sales | Digideo e-Commerce Consulting

CRM system for SME has a bad reputation for being overly technical, difficult to implement, and unfriendly to use.

Why?

Because the development time of any custome made CRM is really long and initial requirements can change drastically during the development and integration of any business processes.

For small to medium-size business owners who lack the funds or resources to customize the CRM properly to meet their company’s needs, it is extremely important to have the easy, intuitive and stable tool.

I also use two CRMs and try to choose the best one for my own needs.

There are several solutions that can be utilized for my companies.

My basic requirements for CRM:

online tools – available from any location with the web access
a possible integration with Basecamp, Asana, Podio, Slack, MS Office, WordPress, etc.
a possible integration with my accounting/financial software
an integration with outlook/Gmail
an integration with Getresponse/Mailchimp
Google Analytics, Adwords, etc.
easy to implement workflows for users with different access rights

After analyzing many tools my CRM list is shorter now. We know all of them and help with configuration.

Zoho CRM

(Free for up to three users for startups!!!!; $12-per-user-per-month Professional and $25-per-user-per-month Enterprise packages also available)

The closest to Salesforce in power and scope, Zoho CRM offers a solid platform for managing customer support, opportunities, inventory, leads, and marketing efforts, including email campaigns that you can launch from within the service itself. Zoho CRM has a bundle of features, including word processing, database functions, collaboration, and project management. In addition to what comes as part of the program, you can purchase third-party applications to meet nearly any company need.

You can purchase the Zoho CRM Plug-in for Microsoft Office Outlook; for $3 per year per user, it allows you to synchronize contacts, calendars, and tasks between the two programs. You can also find plug-ins for syncing Zoho CRM files with QuickBooks but not with my financial system.

For all its feature-richness, I started to be a Zoho Authorized Partner to help other companies in their sales processes optimization and not only sales.

Agile CRM

is a very simple to use CRM and marketing automation tool. It has plenty of very good features. Free for 10 users but you will see soon that it only premium version is worth to buy.

50,000 Contacts & Companies
Custom Data Fields
Lead Scoring
Unlimited Deals, Tasks & Documents
Appointment Scheduling
Custom Deal Milestones
Email Tracking
2-Way Email Integration
Custom Deal Tracks
2-Way Telephony

The Starter version is for 8.99$ per month has everything what “Free of charge” version has and a plus:

Email Campaigns
Web Engagement
Contact Level Analytics
Form Builder
Email Templates Builder
Landing Page Builder
5,000 Emails (Branded)
Web-to-Lead
Marketing Automation
Social Monitoring
Mobile Marketing

Some add-ins are paid in all versions. But it is a very easy to use CRM.

I love it for its many easy-to-built automation rules and many integrations with 3rd party software. The last year 2017 it received plenty of prizes on the market.

Pipedrive

is not a typical crm. It is a tool for managing your sales pipeline or funnel in a very simple way – only $12 per user/month.

You can see ongoing deals arranged by their likely close date next to deals you’ve already closed. This way you can correct course before it’s too late: work on deals that are likely to close or find new deals to work on.

You may want to see your won deals arranged by ‘delivery’ or ‘implementation’ date. Feel free, Pipedrive enables you to fully customize the Timeline View.

It has many integrations – with Google, Zapier and other 3rd party.

I like most the Google Maps integration that shows you the localisation of your contacts in a very easy way. You can plan even your route.

I can see only Pros here. I will check frequently their offer. Because it looks that it would be a very nice tool for sales people.

Salesmanago CRM

free of charge! We started using it for our clients. It is really easy to manage.

Basic CRM functionalities

Lead routing – automated transfer of contacts along the sales funnel and to a designated members of your sales team

Contact segmentation – automated division of contacts into segments characterized by identical or similar interests and behaviours, based on transactional and behavioural data
Managing contact flow in marketing campaigns – create targeted campaigns and automatically adjust your marketing message to the current stage of the prospect’s involvement
Managing contact flow in sales funnels – set up an unlimited number of sales funnels
Managing client life cycle – you can dynamically adjust your marketing activities over time to keep up with the changing needs of your clients
Grouping and tagging contacts, integration with calendar, creating tasks and notes
Creating company cards and grouping contacts from one company
Import and export of contacts, including contact details
Import and export of data via API – automated synchronization with external systems

Hubspot CRM

free of charge – a very powerful CRM with marketing automation software is a great business supporting system for small, medium and global companies. It is a global leader.

Automatically log every interaction.

Integrate HubSpot CRM with your email and browser to automatically track every interaction with your prospects and deals. Emailing a new contact? No problem, let us create that contact for you and enrich them with information about their company.

Enrich your database the easy way.

Why spend hours manually searching for and entering information about your prospects? HubSpot CRM crawls the internet for you and keeps track of over 13M companies (and growing). Just enter a contact, and we’ll fill your CRM with information about their company.

And many other features.

Would like out help in choosing the best solution for you?

Simply contact us.

Conversion optimization for your shop or website

May 8, 2015/0 Comments/in analysis, e-commerce, sales /by Digideo

Conversion optimization CRO is the method of using analytics and user feedback to improve the performance

US shoppers behavior changes 2014

November 28, 2014/0 Comments/in consulting, consumer behaviour, e-commerce, marketing strategy, report, sales /by Digideo

US shoppers behavior changes 2014 report presents a trend that I noticed a few years ago. We are using more and more mobile phones, smart phones and tablets in our purchasing journey.

