Top 5 sales CRMs of 2020
Closing a new customer takes time.
It’s like coming in out of the snow: you need to gradually warm someone up before asking them to take off their jacket.
If you start throwing sales pitches — if you try to rush the process — you risk coming off as too aggressive.
But keeping track of how “warm” someone is (where someone is the sales cycle) isn’t something you can easily do with a spreadsheet.
Which is where a sales CRM proves especially invaluable.
A sales CRM can have a positive impact on revenue when implemented properly. But there’s no shortage of solutions on the market.
How do you choose a sales CRM for your business?
In this article, we’ll look at why CRM software is important for sales and provide an overview of the top sales CRMs on the market. We’ll also give you an actionable sales template that you can use to streamline your pipeline.
What is a sales CRM, and why do you need one?
A sales CRM (Customer Relationship Management) is software that organizes data about your customers. It helps your sales team follow a prospect from initial contact to final sale (and all the complicated steps in between).
More companies are investing in CRM than ever, because it works.The global CRM software market is forecasted to reach $40.26 billion by 2023, a 67% increase from 2015.
A properly-integrated CRM solution can deliver an ROI of $2.50 to $5.60 for each dollar spent.
Because, instead of having everything in spreadsheets, customer data is all in one place. Your team can see where new leads are in your marketing funnel and what interactions they’ve had with your company.
If a prospect is interacting with your business for the first time, they’re still in the early stages of the sales cycle. Nurturing that relationship is key to turning that lead into a sale.
But your job doesn’t end once you close a deal (if only it were that easy…).
Customer retention is another reason why a sales CRM is important. A report from Microsoft found that 61% of consumers have switched brands because of poor customer service, and an estimated 31% of customers said that a knowledge customer service representative was one of the most important aspects of a good customer experience.
A good sales CRM not only helps your sales team close more deals, but also helps your customer service team deliver better experiences, boosting positive customer relations and increasing lifetime customer value.
If you’re sold (or if you were to begin with…) let’s check out a few of the top CRM options for your business.
Leading sales CRMs
A sales CRM can improve your sales process, help your team close more deals, and improve customer satisfaction. But the right one for your business (you unique snowflake) you need the right sales software.
So here’s an overview of the leading sales CRMs on the market.
monday.com offers a sales CRM that lets you capture customer data and manage your sales pipeline in one place. You can see what your sales teams are working on and view their status at a glance.
monday.com sales CRM features:
- Capture leads from your website and import them directly into your CRM
- Record and view all previous interactions you had with a contact
- Manage your leads and streamline your sales pipeline with Kanban views
- Add automations to your boards — no coding experience necessary
- Integrate with popular apps like Outlook and Zendesk
monday.com makes it easy to visualize your pipeline. You can see how Aaste Palczewski from Lostcabincapital uses these views to track the status of active leads and determine next actions.
Click here to read Palczewski’s story and access the template she uses to track leads.
monday.com sales CRM pricing:
The Basic plan starts at $10 per user a month and goes up to $20 per user a month for the Pro plan with even more features. Save 18% on your plan by switching to yearly payments. Learn all about our pricing plans.
monday.com has a 14-day free trial and you can create an unlimited number of boards. No credit card required.
#2: Salesforce Sales Cloud
Salesforce Sales Cloud is easily one of the most powerful sales CRMs on the market. It offers a robust set of features that allow organizations to track leads throughout the customer journey and boost sales performance.
Salesforce Sales Cloud features:
- Log calls, follow up on leads, and check your dashboards with the mobile app
- Design a sales pipeline and create workflows with the drag-and-drop Visual Builder
- Collaborate on files and see version history across the entire organization
- Get sales forecasting data and see how your reps are performing in real-time
- See what your customers are saying on social networks like Facebook and Twitter
For even greater flexibility, Salesforce Sales Cloud also integrates with popular third-party apps like, G Suite, Slack, Zendesk, DocuSign, and more.
