You can use social CRM software to build deep and lasting relationships with your prospects and customers. This can help to boost your sales and revenue figures. Plus, you can place your customers into convenient categories for further interaction based on criteria such as their needs, buying habits, purchase backgrounds, feedback on your service or product etc. Show moreSocial CRM software can collect useful data from your engagement with your buyers on multiple channels and provides you actionable insights that can help you get a clear picture of your customer base. You can also use the solution to contact potential buyers, create a sales funnel, and execute loyalty campaigns. For more information, you can read our comprehensive reviews of leading social CRM software apps and check out the current leader HubSpot CRM.Show less
In order to prepare this ranking of best Social CRM Software we have checked 298 different applications currently present on the market, contrasting their features, ease-of-use, client support, possible integrations as well as mobile support with our exclusive SmartScoreTM rating system. This ranking has been created by Nestor Gilbert, our SaaS expert responsible for the Social CRM Software category.
HubSpot CRM is the winner of our 2019 Best CRM Award. It has a free CRM platform that offers a powerful set of tools to engage customers and manage CRM-related operations. HubSpot takes care of all customer engagement channels from website traffic to landline calls. It is easy to use and it can integrate with other business systems as well.
A winner of our Great User Experience Award for 2019, this CRM platform was designed to enable high-velocity teams to keep track of contacts and resolve issues. It is best known for its ease of use and the comprehensiveness of its features. You can use it for CRM via different channels from emails to phone calls.
Pipedrive is the winner of our Expert's Choice Award. It is a personal sales manager for small, medium-sized, and large businesses that lets you close more deals and improve sales. Built by both salespeople and web developers, it is a practical easy-to-use tool that people with varying tech-savviness can instantly use.
Salesforce CRM is a software app that lets you track all customer information and interactions in one location to follow more leads. It has lead management and marketing automation tools to help you improve your conversions. Its powerful integrations with other leading business applications allow you to have a more flexible customer relationship management.
A go-to product for many businesses of different types and sizes, Zoho CRM is a true leader in the CRM software category. It is easy to use from its contact management module to its customer engagement interface. The platform also includes powerful automation and reporting features. It is great for omnichannel CRM.
Insightly is a service that integrates customer relationship with project management in mobile and social platforms. Built for small businesses, Insightly offers enterprise-grade CRM features to help you get a complete overview of your business, track deliverables, and improve communication with your customers,
A popular CRM platform, it helps users streamline CRM-related activities from contact management to boosting employee productivity. It includes specialized modules for audience segmentation, sales management, time management, and budget planning. Also, it has an intuitive interface that reminds you of a well-built and highly-usable social media platform.
A powerful yet simple-to-use online CRM platform. It has an intuitive interface and comprehensive productivity and collaboration tools that can improve customer interactions and enhance the effectiveness of your sales and marketing strategies. In addition, Copper also offers a highly scalable and configurable interface with its API capabilities.
PipelineDeals is a simple CRM software built for sales teams in small and medium businesses operating in a wide range of industries. It has a variety of sales features, automation, and customer engagement tools that help you boost sales and improve the efficiency of your business.
EngageBay is an all-in-one marketing, sales, and CRM platform designed to be an affordable alternative to expensive solutions. Considered as a true alternative to more expensive business solutions, EngageBay automates key business processes and routines to free you up to create meaningful customer experiences.
Commence CRM is an online CRM for small to mid-size companies. You can use the app for improved market segmentation, and increased sales and profitability.
We are all familiar with the benefits of CRM software, but what is really drawing a line in the sand these days is its social element. CRM programs no longer deal only with information but put the accent on conversations being the core of quality business relationships. At their base, social CRM tools integrate data from conversational platforms and social media, and analyze social ROI in order to adopt marketing trends and strategies. Conversations are being monitored and engaged in, in order to enhance existing communications and to use the positive influence online channel activity. Social CRM tools can either be independent programs or supplements to a traditional CRM – as long as they convert conversational content into relevant information, they are a bonus for your management. But how to choose the best social CRM software for enterprises and SMBs? Let this guide help you!
The best way to go is to sign up for at least a few free trials or demo and basic unpaid plans from leading social CRM software providers. With that method, you will have the opportunity to test the important elements and you will get a good comparison of the capabilities of each app. The best thing to do is to try the list of services that currently have the highest SmartScore rankings and Customer Satisfaction Rating in our social CRM software reviews, and choose the best social CRM software for your company: Insightly reviews, InStream, Zurmo CRM, Really Simple Systems CRM, Salesboom CRM, Converge Hub, Highrise, HubSpot CRM, FreshSales, and PipeDrive.
The need to use a social CRM system is somehow default to every business, because despite the fact that many businesses don’t have a face-to-face interaction with their customers, they still need to introduce a system that provides such on customer-to-customer level. Relationships can tell the story of a business even when the business is not involved, which is exactly why social CRM evolved to be the responsibility of entire teams and corporations.
