Best Cloud CRM software for your customer relationship management

 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.

What is Cloud CRM?

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:

  • anytime,
  • anywhere,
  • from any device (computer, tablet, smartphone).

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 updatesCloud CRM is therefore much more scalable and at the cutting edge of the latest technologies.

Benefits of Cloud CRM

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:

  • detect and monitor business opportunities,
  • visualize the conversion funnel of prospects,
  • segment to better target customers,
  • manage the commercial pipeline thanks to the dashboard being updated in real-time,
  • generate more sales,
  • better understand the customer and their omnichannel journey,
  • access customer data, the history of its relationship with your company, and update them in a few clicks,
  • generate commercial documents (purchase orders, quotes, etc.) even on the move.

In addition, cloud CRM can connect with your calendar, ERP, invoicing, and marketing type applications, for customer relationship automation, whether it is:

  • send an invoice,
  • follow up a dispute with the after-sales service,
  • send an emailing campaign,
  • save the next meeting,
  • or set up reminders.

Key features of Cloud CRM

Access anytime, anywhere, from any device

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.

Overall customer view

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.

Data back up

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.

Collaboration tools

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.

Business process Management

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.

Apps integration

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.

How to choose Cloud CRM software?

Criterion 1: an intuitive, easy-to-use business application

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.

Criterion 2: task planning and optimal customer sales management

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.

Criterion 3: precise customer follow-up

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.

Criterion 4: a global vision of the sales pipeline

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.

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