Online CRM lets you to improve rapport with potential buyers at many levels and thereby set up a steady revenue stream or improve your merchandise sales. For example, you are able to split potential buyers into new, recurring, loyal, bulk, or representatives according to their purchase history, buying patterns, preferences, reviews, as well as social mentions, among others. A good CRM application collects these details both from your customer files and interactions via phone, email, social channels, and website visits, and processes the details into insights for a revealing picture of your marketplace. In addition to providing a customer hotline, each online CRM program will help you to create a sales funnel, follow prospects, and implement loyalty campaigns.
SaaS software offers many benefits such as easy setup, access, and integration as well as data security. To select the best system for your needs, you need to do your homework thoroughly. To start, begin with the following tips to consider and evaluate the various apps:
Know your needs: First, be clear about your firm’s needs and requirements. Why do you need to invest in a SaaS application? What tasks and objectives do you intend to accomplish with the system? If you are certain about your requirements, you can easily find an appropriate app that fulfills them.
Compare features and price: Make a shortlist of SaaS solutions that offer the features you need and are within your budget. Browse online reviews of the shortlisted programs to find out what each one offers.
Use the free trial and extend it if necessary: Subscribe to the free trials of the shortlisted platforms and check out their functionality firsthand. This will help you to understand if the software provides what you need to boost your organization’s competence and productivity. Request an extension of the free trial if the time is too short to gauge the program’s effectiveness.
Talk to the vendor: Finally, talk to each vendor about the assistance and support they can offer. Try to discuss the cost and get discounts. Ask about the training and consultation they offer to help you to use the system effectively.
We use our unique SmartScore™ system to evaluate all the products listed to help you get the best possible application. The total score comprises of the following elements (% show how much each component affects the final score):
Hover over the element to learn more about our ratings.
Main Functionality – rates the software’s ability to meet its main promise or USP.
Customization - Rates the software’s customization tools that allow the business to match the software’s functions to the business’ specific processes and current needs. Tools to watch include: custom reports; custom fields; custom business processes; logo insertions; and color palette choice.
Collaboration Features – rates the software’s functionalities that allow team members to work together, share documents, ideas and best practices. Includes tools such as: communication platforms (IM chat, VoIP, email, social media, phone); real-time features; attachment and association capabilities; and automatic task and contact associations.
Integration – rates the ability of the software to assimilate third-party applications and formats, especially popular productivity tools like Google Apps, Microsoft Office and Outlook and proprietary email apps. Also include connector apps that integrate the software to even more apps and APIs that allow developers to integrate their own apps to the software. May also include integration to older versions of the software.
Mobility – rates if the software has a mobile platform and which mobile OS it supports. Attributes to watch include: apps for iOS, Android, Windows Mobile, BlackBerry; mobile browser version; and specific mobile modules.
Ease-of-use – rates the level of difficulty in learning and using the software. Features to watch include: self-help tutorials; quick lookups; dashboard; drag-and-drop tools; intuitive behavior; search and data retrieval; formats and templates; and steps to perform a task.
Help & Support – rates the level of technical and customer support by vendor. Attributes to measure include: live support (chat); tickets; free and freemium support services; knowledge base support (PDF, recorded webinars, forum); and paid support plans.
Security – rates the software’s security infrastructure including the following features: enable/disable data access; password encryption; data backup; and official seals from reputable organizations that vouch for the software’s security.
Media Rating - averages the ratings by major review sites, such as: CNET, Gartner Vendor, MacWorld and PCMag.
We use our behavior-based Customer Satisfaction Algorithm™ to gather customer reviews, comments and opinions across a wide range of social media sites to help you make an informed buying decision.
Hover over the shapes to learn more
Our algorithm performs a wide-spectrum scan through all the most popular social media as well as blogs and websites to find customer reviews relevant to a specific product.
The behavior-based system collects all reviews that discuss a selected product filtering out comments and posts that do not feature a customer’s opinion about the product.
All gathered customer reviews are processed with a set of filters to extract key data from each review relevant to customer’s satisfaction including: detailed keywords analysis, social response signals and various meta data.
Collected data about users’ experience with the product are thoroughly analyzed using an algorithm that evaluates each processed factor as either positive or negative response from the customer.
After all partial data are analyzed and evaluated the system assigns a single customer satisfaction score to a product. It allows our users an easy and quick access to information on how many clients are satisfied with a product at the moment.