SalesForce

Trial

salesforce.com

Manytools

CRM Management Tools

SalesForce

Trial

salesforce.com

Personalize every experience along the customer journey with the Customer 360. Unify marketing, sales, service, commerce, and IT on the world's #1 CRM.

Popularity

100% people use it

Features

Case Management

Tracks issues/help requests reported by customers through the resolution process.

Contact & Account Management

Store and retrieve information associated with customer contacts and accounts. Track company-wide communication and information about contacts and accounts.

Customer Contract Management

Management of contracts made with customers. Contract management includes negotiating the terms and conditions in contracts, ensuring compliance with them, and documenting and agreeing on any changes or amendments that may arise during its implementation or execution.

Customization

Allows administrators to customize to accommodate their unique processes. Includes creating custom objects, fields, rules, calculations, and views.

Case Management

Tracks issues/help requests reported by customers through the resolution process.

Contact & Account Management

Store and retrieve information associated with customer contacts and accounts. Track company-wide communication and information about contacts and accounts.

Customer Contract Management

Customization

Allows administrators to customize to accommodate their unique processes. Includes creating custom objects, fields, rules, calculations, and views.

Desktop Integration

Allows users to sync their Email, Calendar, and Contact tools with their CRM system. Includes Microsoft Outlook and Google integration.

Integration APIs

Application Programming Interface - Specification for how the application communicates with other software. API's typically enable the integration of data, logic, objects, etc with other software applications.

Lead Management

Allows users to manage and track leads through a process. The lead process typically involves steps such as: 1. Lead Generation, 2. Customer Inquiry, Inquiry Capture, Lead Filtering, Lead Grading, Lead Distribution, and Lead Qualification.

Opportunity & Pipeline Mgmt.

Manage sales opportunities through their lifecycle from lead to order. Track stages, values, and probabilities of close. Manage sales pipelines by individual sales rep, team, region, and company-wide.

Product & Price List Management

Enter product/part numbers and manage the prices associated with them. Typically functionality allows users to add products and prices to opportunities and quotes if these modules are provided within the same system.

Reporting

Enables reporting of all data contained within the system. Typically contains standard reports as well as the ability to create ad-hoc reports.

Sandbox / Test Environments

Allows administrators to develop and test changes to the CRM deployment easily. After changes are made admins can easily migrate the changes into the "live" or "production" environment.

Task / Activity Management

Manage and track tasks and activities. Assign due dates and integrate into calendars to manage daily schedules and priorities.

User, Role, and Access Management

Grant access to select data, features, objects, etc., based on the users, user role, groups, etc.

Workflow Capability

Automates a process that requires a series of steps that typically require intervention by several different users. Administrators can write rules to determine who and when a user needs to complete a step. It also includes notifications of users when they need to take action.

Platform

iOS

Android

Web

Price$25

Free

Salesforce Review 2023: Features, Pros & Cons

02 Jan 2023

The HubSpot CRM platform offers an outstanding array of integrations, making it a top choice for businesses seeking a centralized data hub. With an extensive list of compatible applications and tools, HubSpot enables users to seamlessly connect and manage their existing systems, further enhancing their productivity and overall efficiency. While HubSpot's free plan already delivers a wealth of valuable features, upgrading to one of their paid plans unlocks even greater capabilities. These advanced options cater to businesses with more complex needs, providing them with additional tools and features to further refine their sales and marketing strategies.

Rob Watts

Editor,Forbes

www.forbes.com

Salesforce CRM Review and Pricing

24 Mar 2023

In summary, HubSpot is a top-tier CRM solution with a vast range of features, integrations, and customization options. Its user-friendly design, combined with its powerful capabilities, makes it an ideal choice for businesses of all sizes and industries. Whether you're a small business looking to grow or a larger enterprise seeking to optimize your processes, HubSpot's CRM offering is sure to meet your evolving requirements.

Nadia Reckmann

Staff Writer,b.

www.business.com

Ultimate Salesforce Review 2023: Products, Pricing and Alternatives

Salesforce is a dominant force in the customer relationship management (CRM) market, so much so that its stock ticker symbol is "CRM." As a heavyweight in the CRM arena, Salesforce's software unifies your teams, partners, customers, and prospects through an array of products, such as Sales Cloud, Service Cloud, Marketing Cloud, and more. Over the years, Salesforce has expanded its offerings by acquiring additional technology, including Tableau, Trailhead, and most recently, Slack.

Devon Hennig

SelectHub

www.selecthub.com