With the help of process automation CRM (Customer Relationship Management) systems help to set up a dialogue with buyers more effectively, prevent mistakes in the work and, as a result, sell them more.
These systems assist in work with projects to demonstrate the movement of each client through the purchase funnel, for comments at all stages and project transactions, enable connection with telephony, and tracking the effectiveness of managers and other employees.
Salesforce is the platform, which provides streamlined sales pipeline, lead management features, instant alert and best practice recommendation pop-ups. It helps to unite the work of your sales, service, marketing and IT teams. This solution is used in various industries – Financial Services, Healthcare & Life Sciences, Retail, Manufacturing, Consumer Goods, Media, Transportation & Hospitality, Automotive, Higher Education, Nonprofit organizations and Government. The company’s Salesforce Einstein Analytics product uses artificial intelligence (AI) to automate time-consuming tasks that occupy sales teams, such as data entry, lead scoring, and forecasting. You can choose the best plan among Standard, Premier and Premier Plus. There’s a one month free trial available. Possible integrations: G Suite, Slack, Quickbooks, MailChimp, LinkedIn, DocuSign, Jira, CodeScience, Dropbox and others.
Agile CRM is a platform with all-in-one automation that is focused on tracking, marketing, sales, and service. Its sales features include contact management, deals tracking, telephony, appointments scheduling, drag-and-drop tasks lists for project management, sales gamification. Marketing features enable marketing automation, landing page builder, social media integration, email marketing, mobile marketing and email tracking. This tool also provides helpdesk, possibility to analyze your customers’ feedback, knowledge base, ticketing, and tickets prioritization. Agile CRM provides a free plan for 10 users, which is suitable for start-ups and small businesses. The platform integrates seamlessly with Twitter, Facebook, LinkedIn, Zendesk, Microsoft Exchange, Twilio, VoIP, Mandrill, Shopify, Magento, WordPress, Zapier and others.
Bitrix24 is a popular solution in the CIS countries. It combines the features of a CRM system, company’s social network, and a convenient organizer. There is an IP-telephony with free internal communication, you do not need to buy and configure anything. All calls are recorded automatically. Bitrix24 a cloud service with a vast choice of solutions, both for small businesses (up to five people in a team and free use), and for big companies (paid plan, but with a trial period). Because of the lockdown, the company introduced a new free plan, with no limits on the number of users, a mobile application, CRM-Shop, CRM-Terminal, and group video calls.