верстка позволяет использовать «РосБизнесСофт» на большинстве мобильных устройств. Также в системе установлено более 40 различных типов отчетов. Они позволят тщательно проанализировать динамику продаж, движение товаров, задолженности и прочие показатели. Однако самым интересным расширением можно назвать модуль маркетинга, который позволяет планировать и проводить маркетинговые кампании. Тестовый период длится 14 дней. Месячная подписка для 10 человек обойдется в 7 800 рублей.
Advantages and disadvantages
5. RetailCRM
The popularity of this CRM-system is provided by high speed and a wide range of tools. The highlight of the program is the automatic acceptance of applications from different sites and their subsequent distribution among employees. In addition, the developers have provided the option of picking goods and sorting the latter by outlets. Interestingly, you can track the movement of products in real time. Such a CRM system will become simply irreplaceable in a warehouse or in a small logistics company. It will easily process a large number of applications from different sources and provide a detailed report on the work done.
According to the developers, RetailCRM was created for online stores that process from 300 to 50 orders per month. Separately, we note that when implementing the system, the help of a specialist will not be required, since all the necessary information is in the technical documentation. Training can be done online. Also, the developers have released a number of introductory videos on YouTube that will help you navigate the functionality of the software.
Advantages and disadvantages
6. “Simple business”
The product of the domestic company 1T. Various modules for company management are integrated into cloud CRM. For example, a sales automation module, accounting and personnel management, customer interaction, project management and end-to-end business analytics are a tool that helps to calculate how much money each sales channel brings.
По сути это набор для большой корпорации. Но задействовать его может малый и средний бизнес за счет политики компании: платишь не за рабочие места, а за саму CRM на безлимитное число устройств.
Available as a desktop program and mobile app. There are niche templates inside CRM with a thin division into 16 business areas: CRM for fitness studios, for law firms, medicine, etc.
Advantages and disadvantages
7. EazyWeek
This CRM system is considered one of the best on the market. In addition to standard features, the service provides a customizable mini website that you can connect to your domain. And for those who already have their own website, CRM provides advanced functionality to increase the number of leads. This software will show itself most effectively in beauty salons, medical centers, car dealerships, massage parlors, baths, etc.
Также разработчики выпустили специальное приложение на iOS и Android. Помимо этого, в систему внедряют функции расчета зарплаты для сотрудников — фиксированная ЗП или % от сделки, а также функционал для контроля товарооборота и учета расходных материалов. Пробный период использования составляет 14 дней. Минимальная стоимость на подписку для одного человека — 500 рублей в месяц.
Advantages and disadvantages
8. Pipe drive
A powerful international system, it is used in 179 countries. Among the clients of this CRM are companies such as Vimeo and Amazon. however, the manufacturers themselves recommend it for use by small and medium-sized businesses. Automation of work with leads is provided by the LeadBooster voice assistant, and for more efficient work, the system itself has another assistant based on artificial intelligence.
Pipedrive is localized in several languages, including . To get started, you can use the free version of the system. The trial version is valid for 30 days. It is worth noting that this CRM belongs to young software and cannot yet be compared in its characteristics with CRM systems that provide support for the full sales cycle.
Advantages and disadvantages
9. Trello
Trello is one of the most popular online project management systems and is especially popular among small companies and startups. It allows you to effectively organize work on projects. This software does not have such advanced functionality as the above CRM systems. However, Trello has a lot of important advantages that distinguish it from others.
So, these include a simple and understandable interface based on kanban boards, a “smart” search system with filters by date / time, the ability to integrate with leading services and search engines. Most of the features are completely free, and the cost of additional extensions is very low. Also, manufacturers have not provided for restrictions on the use of the system. All purchased extensions can be used for an unlimited amount of time. The subscription will not end.
Advantages and disadvantages
10. A2B
A complete business management system. In addition to a good CRM, there are a lot of additional options: a corporate portal with a chat, the ability to implement electronic document management in a company. The function of ideas is also interesting: a kind of aggregator of rationalization proposals from employees. With such a set, you can abandon third-party solutions and transfer the entire company to one product. True, you have to pay for each option. However, for those who take the whole package at once, the price is lower than for a separate product.
You can activate a free trial weekly access to the entire company. There is a boxed and cloud version. CRM has an automatic generation of a list of tasks for employees. Quite a large set of features in the personal account of each employee. From viewing the sales funnel, to the option of predicting transactions, the database of accounts and receipts, the catalog of goods and services.
Advantages and disadvantages
11. “My Warehouse”
The functionality of the MySklad system allows you to automate
most processes of small and medium business. This cloud-based application combines inventory and cash register software. It should be noted the special protection of the CRM system. Thus, the introduction of a 256-bit encryption mechanism contributed to a high level of security. In addition, following the new technological trend – the widespread introduction of online cash registers, the developers of MoeSklad have supplemented their product with a function (and continue to improve it) that ensures payments at the cash register, as well as accounting for transactions at the cash register.
