Choosing the Best Sales CRM: Popular Options Broken Down

According to Salesforce, over the last decade, the sales landscape has undergone changes as companies have moved towards a more customer-focused approach. In fact, 46% of sales leaders believe that fostering deeper customer relationships is crucial for achieving long-term success.

In the current era of sales efforts that prioritize clients, having a sales CRM (customer relationship management) is crucial. It allows sales teams to establish stronger connections with prospective clients, enhance productivity, and drive revenue growth.

Consider these statistics: Sales CRM technology has allowed businesses and their sales representatives to effectively expand their operations.

52% of high-performing sales reps classified themselves as power users that take full advantage of their CRM.
47% of CRM users in a poll stated that the technology improved both their customer satisfaction and customer retention significantly.
24% more sales pros meet their annual quotas when they have mobile access to a CRM.
The average return on a CRM is $8.71 for every dollar invested.

Determining the best CRM for outside sales reps can feel like a daunting task, given the numerous options available. However, it is crucial for both inside sales and outside sales teams to have a CRM in order to make progress and grow as a company.

In order to assist you in comprehending the distinction between the two specific types of sales CRMs and selecting the appropriate CRM for your business, we have developed a useful guide.

Read on to find out the popular CRMs on the market today, along with their pros and cons. This list provides all the necessary information you need to know.

Sales CRMs vs Traditional CRMs

When evaluating the best option for your team, it is crucial to note that all CRMs can be classified into two categories: organization-wide and sales-focused.

CRMs designed for an organization-wide application prioritize seamless collaboration between teams in a centralized workspace, thereby streamlining customer relationship management across customer support, sales, and marketing. These CRMs include multi-departmental tools such as customer service tickets, automated marketing email blasts, and executive dashboards. However, due to their lack of focus on sales representatives, they may not offer extensive sales process-specific capabilities.

Sales-focused CRMs are specifically designed for sales teams and can be integrated with traditional CRMs to enhance the efficiency of sales representatives. They offer extra capabilities such as sales deal tracking, geographic customer mapping, prospecting, and cadence management.

To determine the most suitable CRM for your company, it is beneficial to evaluate the needs of your organization as a whole or specifically for sales purposes.

Best CRM platforms

There are several top CRM providers in the market, each offering unique features and functions that cater to different use cases.

Salesforce: Best CRM for SMBs

Salesforce has been a dominant player in the CRM industry for a long time. It is an excellent choice for businesses with mid-range pricing and can cater to various needs and organization sizes. In this context, we want to emphasize how Salesforce can greatly benefit small and mid-sized businesses that are expanding.

Salesforce, being one of the top choices available, offers numerous advantages that multinational companies are taking advantage of. These include extensive integration libraries, high-quality features and user interfaces, and a reputable name that instills confidence in the brand utilizing them.

In addition, upfront, tiered pricing simplifies cost limitations by allowing payment solely for the necessary functionality, which can be adjusted as the team’s headcount and requirements expand.

Advantages

Extensive integrations
Enterprise-level software functionality for small teams
Can be configured for almost any situation

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Mid-to-high pricing
More in-depth setup required

The reason why we chose Salesforce

Including Salesforce in any list of the best sales CRMs is essential. From the various templates available online to their efficient customer service team, Salesforce has established the standards for an ideal CRM. Although other competitors have made advancements over the years, Salesforce continues to dominate the CRM industry. While the setup process is more intricate, Salesforce has the capability to fulfill any requirements or ideas you may have.

Oracle NetSuite CRM: Best all-in-one CRM for enterprise organizations

To start our list, we have Oracle’s NetSuite CRM. If you recognize the name, you should, as NetSuite was a pioneer in the early days of the internet when dial-up was still in use. Today, the brand, now owned by Oracle, remains dedicated to providing advanced software and digital technology solutions to businesses internationally.

NetSuite stands out for several reasons, mainly due to its comprehensive nature. Apart from its CRM component, the platform also caters to enterprise resource planning (ERP), accounting and financials, inventory tracking, and more. For organizations seeking an all-in-one solution to efficiently manage and enhance their entire business infrastructure, there is no need to search elsewhere.

However, the biggest advantage of NetSuite is also its main drawback. NetSuite is a comprehensive solution that requires users to subscribe to the entire platform when signing up for the CRM or any other individual business function. Therefore, it is most suitable for brands that can gain the most from a complete reorganization of their workflow.

