TechJunkie Expert Recommendations
Salesforce is one of the leading customer relationship management (CRM) platforms. Thousands of businesses and organizations rely on it for engaging customers with e-commerce launches, digital marketing, excellent customer service, developing smarter and faster businesses, and more.
This tool is also highly customizable, which is a huge plus for many industries. Salesforce can also be swiftly adapted and installed to match a variety of use cases, improve business processes, and help organizations become more efficient using point-and-click tools, built-in UI/UX capabilities, and automation.
These days, using cloud-based solutions is all the trend. Luckily, Salesforce can also help you with that as it runs on the cloud. With this, you may utilize on-demand computing capabilities and optimize your operations.
What’s more, Salesforce offers a variety of ways for individuals and businesses to seek support, improve their skills, and learn from one another. So, if you’re new to using it, you don’t have to worry too much.
However, despite the fact that Salesforce has a wide range of features and a scalable pricing plan, more users and continuing customization, especially if code is involved, come at a cost. As a result, when compared to other CRMs, the prices may be higher.
Apart from that, it comes with several weak points. For instance, it requires an internet connection. It’s also easy to feel overwhelmed by its functions. And, sometimes, you may experience delayed support, which can greatly impact your team’s efficiency.
There are other CRMs, however, that you can substitute with Salesforce, which can give you better features and an improved user experience. If you’re planning to make a switch, here are some of the best CRMs today that you can utilize instead.
Zoho CRM is one of the most popular alternatives in the category, and it can be used by a wide range of businesses. Zoho has specialized in small and midsize enterprises since its inception in 2005. That is, they understand how to assist your company in reaching its full potential. Its simplicity of use makes it one of the best CRM software solutions accessible.
Even if you don’t have a designated employee to execute the task, Zoho allows you to maintain smooth client relationships. This software is simple to use and includes everything you’ll need to keep your clients satisfied. Zoho is ideal for small and medium enterprises. If your team belongs to such a category, you should consider it too.
However, its standard plan only offers a limited set of features. Its more robust plan, though, costs nearly double. In addition to that, many users complain about Zoho’s customer support. In case you need to talk to a live person for assistance, you will have to go through multiple transfers or wait for minutes to solve a simple issue. This may not necessarily be a deal-breaker, but it’s definitely something no customer would want to experience, especially if you’re working on a huge project.
Oracle provides a wide range of business and technology solutions, including cloud apps, platform services, and designed systems. The firm’s services are now offered in more than 145 countries. Like Salesforce, Oracle CRM solutions are intended to assist businesses in increasing sales, customer loyalty, marketing, and service performance.
What makes it a good Salesforce alternative, however, is that Oracle CRM contains a robust reporting suite that includes both pre-built and customizable reports. These include lead generation, sales, and customer service. With this, you can use reports and analytics to have a better understanding of their performance and metrics.
Additionally, Oracle CRM is compatible with Microsoft Office, allowing for seamless integration with existing documents. It’s also simple to upload files to Oracle’s CRM system, so no need to worry about onboarding new members to your team. Training, a knowledge base, assistance documentation, and a support center are examples of support services.
One weak point of Oracle, though, is its functionality depending on your internet connection. Sometimes, when the internet connection slows down even for a bit, using this platform may become a little difficult and unreliable. So if you’re opting for this, make sure that you have a strong and reliable internet connection.
SAP CRM is a competitive CRM software system designed to help businesses communicate with customers more effectively and increase sales. As part of the “SAP Customer Experience Solutions” portfolio, SAP CRM is accessible. This collection of cloud-based technologies assists you in predicting the needs of your target audience.
Additionally, SAP customer data solutions, which are part of the SAP ecosystem, enable you to create ultra-personalized experiences using a diverse set of technologies for better understanding and engaging your customers. Another great advantage of using SAP CRM is that it helps you manage leads, conduct relevant sales activities, and achieve account-based marketing goals regardless of your firm’s size. For better decision-making, you can also get deep behavioral insights, complex data visualization tools, and executive-level reports.
The SAP CRM is simply one component of the SAP team’s full customer data and experience management solution. This all-in-one environment can provide you with a fantastic central perspective of your audience, as well as outstanding, seamless integrations to help you develop your business. Whether you’re in IT, service management, or telecommunications, the SAP CRM can help your company succeed. Most significantly, the CRM provides you with critical information on how to create new brand opportunities.
SugarCRM has been trusted by over 2 million users in 120 countries since its launch in 2004. With such data, you already know that you can trust this platform too. But, of course, its features are still worth taking a closer look at. With SugarCRM, you can run marketing campaigns, retain customers, increase sales, and develop business apps.
These business apps can be used to power sales teams, manage client information databases, and run customer service organizations, among other things. This platform has broken down its services into three main categories: Sugar Market, Sugar Sell, and Sugar Serve.
Sugar Market is your one-stop shop for marketing automation. Its purpose is to assist mid-sized marketing teams in expanding their reach and tracking results. You may use built-in advertisements and social tools to entice visitors with this functionality. Sugar Sell, on the other hand, aims to turn every salesperson into a top performer. A sales agent may instantly see all information about a customer by typing their name into the platform, including insights, scores, social data, and company data, as well as live notifications when things change.
Meanwhile, Sugar Server allows you to respond to client inquiries more quickly without having to go through a long list of policies. The process is simple and seamless thanks to intuitive, easy-to-read dashboards and self-service portals. With these, managing your team and your business will be a lot easier.
There are a variety of CRM systems on the market that can help you avoid redundancies, missing data, and time-consuming paperwork and Sage CRM is one of them. Sage CRM adds ease of setup to these advantages, allowing you to start saving time and optimizing resources as soon as your management team is onboarded.
