CRM Software Providers
There are many CRM software providers in today’s market place. We choose 3 CRM software that we think can represent each of the three categories: Easy for Beginner, Packaged Solution, and Enterprise Solution.
SignifyCRM
SignifyCRM was launched as Thailand’s first CRM SaaS (software as a service) in 2009. Over the years, it has evolved from simple sales app to become end-to-end business app that covers comprehensive sales process plus services, customer finance, and supplier procurement modules. SignifyCRM comes with productivity tools: reporting, workflow, and integration with other applications such as Contact Center, Gmail, Google Drive, Box.com, Facebook Messenger, and Line.
It is reported that more than 50% of SignifyCRM users are in the B2B market and uses CRM to track sales opportunities, manage sales quotations and orders, send invoice and receipts, send purchase orders, track inventory, manage service orders, send email newsletters. Bank uses SignifyCRM for its customer service contact center and integrates it with core banking systems. University uses SignifyCRM for its student service contact center and integrates it with course registration systems.
- Can use just One App to run the business. It covers Opportunities, Quotations, Sales Orders, Billing Plan, Invoices, Receipts, Purchase Order, Inventory, Cases, Service Orders, etc. – all in one app.
- Information is nicely linked. Can drill in.
- Can create/edit reports and workflow by self. No need to write code.
- Open systems, with Web Service API.
- Can support enterprise requirements such as PCI, encryption/decryption.
- Customization is done by SignifyCRM Technical Team.
- No connector with Microsoft products such as Outlook.
- Require attention to process. Not an app for small companies that might not have time to define its process.
SignifyCRM has the following standard modules:
- Sales: Leads, Opportunities, Accounts, Contacts, Quotations, Sales Orders
- Activities: Calls, Meetings, Tasks, Notes, Documents
- Services: Cases, Knowledge Articles, Service Orders, Product Warranty, Projects
- Finance: Billing Plan, Invoices, Receipts
- Procurement: Purchase Orders, Material Receipts, Inventory Transactions
- Management: Work Targets, Timesheet
- Tools: Reports, Workflow, Document Approval
If customer has requirement beyond the above standard modules, will able to request for customization at extra cost. Most companies can adapt to use the above modules without customization. Some companies have unique requirements and that would be made as customization. SignifyCRM has web version and mobile version available on Play Store and App Store.
For more information, visit https://www.signifycrm.com
Monday.com
monday.com was launched in 2014 and is a cloud-based platform that allows user to create and customize their own applications especially in project management and sales management (CRM). Users can use monday.com to increase operational efficiency through visualizing project workflow and project team collaboration. Data visualization and ease of customization are the key strength for monday.com.
- Nice data visualization especially for projects.
- Very flexible to customize process.
- Many connectors with popular app.
- Standard version includes simple process. Will need to spend time with it to customize process.
- Implementation may take longer time. Might need a dedicated IT staff onboard to support the implementation.
monday.com has the following standard modules:
- Sales CRM: Leads, Opportunities, Accounts, Contacts
- Activities: Calls, Meetings, Tasks, Notes, Documents
- Marketer: Content Calendar, Campaign Tracking, Marketing Projects.
- Projects: Project Management, Status Monitoring, Project Planning.
- Tools: Reports, Workflow
Monday.com provides base modules with common fields. User then add own fields and can define own workflow by self. Monday.com has web version and mobile version available on Play Store and App Store.
For more information, visit https://www.monday.com
salesforce.com
salesforce.com is a prominent software company that offers customer relationship management (CRM) technology through 3 main products: Sales Cloud, Service Cloud, Marketing Cloud and 3 (recently acquired) extended products: Slack (corporate messaging services), MuleSoft (enterprise data integration services), Tableau (business reporting tools).
Salesforce was the one of the very first SaaS CRM and has accumulated a large community of users and developers that work on salesforce-sponsored ecosystems: Force.com (a proprietary application customization tools), AppExchange (where 3rd party vendor creates and sells add-on application for salesforce), and Trailhead (e-learning platform for salesforce users).
- Very stable. Salesforce has been in the CRM SaaS market since 1999. Many of the world’s largest corporations implemented and continue to use salesforce until today.
- Comprehensive with various customization and integration tools.
- Largest community of CRM users. It is not difficult for a company to find a new employee who knows how to use salesforce.
- Implementation requires highly skilled consultants to handle complexity of application configuration layers.
- Total cost is higher than other CRM software.
salesforce.com has 3 products:
- Sales Cloud: Leads, Opportunities, Accounts, Contacts, Activities (Calls, Meetings, Tasks, Chats), Territory, Forecast, Partners (Channels), Reports & Dashboards, Workflow, Mobile.
- Service Cloud: Cases, Skill Matching, Workflow and Approvals, Telephony Integration, Social Media Integration, Asset and Order Management, Reports & Dashboards, Workflow, Mobile.
- Marketing Cloud, Customer Data Platform, Personalized Engagement, Data Intelligence.
salesforce.com has various 3rd party software developers selling add-on modules on salesforce’s AppExchange platform where customer can buy the add-on that meets customer requirements. Customer can also hire various consultants and developers registered in the AppExchange to develop customer’s own unique customization. salesforce.com has web version and mobile version available on Play Store and App Store.
For more information, visit https://salesforce.com
May we assist you to choose the right CRM?
Our team at bestcrm.net can assist you to gather your requirements, identify digital transformation strategy, and choose the right CRM that best fits your organization.