Advantages

Most comprehensive business tool on the list
Full-fledged ERP capabilities

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Higher-end pricing
No standalone CRM option

The reason for our selection of Oracle Netsuite CRM.

The reason Oracle Netsuite CRM is included is because it is not only a CRM but also a reliable ERP. If you need a CRM that can function as a central hub for your business, Netsuite could be the solution you’re looking for. It is one of the most comprehensive tools available in the market.

Less Annoying CRM: Best CRM for tight budgets

Our top choice for the best value is Less Annoying CRM. It offers a cost-effective per-user rate and user-friendly features, making it an ideal option for teams with simple requirements from a CRM or sales software provider.

If your goal is to deploy quickly, onboard staff with minimal training, and minimize your cloud software expenses, Less Annoying CRM is a suitable option. Although it offers fewer customizations and pre-built integrations compared to other CRMs, there are no contracts or restrictions, making it a great choice for emerging brands.

Advantages

Easy to deploy
Easy to use
Lower end cost

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Limited pre-built functionality
Less robust integration library

The reason why we decided to go with Less Annoying CRM is because of its user-friendly interface and affordable pricing options.

We selected Less Annoying CRM because of its straightforwardness and reasonable pricing structure. If you lack a team of developers and need a CRM that fulfills its purpose without overwhelming you with unnecessary features, Less Annoying CRM could be a wise option for your business.

Copper CRM: Best CRM for security and ease-of-use

Many larger and well-established organizations depend on Microsoft’s suite of apps and platforms for secure collaboration. However, newer brands with younger employees, who have often used Gmail and Gsuite for their personal accounts, find Google Workspace to be a more familiar space. Additionally, when it comes to Google Workspace interoperability, Copper CRM stands out as incomparable.

If a business relies on Google Workspace for other operations and functions, the fact alone would be a sufficient selling point. Additionally, it is worth considering the enhanced security it provides (which is comparable to Microsoft’s products in many aspects) and the convenience it offers.

Advantages

Unparalleled Google Workspace compatibility
End-user simplicity
Security safeguards

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Fewer non-Google integrations
Not optimal for organizations built on Office 365

The reason for choosing Copper CRM is due to our analytical thinking and consideration of each step. No additional information is added or removed.

Copper CRM was chosen for the list due to its ability to seamlessly integrate into Google Workspace. If your business operates on Google Workspace and requires a solution that can effortlessly interact with it, Copper might be a wise choice. Depending on your specific use case, existing workflow, and organization’s technological proficiency, Copper CRM could potentially offer the quickest time-to-value option.

Hubspot: Best CRM for integration options

Hubspot, a well-known player in the industry, has been widely recognized by sales and marketing teams for about twenty years. Similar to Salesforce, the platform offers several significant advantages, with one of the notable ones being its ability to combine sales, marketing, and website management into a single toolbelt.

However, at this moment, we want to emphasize another crucial aspect of their software, which is often not recognized, that is its seamless integration into almost every aspect.

Advantages

One of the most trusted names in the industry
First-class automation and integration options
CRM, email marketing, and website management in one place

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Higher-end cost structure
Best for use cases that need more than just CRM software

The reason for our choice of HubSpot

If companies are using Hubspot, they will struggle to find another software tool within the organization that doesn’t already have easy compatibility with Hubspot. Apart from other features, the integrations offered by Hubspot make it an unbeatable option for teams who have a variety of other SaaS solutions.

Insightly: Best CRM for analytics and reporting

Although you may not be familiar with Insightly, it is important to note that it offers a range of features that are comparable to those provided by the bigger names mentioned in this list. These features include automation options, project management tools, and numerous integration options. In addition to these common offerings, Insightly also stands out with its impressive analytics and reporting capabilities.

Insightly serves as both a business intelligence tool and offers flexibility and functionality in various aspects such as data discovery, scrubbing, organization, visualization, powerful analytics insights, and intuitive reporting options.

Advantages

Vast analytics and visualization options
Robust automation tools
Project management functionality

Using a systematic approach, rephrase the following text without altering its meaning and without adding or removing any information: Cons

Not as intuitive or easy to deploy as some tools

The reason for selecting Insightly

Insightly should be a top consideration for teams seeking to deeply analyze data, discover and exploit customer trends, and demonstrate the overall value of the sales pipeline to the organization. Insightly, despite often being overlooked, offers robust options and features.

More Options of Sales CRMs

Please rephrase the text while maintaining the same meaning and structure: Bitrix 24

Ideal for teams that prioritize sales.

