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10 Alternatives To Salesforce CRM For Companies Who Need A Simpler Solution

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Top Alternatives To Salesforce CRM

There are a number of solid reasons to consider Salesforce CRM as a one-stop-shop product for all of your relationship management needs, as the system covers several communication channels, lead management, sales, and marketing automation all from the same centralized platform. At the same time, it carries the reputation of a leading software provider with thousands of satisfied users worldwide to guarantee its functionality.

The affordable pricing scheme, availability on several operating systems and devices, and indisputable applicability in different business environments make Salesforce CRM a reasonable option for every company. Nevertheless, Salesforce CRM is often qualified as an overly powerful platform for startups and developing businesses, which would rather focus on a basic portion of the system to manage the modest customer base they have. In such cases, the company may find itself incapacitated to maximize the value and potential of this tool, at least not without spending a considerable amount of money and time to explore what it can do.

With this in mind, we prepared a list of top alternatives to Salesforce CRM you should consider in 2019:

1. Pipedrive

Pipedrive is fairly similar to Salesforce CRM in terms of letting users preserve full sales control, and that’s what makes it a leading alternative. If you want to try out the software first the vendor offers a great free trial plan that makes it possible. You can easily sign up for Pipedrive free trial here.

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Pipedrive won our Expert's Choice Award for 2017

Features to consider: Sales Pipeline Views with focus on Customer Relationships; CRM Goal Setting; CRM Reporting; Google Calendar Integration; Multi-Language & Multi-Currency

How can Pipedrive improve your CRM related operations?

It boosts sales through the prism of effective customer relationships. This is where the correlation between Pipedrive and Salesforce CRM becomes most visible, as both systems bring in an effective sales methodology to acquire more deals focusing on the right activities. In a similar fashion, both systems give users a clear overview on their sales pipeline for both people and activities, and qualify leads instantly, and as they arrive in the system.

It saves time with simplified deal management. To add a deal in Pipedrive, all you have to do is to click on the intended button, and open a pop up dialogue box to arrange the details in a brand-specific manner. The system uses an advanced Activity Scheduler to prevent double entries, imports data from an array of associated systems, syncs emails, and automates qualification to save businesses valuable time.

Organizes leads on your behalf. Pipedrive collects contact information using customizable Web Forms, which can be placed directly on the user’s website or newsletter, or created manually within the Settings section. As expected, the numerous CRM and contact management integrations allow the user to import leads from other systems, regardless of their number.

Turns data into operable intelligence. Probably the most valuable tab on Pipedrive’s Dashboard is the Statistics tab, where the system reveals an incredible capacity to process and understand critical metrics. Using it, you can follow the performance of individual agents, the value of each separate deal, or the history of every lead, and export information easily in the desired format and destination.

It is fully-mobile optimized. The same as Salesforce CRM, Pipedrive operates impeccably on all devices, browsers, and operating systems, and meets the needs of small, medium, and large businesses.

2. Insightly

Insightly is another popular alternative to Salesforce, and a top ranked online CRM solution . Praised as a powerful, yet simple and comprehensive platform, Insightly convinced us of being able to meet businesses’ needs for a less time-consuming CRM manager.

Features to consider: Mass Email Contacts Importing; Detailed Project Management; Customized Relationships; One-Click Availability of Contacts’ Public Information & Automated Detection; Contact Role Specification.

How can Insightly improve your CRM related operations?

It provides a holistic view of your contacts. Insightly allows you to implement CRM best practices to organize contacts–customers, partners, vendors and suppliers–with a 360-degree view. Check their background, email history, important dates, and other data relevant to their associated projects or opportunities, and share that data with your coworkers.

It manages every aspect and stage of customer engagement. Customizable Project Management makes Insightly a unique Salesforce alternative, as the platform can oversee recent activities and track project performance and progress against your preset timeline; create project milestones, pipelines and tasks; set automated email alerts; and track email correspondence.

It is really uncomplicated. The first impression you will have of Insightly is that it was build to make customer experience memorable, as the interface is beautiful, and all operations are one-click easy (importing contacts and adding users in particular). The same as Pipedrive, Insightly won’t require time-consuming setups or training.

It works around the social aspect of your activities. Another thing that makes Insightly specific is social CRM, as you can detect, analyze, and involve leads from preferred social networks and email service providers.

3. Sugar CRM

Sugar CRM appears almost on every alternative list, as it is one of the oldest and most popular relationship management apps. Our experts appreciate its unique approach to CRM activity, as the system involves all available communication channels and helps extend your influence using the resources you already have, teamwork being the strongest asset among them.

Features to consider: Collaboration; Sales Forecasting; Call Center Automation; Revenue Line Item Opportunities; Role-Based Views

How can Sugar CRM improve your CRM related operations?

