Cloud-based CRM is a type of customer relationship management software that is stored on the servers of the CRM provider and can be accessed by customers via the internet. This software is also referred to as software as a service (SaaS). It distinguishes itself from on-premise/installed software by having higher initial expenses and distinct personnel requirements.
How does it work?
With a cloud-based CRM system, all of the infrastructure for running the software is owned and maintained by the software provider. Businesses using the CRM app operate the software on their computers through their internet connection.
The company’s data is maintained and secured by the CRM provider at its own location, which eliminates the need for businesses to incur upfront costs in setting up infrastructure required for storing and securing the data.
In contrast, when using on-premise/installed software, the business takes ownership and responsibility for the servers, networks, security, and hardware required for program installation and operation. Accommodating and managing such extensive data necessitates considerable initial expenses. Additionally, it typically necessitates the presence of a dedicated IT personnel tasked with maintaining the software in the data center.
Why use one?
To ensure customer satisfaction, every business should utilize a sales CRM system. This tool is highly beneficial for effectively managing contacts, acquiring important customer information, and automating time-consuming tasks. However, not all businesses possess the necessary resources to develop and maintain an on-premise CRM software infrastructure. Hence, many businesses opt to invest in a cloud CRM application.
Utilizing on-demand sales software allows for efficient management of your customer base while saving costs, as it eliminates the need for large upfront expenses when handling all your CRM data.
Cloud sales CRM platforms are created with the intention of being easy for users to navigate. Numerous cloud CRM providers offer a range of support features, such as 24/7 live phone support, a well-equipped knowledge base, and chat options, to provide quick assistance to users.
Who should use one?
Companies of all sizes and in various industries utilize CRM software to nurture and retain a satisfied customer base. Nevertheless, for those businesses seeking the advantages of a robust customer relationship management platform without the expenses of on-site software, opting for a cloud-based CRM solution can be particularly advantageous.
Sales apps today often require regular payments to ensure the maintenance of hardware and security on the platform. Cloud CRM is a valuable digital tool suitable for small businesses, eCommerce stores, nonprofits, sales teams, and anyone dependent on a strong customer base to sustain a successful business.
Cloud CRM benefits
Cloud-based CRM solutions have a positive impact on all sectors involved in customer care, benefiting customer service, marketing, IT, and sales. By saving time and increasing productivity, these solutions provide teams with enhanced prospects for growth.
If you are in need of a cloud sales CRM solution for managing your CRM process, the following are the advantages that you can anticipate for your business:
- Reduced upfront cost. Cloud-based CRM software isn’t installed and hosted on your servers. That means you don’t have to pay for the hardware, space, and security you’d need to install an on-premise CRM system. To run your cloud CRM, all you need is the internet, a computer or device, and the right operating system—things that most businesses already have and know how to operate.
- Hands-free updates and maintenance. Because the hardware running the platform doesn’t belong to your business, you don’t have to arrange the updates and maintenance needed to keep it running smoothly. Instead, it’s the sales CRM cloud provider’s job to fix bugs as they appear, handle data migrations, update the software, and ensure security for its clients and their businesses.
- A connected workforce. With your CRM’s data securely stored in the cloud, your entire team can access it whether they’re working from the office, remotely at home, or on the road. Your team stays connected and up-to-date with the latest and most accurate customer information, which they can update and add to from anywhere.
- Trusted security. The best cloud-based CRM tools come with robust security measures and certifications to protect your company’s and its customers’ information. There’s also the peace of mind of knowing that regular backups mitigate the danger of losing data permanently due to a technical accident or issue.
- Room for growth. SaaS CRM platforms are designed to be flexible so they can be outfitted to serve a wide range of businesses of all types and sizes. And the best CRM platforms are built to scale with your business. As your business grows, cloud-based CRM tools allow your company to easily add new features and products to handle a greater volume of customers. That way, you don’t run the risk of outgrowing your software’s capabilities.
- Create loyalty-building customer journeys. The ultimate advantage of using CRM is building a strong customer base that can support your company’s growth. Cloud CRM applications allow businesses to pinpoint exactly where their sales process needs changing, so they can develop a loyal customer base that continues to choose them over the competition.
Cloud CRM features
There are different CRM platforms available, some with extensive features and others with fewer options. Here, we have listed the most crucial cloud CRM features for maximizing productivity and optimizing your software.
- Contact management system: Store and organize valuable client and customer information and contact details. The more sophisticated platforms will also allow users to track communications linked to your contacts, schedule appointments and meetings, and handle document management.
- Sales dashboard: A visual one-stop view of real-time sales data. View KPIs, track goals, and measure performance against past numbers to stay on top of targets.
