The best CRMs that will succeed in 2021

This 2021 is a challenge for SMEs and large companies that aim to implement the best CRM on the market. The task is not easy. A total of 450 customer management tools and a key question asked by CEOs, CIOs or sales managers: What is the best CRM for my company? The alternatives? The definitive answer will set the course for the corporation and will be the starting point of an exciting journey of digital transformation.

For this reason, we want to transmit you all the necessary knowledge so that you choose the best CRM software for your company. Do not worry; certainly, it is not strictly necessary to try the 450 solutions that currently exist around the world. Keep reading, with a little help you will make the best decision!

You already know what a CRM is, what its advantages and basic benefits are. However, you have been looking for the best solution for a long time, that software really brings the team together for a common goal, to sell more and better. But not by magic, but because you have made the right decision taking into account the following characteristics of the best CRMs:

The best CRMs of 2021: functionalities and features

Adapt to different teams and company profiles

First and foremost: the tool must be adapted to different teams and company profiles. Although it may seem basic, we can find in the CRM market that are perfectly adapted to sales teams and processes. Even so, however, they are not prepared to provide the necessary information to the technical teams in charge of installing, for example, a service.

Why is this functionality so important? The fact that the system allows the creation of different types of users with access to specific functionalities and ways of interacting with different information allows a correct answer to be given to the client throughout the client’s journey. And not only is it the building block of customer experience, it’s also the building block of productivity and time management. It is not about looking for data but about processing it correctly to receive the exact information at the right time.

Process automation

The priority for CEOs and CMOs: automating sales, customer service or loyalty processes, from prospecting to closing sales. Geolocation, activity reports by voice or notification of the next task are basic functionalities for the day-to-day business. The tool must become the impetus to move on to the next phase of the sale.

Here simplicity is the winner. Anyone who starts using the mobile application or the web platform has, in a short time, to work perfectly with the tool. If your team spends more time reporting calls, visits, or tasks, the software is more of a hindrance than the installations. Do not delay in looking for a solution!

Real time analysis

The real time. Is this buzzword true in CRM? Just as the activity report and communication with the client must flow, the analysis obtained must be in real time. It is useless to see how the sales of a product have fallen three months after that fall occurred. That is why it is so important that the reports provide real-time data, are immediately accessible from any device and adapt to different profiles.

A CRM linked to an ERP

Can a CRM, in turn, be ERP? Payments and collections. If you work with a CRM, on the one hand, and an ERP, on the other, you are paying for two tools when there are systems on the market that combine the best of a CRM with the functionalities of an ERP. Here also comes the automation of processes. Seeks that the system sends the invoices to the customer at the correct time and makes the necessary payments.

The best ally of marketing

A tool to boost marketing? The CRM systems that exist in the market are usually the best commercial tool, and the marketing departments have to support them in their sales process. But this department is not what it used to be. Digital strategies predominate, and to streamline the management of leads that arrive from websites, online stores, or different campaigns, those leads or contacts must automatically register in the tool and reach the consultant who will accompany the customer in the purchase process.

Artificial intelligence to predict all events

Artificial intelligence, Is it a reality or a thing of the future? Predicting events such as the impacts necessary to close a sale, customer preferences or the sales of a certain product are CRM functionalities that begin to incorporate AI into their system. The best CRMs only incorporate this functionality on the market.

Adapt to any business

Be scalable. If your business is not static, why should the central tool be? It must be designed to adapt to the processes of any company and sector. From multinational to SME. And you must do it without great effort, in the fastest and easiest way possible. The company should never be the one that adapts to some processes previously configured in the tool.

Best of the best CRMs – the winner for years

Analysts at G2 Crowd, a software comparator based on the independent opinions of various users, have concluded for another year that Microsoft Dynamics 365 is the best CRM.

crm square dynamics
Dynamics square

What are the best CRMs for my company? The final decision.

  • An intuitive and easy-to-use CRM program in Spanish. For traditional teams using this system for the first time, it is extremely important that they start working with it without much effort.
    Leaving spreadsheets aside is not an easy task, but if you love the tool, you will forget that Excel existed before.
  • Choose the company in which the tool is not only marketed but also developed. In this way, the consultants will correctly adapt the tool to the business processes. In addition, the support team will know perfectly all its functionalities to help you, not only in the implementation process but also during the necessary future developments.
  • Companies need a platform that transforms with the business without having to rethink the entire system. That adapts without great effort to a specific sector that is evolving. In addition, that it does so together with the needs of the different departments and profiles involved in the entire customer journey.

Move away from the prevailing multichannel approach today, towards an omnichannel approach where it is easy to give the correct and fast response to the customer. In this sense, integration with the tools involved in the process must be simple, without great effort.

All this information would be if it did not help to increase your sales, because the goal should always be to sell more. Of course, you want to sell better than your competition. Are you ready to choose the best CRM system for 2021?

Center image credit: from the author; Thank you!

Image credit above: anna shvets; pexels; Thank you!

Adam Denly

Adam Denly

Adam Denly is a business consultant, blogger, social media enthusiast, and online market analyst at eBetterBooks. He has written on various topics including accounting, bookkeeping, social media marketing, SEO, content marketing, startup strategies, and e-commerce. For a free accounting consultation, you can write to: [email protected]

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