CRM stands for Customer Relationship Management. These tools are geared towards sales
management, customer service, marketing and after-sales service.
These software programs allow the use of collected and stored data to track each interaction with a
company’s current and potential customers, focusing on customer satisfaction and loyalty.
3 most used CRM softwares in LATAM and their features
Now, there are various CRM softwares according malaysia telegram data to the Marketing Tools
LATAM 2019 report carried out by Rock Content, among the softwares most used by companies that
year, we find on the list:
1. Zoho CRM
Zoho CRM is a cloud-based management software that allows its users to connect from anywhere.
This tool centralizes marketing, sales, service, support and management processes. Zoho is suitable
for small and medium-sized businesses due to its low cost and ease of use. Its features include:
- sales process management based on a sales action plan ;
- omnichannel communication through emails, telephony, social networks , live chats
- forms, web conferences and self-service portals. To then centralize the information and manage the interaction data;
- the creation of reports , analysis, graphs, anomaly detectors, comparators, target meters, among others;
- constant training of the sales team for the proper use of the tool;
- Increasing salespeople productivity with accurate predictions about current performance and future business potential ;
- the collaboration of the entire team as it facilitates communication and allows working from anywhere.
In this way, the company’s sales team has the ability to maintain contextualized and meaningful
conversations with its clients and leads , close more sales, conduct more assertive prospecting , have
more control and knowledge of the company’s current sales situation, among others.
In addition, Zoho CRM was the winner of PCMag’s 2019 Business Choice Awards for CRM software , placing it highly among experts.
2. Hubspot CRM
Hubspot CRM is a marketing, sales, and more space for guiding signals customer service software
ideal for small and medium-sized businesses.
This tool is freemium , meaning its core features are free, but there are many other extra features
available that are paid and can be added as needed.
Hubspot CRM is designed for:
- Allow to record every call, meeting and email in real time;
- access all the data of a sales opportunity in one place;
- manage the pipeline with complete visibility;
- get an up-to-date view of the entire sales funnel ;
- quickly access the most important information with easy-to-access buttons.
Additionally, it can be integrated with Hubspot tools such as:
- Hubspot Sales , a sales software whose popular features are email tracking, meeting scheduling, and automation of repetitive tasks;
- Hubspot Service is a customer service platform that allows you to improve interaction with potential and current customers;
- Hubspot Marketing is a software that helps you increase traffic, convert more visitors, and run complete marketing campaigns .
3. Salesforce CRM
Salesforce was one of the first companies to b2c reviews offer Customer Relationship
Management technology , making it a pioneer and market-leading software .
It is used for sales, marketing, services and e-commerce . It is mainly recommended for medium and
Plus, with Salesforce CRM you can access data from anywhere, as its tools are cloud- based and
compatible with any mobile device.
This software allows:
- create more engaging marketing , as it is possible to send personalized messages, trigger
- messages based on customer actions, use data from multiple sources and devices;
- connect all the company’s channels , unify B2B and B2C purchasing experiences , conquer personalization with AI ( artificial intelligence );
- use AI to automate time-consuming tasks that unnecessarily occupy the sales team;
- Improve support for each customer by reducing agent response time and unifying assistance via email , social media, chat and phone;
- build applications with drag-and-drop tools, depending on user requirements, integrating
- customer data from any source, connecting applications and data with pre-built components;
- ensure data security on the platform.