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Recommendations for B2B sales CRM

I’m looking to bring onboard a B2B focused sales CRM and I’m keen to hear what solutions people are using or wish they were using. I’m ruling out Sales Force as the development and constant upkeep makes it a none starter for me.

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      Profile picture of Chaz Vandemotter
      @chazvandemotter
      ( 579 POINTS )
      1 week, 2 days ago

      Zoho + Klenty has worked well, also High Level has solid sales tools. Both are fairly inexpensive and lightweight. If you are looking for a social media focused CRM Social Cycle.

      • 0
        Profile picture of Stewcra
        @stewcra
        ( 410 POINTS )
        1 week, 2 days ago

        Thank you for the reply. I’m ideally looking for one that handles email automation, lead interaction, custom reporting. Hubspot keeps coming up as a recommended sales CRM so keen to hear if anyone has experience using it?

    • 0
      Profile picture of Macky Bradley
      @mackybradley
      ( 15.6k POINTS )
      1 week, 1 day ago

      I think it depends on your business needs, like what size are you now and how fast do you intend to grow?
      I know you said know to Salesforce, they do have plans for businesses that are starting out. Salesforce is the best in my opinion, however, you do have to constantly train and keep up with the latest updates, and not just one person in your org.
      HubSpot, I like it also, it has limitations, but it does your basic stuff, it is just more clunkier in my opinion.
      So I don’t have a great recommendation for you, however- start you a spreadsheet. List your must haves and business needs and ease of operation and cost…. is it per seat, set fee, monthly training fees, etc.
      Most of these CRM systems are all going to perform 85-90%, it is those companies that excel in the top 10-15% of qualities that matter to you and your company specifically.
      I know I am not telling you, this is a CRITICAL aspect of your business. I can’t tell you how many times companies I have worked for will select a CRM (without asking the people that do the work), they will do the conversion, and because they didn’t want to TEST before they converted, they end up with compromised or missing data, and worse yet, they didn’t make a back up of their data to go back to.
      It is a tedious prospect, but you have to get this right for the peace of mind and the all so important data. Question everything and find the one that suits your companies needs the best.
      After you get your CRM, develop specific criteria for who has access/authorization to do specific jobs within your CRM.
      Best wishes, I hope this helps you to make a good decision for a CRM.
      Cheers!
      Macky B

    • 0
      Profile picture of Rebecca Herson
      @rebecca
      ( 350 POINTS )
      6 days, 16 hours ago

      We’ve been really happy with Hubspot. It has a lot of nice features that Salesforce doesn’t have built in (like automatic deduping/ data appending of contacts if you import a contact with the same email as what you already have in the database; automatic updating of company info once it identifies the domain, etc.). It’s also way easier to set up than salesforce. We use it both as a CRM and for marketing automation, which is great since we don’t have to sync between 2 systems.

    • 0
      Profile picture of Susan A. Enns
      @susanenns
      ( 1.3k POINTS )
      6 days, 3 hours ago

      Great question! The CRM program you choose is largely a function of preference and budget. I recently wrote an article that may help. In it I go into detail as to what makes for an effective CRM and how to choose the CRM that is right for you. It also has links to a directory that lists more than 600 CRMs, as well as where you can compare different CRM programs side by side for free.

      You can view the article at https://b2bsalesconnections.com/how-to-create-a-crm-to-maximize-b2b-sales/

      Hope this helps. Good luck!

    • 0
      Profile picture of Tereza
      @terezatexlova
      ( 1.5k POINTS )
      5 days, 10 hours ago

      Hi! At Leadspicker, we’re using Pipedrive. It’s pretty simple but for a growing startup, it has all we need at this moment. I’d recommend setting up automations to get rid of some manual & repetitive work 🙂

    • 0
      Profile picture of Tereza
      @terezatexlova
      ( 1.5k POINTS )
      5 days, 10 hours ago

      Also, if you are looking for ways to generate leads and fillup your CRM I’ve put together this list of best Sales Automation tools for Lead-Gen – https://salesbooster.leadspicker.com/resources/sales-automation-tools

      It might help! 🙂

    • 0
      Profile picture of Anna BritnorGuest
      @annabg
      ( 310 POINTS )
      5 days, 6 hours ago

      Some good suggestions already and it really comes down to your specific business needs – they all have different strengths and shortcomings. I evaluated several a couple of years ago as a small B2B company with a specific market (and thus a focused target account based approach). Here’s a quick summary of some I’d suggest looking at. I should say I really wanted to use SF as most of my clients do but it just didn’t fit. We moved from Capsule – which is very user friendly and I’d suggest considering too. Hubspot is definitely popular and a good choice if you want integrated marketing but the way the CRM worked didn’t quite fit. Also Freshsales – helpful sales rep and good if you want integration with Freshworks down the line. It was a close contender. Finally… went for Nutshell CRM. It’s not well-known but what I loved was that you could start with a company or a person. A person is a person. A company is a company and a lead is a lead. You can then associate as many people to the lead as you want – including people from different companies if, say, you work with partners. This works well for us as we may identify companies that fit the profile but not yet who works there. I would suggest identify your key criteria for your CRM, your marketing and sales process and then map the options against these. Most offer free trials which are really worth doing as you can immediately see whether the logic and architecture of the platform works with your way of working. Good luck with your evaluation and I’m happy to share more of my experience with Nutshell if that helps.

    • 0
      Profile picture of Candyce Edelen
      @candyce
      ( 2.2k POINTS )
      3 days, 3 hours ago

      Your target customers should factor in. How big is your typical buying committee? How many of them do you want your sellers to interact with? Being able to look at opportunities at the account level rather than just the lead level is pretty important for complex sales.

      As others have mentioned, I like Pipedrive (although I’m not currently using it). ActiveCampaign has some CRM features plus the marketing automation you mentioned in a comment. But I don’t think it’s very good at looking at opportunities by account. I’ve been using AgileCRM, which is pretty inexpensive and has the marketing automation and account-based functionality. I don’t love it, but I also don’t hate it.

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