Bitrix is an affordable CRM solution designed for small businesses. It provides a centralized contact base where your business can manage and store the history of contacts and interactions. This capability allows your team to enhance lead management, interact with customers, and successfully finalize deals.

Advantages:

Bitrix 24 excels at multi-channel communication. Video, chat, email, SMS, social, and intranet all integrate with not only the CRM but can connect with a help desk, project management tools, a website builder, and marketing automation.
Connecting with a customer is simple once all the various channels are connected. Simply click an option, add a recipient, and start a conversation.
Bitrix 24 records everything in the contact’s timeline for consistent communication.
Internal communication is simple, as well. It works similarly to Slack for fast and convenient conversations between team members.
Management can set tasks, record and send videos for sales coaching, create employee polls, and generate workflows.

One drawback is that…

Some users have voiced that this software is not user-friendly, and the user interface can feel busy.
Some users may find that it is difficult to navigate.
It is missing the level of email marketing functions that other CRMs provide.

Please rephrase the text below by thinking step by step while maintaining the same meaning: Microsoft Dynamics 365.

Ideal for applications across the entire organization

Microsoft Dynamics 365, trusted by numerous global businesses, is a robust CRM that is compatible with mobile devices and appeals to users who prefer to stick with a familiar brand rather than starting from scratch. If you are already acquainted with Microsoft Office products and Sharepoint, Microsoft Dynamics 365 offers a seamless transition.

Advantages:

This CRM gives a 360-degree view of the customers and prospects, allowing your reps to engage customers more effectively than ever before.
This CRM keeps your teams connected with built-in collaboration, empowers your reps to boost their productivity, and arms sales leadership with AI-powered sales insights.
Dynamics is a hybrid data management system, which means that you can choose to save the information either on-premise or in the cloud. Information-sensitive businesses might prefer the option of saving their data at a secure location, making Dynamics a great choice for them.

Drawbacks:

Dynamics is best used with other Microsoft products, so it might not fit as well if you don’t usually purchase Microsoft.
Users also reported that it lacks customization in some aspects.
Dynamics 365 comes in at the higher end of the price range for CRMs on our list. For the full, powerful sales force automation capabilities and customization ability that most large sales teams need, you’ll be looking at the Enterprise level of pricing at $95 per month per user. So, it may not be a good fit for many small businesses.

Please rephrase the text below while maintaining the same meaning, without adding new information or removing any information: Zoho CRM

Ideal for teams that prioritize sales.

Zoho is a CRM that is capable of gathering important customer data from various sources instantly. It efficiently keeps your team connected and well-coordinated, even when they are in the field. This platform aids in simplifying the daily tasks of your sales representatives, allowing them to stay organized and maintain high productivity levels.

Advantages:

Users can utilize the built-in AI-powered assistant Zia which will provide valuable sales intelligence.
Zoho enables users to incorporate social media into their client relationships.
The platform can be a good option for small sales teams and businesses since the lower-level plans still offer valuable features.
It is also one of the most reasonably priced CRMs on this list. Their packages range from free (for up to 3 users) to $52 a user per month for the Ultimate level. The standard package is $14 a user per month.

Drawbacks:

Zoho implementation seems to be tough in the beginning.
Because of the large range of functions and capabilities, the platform can be overwhelming for new users.
The software has limited usability without an internet connection.

Freshworks CRM is a software solution for managing customer relationships.

Ideal for teams that are focused on sales.

Freshworks (previously known as Freshsales) is a sales CRM that can be customized and serves as a central data source containing crucial sales data. This platform consolidates customer experiences in one location, offering a comprehensive perspective of your team’s customers and prospects.

Advantages/Positive Aspects:

The feature-packed AI-powered CRM allows users to boost customer engagement, contact leads directly through the platform, and visualize the entire sales process for more valuable insights.
Users also report that they have superior customer support.
Freshworks does offer a 21-day free trial.
Their priced plans include a range of additional valuable features, such as the Lead Gen Bot, and range from $29-$125 per user per month.

One disadvantage is; another disadvantage is.

Freshworks lacks the functionality for managing inventory or catalog-style pricing, so it might not be ideal for retail or distribution teams who need to be connected to their inventory.
Users also report that the internet connection can be slow.

Please rephrase the text below while maintaining the same meaning: ZenDesk Sell

Ideal for teams that prioritize sales.