This, among other advantages, distinguishes Sage as an excellent choice for small and medium enterprises aiming to minimize expenses, accelerate growth, and boost overall productivity. Though it didn’t make our top recommendations, it’s a wonderful alternative if you’re looking for a dependable CRM solution that’s simple to set up and use.
With Sage, you can get constant updates, you can enjoy a drag-and-drop appointment calendar feature, and you have various business solutions that can be integrated into your CRM workflow so you can have a more connected customer ecosystem. What’s more, your work becomes easier in managing multiple contracts. This is because the platform makes it easy to create, file, and manage contracts.
However, Sage CRM, unlike other all-in-one CRM platforms like Salesforce, has a limited amount of applications that are compatible with it. This could signify that some of the software you’re already using isn’t compatible with Sage. Nevertheless, its features are still worth considering if you’re looking for a Salesforce alternative.
Zendesk is also a popular platform that many businesses and organizations prefer. But, its popularity isn’t the only thing that you should look into but its features as well. Zendesk is customer support software that includes tools for creating an integrated help center and community forum, as well as an omnichannel platform for managing tickets.
It also employs an AI-powered bot called Answer Bot to give smart recommendations. This makes it ideal for medium to large support teams searching for a solution with sophisticated ticket management, messaging, and phone call features. If you need a customer service platform that can provide unified customer profiles, this is the platform for you. Zendesk has an omnichannel Agent Workspace that shows important customer data and lets you manage numerous support channels like live chat, messaging, social media messages, voice calls, and text messages.
Another great feature of this platform is its AI-powered customer service software. All Zendesk plans include Zendesk’s AI-powered Answer Bot. This feature delivers contextual recommendations for next-best actions to agents, as well as intelligent replies and solutions to customers’ frequently asked issues (FAQs). What’s more, it has Zendesk Talk. This is an integrated voice calling program that incorporates an embedded call button in your web and mobile apps. You may also route, record, monitor, and transfer calls with it.
CRMNEXT is a financial services CRM designed for enterprises. It is used by banks and credit unions for retail banking, corporate banking, securities, and asset management. Marketing automation, lead management, call center management, and salesforce automation are just a few of the capabilities that help your organization scale. It also offers business intelligence in the form of machine learning, analytics, and sales forecasting, among other things.
What makes it even better is that if you have little technical skills, you will appreciate the user-friendly design. Ease of Use Financial services business is a complicated one. Luckily, there’s CRMNEXT, the ideal tool for streamlining your operations and making your job easier. The platform can automate a variety of arduous and repetitive operations. It also makes it simple to track complex business interactions by giving detailed customer profiles.
Additionally, on a single screen, you can see a client’s lifetime value, most recent purchase, and contact history. Pipelines show you where your prospects are in the sales cycle. CRMNEXT isn’t cluttered, despite its abundance of functionality and capabilities. The CRM is laid out in a clean, modern interface. Business intelligence is included in the platform, making it easier to make informed decisions about which product to sell, which clients to pursue, and which sales scripts to close as well.
Pipedrive offers an efficient and easy-to-use CRM software with smart marketing capabilities to help you actively promote your products and services if you work in a small business or as part of a marketing team. Pipedrive is reasonably priced, insanely simple to use, and created by sales professionals for sales professionals, which makes it a great choice as a substitute for Salesforce.
The platform’s scalability makes it a good alternative for teams that are rapidly expanding. Pipedrive is a great investment if you want to revitalize your lead generation and sales flow from top to bottom. Using a proven methodology, pipeline management brings your lead generation and sales process front and center.
As a result, you and your team will know how to increase conversions while staying on track. Moreover, Pipedrive makes tracking leads and email conversions incredibly simple. You’ll know how each prospect is doing and which emails they’ve opened. You’ll also know their specific position, allowing you to focus on providing excellent customer service, follow-up, or sales.
HubSpot is yet another popular platform that is a tough competitor of Salesforce. Like every other instrument, this platform has its own set of advantages and disadvantages. But HubSpot’s sophisticated tools, ease of use, and low-cost monthly plans appear to be a hit with thousands of clients throughout the world. Its largest supporters are small-to-medium-sized businesses and anyone who is new to using a CRM.
HubSpot’s ease of use makes it appealing to first-timers, who will find the user interface to be highly intuitive and simple to navigate. The primary navigation buttons for accessing the most up-to-date information on your leads are immediately visible and controllable. You can also educate yourself on all of the platform’s features and the best methods to use them, thanks to the wealth of online resources.
The HubSpot Academy, which offers free online training courses, is a unique resource. However, this CRM isn’t for everyone. Organizations with extensive sales teams, for instance, may find that the CRM isn’t yet evolved enough. Also, the restricted customization choices may cause problems for specialty small firms.
Insightly CRM is a fantastic platform for small enterprises and startups. It has a wonderful design and feel and is incredibly user-friendly CRM software. Insightly has the ideal mix of CRM tools, as well as marketing automation, project management, and customer service functions. Insightly offers advanced marketing tools such as email marketing, online and landing page form builders, and marketing workflow automations.
You can create better and more tailored marketing messaging with Insightly’s insights and target that material to the right audience. Its sales features assist salespeople in keeping track of and managing sales prospects. You get incredible sales-to-funnel insights, such as emphasizing success rates and isolating problem points.
Client service tools, on the other hand, assist support reps in resolving customer concerns and difficulties faster and with fewer steps. While this is going on, Insightly is collecting and analyzing customer service data in order to improve its support. However, bugginess in various web browsers has been reported. But bug-related issues are always rectified. Other complaints center on certain features that necessitate too many steps, slowing down production. In spite of its weak points, it’s still a pretty decent choice if you want to switch from Salesforce.
If you don’t see an app that should be here, let us know what it is