Blue Ninja always strives to find the best tools to streamline operations and optimise working practices for our clients. One of the most productive ways to achieve this is working with a CRM, but which software should you choose for your business?
Let’s unpack this one step at a time.
What is CRM?
Before we look at the software, let’s start with the basics.
The abbreviation CRM stands for Client Relationship Management and is a software that helps you manage the relationships your business has with your clients or customers.
The beauty of a CRM database is the ability to capture all the information you need about your clients in one place. This includes their contact details, buying habits, how they interact with your various platforms online, and so much more.
Having this information together allows your team, or an outsourced agency, to access data quickly and make real-time educated decisions about sales and marketing strategies.
How can you sell your products or services if you’re not clear on who you’re selling to?
It’s worth noting that 74% of businesses improved access to customer data relationships with CRM.
A CRM database provides the foundations to analyse the data you collect and organise it in a way that an Excel spreadsheet simply can’t achieve. Each entry to your CRM can be categorised, and the information used to highlight potential leads, sales funnels, and active customers, making sales forecasts easier to predict.
How can a CRM streamline my business?
Did you know that approximately half of your business data is unreliable? It’s a fact of life. As we change jobs, move house, or switch business focus our data alters.
How many email lists have you subscribed to over the years? Have you ever signed up to a newsletter only to realise you signed up to it two years ago, but you’d forgotten? A CRM can keep up-to-date with all this information and filter duplications.
Bounce rates on your newsletter campaigns equate to lower sales and revenue. Insufficient contact details such as a wrong phone number, old email address, or missing information can have a negative impact on your sales strategy.
Here are just some of the simple processes available in a CRM that can streamline your business:
- Contact forms
- Integration with financial software such as QuickBooks
- Calendar booking tools
- Gives a clear view of your sales funnel
- Tracking phone calls
- Employee collaboration
- Company insights
- Supporting workflow of sales teams
Incorporating a CRM requires dedication in the growth of your business. It’s a technical process that demands an investment of both time and money. We always recommend opting for the most user-friendly system but at the heart of any CRM system, there needs to be a business owner with a drive to succeed.
The size of your business will determine how you use CRM. Understanding your company’s goals, scope, and budget will help with the decision process.
CRM and business growth
Do you want your business to grow? Investing in the right CRM is a step in the right direction. Adding your client data to a spreadsheet will only be sufficient for a limited time, as your business grows, so should the processes you have in place to support you.
We always recommend testing a CRM system before you purchase. You must ensure that the chosen CRM does precisely what you need the data to do. Some of the free options are limited to the tools they provide and can cost more to add-on the relevant pieces to achieve your goals.
Live testing with a small chunk of your data allows you to see the CRM’s capabilities before you make your decision.
82% of top salespeople cite CRM tools as critical to their ability to close deals. Ensuring you make the right choice for your business is also crucial.
When used correctly, CRMs provide real-time information that guides businesses through the complexities of client relationships, making any priorities a focus.
CRM Comparisons
Here at Blue Ninja, we’ve used many of the CRMs available to help our clients improve their productivity and grow their business. This has given us an insight into the tools, operational aspects, and ease of use.
HubSpot CRM
Website: https://hubspot.com
HubSpot is a free CRM that gives you an up to the minute view of your sales pipeline in a clear, visual dashboard. It includes detailed reports on performance, productivity, and sales.
This software can be accessed by unlimited users, hold up to 100,000 contacts, and has no expiration date. Whether you’re a solopreneur or have a team of 100, HubSpot can help you manage your business through the reporting dashboard, pipeline management, company insights, and deal tracking.
The free option of HubSpot may not offer you everything you need from a CRM such as email marketing, and you will therefore need to pay extra to make sure you get what you want. Prices start from £34 a month up to over £2,500.
PipeDrive
Website: https://www.pipedrive.com/
The Blue Ninja team used PipeDrive with a social enterprise client to help him automate his business while keeping costs down. They offer a good deal for not-for-profit organisations.
For this client, PipeDrive suited his needs perfectly as we were able to create categories for his overseas clients and his clients in the education sector. We could also integrate his financial software. Having the capacity to attach documents to each of his customers allowed him to see his sales at a glance.
The pricing plans for PipeDrive go from £12 a month for their basic Essential plan up to £99 a month for their Enterprise plan.
ActiveCampaign
Website: https://www.activecampaign.com
If you’re looking for a user-friendly CRM that feels comfortable navigating, then ActiveCampaign is worth further exploration.
We mentioned the extra add-ons you need to buy with HubSpot to give you a fully robust marketing system. With ActiveCampaign, these marketing elements are built-in, giving you more for your money. ActiveCampaign have over the past year changed their business model.
The customer service is also exceptional as they make sure you are supported every step of the way in using their marketing and CRM systems. They do this through both online support and, dependant on your plan, booking a call with a one of their support team.
At Blue Ninja, we are all about finding the right tool for the right job, and we’ve found that ActiveCampaign fits the needs of our own business and that of our clients.
ActiveCampaign offer four plan types from their Lite plan at $9 a month up to their Enterprise plan at $229 per month.
Pramaze
Website: https://pramaze.com/
Pramaze is the new kid on the block, changing the game for CRM development and use. They have developed a robust and smart platform for generating and converting leads to sales.
The system has two levels which makes it easy for new business owners to start developing a system for use without any complexity – the website, communities, courses and social planner is ideal for coaches and businesses that want to start communicating with their audience. The full CRM system builds relationships with conversations, deals, marketing and automations.
The team at Pramaze will help users through the process with their videos and easy to access chat. Blue Ninja have been using it not only for clients, but our own projects and it’s handled everything we’ve thrown at it and more and come through with flying colours, so we are happy to recommend it to others!
Pramaze have incredible deals on for the basic website package starting at £8.99 a month and the full CRM from £97 a month.
Need help setting up your CRM?
Deciding to use a CRM in your business means you are dedicated to growth, success, and boosting productivity. Navigating any new process can be time-consuming, confusing, and overwhelming, which is why we offer our clients full support.
We can support your business with your CRMs by integrating a new system, evaluating a current system, or transitioning from one to another.
To find out more about how a CRM can benefit your business, arrange a 30-minute call with Louisa to discuss your requirements.
This blog contains affiliate links. Product prices are subject to change – check the product website for the latest prices (provided in the local currency of the product)
