

How to prospect for sales? Sales prospecting is the key to finding the right target audience. The methods involved, that you will find in this article, will help you ace the techniques of acquiring the right customers.
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Are you looking for a Cloud CRM? What is the best Cloud CRM software for your company?
Choosing a Cloud CRM, as opposed to a CRM installed locally in the company, is to opt for flexibility, collaboration, mobility, and to increase the productivity of your sales forces tenfold.
Luckily, we have put together a comparison of the best Cloud CRM software, based on precise criteria, to help you choose the best one for your business.
But first, let’s find out what Cloud CRM is, its benefits, and its key Cloud CRM features then which criteria you should consider in selecting a Cloud CRM solution for your business.
The definition of CRM (Customer Relationship Management) is familiar to every company.
Cloud CRM, or eCRM, is simply online CRM software, hosted in the cloud on remote servers, and accessible:
Several employees can connect to it simultaneously and the information is updated in real-time.
In the cloud computing family, CRM in SaaS (Software as a Service) is particularly appreciated for its flexibility: without commitment, agile and collaborative, available in the form of a subscription, regular, free, and automatic.
In contrast, CRM installed locally on a company's servers (this is called an on-premise CRM) is acquired under the form of a license. To benefit from the latest Cloud CRM features, it is often necessary to purchase updates. Cloud CRM is therefore much more scalable and at the cutting edge of the latest technologies.
In addition to the advantages mentioned above, Cloud CRM allows all companies, from very small businesses, SMEs to the largest businesses, to optimize and streamline their commercial and marketing operations, such as:
In addition, cloud CRM can connect with your calendar, ERP, invoicing, and marketing type applications, for customer relationship automation, whether it is:
The cloud CRM software allows your company to access information anytime, and no matter how many different people are using it at the same time from different places around the world. All you need is an internet connection.
Not only you can access it anytime and from anywhere, but you can conveniently have access to the information on the move by using the web versions or dedicated Cloud CRM applications for mobile devices and tablets.
The Cloud CRM system organizes all the accounts and information of customers, leads, and opportunities in one place. You don’t waste time searching for the information in different places. All the history of customers including orders, calls, messages, and complaints is saved in the customer profile.
Customer data is extremely important for every company. Enriching and maintaining this database is the first step to develop your company and generate revenue. The cloud-based CRM software will help you protect your database with robust backup protocols.
The Cloud CRM allows customers to communicate with your company from the app. Users can make calls directly. You can also manage your contact information, leads, and opportunities. The system reminds you of the most important updates, latest deals, and projects.
With Cloud CRM, you can easily manage all types of business processes. The system contains pre-built best practice processes, and the business process designer allows users to create their own personalized processes. With drag and drop tools, you can easily change, add or delete the elements according to your style.
CRM software organizes only your contacts, schedules, workflow, and marketing automation and reporting but Cloud CRM solution can integrate also ERP, accounting tools, marketing campaigns, project management, social media accounts, and helpdesk software.
The Cloud CRM software saves you time and does not complicate your daily work. Do you have to systematically create a new customer file manually and enter too much data?
Your Cloud CRM software must also support your company in the strategy to follow for effective nurturing, throughout your commercial pipeline.
Are you paying for your CRM services? Let the software do the work for you. A good Cloud CRM tells you the process to follow in real-time with each customer or prospect.
Every day, you must have access to a simple and clear visualization of the works for effective planning management. There is no longer any question of forgetting to follow up on the phone or send an email! Rely on practical contact management tools and free up time for pure prospecting.
When meeting a customer or prospect, salespeople must have easy access to their personal profile and their history.
These data are essential to them and ensure better monitoring of the customer relationship. Avoid CRMs without a dedicated mobile app. These databases must be permanently accessible.
The overview is necessary for managers to better manage their teams. By having direct access to everyone's activity flow, the manager can give valuable advice and ensure better management of the sales force.
