Tips on How to shop for the Best CRM Software Examples

Mr Frederick December 19, 2022 0 Comments

Are you looking for a CRM solution to replace your current software? Or maybe you’re just starting out and are unsure of what type of CRM software is best for your needs? Here are some tips to help you choose the right CRM software.


 CRM stands for Customer Relationship Management. It’s a software system used to manage customer relationships. There are various types of CRMs, but here we’ll focus on business management systems. These solutions are typically geared towards small businesses and startups. They provide tools for tracking sales leads, managing customers, creating reports, and automating processes.


 Before choosing a CRM Software, make sure you understand these key features:

  • Sales automation – CRM software should automate tasks like lead generation and nurturing.
  • Collaboration – CRM software should allow users to collaborate easily across different departments.
  • Reporting – CRM software should give you access to detailed reporting so you can monitor progress.
  • User interface – CRM software should be intuitive and user friendly.
  • Integration – CRM  should integrate well with existing applications.


 Here are some tips for finding the best CRM software.

  1. Read Reviews

Read reviews of different CRM systems before making a decision. People tend to be biased when reviewing something they like, so make sure you read both negative and positive reviews.

2) Consider the Features

Some CRM applications focus on sales, others on customer service, and still others combine both functions. Look for features that appeal to you personally, such as tracking leads and opportunities, managing tasks, integrating with third party apps, and connecting with mobile devices.

3) Check Pricing

Pricing is another important consideration. Do you need a low monthly fee, or does it cost too much per transaction? Is there a trial version available?

4) Test Drive Before Buying

You may find that you prefer a particular solution over the competition, but that doesn’t mean you’ll like it after spending $500-$1000. Try out several demo versions and ask questions until you’re satisfied.

5) Evaluate Support Options

Does the vendor provide support via phone, email, chat, etc.? How quickly can you resolve issues? What kind of training is provided? Does the company offer a money back guarantee?

 So now let’s look at some popular CRM Software Examples.

  1. Salesforce CRM 

 Salesforce is probably the most widely known CRM system. It was originally developed by Marketo Inc., and later bought by

 Salesforce is cloud based, meaning you can buy it and download it directly to your computer. Users can also connect via mobile devices.


  • Mobile apps
  • Social media integration 
  • Customizable dashboards 
  • Analytics 
  • Data visualizations 
  • Email marketing 
  • Lead scoring
  • Automated email follow ups
  • Web forms 
  • Dashboard widgets 
  • Advanced search capabilities
  • Charts
  • Predictive analytics 
  • Custom fields
  1.  HubSpot CRM 

 Hubspot is another popular CRM platform. Hubspot provides all of its clients with a fully customizable dashboard. It allows users to track everything from conversion rates to social engagement.


 Customizable dashboards & Analytics 

  • Email marketing 
  • Lead scoring
  • Automated email follow ups
  • Web forms 


AboutFredrick TheSEOStrategist
Expert Digital Marketing Specialist with strong interest in SEO Consultancy, Content Marketing Strategy, Web development, Social Media & PPC. The Founder & CEO, SEOProof Ltd & iHub Digital PLC which are currently in Operations in Kenya, Tanzania, Uganda & Ethiopia. I love watching football when I am free.

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