Salesforce CRM pricing:
Pricing starts at $25 per user a month for the Essentials plan and goes up to $300 per user a month for the Unlimited plan which includes extra features like lead scoring, collaborative forecasting, workflow automation, and 24/7 support.
Salesforce offers a 14-day free trial. Even with the Essentials plan, you get access to guided content, online training, and more.
#3: HubSpot CRM
HubSpot CRM is a user-friendly platform that makes it easy for small to midsize businesses to manage customer information and get detailed reports on sales activities.
HubSpot CRM features:
- View your entire sales pipeline and track sales activity in real-time
- Get notifications when leads open your emails (free Gmail and Outlook integrations)
- Manage all customer communications with the universal inbox
- Integrate with popular apps like Zapier, Slack, Zoom, and more
- Email customers in bulk and analyze which ones bring in sales
HubSpot CRM is an excellent platform with a minimal learning curve. Even a sales rep with little technical experience can be able to use HubSpot’s sales CRM software with little training.
HubSpot CRM pricing:
HubSpot CRM is completely free to use. You can add an unlimited number of users and import up to 1,000,000 contacts with no expiration date.
HubSpot Sales Hub, an additional module with features like sales automation and predictive lead scoring, starts at $50 a month with 2 users for the Starter plan and $1,200 a month with 10 users for the Enterprise plan.
You can always get started with HubSpot CRM for free and add HubSpot Sales Hub later.
#4: Agile CRM
Agile CRM is an all-in-one CRM that combines sales, marketing, and service, allowing users from each department to collaborate from one unified platform.
Agile CRM features:
- Manage customer data and view previous interactions from one page
- Create a sales workflow with the drag-and-drop builder
- Assign scores to your leads and automatically schedule follow-ups
- Build automated marketing campaigns and segment contacts
- Create smart workflows to manage customer support tickets
- See what your customers on social media networks are saying
Agile CRM also offers helpful resources including training videos and setup guides to help you get the most out of the sales management software.
Agile CRM pricing:
Agile CRM offers a free plan for up to 10 users, making it a great tool for a growing small business. Pricing starts at $14.99 per user a month for the Starter plan and goes up to $79.99 per user a month for the Enterprise plan.
You can save 20% with a yearly plan or 40% with a 2 year plan.
#5: Zoho CRM
Zoho CRM is a top-rated CRM platform that over 150,000 businesses rely on to streamline their sales process and close more sales.
Zoho CRM features:
- Organize webinars and conduct meetings within the CRM
- Create workflow rules to automate routine sales activities like follow-ups
- Segment and nurture leads across every stage of the sales journey
- Receive real-time notifications when customers engage with your business
- Track key performance indicators and easily share reports
Zoho CRM also comes with 1GB of free cloud storage to attach files and other important documents.
Zoho CRM pricing:
Pricing starts at $18 per user a month for the Standard plan and goes up to $55 per user a month for the Ultimate plan.
If you want to give Zoho CRM a try, you’re in luck. There’s a free edition available that supports up to 3 users and includes features like contact management, multichannel marketing, and more.
How to select the right sales CRM for your business
The sales CRMs showcased on this list each offer a different set of features.
But which solution is right for your business?
From our perspective (that of a SaaS business), the most important feature of a sales CRM is being able to organize contact information and capture each customer interaction.
We want every member of our team (from marketing and sales to customer service) to be able to reference every touchpoint and conversation we’ve ever had with a prospect.
For instance, here’s an example of how interactions are captured for each contact in monday.com’s sales CRM platform:
We’re also looking for a way to visualize our sales pipeline. We want to see where things stand with each lead and determine what we need to focus on next.
Here’s an example of how sales pipelines look in monday.com:
Overall, the key to choosing the right sales CRM system for your business is to find one that fits into your current sales process.
monday.com integrates with the other leading CRM’s on this list. So whether you’re using our software as a standalone tool or to integrate your sales projects with your current CRM, our templates can streamline the process.
Get started with monday.com’s sales pipeline template to manage your leads from one place.
The template is fully customizable, so you or any sales person on your team can add additional items and make adjustments.