- Mobile access: Use the cloud to take business on the go. Mobile CRM allows users to access and store data on any mobile device, even in areas with spotty or nonexistent mobile service.
- Data back-up: Frequent back-ups ensure that your customer data is always safe and accessible, even if something unfortunate happens to your hardware.
- Sales pipeline software: Track leads through your pipeline, creating a step-by-step process for converting leaders into customers, managing sales activities, and keeping up with quotas.
- Integrations: Connect with other popular business apps like Gmail, Outlook, and WordPress, so you don’t have to switch between browsers when using other platforms.
Top cloud CRM software platforms
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Zendesk is one of the top options on the market for a sales tracking platform with intuitive and efficient features. It offers a cloud-based and customizable user interface that can be used on both desktop and mobile applications. This means that teams can stay connected to their data and each other, regardless of their location. Additionally, the mobile app can even access data in areas with limited service, ensuring that location is not a hindrance.
Zendesk’s CRM dashboard is seamlessly integrated with their app, allowing users to effortlessly continue using it.
- Lead tracking software
- Automation tools
- Self-service portal
- Lead generation
- Social media integration
- Reporting/analytics
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The CRM solution of monday.com, which was originally created for project management, has become popular mainly because of its simple UI. Its drag-and-drop feature is particularly noteworthy as it allows for convenient editing of leads, both within tables and between them.
If a team is larger than 200 users, they may encounter problems with monday.com’s pricing system. They will need to reach out to monday.com to get a quote from a representative as the packages are limited to 200 users.
Key features:
- Project management tools
- Event-triggered actions
- Activity planning
- Analytics/ROI tracking
- Referral tracking
- Kanban board
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Hubspot, known for its free version and assortment of paid features, is a prominent player in the CRM market. Alongside its sales CRM capabilities, it offers SaaS products for marketing, customer service, and content management.
Hubspot is designed specifically for teams that are in the process of growth, therefore it encompasses fundamental CRM features such as contact management and lead management. Additionally, it offers tools for monitoring and evaluating performance metrics, enabling managers to provide guidance to their teams for achieving increased success.
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- Email response control
- Sales pipeline management
- Activity dashboard
- Landing pages/web forms
- Social media integration
- Self-service portal
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Zoho CRM provides functionalities including pipeline management, a conversational assistant powered by AI, and task management. The customization capabilities of Zoho CRM are highly regarded by users, as it enables them to essentially personalize Zoho according to their preferences.
Zoho CRM also offers CommandCenter, a feature that allows users to create personalized customer journeys. Additionally, users can utilize its support for omnichannel communications to interact with clients on various popular platforms.
Key Features:
- AI-powered conversational assistant
- Prospecting tools
- Referral tracking
- Internal chat integration
- Collaboration tools
- AB testing
Pipedrive is a software that helps businesses to manage their sales processes effectively.
Pipedrive, which has a simple design and visually appealing UI, is the favored choice for users without coding expertise who seek a CRM solution. It provides various third-party integrations and incorporates features such as collaboration tools, mobile accessibility, and sales pipeline management.
Pipedrive provides 24/7 live representative support for assistance with installations and concerns. However, the lowest-priced plan of Pipedrive does not include important features like message open tracking and group emailing.
Key features listed as follows:
- Call list management
- Churn management
- Collaboration tools
- Calendar/reminder system
- Interaction tracking
- Third-party integrations
Copper is a chemical element with the symbol Cu and atomic number 29. It is a soft, malleable, and ductile metal with very high thermal and electrical conductivity, second only to silver. Copper is widely used in electrical wiring, plumbing systems, and various industrial applications. It is known for its reddish-orange color and has been used by humans for thousands of years due to its abundance and usefulness.
Copper’s CRM system is popular among small businesses due to its focus on sales management and customer relationship growth. It offers beneficial functionalities such as email marketing, sales forecasting, and integration with social media.
Copper was designed with G-Suite users in mind, meaning that if you primarily use Outlook, this platform may not be suitable for you. Its robust integration with G-Suite enables users to automatically update their records using Gmail conversations and synchronize meetings with contacts.
Key features:
- Email marketing
- Sales pipeline management
- Forecasting
- Task management
- Channel management
- Collaboration tools
Freshsales is a software product that is used for sales purposes.
Freshsales is a robust CRM tool that is mainly utilized by sales and marketing teams to enhance and organize customer relationships. Notably, Freshsales is associated with Freshdesk, its parent company, which provides supplementary business solutions that can be seamlessly integrated with the CRM. These additional services encompass Freshteam for HR teams and Freshservice for IT service management.
