How to choose some of the best CRM software for ecommerce

06:51 23/05/2022 | 6481 Lượt xem

An E-commerce CRM strategy allows you to identify, retain and attract customers. As well as manage extensive data and analytics on your customers to create marketing and sales techniques tailored to your consumers. And if you need statistics, 74% of consumers get disappointed when your content doesn’t answer to their needs. An e-commerce helps you better understand your customer’s pattern and waste less time by the feature of workflow automation.

So, here is a list of the software you should add to your daily work routine. It details their features, benefits and even prices. Appvizer has even mentioned the type of companies some of them are for.

Features Benefits Company size
Capsule
  • Sales pipeline
  • Task management
  • Contact management
  • Security
  • Customization
  • Good Reporting tools
  • Integration with Gmail, Outlook, spreadsheets, CSV files, etc.
Small to mid-size businesses
Keap
  • Data in one place
  • Personalized follow-ups
  • Integration
  • Reminders and reports
  • Automation: Replaces manual tasks with the additional follow-up feature. Save up to 5 to 7 hours a week.
Small businesses
Pipedrive
  • Sales pipeline
  • Sales progress tracking
  • Leads and deals management
  • Communication tracking
  • Leads inbox: Get to place every lead in one place for a better organization of your pipeline
  • Mobile User Support: Stay in touch anywhere
Small to medium-sized companies
Sales cloud
  • Lead management
  •  Dashboards
  • Contract management
  • Email marketing
  • Sales data and forecasting
  • Opportunity management tools
  • Sales data: Data.com provides the right data to increase sales and marketing
Small companies
Zoho CRM
  • API
  • Access Controls / Permissions
  • Activity Dashboard
  • Alerts / Notifications
  • Conversational AI sales assistant
  • Sales boost
Freelancers, small businesses to mid-size businesses, large enterprises, any type size

Capsule

For whom? Capsule is for startups, small and mid-sized businesses.

What is Capsule?

Capsule is a modern CRM software that believes in organization, customer priority to build a better customer experience and relationship.

🛠 Features

  • Sales pipeline
  • Task management
  • Reporting
  • Contact management
  • Security & permissions
  • Customization

 Benefits

Customization: Store data that is unique to each contact thanks to their custom fields.

Contact management: Thanks to this feature, you can get a better understanding of your clients, contacts and vendors as it saves and organizes them into a to-do list or tasks. Your conversations, dealings with other organizations, are easier to monitor thanks to its data. You can even build closer relationships thanks to their social search integration, which helps you find their social media to auto-enrich contacts. That way, you’ll be able to reach them on all platforms and keep up with their interests.

Reporting: Shows each step of every activity completed and from whom. Therefore, it helps you monitor every step of your sales cycles to make firm decisions

Integration: You can share contact information with your team members or the entire organization. This process can be done by importing contacts from Gmail, Outlook, spreadsheets, CSV files, Xero, MailChimp and more.

Security: Capsule’s servers are centrally hosted in Amazon’s data centers, thus ensuring your business data are safe and secure. Information that passes along the solution’s servers is encrypted with the use of a technology called SSL. You can restrict access to records, restore deleted records within 30 days so nothing that was accidentally deleted gets lost.

💰 Prices

Professional: It is at £12 per user/ per month.

It includes:

  • A 30-day free trial.
  • 50,000 contacts
  • Premium Microsoft 365 and Google Workspace integrations
  • Microsoft and Google Single Sign-on
  • Premium Integrations including: Xero, QuickBooks, MailChimp, Zapier & many more!
  • Activity Reporting

Teams: It costs £24 per user/ per month for growing businesses.

It includes:

  • A 30-day free trial
  • Everything in professional
  • 100,000 Contacts
  • 20 GB Storage per User
  • Multiple Sales Pipelines
  • Advanced Sales Reporting
  • User Roles and Restrictions
  • Team or Individual Record Assignment
  • Custom Activity Type

Enterprises: It costs £36 per user/ per month

It includes:

  • A 30-day free trial
  • Everything in Teams
  • 40 GB Storage per User
  • Implementation Support
  • Import Assistance
  • Custom Training
  • Dedicated Customer Success Manager
  • Ongoing Priority Support

Keap

What is Keap?

Keap is a CRM software tool which aims to help you optimize your customer experiences while managing the hectic schedule of your business.

