What tools do CRM managers need in order to be successful?
The three things I’ve found most helpful in boosting customer loyalty, department-wide communication, and overall communication include:
- Excellent CRM software
- A communication tool
- A task management tool
Here’s everything you need to know about each of these tools!
An Awesome CRM
First off, CRM managers need a top-notch CRM platform to do their job efficiently!
An excellent CRM system is distinguished by its ability to efficiently manage and analyze customer interactions and data throughout the lifecycle.
As a result, your CRM should be able to do the following things:
- Enhance business relationships
- Create more customer loyalty
- Drive sales growth
Further, here are some key features CRM systems should have:
- Ease of use
- Mobile access
- Integration capabilities with existing systems
- Robust reporting on the customer experience
- Customizable dashboards for a comprehensive view of customer activities
Customer relationship management campaigns are more effective and easier to track with an advanced system that meets your company’s needs!
HubSpot CRM
HubSpot CRM is one of the most popular CRM providers in the industry (and for a good reason!).
HubSpot does an excellent job of creating plans to match varying needs.
For instance, if your company is new to customer relationship strategies, HubSpot offers a free version of its CRM software!
Plus, HubSpot offers advanced tools and features, including the following:
Check out our in depth HubSpot CRM review!
Pipedrive CRM
Pipedrive is a CRM tool designed to help your sales process flourish!
Some of Pipedrive’s top features include the following:
- A visual sales pipeline
- Customizable pipelines to match your sales cycle
- Team collaboration tools
- Activity reminders
- Segment leads
- Contact history
A good CRM manager can utilize Pipedrive to take your sales process from just okay to performing better than before!
To learn more about Pipedrive, check out our extensive Pipedrive review!
Pipeline CRM
Last but certainly not least is Pipeline CRM!
Several businesses love using Pipeline because it’s easy to set up, allows for third-party integrations, and has an array of customization tools.
Also, Pipeline offers free trials, allowing your team to test customer relation strategies on the platform before buying anything!
Pipeline CRM is designed to improve sales processes and the overall customer experience.
Are you interested in learning more about Pipeline CRM? Check out our complete Pipeline CRM review!
A Great Communication Tool: Slack
Every modern customer relationship professional needs a communication tool!
That way, your CRM manager can communicate with your customer service, sales, and marketing departments easily.
Slack has an excellent free version that brings everyone together seamlessly.
As a result, your team can accelerate deals and ensure everyone is on the same page.
According to Slack’s website, the software can boost average win rates by 27% and average sales productivity by 26%!
For a free platform, it’s a no-brainer to add Slack to your toolbox alongside your CRM strategy!
A Task Management Tool: Asana
Asana is a leading task management tool that helps keep everyone on the same page and working efficiently!
With Asana, you can manage complex work easily by creating a list view of all the tasks you must complete.
On top of that, Asana creates an easy-to-read timeline view of all of your company’s tasks, ensuring you complete all the top-priority tasks.
Other features that make Asana excellent include the following things:
- Over 200 integrations
- Automated workflows
- AI capabilities
- Gantt chart timelines
- Goals
- Advanced Reporting
Lastly, Asana has a plan for everyone!
That said, Asana offers a free plan, which is perfect for small businesses.
When you’re ready to advance, plans range from $10.99 to 24.99 per user per month.
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