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CRM and Sales

CRM software examples: why you need it

John Bogna 7 min read
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Customer relationship management (CRM) software is one of the most valuable tools your sales business can invest in. It streamlines operations, puts all the right data at your fingertips, and lets you identify patterns in that data that can drive future sales.

The term CRM gets thrown around fairly often in the world of sales and marketing, but it may not be immediately clear what it is this software does and how it delivers these amazing benefits. We’ll dig into that here with examples of different types of CRM software, then list all the ways a good CRM — like monday sales CRM — can help achieve your sales goals.

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Examples of top CRM software

While there are multiple functions for and types of CRM software, some stand out for the tools and level of customization they provide. Which one you choose will depend on what your business focus is and which tools you deem the most important.

1. monday sales CRM

Of course, we can’t have a list of CRM software examples without our own sales CRM in the mix.

monday sales CRM is a B2B sales platform built to be customizable to each business’s individual needs. Its board-based interface that allows you to build all the information you need to track relevant sales metrics and customer data. Plus, you can click on each area for a more granular view of each deal.

You can view your sales pipeline at a glance, tracking who owns what client account, where they are in the selling process, relevant client contacts, and more all in the same place. Your sales team can also communicate with one another in the Update column without leaving the Work OS, sending messages and relevant files.

a depiction of a board organizing different leads in the sales funnel

monday sales CRM has a ton of other useful features as well, including:

  • Email sync to streamline communication with clients,
  • Send emails from the work OS
  • Logging messages for your records.
  • Automated reminders and templates
  • Customizable boards for tracking leads, managing budgets, etc.

It all adds up to a simple and utilitarian user experience that looks great. And you can build it without knowing how to code.

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2. Hubspot CRM

Another top CRM system is Hubspot’s offering. It too allows for the management of customer data and tracking of interactions, creating a timeline of activity for each customer.

Hubspot’s CRM also lets you track your sales and service processes, along with a variety of other functions you might need to measure. It integrates with a bunch of popular plugins and apps, expanding its functionality to include email integration and apps like Shopify.

This CRM combines multiple different products that Hubspot offers, like their Marketing Hub and Sales Hub, into one tool.

3. Salesforce CRM

Salesforce is among the more popular CRM systems available to businesses right now. Their CRM system, called Customer 360, offers a combination of features that help B2B teams make more efficient sales, including detailed customer data analytics.

Customer 360 makes use of Slack as a communication platform for staff to stay in touch with one another. Similarly to Hubspot’s CRM, Salesforce’s product combines multiple products into one suite centered around customer relationship management.

The benefits of CRM software

A good CRM system can help streamline and direct your sales efforts more efficiently. Here’s how.

1. Organized and actionable data

Many of the sales management software options on the market will collect customer data, as well as record your team’s interactions during the sales process so they have an archive to look back on. But what really makes CRM systems powerful is their ability to organize that data and make it searchable.

A good CRM would, for example, let you look up a deal by company or contact name. Or if multiple team members were working on the same account, a CRM would give them access to the entire record of conversions between your team and the client so nobody would be missing information.

2. Centralized information

CRM systems also give everyone access to the right data so nothing ends up siloed in one department. Everyone has the information to make the decisions they need to make, and if they run into a problem, they know who to contact and can do so directly.

3. Less time wasted AKA increased productivity

Automated features and reminders, plus email templates and integrations that let you do just about everything right in the CRM, add up to time saved on repetitive manual tasks. That’s time your team can spend doing the important work of building better customer relationships.

CRMs can even automate sales reports for your team, so you can get a wide view of sales performance at any time, almost instantly. Between sales dashboards and lead tracking features, monday sales CRM lets you get a wide view of your data this way whenever you want without the need to run a report

4. Better customer relationship management

This is, after all, the core of what a CRM is meant to do. Follow-ups are easier than ever with this software, and customer segmentation is a breeze — those long email lists go from overwhelming to compartmentalized and easier to tackle, and messages get exactly where they’re supposed to be.

Maintain customer relationships with monday sales CRM

Your team needs to be able to meet people wherever they are in the sales funnel. And monday sales CRM can help them do exactly that with multiple integrations, in-board messaging and file sharing, and near-infinite customization.

One example of how you monday sales CRM in action is the ability to see exactly where every lead is in the sales funnel. A five-stage graphic from “qualified lead” to “won” easily displays exactly where each deal stands so you don’t lose track.

Emails also always get saved as drafts, so important correspondence never gets lost. And that’s just the tip of the iceberg.

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Frequently asked questions

What are some examples of CRM tools?

What tools are built into a CRM system will vary depending on the software, but some are commonplace across brands. Automations, for example, are built into pretty much every CRM and include automatic notifications and automatic follow-up emails. Analytics tools can also help collect customer feedback on products and customer experience with your company.

What are the four pillars of CRM software?

There are four elements commonly thought to be essential for implementing a CRM system, and they’re often referred to as the four pillars of CRM. Those four categories are workforce, strategy, process, and technology, with each acting like the leg of a table — if one fails, the whole thing does.

What are the three types of CRM systems?

CRM systems are grouped into three broad categories, each specializing in a different area: operational, analytical, and collaborative. Operational systems streamline the everyday processes involved in sales, analytical ones let you pull meaning from customer data to gain insight, and collaborative systems focus on improving interdepartmental communication. The sales CRM has elements of all three categories.

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Use customer data more effectively

From single accounts to your entire sales team’s pipeline, monday sales CRM puts the information you need at your fingertips. You can monitor each step in the customer relationship from beginning to end, boost collaboration among your team members with easy-to-use tools, and much more.

For a more in-depth view of what monday sales CRM can do, check out the dedicated feature page. Or sign up for a free trial to experience the magic for yourself.

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