Our sales CRM is both simple and customizable, catering to outside sales reps who are constantly on the move. This CRM enables your reps to successfully attract more customers and finalize additional deals.

Advantages:

ZenDesk Sell is a great mobile app for sales reps that are often out of the office, still allowing them to keep an eye on the deals pipeline and activity.
The platform offers mobile calling, call recording, and activity tracking directly through the app.
This CRM makes up part of the ZenDesk suite, which also includes IT management, analytics, and a help desk.

Downsides:

ZenDesk Sell misses certain features, such as mapping, routing, marketing automation, and some productivity functions, that are found on other outside sales CRMs.
The platform’s third-party integrations are somewhat limited compared to other CRM options.

Please rephrase the text below while keeping the same meaning, without adding or removing any information: “Map My Customers”

Ideal for teams with a focus on sales.

Map My Customers, the top CRM for outside sales, was specifically designed for field reps. It can function as a comprehensive CRM in its own right, or it can seamlessly enhance other CRMs by offering convenient mapping, routing, and sales territory management capabilities. Furthermore, Map My Customers conveniently integrates with Hubspot, Salesforce, Zoho, and Microsoft Dynamics, providing mobile-friendly native support.

Advantages:

The CRM through Map My Customers was built for sales reps out in the field and their managers.
It provides a comprehensive visual dashboard that gives a birds-eye-view of sales activity, offers cadence management so that hot leads do not fall through the cracks, and includes robust reporting capabilities that provide simplified views of crucial sales data for better insights.
You also get the routing features that set Map My Customers apart from the competition. Sales reps can automate route planning for faster routes and less time on the road, enabling them to spend more time selling instead of driving.
Reps can plan more intelligently and quickly with the Smart Planner functionality. Reps get smart recommendations for how to build their plan for the day/week, and then easily turn those plans into an optimized sales route in just a tap.
The Map My Customers Weekly Scorecard feature updates leaders on their team’s sales performance directly in their inboxes. Every Monday, leaders receive a weekly email with their teams’ key sales stats. The Scorecard can be customized to see activities completed, companies added, and more. The Team Leaderboard shows who is the MVP and who needs more coaching.
Also, unlike some other CRM integrations that can be tough to set up or require assistance to integrate, the Map My Customers integration is an entirely self-service one-way sync, making it easy to share your data from your CRM to Map My Customers. You can have your companies, people, deals, and activities sync daily, weekly, or monthly.

One drawback is that

Map My Customers is ideal for outside sales and sales teams that are often on the road. So, inside sales may not be able to get as much use from the features our CRM offers.

Nutshell CRM is a customer relationship management system.

Ideal for teams with a focus on sales.

Our CRM is designed to simplify sales processes and improve efficiency by integrating all necessary sales management functions. It allows sales representatives to automate time-consuming tasks that hinder productivity. Additionally, managers can access valuable insights to enhance the sales process.

Advantages:

The CRM also has a feature known as Nutshell Maps, which allows your reps to visualize their prospects and customers geographically and schedule sales activities in an area in one click.
Nutshell is great for managing sales teams. It offers customization, automation capabilities, and reporting options.
The user-friendly software allows leaders to create pipelines for a streamlined sales process that keeps deals from going stale.
They even offer customizable sales pipeline templates for users who need help creating an effective sales pipeline.

Drawbacks:

Nutshell is ideal for small teams, which means that growth is limited. Organizations may quickly outgrow some of their features and find that they need a new CRM.
The mapping feature does not offer sales routing capabilities like some of the other platforms do.
The CRM also offers limited social media access, which is not ideal as more businesses use social media to find and contact prospects.

Take a moment to carefully consider each step, and restate the following text without changing any information or omitting any details: “Pipedrive”

Ideal for teams focused on sales.

Pipedrive is a sales CRM that assists sales representatives in visually arranging their business and aids managers in making informed decisions to enhance sales procedures. With its integrated pipeline management feature, this CRM enables users to oversee leads and deals and monitor their progress throughout the sales funnel in real-time. This allows sales teams to optimize their utilization of opportunities and conveniently assess the performance of both the team and individuals.

Advantages:

Offers an easy-to-use tool focused on visualizing the sales process and easily tracking contacts along the whole process.
The platform offers a lot of customization capabilities. You can build multiple sales pipelines for your business and customize your pipeline stages for niche product and service scenarios.
Pipedrive helps eliminate some of the daily repetitive admin tasks.
With the Essential plan, you can use Smart Email BCC to sync your emails to Pipedrive. While users of the Advanced, Professional, and Enterprise plans get access to a built-in inbox and a higher-level automated email sync that is compatible with a wide range of email platforms.

