Which crm tools to choose in 2023? Overview of 5 tools

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Welcome to the world of crm tools. A world sometimes considered mysterious and feared by many professionals. But rest assured, in this article we’re going to dispel 😶‍🌫️ the fog and explore the world of CRM! Get ready to discover how these tools can turn your interactions with customers into a hit comedy, while improving your business

Fasten your seatbelts, here we go! 🏎️

When should you use a CRM?

Using CRM (customer relationship management) software helps to organise and synchronise certain stages, including sales processes, the marketing department, technical support and sales. 😄

1) Boost your marketing

With crm software, you’ll be able to offer targeted acquisition and loyalty operations. For example, you’ll be able to plan and personalise marketing campaigns, while having a 360° view of your actions. 🌍

What’s more, during your campaigns, you’ll be able to track and analyse their progress, what worked and what didn’t, while producing reports such as profitability analyses, measuring the results obtained, etc

2) Boost your sales

All the tasks that are often redundant, such as scheduling calls, sending invoices and managing quotes, can be carried out using a customer relationship management tool

3) Build customer loyalty

Yes, this is one area that should not be neglected. Without customers, you’ll find it hard to sell your products or services. That’s why using a Saas to track customer interactions, the team in charge of customers will gain in efficiency and, above all, responsiveness! 🥰

What’s the difference between CRM software and ERP software?

If you search on Google CRM definition, you may see ERP software come up. But what is it? 🤔

An erp (enterprise resource plannings) or ERP (enterprise resource planning) tool provides access to all operational processes such as stocks, orders, finance and accounting, production, all on a single database

Among other things, it can be used to plan a company’s services, thereby reducing production costs

What better way to illustrate our point than with a visual? 🥰

To sum up, an ERP allows you to manage

Functionalities ERP
Order management Customer order to after-sales service.
Human resources Management of leave, absences, payroll.
Stock management Real-time inventory.
Finance and accounting Quotes, invoicing, cash flow.
Warehousing Order preparation through to delivery.

Whereas a CRM allows you to

Features CRM
Prospecting Generate leads.
Sales Improve sales management, manage sales and make appointments.
Sales Boost the sales force, centralise customer information, use a collaborative tool.
Customer support Automate and personalise customer support, enhance the customer experience.
Warehousing Order preparation through to delivery.

5 CRM software applications to make your life easier

1) Monday.com CRM software

Don’t worry, this crm tool won’t make you work on Mondays, it will help you organise the rest of your week productively

All kidding aside, Monday.com is a CRM software package with a host of features, including

  • Project management. 💻
  • Contact and lead management. 🫱🏽‍🫲🏾
  • Appointment scheduling. 🗓️
  • Create personalised forms. 📝

Perfect for teams working remotely, as it offers real-time collaboration and transparent project management

Here’s a quick look at the pros and cons: ⬇️

Let’s move on to its price! 👇🏼

How much does Monday.com cost?

This tool offers subscriptions depending on the size of your team. For this example, we’ve chosen the standard size, i.e. 3 users. Here’s what it offers

  • Individual at €0/month ➡️ for people who want to keep track of their work.
  • Basic at €24/month ➡️ manage all your teams’ work in a single space.
  • Standard at €30/month ➡️ collaborate and optimise your team’s processes.
  • Pro at €48/month ➡️ streamline and manage your teams’ complex work processes.
  • Business (contact them) ➡️ for organisations looking for professional features.

2) Sellsy CRM tool

Sellsy makes life easier for businesses by providing a complete sales, marketing and customer service solution

Here are a few features

  • 🔷 Invoice and quote management.
  • 🔷 Creation of mailing campaigns, lead generation.
  • 🔷 Project management with task tracking, deadlines and budgets for each project.
  • 🔷 Data analysis.

Now let’s move on to the advantages VS disadvantages! 🚀

How much does Sellsy cost?

Sellsy offers packages tailored to your needs. You can buy licences for Prospecting & Sales, Invoicing & Management or both, which is called the CRM suite, available from 2 users, with 3 packages available

  • Essentials at €54/month ➡️ the simplest offer for very small businesses.
  • Advanced at €90/month ➡️ to optimise the management of your SME.
  • Enterprise at €120/month ➡️ for hyper-growth SMEs with 10 or more users.

3) CRM and prospecting software: Waalaxy

Inevitably, we couldn’t talk about CRM tools without mentioning our little gem: Waalaxy. 👽

Waalaxy is a prospecting and automation software for LinkedIn and InMails, available as a Google Chrome extension

Still not convinced? Check it out! 👇🏼

Right, let’s move on to a little tutorial. 🥰

How do you get started with a CRM?

