Wednesday, August 2, 2023

Which Salesforce alternative is right for you?

 Salesforce helps to boost the sales, get new customers etc of a small medium business. There are multiple pain points that are being faced by the small medium business like businesses don’t have money, they are not getting new customers, having quality issues with their own product, don’t have a proper website, not able to handle employee turnover, not able to satisfy the existing customer, failing to respond to the customers on time, unable to get ideas to increase sales, not able to maintain customer details, facing issues in marketing and there are many more.                 

 Salesforce helps to help out the business so that they can ignore these issues and focus on the deals. It is really very tricky to choose the right Salesforce alternatives even if it is decided. Each and every business requires different Salesforce according to their product. There are certain features that a business should look into like:

1. Reporting and Analytics as this is the most common requirement for every small and medium business. Salesforce provides a very appropriate report which is very important for the employees but sometimes they might face difficulty in understanding.

2. Customization is very important as every business needs a software according to their preference so if it is not customization then it will be a problem. Customization options that are offered by the sales force are really very impressive.

3. Customer support is the most important feature that is being looked in the CRM system. CRM software needs to maintain the customer details and also provide them real time support whenever they need it.

Here are some Salesforce alternatives that you can use if you are not using Salesforce

Microsoft Dynamic 365 for sales

Customization and configuration of this software is easy , it easily helps to enter the sales data and also helps to get connected with the communication apps and collaboration apps. This CRM can be customized according to the company's needs. This system is a very simple tool for methods like cold,hot,warm as well. It also records the real time visits that happen in the business.Sometimes problems occur while uploading the documents. This helps to identify the customer needs and it also helps to keep the information of the customers. It has a very important feature that it sales marketing and productivity very effectively through different platforms. Microsoft is designed for all type of business and it is very less costly.

Advantages

1. It manages contacts very efficiently.

2. It provides sales force significantly.

3. Improves relationship with the customers.

4. All the events are managed automatically.

Oracle

Now a days oracle is very good CRM system as it is for all the industries like insurance, banking, businesses and many more. This is a platform that offers multiple number of amazing features and functions.

Advantage

1. Management feature of the customer service.

2. The automation feature of this software works great.

3. It helps to assign tasks to the sales team easily.

4. Every report or anything shared by customers can be viewed directly. 

Sugar Sell

This is automated software related to SaaS sales i.e. software as a service. This comes under one of the top most sales alternatives. There is also a mobile app version which is compatible with Android and IOS.

Its key feature is to help with managing leads, handling accounts, managing contacts and many more. It also includes other features like custom reporting, custom quotes, keeping account records and more that are mundane yet required to be done on a daily basis. For an SMB, there’s not much people to handle all these tasks and an enterprise CRM software helps.    

Advantage

1. It helps in tracing employees performance and metrics.

2. It can get compiled with both office 365 and G suite.

3. Gives a free trial for 7 days.

ConvergeHub

Next competitor as Salesforce alternatives is  ConvergeHub, this is a cloud solution deployed which facilitates marketing, sales etc. This helps businesses of small medium business or any size of business to grow. It also helps to maintain the relationship with the customers, it clears the communication gap between the business and the customers. This also has a feature so that it can get accessed through mobile. The key features of this CRM system- this helps to create custom applications that help to validate fields, rules, monitor automation etc. It also manages the workflow automatically and this helps in saving a lot of time. It automatically sends emails, keeps records of the updates, it automatically searches for leads, keeps track of email and many more.

 Advantage

1. It sends email alerts automatically.

2. It has a very amazing feature that is voice feature that provides CRM telephonic solutions.

3. It provides a free trial.

4. It has a free plan.

 Hubspot sales

This is also an amazing Salesforce alternatives and it contains a lot of offers that can be offered. Hubspot is a solution based on the cloud. This gets fitted into any kind of business i.e. small, medium or any size. It helps in progressing leads etc so that the business can close deals at the earliest and earn more profit. It reduces tasks that is done manually. It helps in scheduling meetings, sync calendar.

 Advantage

1. It keeps a record of the meetings, calls, emails etc that is being done within the enterprise.

2. It offers millions of contacts with the basic functionality of a CRM system for unlimited users.

Zoho

It is a complete automatic Salesforce platform which helps to boost sales team productivity and also helps to close deals in a more efficient way. Zoho CRM helps in many different ways like sending letters, scheduling meetings with dealers. It also has a mobile application that helps in tracking all the details from anywhere and everywhere.

Advantage

1. It provides ideas based on past sales.

2. It collects and provides information about the markets. 

SAP Sales Cloud

This comes under the highest salesforce alternatives. SAP sales cloud helps to boost the growth of the sales, it reduces the sales cycle. This tool also manages the performance of the sales team, but this tool does not have any free trial or any free plan and it also doesn't have any mobile app version facilities. This tool is very good for training purposes.

Advantage

1. It helps in integrating with email clients and any other 3rd party sites like Google.

2. Its additional feature is to manage projects, products etc.

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