Best CRMs for Retail and Trade for 2020

Modern business is faced with a situation where there is a need to automate various processes. CRM services allow you to manage the relationship between the outlet and customers. With the help of special software, you can create customer cards, track the history of their interaction with the company. The editors of the site "bestx.htgetrid.com/en/" have prepared for you a rating of the best CRMs for retail and trade for 2020.

Who needs CRM systems

Accounting and control software that will help improve the interaction of the consumer with the company is a CRM system. Programmers often try to impose their vision on the client of how this system should look. The description of their vision of the program completely coincides with the product that they seek to impose on the entrepreneur. There are no general standards and an exact understanding of what standards a CRM system should include. One company needs to keep track of contacts and interactions with them. Other functions will simply be redundant, as they will simply not be used.

A small firm will need to record the phone numbers, addresses and e-mails of its customers. If the software is developed for a beauty salon, then you will need to add the frequency of customer visits and the average check. Such information will make it possible to interact more closely and mutually beneficially with service consumers. A CRM system is needed by a business that strives to develop the company and increase its customer base.

You can't do without CRM if the company:

• Strives not to lose a potential buyer, not to miss a single incoming request or appeal;
• Monitors the work of employees and the quality of their work with clients;
• Tries to accumulate a statistical base in a standardized form;
• He wants to take work with consumers to a qualitatively new level.

The effectiveness of software depends on how it fits with the industry's business. Free "one-stop" solutions will not always be appropriate or useful for keeping records in this or that type of business. It is much preferable to purchase a CRM that fully meets the needs of the company.

Errors when choosing a CRM

Depending on the size of the enterprise, the tasks facing it, a service is selected to optimize and control the work of employees and customers. At the same time, many make a lot of mistakes, which negatively affects the work of the organization as a whole. These errors include:

1. Not enough attention is paid to the end consumer. The development of the company depends on increasing profits, reducing costs, automating processes, saving time and effort. Using a properly selected and tuned CRM system will make it possible to increase the profitability of the company.
2. Lack of mobility and integration reduces sales. This is especially true of the work of sales representatives, who must receive up-to-date data on the go and make a lot of calls, make various appointments.
3. Inaccuracies in defining business processes. The ability to group customer data provides a wide field for interaction with the buyer. The lack of such functions can negatively affect the ranking and income of the organization.
4. Too many fields.The employee will have to spend a lot of time keeping records and finding the required information.
5. Overestimated ambition. Installing new software and setting hard-to-reach tasks for employees is unlikely to generate much enthusiasm. Ease of use and clear, achievable goals will be much more rewarding.
6. Lack of metrics for evaluating results. In the business direction, you need to define a set of measurable indicators. Only then will the system work optimally.

Rating of CRM systems for retail and trade

To optimize sales and find alternative profitable solutions, increase the productivity of your employees, you need to choose the service that best suits the needs of the organization. For this, the editors of "bestx.htgetrid.com/en/" have selected the best CRM systems.

Bitrix24

The software is a whole cooperative portal with a powerful set of tools for working with different projects and tasks, ensuring communication between employees, automated reports to management and an online documentation designer. One of the latest additions to CRM is the auto sales funnel. With the help of this platform, you can optimize work with clients, monitor subordinates, help employees avoid violations, and establish communication between staff using a special chat. The exchange of information is carried out instantly. Scheduled appointments and meetings will now be visible to the entire team. This will motivate staff to be more productive. First, there is an opportunity to get acquainted with the functionality of Bitrix24 CRM in a demo version, after which you can choose between a free option that optimally works with the tasks of a company whose staff does not exceed 12 people, or give preference to the paid version. The cost of use will be equal to 900 rubles per month.

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CRM Salesforce

The cloud-based CRM system is Salesforce. Foreign companies make extensive use of the potential of this software, but it is rarely used in Russia. The lack of information on configuration and functionality plays a significant role when choosing a CRM. The functionality is divided into several blocks:

• Analytics;
• Marketing;
• Sales.