Once everything is ready, start by importing your list of contacts. In our case, we’ve chosen 50 graphic designers living in Montpellier. 📍

Once your prospects have been imported, they’ll be displayed in the list you’ve created beforehand. Ours is called Graphistes

Here, you can click on a profile to add personalised fields such as phone number, email address or birthday and even tags

Don’t hesitate to explore other features that will help you improve your business, such as automation and personalised campaigns

Here, we’re going to run a campaign to find our prospects’ email addresses

So we’ll go to “Start a campaign”, then select “Visit Email Finder”

  • 🔳 Step 1: Add our prospects. ➕
  • 🔳 Step 2: Visit LinkedIn profile with your LinkedIn account. 👀
  • 🔳 Step 3: Retrieve your prospects’ email addresses with Dropcontact. 📩
  • 🔳 Step 4: Launch your campaign. 🏹

Now all you have to do is wait wisely for your campaign to make its little way. 🐾
You can check the status of your campaign at any time and analyse it in the form of a dashboard. 🔎

4) Freshsales CRM software

Freshsales is a CRM tool that will help you turn prospects into satisfied customers, thanks to a number of features, including

  • Lead scoring: allows businesses to prioritise prospects based on their level of engagement and likelihood of purchase.
  • Multi-channel communication: communicate with customers via several channels, such as the telephone, live chat or e-mail.
  • Reporting and analysis: producing reports and analyses that enable companies to monitor their performance in terms of sales, marketing and customer service.
  • Relationship management: track interactions with customers, manage tasks and reminders, monitor sales opportunities and much more.

Now let’s take a look at the pros and cons. 🤔

How much does it cost?

Freshsales offers 3 different plans, as follows: 👇🏼

  • 🥇 Growth at €18/month per user.
  • 🥈 Pro at €47/month per user.
  • 🥉 Enterprise at €83/month per user.

5) Microsoft Dynamics 365 CRM tool

This is crm software from Microsoft that offers you a number of features, including: ⬇️

  • Sales force automation: allows you to manage sales opportunities, quotes and orders, as well as track sales forecasts.
  • Marketing and marketing automation: enables companies to create personalised marketing campaigns, generate qualified leads and track the return on investment (ROI) of their marketing efforts.
  • Customer relationship management: track interactions with customers, prospects and partners.

Let’s move on to the pros and cons! 🚀

How much does Microsoft Dynamics 365 crm software cost?

Microsoft offers several plans, according to several themes, such as

  • 🔲 Small and medium-sized businesses,
  • 🔲 Sales,
  • 🔲 Finance,
  • 🔲 Marketing,
  • 🔲 Supply chain,
  • 🔲 Project management, Human resources,
  • other…

What we’re interested in here is small and medium-sized businesses, here are the rates! ⬇️

How about a recap?

This article will soon be coming to an end, but we’re not quite finished yet. We’ve discovered how these tools can transform your interactions 💬 with customers, data into useful information and boring meetings into memorable moments. 🦋

Here’s a quick summary of the 5 pieces of software we’ve seen in this article: 👇🏼

  • 🟣 Monday.com
  • 🔵 Sellsy.
  • 🟣 Waalaxy.
  • 🔵 Freshsales.
  • 🟣 Microsoft Dynamics 365.

Frequently asked questions

Don’t go just yet, we still have a few questions in resource. 👀

What are the 3 main types of CRM tool?

Here’s a list of the 3 main types of CRM tools to be aware of

    • Operational CRM ➡️ focuses on the day-to-day management of the various interactions with customers. 💬 In fact, they include numerous functionalities such as contact management, sales management, customer service management and marketing automation.
    • CRM analytics ➡️ analyses customer data to provide strategic information such as trends, customer behaviour, preferences and company performance.
    • Collaborative CRM ➡️ focuses on collaboration within the company to improve communication and coordination between sales, marketing, customer service and other departments.

What is the difference between ERP and CRM tools?

If you’d like to know the difference between an ERP tool and a CRM, here’s the visual you can find earlier in this article

Crm tools: definition

Thanks to this article, you know which crm tools to use depending on your company, situation or field of activity. However, if you want to discover and understand the definition of CRM, we have a dedicated article! It can be found here. ⬅️

To give you a little taste, here’s a simple pictorial explanation. 👇🏼

And that’s the end of this article about crm tools. See you soon for new adventures in your company! 💟

Sasha

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