A cash register using the software can be launched both on a regular computer and on a mobile device. Applications are developed for Windows, macOS, Linux, Android and iOS. With the help of special tools of MySklad, which ensure the integration of the program with popular mailing services (for example, such as UniSender), a mass appeal to customers can be made. As for the cost of services, the corporate tariff for a department of 10 employees will cost 6 rubles / month.
Advantages and disadvantages
12. Breeze
CRM with financial management accounting. There is a test access with full functionality for two weeks. Well-configured integration with modern products from 1C to instant messengers, VK, other social networks and IP-telephony. The program has a well thought out UX design, that is, the interface is friendly to new users and intuitive. The working area looks concise, but in a couple of clicks it can be “hung” with various additional modules, expanded, customized.
Deal and task cards are marked with color indicators to indicate the current urgency. Here you can work with finances – prescribe the size of the transaction, plan the transaction. The company gives you the opportunity to make a sales module for your site. All orders from it will automatically go to CRM.
The system makes it possible to maintain financial and management accounting for business: a payment calendar, a cash gap scheduler. There is a function of automatic invoice generation with a seal and all the details of the parties.
Advantages and disadvantages
13. HelloClient
“Sieremka” was created for business in the service sector. Inside the standard set: client base, order management, accounting analytics. Of the interesting: he knows how to work with an online cash register and use it to keep a virtual warehouse record. For employees in CRM, you can set up a motivation system and manage the accrual of bonuses and penalties. This CRM also calculates and calculates the salary. Moreover, it can be configured flexibly, what percentage or fixed salary an employee will receive for the sale of a particular service.
Система умеет формировать отчеты по прибыли, заказам и складским остаткам. Информацию можно выгрузить в таблице Excel. У программы есть пробная версия, но она привязана не ко времени, а к числу заказов: бесплатны первые 40 заказов.
Advantages and disadvantages
14. umnico
This system is tailored for sales in social networks. Given that all business and business life is gradually flowing there, it may be a good solution for those who build their business on such a sales model. In fact, this is such an aggregator of messengers for the convenience of communication between salespeople and customers. The trial version works for only three days for free, but with full functionality.
There is a virtual board functionality in which the classic funnel is packed. It is convenient to drag customer cards from category to category and then analyze how the transaction went or at what stage the potential buyer left. CRM has a good mobile application without any feature cuts.
In this CRM, you can even take photos to immediately send to customers. This is useful if a person asks to take a picture of the product or needs some clarification. The program has an open API, which means it can be integrated into other larger CRMs.
Advantages and disadvantages
How to choose a CRM system
Modern CRM-systems will help the business owner to keep the client, increase sales, effectively distribute tasks and monitor their implementation. Therefore, the choice of this software should be taken with all responsibility. After all, the profit that the enterprise will receive or receive less directly depends on it. For advice on choosing a CRM system, Healthy Food Near Me turned to Director of the online store TECCOD Evgeny Potapov. He advises to always pay attention to four main points:
- The first thing you should pay attention to when choosing is a simple and intuitive interface. Agree that the company employs completely different employees. The use of CRM should not cause inconvenience to both the manager and the ordinary employee.
- Ability to manage security and have limited access. Not all information should be visible to employees. Therefore, the presence of this functionality is simply necessary.
- Ability to view the history of data editing. Not all software provides this feature. However, believe me, your business also needs it.
- Ability to add different functionality. With the growth of the company, you will definitely start thinking about expanding CRM. It is better to think about this issue in advance than to buy new software.
Popular questions and answers
What are CRM systems?
1. Operational CRM
This software supports processes that are aimed at developing strong relationships with customers. In particular, updating the contact database, analyzing customer information and distributing key customers among employees. Such a CRM is ideal for a business that has a linear sales system and you intend to automate it.
2. Аналитическая CRM
This type of software is more necessary for solving organizational issues in the office. The system analyzes internal processes and makes adjustments. So, with its help, you can optimize and customize communication and other tasks that are not related to customers. This becomes possible due to the abundance of templates and schemes provided inside the CRM.
3. Коллаборационные CRM
Unlike the previous two, this is the only type of software aimed solely at meeting the needs of the client, and not the business owner. It is ideal for companies with an open client base and multiple departments on the same platform.
All three types are present in our rating. However, it is pointless to compare them with each other. Indeed, in addition to the purpose of the system, it is also necessary to take into account the possibility of integration with various services, applications and the availability of marketing tools.
How to implement a CRM system?
The audit will allow you to build a conversion funnel of sales and register all business processes, as well as communications. Stages, form fields (contacts, deals, campaigns) in the CRM interface, the algorithm for moving the client through the funnel are worked out jointly by the head of the company and the software vendor. If there are several funnels for each of them, you need to fix all the tasks of the various stages and the relationship.
Это станет техническим заданием для представителя компании-разработчика CRM, который займётся её внедрением. Это лишь примерный список необходимых действий. Помимо этого, следует прописать регламенты и скрипты, составить планы по продажам и провести обучение сотрудников.
Is it possible to create a CRM system on your own?
Sources of
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