It keeps everyone on board. What Sugar CRM is best known for is its capacity to expose and involve both agents and customers on every stage of their relationship. There are eight personas available in the system, starting with the main administrator and going down to account and support representatives in charge of different campaigns and communication channels. All of them operate in a single platform, enabled to collaborate instead of standing on each other’s way,  and to pull data from a centralized repository where contacts’ behavior is automatically tracked.

It builds detailed customer profiles. Sugar CRM won’t only distinguish the best leads for your business, but collate and organize their information in detailed and easily accessible profiles. You can edit and modify these profiles any time you want, and even create Target Lists for bulk editing and importing. What is really unique is that Sugar CRM works independently reveal important behavioral hints, and associate leads with agents that are most suitable for the task.

It blends easy and powerful reporting. In the software world, usability and feature-loading don’t really get along, but Sugar CRM dismissed this idea: t doesn’t only summarize the effects of your performance, but it makes it possible to forecast trends and detect potential issues.

It offers dedicated mobile apps. Sugar CRM is not just optimized for mobile usage, but created for such. Following the trend of excess use of mobile widgets and devices, the company developed dedicated apps for Android and iOS users.

4. Contactually

Unlike our previous suggestions, Contactually doesn’t focus on managing sales relationships, but emphasizes instead the importance of marketing and promotion for maintaining quality customer communication. It is ideal for small and medium businesses looking to improve communication with clients and contractors, and communicate in a more professional and objective-oriented manner. The system works for freelancers as well.

Features to consider: Email Template Builder; Drip Campaigns; Deal Management; Unlimited Contacts; Automated Reminders

How can Contactually improve your CRM related operations?

It offers advanced communication management. Once implemented, Contactually becomes your favorite virtual promoter and assistant that takes care of customers even when an agent is not around. It notifies and reminds you of pending activities and approaching deadlines, and gradually standardizes operations on all channels.

It lets you import contacts from several sources, and sort them in a preferred manner. Contactually makes it possible to import contacts to the system, sort them into “buckets” and then create certain programs and pipelines that you can use to automate chain mails.

It comes with an open API architecture. One of the biggest beneifts associated with Contactually are the infinite integrations to count on, as it can be connected with literally any app or business system you already have in place.

5. Zoho CRM

The same as Salesforce CRM, Zoho CRM carries the reputation of a prominent software provider, and is able to guarantee impeccable performance and promise deals with all certainty. Nevertheless, Zoho CRM is considerably easier to use, fully enabled for social and mobile CRM; and related to a larger number of data sources to import contacts from.

Features to consider: MailMagnet; Social CRM; Website Integration with Forms; Auto-Scheduled Activities and Pre-Defined Intervals; Webhooks for Google Apps

How can Zoho CRM improve your CRM related operations?

You can use it to automate all sales operations. The core value of Zoho CRM is that it automates daily sales tasks, converts web visitors into hot leads, imports prospects from external sources and parties including trade shows, direct emails, and seminar. Once imported in the system, leads are matched with the appropriate sales agents, and converted into buyers sooner than you could ever imagine.

It secures real-time access and processing of important data. Zoho CRM offers a handy Opportunity Tracking tool allows you to see where your customer is in the sales cycle, which is the deal’s size, contact history, and competitor profile to help you craft more fitting messages. Access these data in the easy, accurate Dynamic Reports & Dashboards.

It maximizes the potential of mobile and socially acquired contacts. Zoho CRM is known by its capacity to attract mobile and social leads, follow and examine their behavior, and link them to products/services.

6. ConnectWise

ConnectWise may not be that familiar to CRM-dedicated teams as the tool is often referred to as a project management system. This is indeed the core functional value of ConnectWise, but what many customers don’t know is that it contains a special CRM suite designed to manage contacts on project basis, and that this is the reason why it is frequently preferred even to more reputed PM systems.

Features to consider: Help Desk Management; Ticketing System; ITIL Processes Automation; Billing & Procurement; Dispatch Profile

How can ConnectWise improve your CRM related operations?

It offers contract management and agreement automation. Predominately designed to ensure IT efficiency and to manage incidents, ConnectWise offers one of the best contract management suites ever to be found in a CRM-ready tool. Thanks to it, users can also handle billing and invoicing, namely automate service ticket data and sync important payment details from the company’s accounting system.

It provides you with an independent ticketing system. ConnectWise’s smart ticketing system uses workflow automation, SLA, as well as performance monitoring, and allows you to create and access tickets from mobile devices.

It comes with a unique custom report generator. What is really cool about ConnectWise is the custom report writer you can use to process and track all data in the system, at any point of time, and from any device you may be using.

7. Highrise CRM

Highrise CRM is perfect for freelancers, small businesses, and non profit organizations looking to centralize contact management, organize conversations, and connect to as many as 30,000 contacts. Dedicated exclusively on improving customer service, Highrise will allow you to customize it in the desired way, and expand its functionality and make it business-specific with a variety of add-ons.