Freshsales has an AI-powered assistant called Freddy that provides companies with data-based recommendations and suggestions for the next best actions.
Key attributes: The text provides a list of the most significant features or characteristics.
- AI-Powered Insights
- Campaign management
- Lead management
- Segmentation
- Self-service portal
- Marketing automation
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Engagebay, a comprehensive CRM package, serves as a convenient hub for sales, marketing, and support. It offers a diverse array of organizational features and ensures prompt resolution of obstacles through its efficient and responsive customer service team.
Engagebay’s platform includes features such as knowledge base management, real-time scheduling, conversion tracking, and a sales leaderboard, which serves to motivate a high-performance sales community.
Here are the main features:
- Online chat support
- Auto-responders
- Progressive dialer
- Reporting/analytics
- Sales forecasting
- Lead generation
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Creatio, previously called bpm online, provides a vast array of CRM features that cater to flexibility and scalability. These features enable the creation of personalized customer experiences without the requirement of advanced coding abilities. In order to efficiently manage the complete customer journey, medium to large-sized companies opt for Creatio.
Creatio provides standard CRM features such as pipeline management, marketing automation, lead management, and segmentation. A drawback mentioned in reviews is that the platform’s pages do not update instantly and require manual refreshing after the completion of a business process.
Key Features:
- Marketing automation
- Desktop integration
- Performance metrics
- Calendar/reminder system
- Pipeline management
- Segmentation
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Salesforce, which is one of the most popular CRM vendors, holds a nearly 20% dominance in the CRM market. It offers a wide variety of features such as activity tracking, referral tracking, and performance metrics. One highly regarded feature of Salesforce is its Einstein Voice Assistant, which records conversational notes and provides personalized daily briefings.
Salesforce, like other CRM providers, offers a mobile app that enables sales teams to conduct their business while on the move. By using its Mobile Publisher feature, users can create apps with a consistent brand appearance. This feature allows customization of colors, icons, and names that are visible to employees.
Some of the key features are:
- Email tracking
- Comprehensive reporting
- Sales forecasting
- Opportunity management
- Predictive analysis
- Activity dashboard
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Formerly known as Infusionsoft, Keap is a CRM solution that is particularly effective for eCommerce companies. It provides a range of sought-after features such as marketing automations, customizable templates, and a visually appealing campaign builder. Additionally, Keap offers compatibility with over 2,500 integrations, allowing it to seamlessly integrate with many popular sales apps.
The playbook is another well-liked feature that enables users to create a comprehensive marketing and sales framework using Keap’s methodology. Additionally, it offers a convenient automated scheduling system that syncs calendars across mobile and desktop platforms for easy accessibility from anywhere.
Key Features:
- Advanced client segmentation
- Templates
- Drip campaigns
- Relationship tracking
- Website visitor tracking
- Performance metrics
Apptivo is a platform that offers a range of business applications and promotes streamlined productivity and collaboration.
Apptivo’s key advantage is the value it offers with its wide range of business apps, all available at a competitive price. The platform encompasses a comprehensive set of services encompassing sales, marketing, billing, and support, ensuring a holistic understanding of your customer base that encourages synergy throughout the system.
Apptivo provides a variety of valuable CRM features such as customer population division through segmentation and sales activity tracking through task management. Additionally, it offers sales task management products like mobile expense reporting, online invoicing, and project management.
The main features:
- Marketing management
- Quotes/estimates
- Territory management
- Lead qualification
- Internal chat integration
- Calendar/reminder system
What is a Mobile CRM? + Best Solutions for 2023
If you’re searching for a CRM that has mobile capabilities, and the numerous options available overwhelm you, follow these steps to narrow down your selection.
- An Optimized Interface
Your mobile CRM should have an interface that is intuitive and makes it easy for you and your team to access and update information while on the go.
- Collaboration-Readiness
In order to promote collaboration among teams, it is important for a mobile CRM to be optimized. One way to achieve this is by incorporating features like reminders and tasks that enhance team communication. Additionally, seamless syncing is necessary to ensure that updates are accessible to all team members. Overall, the aim is to improve the efficiency and transparency of sales processes.
- Easy Upload Ability
One of the primary advantages of using a mobile CRM is its ability to be accessed from any location. In the event that you encounter a potential customer in person, your mobile CRM should effortlessly facilitate the process of inputting their contact information.
We greatly appreciate the business card scanning features that aid in facilitating in-person business interactions.
In the next section, we will explore mobile CRM solutions that can assist you in transitioning your business into the physical world.