One of the drawbacks is that…

The implementation process can be cumbersome for some users/teams.
Pipedrive does not offer integrations with many of the larger-scale companies, like Oracle or SAP.
The platform does not offer as many features or solutions to handle marketing needs as compared to other CRM options.

Sales CRM platform, Monday.com.

Optimal for implementation across the entire organization

Originally created as a project management platform, Monday.com now provides a powerful sales CRM solution integrated into the Work OS. This CRM empowers sales teams to efficiently and effectively manage their entire sales process on a single platform. Additionally, it promotes collaboration among all teams in the organization, including marketing and customer service.

Advantages:

The CRM from Monday.com is very easy to use, even for less tech-savvy team members.
The platform allows reps to easily capture new leads, manage contact information, track deals, build deeper customer relationships, and more.
Time-consuming manual admin tasks can easily be streamlined with no-code automations.
The platform offers an extremely intuitive interface that also integrates smoothly with the most popular work tools.

Drawbacks:

This platform offers limited sales-specific CRM features compared to other options, especially for outside sales teams.
Monday can quickly become costly for small sales teams.

Please reformulate the text below while maintaining the same meaning, thinking step by step. Do not add or remove any information. “Keap”

Ideal for implementation across the entire organization

Keap (previously Infusionsoft) is an all-in-one cloud-based solution that combines sales CRM features, marketing automation capabilities, and e-commerce functionalities. With Keap, small businesses from diverse industries can efficiently streamline sales efforts and effectively manage customer experiences.

Advantages:

Keap provides a contact management and sales pipeline tool that is tailored for small businesses, freelancers, and self-employed individuals.
The platform offers a high level of customization, allowing users to easily make adjustments for their specific business processes.
Users can build their lead database by easily importing spreadsheets, shifting contacts from another CRM, or even scanning business cards.

One drawback is that…

Keap has many available features, which means it can have a significant learning curve initially.
Compared to other options, this platform can be slightly expensive, especially for individuals and small startup teams that are on a tight budget.
Keap does not offer the level of available integrations with other tools that some of the other sales CRM platforms do.

Key CRM features to consider for your use case

While some software solutions are objectively “bad,” most options in a specific category are evaluated based on how effectively they meet their intended purpose. If the tool is used outside of its intended scope, it may not meet expectations, but that does not imply that the software itself is low quality. It simply means it is not suitable for that particular use.

When shopping around, CRM consumers should consider the following core areas of concern to find a tool that suits their needs.

Contact management refers to the process of organizing and maintaining communication details.

The fundamental function of CRM tools is to gather and arrange contact information, which serves as the minimum requirement to avoid merely storing leads in a spreadsheet and neglecting them. Although spreadsheets have their usefulness, they are not designed for automation or serving as dynamic records. If a CRM system cannot enhance the process of manually entering, cleaning, and retrieving data, it is essentially similar to using Excel with additional procedures.

It is important to note that contact management features in CRM and sales software vary greatly from one system to another. However, the enhancements to functionality that are commonly made will likely be recognized by anyone who has been using digital devices in the past twenty years.

Automated data importing
Data export flexibility (via EDI, CSV, or other formats)
Integrations with other platforms, apps, and databases
Filters and search functions
Analytics and reporting functions

Records of communication

By now, almost everyone is acquainted with the phrase “This call may be recorded for quality assurance purposes” that is often said to customers who contact a business for assistance. Keeping a record of interactions with customers/clients/leads can be extremely valuable. Moreover, it is not only useful for ensuring top-quality service.

By utilizing recorded calls, chats, and other forms of communication, businesses can accomplish various significant goals.

Improving the effectiveness of staff training, onboarding, company policies, and more
Compiling data for analytics (which can help identify patterns, predict trends, and even recommend strategies)
Providing evidence to help navigate legal concerns and protect against loss

If you take into consideration benefits like these when choosing your CRM and sales software, it’s important to note that certain software includes features to support it, while others do not.

Step by step, consider rephrasing the following text while keeping the same meaning. Please refrain from including new details and do not eliminate any information. Considerations for incorporation.

When integrating new software systems, the difficulty of onboarding users increases if the system does not integrate smoothly with existing solutions in the workflow.