This data is also used to establish detailed reports to ensure a realistic follow-up of the effectiveness of your CRM strategy, and the progress of your sales funnel.
monday.com is a cloud-based CRM system where more than 100,000 businesses use it every day to run their processes, manage projects, and organize their work. It creates a transparent work culture. With this software, you can:
monday.com allows you to build workflows in a way that is customized to fit the needs of your team. Not only big businesses like Wix and The Discovery Channel but also small businesses give it trust and rely on monday.com.
Here are some Cloud CRM features of Monday.com:
The free version includes the following Cloud CRM features:
The paid version starts from $25 per month for 5 users. The standard subscription offers the following Cloud CRM features:
Insightly is a Cloud CRM system for small to midsize businesses with more than 1.5 million users and over 25,000 businesses worldwide.
With Insightly, you can:
Here are some powerful Cloud CRM features that make Insightly different from other software:
Strength of Insightly:
Insightly offers a free version for small businesses that have a few leads and customers with up to two users, 2,500 records, and 10 emails per day. It has basic management tools such as contacts, emails, and calendars.
The paid version starts from $35 per user per month including all the Cloud CRM features of the free version. It has other features like:
noCRM.io is a cloud-based CRM software that concentrates on lead management and commercial prospecting. noCRM.io is a business opportunity tracking solution based on next actions (email reminder, call, visit ...). Its goal is to help your sales teams focus on their main goal, converting prospects into customers. Easily create opportunities from multiple sources like LinkedIn or business cards and decrease the time spent on forms and start working on your prospects right away.
noCRM.io is the ideal software for VSEs / SMEs looking for simple and efficient CRM software to organize their business prospecting. Thanks to its different editions, it is suitable for the 1st salesperson as well as for sales teams of 100 people. noCRM.io is a SaaS software, it does not require installation or maintenance. Your account is accessible online, anytime, anywhere.
Here are some functionalities of noCRM.io:
noCRM.io offers several editions depending on the needs or the size of your sales team. In addition to comprehensive online help, each edition includes support from our international team in-house and in 6 languages: French, English, German, Spanish, Italian and Portuguese.
Here are some important Cloud CRM functions of this software:
The paid plan starts from $12 per user per month including the Cloud CRM features such as:
Zoho CRM is a cloud-based CRM software that helps businesses to enhance customer engagement and convert leads by using AI technology, dashboards, and mobile applications. It’s available for all types of business.
With Zoho CRM, you can:
Here are some Cloud CRM characteristics of Zoho CRM:
It’s easy to learn how to monitor all the Cloud CRM features. Zoho CRM is a cloud-based platform, which means it can be accessed from any device with an internet connection. Zoho CRM integrates 500+ popular business apps into a single business system.
You can save more time with automation:
Zoho CRM offers a free version for 3 users including all the basic functionalities. The paid plan starts from $14 per user per month. It has all the Cloud CRM features of Free+ and others such as:
You have 15 days of free trial to test all the Cloud CRM features.
Apptivo CRM is a cloud-based platform designed for every type of business. Apptivo CRM is used by hundreds of thousands of businesses from 193 countries around the world.
Apptivo CRM helps you to manage the missions from marketing, sales, project management, field service, order management, billing, to procurement, supply chain, and help desk.
With Apptivo CRM, you can:
Strength of Apptivo CRM:
Apptivo CRM has a full set of CRM solutions that fit into a much larger platform which includes lots of powerful applications. It also an extensive lead sourcing. Apptivo CRM allows you to create effectively orders, estimates, invoices, and project plans. Furthermore, the mobile version runs very smoothly and adapts the responsive design.
Apptivo CRM offers interesting pricing for every business. The paid plan starts from $8 per user per month. There is also a free version for starters including 3 basic Cloud CRM features (lead generation, customers & contacts management).
Remember the best cloud CRM software is the one that meets your needs, quite simply, and offers you the modules that your salespeople and marketing teams will use.