🛠 Features

  • Data in one place
  • Personalized follow-ups
  • Integration
  • Reminders and reports
  • Contact management
  • Surveys and feedback

 Benefits

Automation: It helps you save time by replacing manual tasks with the additional follow-up feature. Even one of their client who is a business owner can attest to the fact that he has been able to save 5 to 7 hours a week from automating his tasks. You can spend that time on converting more leads and closing deals. The new leads capture automatically takes leads from contact form to booked appointment.

Sales nurture: New leads means new deals in your pipeline by sending gifts and promotion emails.

Follow-up: As soon as you as a customer interacts with your brand by filling out a form on your website or social pages, an automatic email will be sent out. Or simply reminds you of when a client forgets to pay and automatically sends a thank-you mail.

Integration: With Keap Zapier integration, you can connect with over 2,000 apps like Gmail, Outlook, PayPal and more, that way all of your contact information can all be stored and easily manageable.

Sales pipeline: It helps manage your lead as they move through the pipeline with the advanced automation builder.

💰 Price

Lite: It costs $40.00 per month for your first 2 months + $30 for any additional users.

It includes:

  • A 14-day free trial. No credit card is required
  • 500 contacts and 1 user + $30 for additional users
  • CRM
  • Email marketing
  • Appointments
  • Mobile app and business line
  • Payment and invoicing

Pro: It is $85 per month for your first 2 months.

It includes everything you get with Lite, plus:

  • 14-day free trial
  • 500 contacts and 1 user + $30 each for additional users.
  • Landing pages
  • Advanced automations
  • Sales pipeline
  • Text message broadcasts
  • A/B testing
  • Checkout forms
  • Sales reporting
  • Pipeline analytics

Max: Originally $199/ month, it costs $100 for your first 2 months

It includes Everything you get with Pro, plus:

  • 500 contacts and 1 user + $30 each for additional users
  • Sales funnels
  • Lead scoring
  • 1-click upsells and cross-sells
  • Recurring upsells
  • Promo codes
  • Native Shopify integration
  • Marketing performance analytics
  • Engagement analytics

Pipedrive

What is Pipedrive?

Pipedrive is a web-based Sales CRM

🛠 Features

  • Sales pipeline
  • Sales progress tracking
  • Leads and deals management
  • Communication tracking
  • Reports
  • Security and Privacy
  • Accessibility

✅ Benefits

  • Automation: Gets rid of those tedious, repetitive administrative tasks to help you save time and focus on more on your customer relationship. Performance tips and report graphs are available.
  • Sales pipeline: It visually represents and aids in managing your sales stages to properly take care of clients and customers. You can customize in the best that fits your needs
  • Sales progress tracking: Any activity or relation you have with a client or customer, Pipedrive tracks it to help you stay organized and up to date. Your average conversion rate is calculated
  • Custom fields: Is the added bonus to managing your sales process but customized to your business’ needs if you need to.
  • Report: Customized metrics is provided to measure your company’s performance, to see whether they are achieving those set goals.
  • Leads inbox: Place every lead in one place for a better organization of your pipeline, to help sort out the potential from the unlikely. It aids in collecting, importing or adding leads, keep track of visitors who have interacted with your website via chatbot, etc., directly scheduling emails, calling leads. There is also the option to adjoin LeadBooster add-on to any Pipedrive CRM plan.
  • Mobile User Support: Allows software to be easily used on multiple mobile devices, including phone and tablet.
  • Security and privacy: You can monitor how, where, when and by whom your company data is accessed and tackle suspect user and account activities in real-time, receive notifications about the times and locations of user logins over the last 60 days and force logouts the suspicious ones. Data is protected using world-class hosting infrastructure.

💰 Price

Essential: It starts at €18 monthly and €12.50 annually, which helps you save up to 31%.

It includes:

  • 3,000 Open deal limit
  • 30 custom fields
  • 15 reports
  • Lead and deal management
  • Customizable pipelines
  • Leads inbox
  • Data import and export
  • Activity reminder notifications
  • People and organization management

Advanced: It costs $33 per month/ per user and $24.90 per year.