Features to consider: Contact Management; Easy Integration and Synchronization of Contacts; Proposal & Deal Tracking; Effective Storage of Meeting Notes; Investor Communication

How can Highrise improve your CRM related operations?

It tracks and manages all important customer relationships. Highrise keeps track of your phone calls, emails, notes, follow-ups, and tasks with your customers and sales team. It will also monitor and store your pending sales leads, proposals, and even your closed deals or unsuccessful projects.

It takes care of your communications history. Once you implement it, Highrise CRM becomes your reliable virtual assistant, and stores all of your communication history making it accessible for everyone in the team (inclusively on mobile devices).

It makes email management easy. With Highrise, you can easily import and export your email contacts from one program to another. You can build just one web-based address book for your entire company.

8. Nimble

Nimble is another easy-to-use Salesforce CRM alternative designed for multi-channel communication. Our experts recommend it because of its capacity to monitor, engage, and nurture your leads, and reveal in such way what the quality of your conversions says about the health of your business. The same as in the previous cases, you get to unify communication on a single platform, link your social profiles with it, and import business contacts from several core sources.

Features to consider: Multi-Channel Contact Management; Effortless Sharing of Conversation History; Social Listening and Engagement; Unified Inbox; Tag/Search Categorization

How can Nimble improve your CRM related operations?

It offers robust contact management. Nimble is often referred to as a one-stop-shop contact management product, and that’s because it displays business contact in rich detail, and it imports information from more sources than any other CRM (mail, Yahoo, Outlook, Facebook, LinkedIn, Skype, Google+, email, phone, and more).

It delivers unique features for contact prioritization.  Nimble keeps your data organized and stay on track. You can set Stay in Touch Reminders as well as use the Mark as Important star system to help keep your important communications front and center. With Nimble as your solution, nothing falls through the cracks.

It gives small businesses access to enterprise-grade reporting. What makes Nimble a genuinelly smart choice for small businesses is that it automatically integrates various aspects of their operations, and offers Sales Pipeline views and reporting that used to be accessible only to large businesses and established enterprises.

9. Base CRM

Base CRM is another representative of our leading CRM apps list, and one of the systems we genuinely believe are capable to improve sales productivity using nothing but the information companies exchange with their customers. Base CRM takes and maintains full control over your leads, assigns them to the right reps, and helps detect problems and inconsistencies you probably could not discover without the suitable product.

Features to consider: Core Sales Tools for Goals and Quotas; Real-Time Geolocation; Integration with Social Media Tools; Syncing Communication in a Single File; Unified Sales Contact Cards

How can Base CRM improve your CRM related operations?

It is particularly powerful for on-the-go contact management. Base CRM allows you to manage customers in one system, anywhere you go, on any of the devices you use—even on a smartphone. It keeps track of all the information, even phone calls you have with your customers and their exchanges with you. Your emails to customers can be automatically synced and sorted for easier recall and more cohesive customer relationship experience.

It enables you to make accurate sales forecasts. Base makes it easy to set up revenue goals for you and your entire team.The collaborative nature of this system and the multiple integrations ensure data will flow seamlessly in and out of it, and that files can be shared securely. Based on the data you’ve inserted into the system, you will also be able to trigger Base to track communication.

It is very successful in scoring leads. Base CRM’s team understands the hassle of using several systems to communicate, sell, and manage productivity, which is why it hooks up all of your functionality in a single platform. It can be your CRM and sales system all in one, and will allow you to connect it to your email providers, phone dialers, scoring and reporting packages, and much more.

10. Microsoft Dynamics CRM

If looking to substitute Salesforce CRM with a reputed and popular alternative, look no further than Microsoft Dynamics CRM. This well-known CRM pioneer is created to provide companies with tools to market smarter, sell effectively and productively, and care everywhere. The solution offers a variety of features including social insights, business intelligence, and productivity with One Microsoft solutions. Most of today’s popular digital CRM practices are exactly a result of Microsoft’s hard work to revolutionize this industry.

Features to consider: Customer Segmentation; Data Extraction & Cleansing; Information Sharing Portals; Account & Contact Management; Lead & Opportunity Management

How can Microsoft Dynamics CRM improve your CRM related operations?

It makes data accessible online and offline. Unlike most popular CRMs, Microsoft Dynamics took into consideration businesses’ need to rely on data intelligence under all circumstances, and decided to store that data in offline information portals from where it can be accessed and processed at any time.

It is tightly integrated with other Microsoft products. Software ecosystems differ from company to company, but the one suite every business is using is the Microsoft Office one. This is why Microsoft Dynamics CRM is ideal for all companies and sole proprietors to help their data flow seamlessly from one system to another. This platform integrates also with a variety of third-party systems and applications.

It allows you to choose the preferred deployment method. With Microsoft Dynamics CRM, it is the user who decides whether he wants to use the system in cloud (and eliminate all concerns related to backup, updates, and maintenance), or get an in-house and locally hosted hub for sensitive business data.

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