Through the years, I’ve carried out, built-in, used, and optimized many buyer relationship administration (CRM) platforms for my corporations and purchasers. Prospects and purchasers usually ask us what the finest CRM platform is in the marketplace. There isn’t a finest. For my part, a CRM with an excellent return on funding has three components that influence its effectiveness:
- Course of Alignment – does the CRM assist the interior processes in your established group or can your group undertake the processes that the CRM helps?
- Utilization – does your workforce make the most of the platform, its options, and its integrations to maximise your return on expertise funding? This contains inside automation capabilities in addition to exterior buyer expertise.
- Development – is there proof that adoption and utilization of the CRM are growing your acquisition, upsell, cross-sell, and retention in your group?
No matter whether or not you’ve carried out a extremely custom-made and built-in enterprise CRM or bought a easy CRM that has restricted capabilities – these three components will at all times be the identical. I’ve watched massive corporations fail with a number of the most highly-rated platforms, and I’ve watched small corporations succeed with a number of the most cheap and restricted platforms.
Capsule: CRM Made Easy
Capsule is an reasonably priced CRM platform with over 10,000 international clients. A few of its differentiators embody a free 30-day trial, pay as you go service which you can cancel at any time, and over 50 integrations with different standard gross sales and advertising platforms.
Capsule supplies an answer the place your whole workforce can get an summary of what’s happening with gross sales and clients in a single place. Capsule makes managing gross sales, clients, and initiatives a breeze.
After a tricky day, my workforce can log into Capsule and see their pipeline of orders and really clearly the variety of gross sales they’re bringing in, their private influence on the enterprise and on our producers around the globe, it’s an enormous morale increase.
Dale Harris, Director of Wholesale, HASBEAN
Options of Capsule CRM Embrace
- Contact Administration – your whole contacts and their interactions are straightforward to seek out in a single central hub.
- Gross sales Pipelines – know what’s happening with each gross sales alternative, together with its worth and its stage within the pipeline. You may even customise a number of gross sales pipelines for managing completely different merchandise, companies, and markets.
- E mail Templates – create electronic mail templates, combine your electronic mail platform, and shortly ship personalised emails.
- Gross sales Analytics – monitor each facet of your gross sales cycle to raised perceive your small business. View your pipeline forecast, pipeline by the proprietor, pipeline by the workforce in addition to pipeline development.
- Duties & Calendar – your whole to-dos in a single location the place they are often prioritized and deliberate so your deadlines are met.
- Customization – simply customise fields, tags, exercise sorts, milestones, and extra.
- Cell Apps – entry anyplace by way of their iOS and Android cell purposes.
- Integrations – embody Quickbooks, Google Workspace, Transpond, Outlook, Xero, Zapier, Freshbooks, Mailchimp, Sage, FreeAgent, Microsoft Workplace, and extra.
For those who’d prefer to see if Capsule is a match for you or your organization, you’ll want to try their intensive record of buyer tales.
Disclosure: Martech Zone is a Capsule affiliate and makes use of affiliate hyperlinks all through this text.
