An entrepreneurial adventures

4 best tools to manage sales

If you’re running a business or are about to start, most chances are you’ve heard about or are using a sales pipeline to manage it. It allows transforming long and troublesome sales processes into a more global, dynamic and easy to follow one. It is primordial that a business is able to keep control over its sales pipeline in order for it to be aware of its strengths and weaknesses and work on them.

A sales pipeline is a tool of visual representation in Customer Relationship Management. As a strategy, CRM refers to the approach that a company takes to manage its interactions with its leads and customers. As a system, it refers to the tool that the company uses to track and analyze its interactions with individuals. CRM is useful because it allows to understand and anticipate the leads’ and the customers’ needs, and thus build their loyalty and improve the company’s productivity.

In this article, we’ll have a look at some online CRM solutions available on the market.

Pipedrive.com:

Pipedrive is one of the most popular cloud-based CRM and pipeline management tool. It is very easy to use and comes with a dynamic interface. Its biggest plus is that it has a built-in pipeline methodology. It is customizable and allows to integrate a large number of other CRM tools. It also comes with a large set of features such as 24/7 support, sales pipeline view, goal setting and reporting, sales reporting, roles and organizational hierarchy, etc.

After a 14 days free trial, you can go for either one of these plans:

Essential $12.50/user/month (billed annually) or $15/user/month (billed monthly)

Advanced $24.90/user/month (billed annually) or $29/user/month (billed monthly)

Professional $49.90/user/month (billed annually) or $59/user/month (billed monthly)

Enterprise $99/user/month (billed annually)

Oclient.me:

Oclient allows its users to manage their clients and their sales. It comes with a built-in account management tool that lets you add contracts, offers and files. It also has a calendar that should help you track your appointments and share them with clients or collaborators. It is very easy to use, fast to set up and its biggest advantage is that, even though its set of features is quite complete, it offers development services for whatever need you have that isn’t already included in their offer.

After a one-month-long free trial and if you enjoy your experience on Oclient.me, you get to decide on how much you want to pay monthly starting from as little as 1$ per month.

Freshworks.com:

Freshworks allows companies to improve the quality of the help and support services as well as the general customer relations of their clients. It does so by offering a rich functionality panel that covers all of the areas of client support, and that through different channels. It also offers a large set of integration options with, for example, API access, Zapier, Google Apps, Office, SMS, etc.

After a 14 days free trial period, the pricing plan is as follows:

Blossom 14$ user/month billed annually or 19$/user billed monthly

Garden 25$ user/month billed annually or 35$/user billed monthly

Estate 49$ user/month billed annually or 65$/user billed monthly

Forest 79$ user/month billed annually.

Zoho.com:

Zoho is a cloud-based software suite dedicated to CRM and marketing. It allows companies to optimize their teamwork and productivity. It is easy and intuitive to use, accordingly to its objective of easing the tasks in the professional sectors. The many tools that are integrated to Zoho allow a complete and smooth experience. The range of features covers sales force automation, CRM analytics, marketing automation, inventory management, customer support, etc.

After a 15-day free trial, the pricing plan for Zoho is as follows:

Standard €12/user per month billed annually or €18/ user per month billed monthly

Professional €20/user per month billed annually or €30/ user per month billed monthly

Enterprise €35/user per month billed annually or €45/ user per month billed monthly

The importance of following your sales processes is not to be proved anymore, it is mandatory for any business to keep a close eye on their customers and how they interact with them. But following those processes has become now relatively easier with the many different options that are available on the web. No matter the business, big or small, and no matter the budget, there are tools and solutions for you to handle your leads, your client list and your collaborators to grow your business and improve your profit.

Bitrix24.com:

Bitrix24 is an Omni-chance solution for managing and processing business information. It has an innovative and intuitive interface. With a modularisation construction, you’re able to use a set of business tools that are connected with 5 different areas of business: Communication, Project Management, Data collection, Contact center, and website creators. It has a useful mobile app that help to be in touch with your data

The services are offered in a free version with some limited functionality. You can choose plans starting from $19/month up to $159/month

 

An entrepreneurial adventures

Simon Piekarz

I'm a serial entrepreneur with a passion for technology. I'm a full life cycle founder. I want to share this adventure with you, so that I can help you to avoid problems on the way to success. Enjoy!

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If you have any questions or you need help in your daily business problems just drop me an email: simonpiekarz@gmail.com