It includes everything of the essential plus:

  • Customizable email templates
  • Merge fields
  • Email open and click tracking
  • Group emailing
  • Google Drive document integration
  • Custom fields and reports
  • Revenue forecast reports and view

Professional: It starts at $49.90 per month/ per user (billed annually)

It includes everything of the advanced plus:

  • Email distribution lists
  • One-click calls and call tracking
  • Limitless meeting scheduling
  • Multiple dashboards
  • Revenue forecasting
  • Team management tools
  • Sales Manager App
  • Contact and deal visibility settings
  • Custom user, admin and manager permissions

Enterprise: Starts at $99.00 per month per user or $1188 per user/ per year.

It includes:

  • Dedicated account manager
  • Managed set-up and ongoing support
  • Extra customization to suit your business
  • Enhanced security to protect revenue and data
  • More user permissions to control what users see and do

Don’t forget to check them out for more information.

Sales cloud

For whom? Sales cloud is for all company size.

What is Salescloud?

Sales cloud is an integrated sales CRM platform that regroups everyone one of your business’ section such as Sales, Service, Commerce, and Marketing into one platform.

🛠 Features

  • Quote management
  • Sales data and forecasting
  • Document manager
  • Partner and Channel management
  • Lead management
  • Reports and dashboards
  • Contract management
  • Email marketing

✅ Benefits

Lead management: That helps you focus on fruitful leads by tracking their right info thanks to sales path as well as, track marketing campaigns that have the most impact and get the most reaction across all channels to know where to invest your time.

Opportunity management: You can view a timeline of your customers’ activity, the stages they are at in the pipeline, to predict your next business move and email without a minute more than to pre-made templates that ensure quick emailing.

Sales data: Data.com provides the right data to increase sales and marketing

Mobility: Thanks to their mobile app, Salesforce lets you access your work, from your dashboards, calls and hot lead responses anywhere, that you can also customize to your liking with mySalesforce. Deals will be closed quicker and connection will no longer be delayed as it is perfect for remote work.

Synchronization: You can synchronize your files, track them, share them, publish the latest info or delete it in real time so that everyone can be updated together for a better reactivity. Internal organization leads to better customer experience and success.

💰 Price

Essentials: It costs $25 per user/ month and suits small businesses for up to 10 users.

It includes:

  • Customer management
  • Real-time sales insights
  • Department collaboration
  • Cross-sell and upsell

Professional: It is a complete CRM for any size team

It costs $75 /user/month and billed annually

It includes everything from the essentials plus:

  • Accurate forecasting
  • Quotes and orders tracking and creation

Enterprise: It is a deeply customizable CRM for your business

It costs $150 /user/month and also billed annually

It includes everything from the professional.

Unlimited: for CRM power and support

It costs $300 /user/month and is billed annually.

It includes the unlimited.

Zoho CRM

©Zoho CRM

For whom?

Zoho CRM is for Freelancers, small businesses to mid-size businesses, large enterprises, any type size.

What is Zoho CRM?

Zoho CRM is a cloud-based CRM software that manages your sales, marketing and support in one CRM platform

🛠 Features

  • Leads management
  • API
  • Access Controls/Permissions
  • Activity Dashboard
  • Alerts/Notifications
  • Customer Database
  • Email Management

✅ Benefits

  • Conversational AI sales assistant: Stay on top of every activity with your new sales assistant, Zia – T.
  • Sales and Intelligence predictions: Once again, Zia – T can hunt down and seek the information that you want.
  • Sales boost: You can monitor and nurture quality leads.
  • In-depth analytics: To improve your sales success
  • Process management: for building and automating your sales process
  • Portals: for your customers, vendors and partners. The Omnichannel lets you communicate with customers or prospect in real-time anywhere from your portal, phone to your email.

– No data lockup, export data at anytime

💰 Price

From the standard to the enterprise, Zoho offers a 15-day trial.

Free: It costs nothing.

  • Up to three users
  • Integration with social media accounts
  • Sales tasks
  • Call log and notes
  • Up to ten email templates

Standard (same as free, plus): It costs $12/mo/user

It includes:

  • Calendar sync via CalDAV and Google
  • Sales forecasting
  • Website visitor live tracking

Professional: It costs $20/user per month.

Enterprise: It costs $35/user per month.

It includes:

  • Business hours customer support
  • Management of up to 150 of your territories
  • Custom modules and page layouts

CRM Plus (same as enterprise, plus)

  • Campaigns
  • Zoho reports
  • Social media integration
  • Dedicated database cluster
  • Enhanced storage
  • Better customization

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