The company can use all the blocks or limit itself to only one. Synchronizing all the tools will ensure you get the most out of your software. The developer in this case is the United States, but the Russian version is available to domestic users. The cost of using CRM is 3,000 rubles per month, but there is access to the demo version for free. It is valid for 30 days.

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Microsoft Dynamics CRM

The program is in the TOP 5 CRM systems in the world. New customers here can only start working in the cloud online version.The company receives sales management, a catalog of services and products, tracking of certain activities. Management can carry out and monitor marketing management and monitor incidents that arise during the workflow. Marketing Lists here provide the ability to group contacts, accounts, and leads into specific groups. The program allows you to make changes, since there is a possibility of improvements. To decide if CRM is right for your organization's needs, you can use the demo version. Country software manufacturer - USA. Using CRM for a company will cost 625 rubles per month. The demo version will be valid for free for 30 days.

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AmoCRM

The Russian manufacturer has provided an opportunity for many companies to facilitate accounting and interaction with their customers. AmoCRM cloud service is the best assistant for the sales department. It organizes work, automates business processes, and simplifies the work of managers. The software is suitable for B2B and B2C companies of the market, with specialists on remote access. Integration with any gadget allows you to work from anywhere in the world. If an organization is not focused on mass sales, then it is better for it to look for another CRM system. For large players and freelancers, managing this service will not bring the desired effect. The cost of using cloud CRM services is 500 rubles per month. The free demo version is available for only 14 days.

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CRM Bpm'online sales

This software is a CRM customer relationship management system. With its help, you can increase sales, optimize marketing, improve customer service by storing data about each of them. The history of the relationship will be available to the company, which will help to improve its business. The system is presented in 3 versions:

• A package for small organizations at a minimal cost with reduced functionality,
• A package for interaction with the end user and e-commerce;
• The ultimate pricing plan that includes cooperative sales and project management.

The structure contains such sections;

• Contacts;
• Activity;
• Products;
• Leads;
• Documents;
• Contractors;
• Projects;
• Accounts;
• Sales;
• Tape;
• Agreement;
• Knowledge base;
• Planning;
• Results;
• Call management.

The reporting in the service is quite developed, but there is no separate section on this aspect. Summary reporting can be found in the "Summary" section. Such a reporting system is not suitable for all companies, but the service offers a special constructor that allows you to create the optimal version of reports. Using the service will cost the company 950 rubles per month. You can test its capabilities for free for 14 days.

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CRM Pipedrive

The service is designed to manage sales for small groups of managers. The developers have focused on focusing the user's attention on the actions leading to the conclusion of transactions. The operating routine is fully automated here. For the organization, the use of this service will cost 840 rubles per month. You can test the program for free for 30 days.

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CRM Inclient

To use this service, the admin creates groups of admin staff and employees, after which the rights for each of the categories are configured. The flow of clients is distributed between different offices and departments of the organization's team. The interface is intuitive and the functionality is designed for ease of use, even for beginners. You can use the service for free, but the extended version of the services will require payment for technical support and maintenance. The account manager is allocated regardless of the selected tariff. The client base can be installed on your domain. You can add unlimited users. The service provides the ability to plan interaction with customers and set tasks for employees.

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CRM Megaplan

The service is designed to organize the workflow of an organization or a team, which over time has been transformed into a CRM system. The company can quickly review what is happening in the organization and control all work processes. By filling in the cards with up-to-date data, you can store all the information in one place. All scheduled tasks and meetings will now take place, because the software will promptly remind you of them. Cooperative chat allows you to optimize all communication within the company. Service of the company will cost 330 rubles per month. Free access to the demo version is possible for 14 days.

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Having considered CRM systems, assessing their advantages and disadvantages, you can easily choose software for your business. If you have experience using the CRM systems described in the article or other CRM systems, share your experience in the comments.