Salesforce, too, has a steep learning curve, insufficient assistance, and a potentially overcomplicated user experience, according to several users.
FREMONT, CA: In many firms, customer relationship management (CRM) software is essential. These tools were used by 91 percent of North American companies with ten or more employees in 2017. Salesforce is the CRM system of choice for many. There are several reasons for its popularity. The platform has several capabilities for sales teams, such as lead management and sales funnel optimization. There are also seamless third-party connectors, automated workflows, and reporting, and the platform is meant to be scalable, so it can expand with you as your CRM needs change.
However, it is not appropriate for every business. Salesforce has many valuable features, but it's also expensive, and its pricing structures aren't always apparent. As a result, it may be beyond of reach for small firms.
Here are three salesforce alternatives to look for:
HubSpot Sales Hub
HubSpot Sales Hub, like Salesforce, is a feature-rich CRM solution. It works with over 750 products in HubSpot's large app marketplace, allowing it to be used by a wide range of organizations. It also has a user-friendly UI and simplified automation tools that help to reduce the learning curve and boost productivity.
HubSpot offers various payment options, including a free version, making it more cost-effective than Salesforce for some businesses. But, unfortunately, when you gain access to more advanced functions, the price rises quickly. Therefore, HubSpot may not be the best option if you want to use these more advanced services yet have a limited budget.
Because social media interactions are such an important element of modern customer service, you'll almost certainly want social media interfaces in your CRM. Insightly features automatic profile enrichment and the ability to link social media accounts to contact records, making it suitable for organizations that use these platforms. Despite rising privacy concerns, Facebook continues to offer a plethora of data and reach, which Insightly can help you make use of.
You might find Insightly's data analytics and workflow automation capabilities useful. Insightly is used by over 25,000 enterprises, including AT&T and Bloomberg, demonstrating the utility of these functionalities. Plans start at $29 a month per user, but you can get a free trial.
Simple Sales Tracking
Simple Sales Tracking does not require lengthy or potentially complicated contracts, as do many CRM solutions. The service operates on a pay-as-you-go approach, with monthly fees of about $15 per user, making it one of the most cost-effective CRM options available. It also doesn't have any locked features or paywalls. Every function is available to every user.
Simple Sales Tracking is also mobile-friendly and has an easy-to-use design, making it ideal for new users. Team members can stay on task and streamline workflows using social network connectors, account tracking, and status updates. If you're not convinced about paying the total price right away, the program offers a two-week free trial.