Which Customer Relationship Management Tool is Right For You?

Which Customer Relationship Management Tool is Right For You?


For many virtual assistants, helping their clients keep track of sales leads, scheduling follow ups, and other general sales-iness is a large part of their business. It's near impossible to keep track of all of this in your head, or even on a simple calendar. So, we are very thankful for the smart minds out there that create wonderful customer relation management (CRM) tools to keep us straight! In this post, we look at a few CRM tools that can help you stay on top of client's sales tasks, because more sales = happy clients!

Salesforce - What has been the reigning king of sales CRM's is now facing some hefty competition, but Salesforce still proves to be an extremely useful tool for keeping track of sales opportunities. The possibilities with the Salesforce software is endless - running reports, setting follow-up reminders, taking notes on calls, making maps of client roles within a company, and so on. The basic functions of Salesforce are easy to learn, and the program is relatively easy to set up. If you want to learn advanced features, you have that option as well. It's a great option for larger companies with a lot of leads, or companies with multiple salespersons. Prices vary depending on the plan.

Base - A CRM that can make you 10x more productive? That's what Base claims they can do. The software has some really unique features such as call tracking and recording, an impressive sales analytics site, and even the ability to analyze recorded calls! Pricing starts at $45 per user per month, and goes up for additional features.

InsightlyA fantastic CRM option for small businesses is Insightly. Insightly offers an easy-to-use platform and flexible pricing options. The software also has project management capabilities built-in, and can integrate with several different email marketing programs. They also offer a free trial that you can download here. 

Highrise - If you like the style and ease-of-use of the project management software Basecamp, you'll want to check out Highrise - a CRM software made by the same developers. One of Highrise's strengths is its simplistic design and easy set up. This is a great choice for companies who are just starting out with a CRM, or for users who don't need all the fancy functions that some other CRM's offer. Learn more here.

Capsule - The ultimate CRM for integration, Capsule works in harmony with over 33 software programs including Mailchimp, Zendesk, Freshbooks, and more. It offers the basic CRM functions such as scheduling follow ups, tracking email communications and categorizing client contacts with an easy-to-use interface. You can learn more about the features of Capsule here.

This is just a small sample of the CRM tools out there that are available to help you keep track of you or your client's sales responsibilities. What CRM tools are your favorite? What tool are you using now that you couldn't live without? Share with us in the comments below!


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We are Virtual Assistants is a community of talented, and inspired virtual assistants who harness the power of opportunity and experience renewed focus and motivation. Get access to industry expertise and resources in a user-friendly and engaging format, and learn the systematic approach to building a profitable virtual assistant business.
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