Growth & Marketing

October 25, 2020

February 10, 2022

Top 5 CRM tools for B2B sales and marketing teams

Table of contents

Looking for a tool to help you improve your sales funnel? Today, we review our 5 favorite tools to analyze, measure and test new ideas in it. Check them out!

1. HubSpot

HubSpot is a cloud-based CRM designed to help align sales and marketing teams, foster sales enablement, boost return on investment (ROI) and optimize inbound marketing strategies to generate more, qualified leads.

The HubSpot CRM platform is a full suite of software built to power this inbound approach to help your business and customers grow better. It helps eliminate friction in the buyer's journey by facilitating collaboration between marketing, sales, and operations teams.

Why do we like it?

  • Powerful and easy to use. Simple to use and learn for users of all skill levels. It will also reduce the need to use several applications, allowing you to save all of your records in one location that you can access from anywhere at any time.
  • Integrated funnel experience. Host websites, track contacts from the top of our funnel, all the way to the moment they fill out a form and end up on the sales team's dashboards and task lists. Prioritize the hottest leads based on custom parameters.
  • Support and documentation. Their customer service and documentation is top notch, so that you can always find the answers I'm looking for, or get a response from a helpful customer support representative in a really reasonable amount of time.

2. Pipedrive

Pipedrive is a highly rated sales management tool designed to help small sales teams manage intricate or lengthy sales processes. It allows salespeople to focus on actions that close deals.

Its clean visual interface provides powerful features such as email integration, goal tracking, reporting and forecasting. Pipedrive's visual sales pipeline prompts you to take action, remain organized and stay in control of the complex sales process.

Why do we like it?

  • Really intuitive user interface. It is easy to add clients and move them according to the commercial stage, and it provides excellent and stable communication between departments. It is also very visual, so it is easy to follow up.
  • Easily work collectively on projects. End communication lapses because of missed email chains or other issues. PipeDrive keeps all information for each deal centrally located for maximum efficiency and productivity.
  • Reporting, API and integrations. Easily integrate it with Mailchimp, Slack, Gmail… It also provides a lot of strong reporting via insights and, for teams with additional technical capabilities, the API allows for added analysis and custom dashboards.

3. ActiveCampaign

ActiveCampaign is an integrated email marketing, automation, sales software, and CRM platform. It lets users perform powerful automation, email marketing, and customer relationship management. 

It helps businesses connect and engage with customers. It creates optimized customer experiences by automating behind-the-scenes processes: marketing, sales, support. It gives users access to detailed behavior tracking and marketing segmentation options. 

Why do we like it?

  • Guided and user-friendly. Pretty intuitive to use and with many guides to walk you through processes step-by-step. The availability of data collection is great and creating funnels is even fun thanks to the drag-and-drop features.
  • Tools and resources availability. For businesses that are still small but growing quickly, you will find the needed tools to support that growth. Straight forward to learn, it provides little tips to either justify a process or learn how to better expedite it.
  • Customer service. Super quick, helpful, friendly support team that goes above and beyond to assist and even give their recommendations. Easy to get assistance from a great team of experts, not a bot.

4. Salesforce

Salesforce is a leading CRM platform that gives all departments — including marketing, sales, commerce, and service — a single, shared view of every customer.

It also provides enterprise applications focused on customer service, marketing automation, analytics, and application development. It helps users go deeper with all their metrics and data, and to set up a custom dashboard that showcases it visually.

Why do we like it?

  • Secure, fast and reliable. Powerful products, excellent features and immediate solutions to meet client’s needs and requirements. It offers options to automate tasks with an easy-to-use and visually pleasant interface.
  • Custom dashboards and reports. Track data and fetch any type of report really easily, create completely customizable reports and dashboards. Easily check the overall progress of your team using them and tailor it to any of your business needs.
  • User experience. Easier to fill information, find public articles to solve issues, and it is accessible whether it is on mobile or the web. The mobile app component is fantastic as it is easy to have all of the data to manage your customer accounts efficiently. 

5. Zoho

Zoho is a CRM that acts as a repository to bring your sales, marketing, and customer support activities together, and streamline your process, policy, and people in a single platform.

Automate routine sales, marketing, and support functions that take up valuable work time, giving you more time to concentrate on customers. Create optimized workflows that help  reduce manual data entry, eliminate redundancies, and speed up your overall process.

Why do we like it?

  • Apps and integrations. A whole set of applications, be it accounting software or chat plugin, that works in an integrated manner so that from one dashboard you get knowhow of all your business operations.
  • Security features. Excellent security features like multi-factor authentication and an Authenticator app, to help employers to keep their data safe.
  • For small size or mid-size companies. So many features under one license and a very reasonable price. Easy to use and understand, so there’s no need to have special training before using it.

Have you tried any of them? Let us know your thoughts on our Twitter account.

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