6 Salesforce Alternatives for SMBs

October 03, 2021 by Tarik Jazic

Salesforce is a company that provides cloud computing software services, commonly known as SaaS – “software as a service.” SaaS means a subscription to the service so that you can use it, and a lot of companies in the world offer these types of services. It is important to remember that Salesforce is the number one company in the world in the segment of CRM – Customer Relationship Management or what it means in free translation – customer relationship management.

If you think Salesforce is the only option for developing your CRM, you are wrong.

Salesforce has a lot of great alternatives, and here are some of them. Click To Tweet

Pipedrive

Pipedrive

Pipedrive is the ideal platform for people who want to monitor their business processes consistently and rely on a flawless system of assigning activities. Administrator accounts charge Pipedrive, and because of that, it is one of the most affordable on the market.

Mobile apps allow for deeper integration with the phone itself, while the tablet version is excellent for entering more extensive entries, for example, after a meeting. The desktop version of the application offers significantly more features, which are easy to use.

Pipedrive’s philosophy is simple. Everything revolves around activity-based sales. Pipedrive provides many opportunities to prioritize sales activities, track performance, and forecast revenue, and sales created it for sale with a lot of understanding.

Insightly

Insightly

Insightly is the most popular CRM software for Google and Office 365 users, and the advantage is its automation. So, using this software, you will no longer have to worry about saving the entered data, but the documented changes are automatically saved. Its popularity is also visible in the numbers. This app is used by more than 1.5 million users and more than 25,000 companies worldwide!

It is intended for businesses of all sizes and various industries and is available via web browsers and mobile applications. Insightly makes business much easier because it primarily tracks work tasks and their execution through a built-in calendar.

Capsule

Capsule

The Capsule is a platform launched in 2009 primarily to improve CRM services that, before its inception, were oversimplified or complicated for most businesses. As for the functionality of the Capsule platform itself, it is possible to add notes, documents, and various files to it, store clients’ e-mails, enter work tasks, share the entire overview of clients.

Capsule saves time, helps build stronger customer relationships, and achieves higher sales, and its advantage is also visible through simple design and administration.

Asana

Asana

Asana is a web and mobile application created to help you organize, monitor, and manage the set tasks and coordinate teams. It is primarily used to facilitate communication and avoid the use of e-mail messages.

As it is possible to create tasks, projects, conversations, control panels, and diagrams within Asana, you can also use Asana for coordinating meetings and planning campaigns. It provides the ability to connect to services such as Dropbox, Google Drive, Slack, WordPress, MailChimp and allows the upload of documents up to 100 MB. The free version is for smaller businesses and more than enough.

Zoho

Zoho

Zoho CRM is a globally known and award-winning web-based CRM designed to attract, retain and satisfy a customer, all to grow your business. The significant functionality of Zoho CRM is lead management. It is a powerful tool combined with a simple interface. Zoho can automate all daily business activities, track sales, and activate customers on various platforms.

You can extend the CRM functionality by integrating with other Zoho modules and popular applications such as Microsoft Outlook, MailChimp, QuickBooks, and Google Apps.

Freshworks

Freshworks

Freshworks is another great Salesforce alternative that offers a fresh approach to business software and CRM. It has enabled over 50,000 businesses across the globe to exceed customer and employee expectations. It is easy-to-use SaaS software and helps you to drive precise business results.

With Freshworks, you can engage with customers across multiple platforms and build valuable relationships with them. Also, you can understand visitor intent and track page visits and even actions on your site. Freshworks offers you to chat in real-time with website visitors using AI-powered chatbots.

Conclusion

CRM is an application or software that represents a central customer base, in which all data related to cooperation are connected. The use of CRM provides a clear overview of your clients, organized information about the complete interaction with the client, available in one place and at any time. CRM is also a robust tool for creating strong relationships with existing customers.

However, Salesforce is much more than just CRM, as it offers so many other software services. Whether you choose Salesforce or an alternative, do not shy away from having software help you achieve sales targets.

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