I found a great report : Mapping the US Shopper’s Mobile Path to Purchase prepared by DNC recently.

Please find below the most important findings:

In 2014, 29% of US consumers said smartphones were the most important shopping tool up from 23% in 2013.
42% of consumers consider a mobile device as the most important resource for a purchase decision just behind laptops and desktops at 43%.
60% of US consumers claim to have used only their smartphones when deciding which restaurant to visit.
40% of US consumers claim to have used only smartphones when deciding on their choice of entertainment.
35% of US consumers say they used only smartphones when deciding on which car to buy.

68% of US consumers conduct pre-purchase research on their smartphones at some point in their purchase journey.
Among US consumers who research on their smartphones, 37% make the final purchase in a store followed by 35% who make the final purchase on their smartphones.
67% of US consumers conduct pre-purchase research on their tablets at some point in their purchase journey.
Among consumers who use tablets for research, 41% end up making the final purchase on tablets, 33% make the final purchase in store, and 32% use the laptop to make the final purchase.

74% of US consumers conduct pre-purchase research on their laptops at some point in their purchase journey.
Among consumers who use laptops for research, 52% make the final purchase on laptops followed by 37% who make the final purchase in store and 21% use their tablets to make the final purchase.
60% of US shoppers conducted research in stores.
Among the store researchers, 57% end up buying from the store compared to 29% who buy from their laptops.
53% of US smartphone using shoppers accessed the device when inside their homes in 2014 up from 32% in 2013.
76% of tablet using shoppers accessed the device in their homes in 2014.
49% of entertainment shoppers used their mobile device to browse and see options.
48% of telecom shoppers and 47% of auto shoppers used their mobile device to browse and find options compared to 36% of restaurant shoppers.
58% of US shoppers prefer visiting retailer website for product discovery.
33% of US shoppers preferred to access retailer branded apps.
Only 13% of US shoppers prefer to discover products and services through opt-in notifications and alerts.
72% of US consumers use their mobile devices to research electronic products.
57% of shoppers in the clothing category and 46% in the shoes & fashion accessories category use their mobile devices to research products.
46% of US consumers research household items on mobile devices and 45% research appliances to discover possible purchase options.
49% of telecom shoppers conduct in-depth research on mobile devices to narrow down their choices compared to 20% of restaurant goers.
61% of smartphone using shoppers and 50% of tablet using shoppers look up possible locations they can visit near them.
52% of shoppers access smartphones and 44% access tablets to look up directions to local stores.
41% of US shoppers accessed smartphones and 42% accessed tablets to look up reviews and decide on which store to visit.
38% of smartphone using shoppers and 32% of tablet using shoppers called local stores asking for information such as opening and closing times, availability of product, and on-going promotions before deciding to visit.
80% of consumers use mobile devices inside a store to enhance their shopping experience, up from 64% a year ago.
The most popular way to use mobile devices while in-store is to comparison shop (59%) followed by searching for coupons (48%) and reviews (47%).
Retail stores are the top business venue for consumer mobile usage accounting for 31% of mobile connections followed by restaurants (21%), service-related venues (19%) and financial institutions (15%).
28% of in-store mobile usage happens in clothing stores followed by convenience stores (18%) and specialty stores (12%).
52% of US consumers share retail related posts on social media.
51% of consumers visit social media platforms to post pictures of items they are interested to purchase.
Only 18% of consumers visit social media sites to post videos of the products they are considering for purchase.
On average, 62% of consumers who used a mobile device during the shopping process made a purchase. An additional 16% deferred purchase for a future date.
49% of smartphone using shoppers and 42% of tablet using shoppers complete their purchase within an hour or less of using their mobile device to start browsing for options.
On average 65% of mobile using shoppers make a purchase on the same day they started browsing for possible options on the device.
23% of US shoppers who used their mobile device inside a retail store made a purchase on the device itself up from 12% a year ago.
For both smartphones and tablets people are most comfortable spending $100-$249. Smartphones outpace tablets for purchases under $250, while tablets outpace smartphones for purchase over $250.

The role of mobile in US consumer’s omni-channel path to purchase from Data Charts

Marketing automation tactics in B2B companies

Using B2B e-Commerce tactics to attract B2B customers

How to find the right payment services for your small business

Sales statistics that can help to sell smarter

Google Analytics multisite tracking tips

CRM system for your business

CRM System

Why?

My basic requirements for CRM:

Zoho CRM

Agile CRM

Pipedrive

Salesmanago CRM

Basic CRM functionalities

Automatically log every interaction.

Enrich your database the easy way.

Send us mail

Conversion optimization for your shop or website

US shoppers behavior changes 2014

Get in touch

Latest news

Subscribe and get a free 1 hour of consultation!

CRM System

Why?

My basic requirements for CRM:

Zoho CRM

Agile CRM

Pipedrive

Salesmanago CRM

Basic CRM functionalities

Automatically log every interaction.

Enrich your database the easy way.

Share this entry

Send us mail

Get in touch

Latest news

Subscribe and get a free 1 hour of consultation!

Privacy Overview

Strictly Necessary Cookies

3rd Party Cookies