Social CRM applications can be divided in few categories, depending on their features, advocacy, and the customer experience they provide:
Our detailed comparisons indicate that these are the basic features to expect from your next social CRM system:
These are the benefits companies experience when using a solid social CRM platform:
We’re well way past emails and phone calls as the only means to deliver customer support or gain feedback from consumers. Social media platforms are now playing an indispensable role in the CRM processes of many businesses. And to help you maximize your customer relationship strategies via social media platforms, below are some of the latest trends that you can use to your advantage.
With the right customer data at hand, you can identify key market trends, reach a wider customer base, follow up on prospects and leads, and address customer issues and concerns immediately. These are all better realized with a proper social CRM system in place. Below, we compiled some useful CRM statistics to help you gain the benefits of a social CRM platform.
Disaster recovery and security are two main aspects that need to be considered by SaaS purchasers when evaluating potential providers.
Many SaaS providers do not have a disaster recovery site. Therefore, ask the following questions to your shortlisted vendors: How do you test your disaster recovery procedures? What is your recovery time? How often do you test? Do you have dispersed infrastructure; are your chief site and your disaster recovery site situated in different geographical locations?
You need to be aware that many SaaS providers do not use enterprise-grade infrastructure to deploy SaaS apps. Many systems have multiple providers. For instance, there may be a firewall provider, an Internet provider, and a few others too in the mix. If a problem rears up, there is a lot of finger-pointing. This problem is common with on-premise IT platforms. The solution is to reduce the number of providers so that there is accountability to ensure they take responsibility about performance.
Ask the potential SaaS providers the following questions about security: Is your firm SAS70 compliant? What security measures are used at your data centers? What security audits and guidelines does your organization follow? Who manages access and identity management, web application firewalls, log file management, and network connectivity?
Needless to say, take your time to research thoroughly and get the answers to the above questions before you invest in an apt SaaS product.
The best social CRM software is Hubspot CRM. It’s packed with all the CRM tools you need to track, organize, and nurture leads. It has three core components, namely the Marketing Hub, Service Hub, and Sales Hub. Hubspot CRM provides you with a complete overview of your sales performance, team activity, deal reports and forecasts, and productivity.
HubSpot CRM comes with a contact management feature that allows you to add as many contacts with no expiration date or time limit. It also enriches your contact records by automatically gathering data for over 20 million companies. It provides you with a list of contacts, companies, and deals that you can easily customize or import from or to another system.
The software supports lead management as well, allowing you to track the status of each lead with default statuses, such as New, Open, In Progress, Unqualified, Connected, or Attempted to Contact. This helps you prioritize which leads to work on and follow up with perfect timing.
Unified social notifications. A social CRM software allows you to manage all your social media accounts in one place, which means you no longer have to worry about notifications coming from different platforms.
Discover engagement opportunities. Each social notification presents you with an opportunity to reach out to your customers and give them a timely response.
Enrich your contacts database. Some social CRM tools automatically update your database with the latest information about their contact details.
Real-time updates with your leads and prospects. Updates and statuses help you see real-time activities of your lead, whether they have clicked on your emails and campaigns, responded to your message, or have sealed a deal with you.
Connect interdependent teams. Having one social CRM platform allows different teams to access the same files and customer data, which helps everyone in your team stay on the same page at all times.
Sales dashboard. This feature allows you to see detailed reports on productivity, sales activities, your team’s individual performance, and other relevant data.
Contacts database. This is where you can search and save up-to-date contact information of targeted customers.
Lead tracking. A lead tracking tool allows you to closely follow up on your leads throughout their entire lifecycle, from initial contact right down to conversion.
Notifications. You can have all your social notifications in one platform, allowing you to address customer concerns immediately or respond to feedback in real-time.
Brand monitoring. This helps you monitor the social interactions that directly impact your brand.
Some of the easiest social CRM tools you can choose from include Hubspot CRM, Freshsales, and Pipedrive.
HubSpot CRM. HubSpot CRM has a basic and simple design, allowing users to easily navigate through the system. Its features include lead generation, social media management, live chats and bots, web forms, help desk tools, and advertising tools.
Freshsales. Freshsales is another user-friendly social CRM tool built to help you manage multiple aspects of sales processes. It offers a single, unified lead management hub that helps you to distribute, nurture, and verify leads.
Pipedrive. Pipedrive is a straightforward social CRM tool ideal for small businesses and startups who have no prior experience in using a CRM software. It’s a sales-focused application that you can use to efficiently manage your company’s sales pipeline.
HubSpot CRM. HubSpot CRM has a free version, which includes all the basic features you need to kickstart your CRM processes. This includes contact management, deal tracking, company insights, and email tracking.
FreshSales. Freshsales’ free version offers features you can use to manage your contacts, leads, deals, social accounts, and emails. In case you need additional CRM tools, you can easily upgrade to paid plans starting at $12/user/month.
Zoho CRM. You can also use Zoho CRM’s starter features for lead management, documents, and mobile apps at no cost. The free version of the software is good for three users and includes essential CRM tools perfect for startups and small businesses.
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