Certain CRMs are designed as components of a broader range of business solutions and are meant to be utilized as a unified whole. This entails a certain compromise, and an assessment of costs and benefits must be done to ascertain whether a comprehensive workflow revamp will yield favorable or unfavorable outcomes.

If the stability and functionality of other systems is equally important, then it is necessary to find a CRM that can successfully integrate with them. Users of the tool may already have access to plug-ins or add-ons that can accommodate the required integrations.

If the integrations are not commonly used, additional API customization that involves writing more code may be required. It is advisable to determine whether the client or the vendor will be responsible for building the integration in such cases.

What should be prevented is the implementation of a CRM that not only makes workflows more complex but also necessitates additional manual processes to maintain the system.

is a process that uses software technology to streamline and automate marketing tasks and activities, allowing companies to more effectively target and engage with their customers.

Marketing automation is categorized as a specific instance of the aforementioned integration concerns, yet it deserves separate mention on this list owing to the extensive convergence between marketing and sales endeavors. Comparable to other tasks related to sales, there are numerous benefits associated with the implementation of automated actions such as the initiation of confirmation emails, email nurture campaigns, and various other activities through the CRM system.

The worst possible outcome is when the new CRM further complicates existing processes instead of integrating or replacing them, as mentioned earlier. For instance, if your CRM or sales software requires additional steps in sending outreach emails, such as manually searching for contact information in the database, this results in a negative impact.

First and foremost, the CRM should ensure that existing processes remain unchanged and unobstructed. It is highly probable, though, that your organization will find value in integrating some form of marketing automation features into the CRM.

The process involves breaking down the text below and rephrasing it step by step while keeping the meaning intact. No new information should be added, and no information should be removed. “Quotes and invoicing” 1. The process of providing price estimates and creating invoices. 2. The act of giving cost estimations and generating invoices. 3. Making quotes for pricing and producing invoices. 4. Providing quotations for pricing and generating invoices. 5. Creating price estimates and generating invoices. 6. Generating cost estimates and creating invoices. 7. The action of producing price quotes and creating invoices. 8. Giving cost projections and generating invoices. 9. The procedure of quoting prices and invoicing. 10. Delivering price quotations and creating invoices.

Following the previous point about important functions in the sales process that may or may not be handled by sales team members, financial tasks such as quotes, invoices, and other AP/AR responsibilities come next in line. The same principle mentioned earlier is applicable in this case as well. If an all-in-one solution enhances your workflow, prioritize this aspect when conducting your research.

If integration is adequate, then verify with vendors the specific platforms required for interoperability. Regardless of the current efficiency of your process, ensure that the CRM does not cause further difficulties for anyone involved in the workflow.

Ensuring the confidentiality of information

Every organization should prioritize cybersecurity, or at least it is highly recommended. However, certain industries face greater risks and may require extra security measures for their CRM system to safeguard themselves or align with industry regulations.

This is a situation where it may be necessary to seek the advice of IT, InfoSec, or other I&O personnel within the organization. Assessing the level of security provided by a CRM involves technical aspects that may be beyond the knowledge of individuals without a background in computer systems, and it is not something that should be left to luck.

In order to thoroughly evaluate your shortlist of CRMs, consult with internal SMEs and utilize their expertise. Additionally, consider conducting a third-party vendor risk assessment for any CRM that meets all other requirements, as an added precaution.

is a systematic approach to planning, organizing, and managing tasks and resources to achieve specific project goals within a specified timeframe and budget.

If this list were complete, it would be quite long, consisting of various additional functions that could be pertinent. Some examples include all-in-one systems, analytics and reporting capabilities, user-friendly interfaces, pipeline management tools, and numerous other possibilities. Several of these functions have been mentioned earlier, while others are probably already familiar.

Instead, project management will be the final consideration for this part of the list.

Organizations that have previously employed less structured workflow procedures may not be fully aware of the significant improvement a well-designed project management strategy can offer. As teams expand, workloads increase, and procedures become more intricate and complex, managing tasks on paper becomes considerably burdensome.

Project management tools, when effectively implemented, can allow for visibility and accountability throughout the organization. Additionally, these tools enable staff members to attain higher levels of autonomy by equipping them with the necessary organizational capabilities to remain on track and fulfill their duties.

Project management (PM) features are included in certain CRM and sales software tools, while others can be integrated with popular platforms through APIs. Regardless, it is important to consider the potential benefits a CRM with PM capabilities can offer for teams consisting of more than just a few employees.