Mobile CRM Solutions
- HubSpot
HubSpot’s app enables the consolidation of its CRM features into a mobile version. It provides the convenience of creating tasks, reminders, and deals while on the move, while also offering immediate access to contacts and a comprehensive activity feed for lead tracking.
If your company is in search of a mobile CRM solution that combines power and scalability with ease of use, take a look at the HubSpot CRM app, which can cater to businesses of all sizes.
Characteristics that are considered important or noteworthy.
- Advanced contact and customer management
- Integration with social media and marketing tools
- Customizable sales and marketing pipelines
- Detailed caller ID screen
- Business card scanner
- Zoho CRM
The intuitive interface of the Zoho CRM app seamlessly organizes all the features found on its desktop counterpart.
If you are looking for a CRM that is specifically designed for sales departments, then Zoho’s standard CRM is a great choice. Its features are specifically aimed at meeting the needs of sales teams. If your business focuses primarily on sales and you want a top-notch CRM, you should definitely take a look at Zoho CRM and its mobile app.
Please rephrase the text below while maintaining the same meaning. Do not add new information and do not remove information. Main Characteristics
- Automated lead capture and assignment
- Real-time sales and pipeline tracking
- Detailed contact and customer management
- Voice notes for logging calls
- Events, calls, and tasks are organized in a dashboard view
- Location features to identify nearby sales opportunities
- Pipedrive
Pipedrive’s mobile CRM is a sales-focused solution that is powerful. It includes the majority of industry-standard features such as contact notes, syncing with email applications, and resources for preparing for meetings. The application’s focus on organization is one of its most notable benefits.
Supported by a sleek, user-friendly interface, it offers a solid range of features to help you stay updated on both team and individual performance.
Listed below are the main characteristics.
- Advanced sales forecasting and reporting
- Automated email and SMS marketing
- Advanced document scanning features for documents and handwritten notes
- Integration with popular productivity apps
- Multifaceted search function and visibility into deal timelines
- SugarCRM
SugarCRM, which debuted in 2004, is one of the oldest CRMs on this list and, similar to Salesforce, it is also among the most feature-rich platforms available. Over time, SugarCRM has grown into an end-to-end customer interaction platform that allows you to handle all aspects of your business.
If you choose to invest, the possibilities are endless with Sugar CRM which offers not only the expected features in a mobile CRM but also a complex and challenging feature set that may require some learning.
Important characteristics
- Built-in support for automated renewals of subscription-based accounts
- AI-powered data analysis
- Excellent integration with popular marketing and help desk software
- Geared towards developers for advanced customization
- Near endless automation opportunities for internal processes
- Salesforce
The Salesforce Mobile CRM offers all the features you would anticipate from a frontrunner in the industry. The app enables a smooth switch from desktop to mobile, allowing you to easily access your CRM data from any location.
Salesforce is acknowledged as a major player in the industry, and its mobile application matches its cutting-edge and practical standards. Salesforce is renowned for its extensive range of features, wide customization choices, and subsequent intricacy. If you are ready to thoroughly explore the Salesforce ecosystem, the effort will be rewarding.
Key Characteristics
- AI-powered Einstein Analytics tool
- Einstein Voice Assistant for conversational capture of notes, data updates, and task creation
- Nearly unlimited customization options
- Users can upload documents and assign tasks to specific records
- Over 2,500 third-party integrations
- Lightning App Designer for drag-and-drop creation of modules and CRM pages
- Salesflare
Salesflare stands out from other CRMs by offering the complete functionality of a CRM through its mobile app, eliminating the need to constantly have a laptop nearby.
Salesflare’s mobile app also provides a practical option of a business card scanner, enabling the addition of leads while on the move. For those attending conferences, a useful suggestion is to automatically include these leads in an email sequence, facilitating automatic follow-up after the conference.
Features that are essential or significant.
- Android call history integration
- Google Workspace & Microsoft 365 integrations
- Email and web tracking
- Relationship strengths
- LinkedIn sidebar
- Automated reminder system
- Freshsales
Freshsales, a sales-focused CRM application developed by Freshworks, provides a solution for optimizing your sales procedure and obtaining a comprehensive understanding of customer engagements. Moreover, their mobile application includes a user-friendly and visually pleasing interface, enhancing the ease of managing your sales opportunities.
Among others, Freshworks provides software solutions for marketing, HR, customer service, and IT management as well.
Main characteristics
- Automated lead capture and assignment
- Advanced Telephony features for logging calls
- Caller ID with contextual information for leads
- Customizable dashboards and reports
- Activity timeline for easy visibility of customer/lead interaction history
- Attractive and easy-to-use interface
