SURVEY: CRM TOOLS
Results are in! Thank you to the 20 respondents to the survey. The full results with data visualizations can be found on the LinkedIn article I put together for you all.
https://www.linkedin.com/pulse/searcher-crm-survey-results-joe-steigman
Key results:
+ Top platforms (# respondents): Excel (8), Zoho (6), HubSpot (4), Pipedrive (3), Streak (2), Copper (1), Klenty (1), Microsoft Dynamics[redacted]), Persist IQ (1), Tryoncourse.com (1)
+ 85% of respondents are satisfied with their CRM
+ Top attributes (# respondents): Ease of Use (16), Price (15), Comprehensive Capabilities (10), Email Integration (6)
On the other front for B2B, include uplead.com. Another DB that is robust, has AI routines to narrow focus and integrates with CRM systems.
i.e. how many contacts now ? are tagged and grouped and presorted? 125 people or 11k or is it brand new company or first CRM.
Will it contain email marketing campaigns, pull in website opt ins or manage commerce orders or just be online rolodex with a calendar for reminders.
I don't sell one...I've used many and feel qualified to weigh in with advice if you want it.
thanks
Dan