SMBs

Five CRM Apps for Your Small Business

By // June 7, 2013, 4:20 AM PST

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  • Five Cloud CRM Apps: Address Two

    This gallery is also available as a post in the TechRepublic Five Apps Blog.

    AddressTwo CRM starts with a wizard that steps you through various configuration options: names for various types of contacts, what you intend to us the system for, etc.  This makes their software able to use the terms you use to reduce confusion and align to your processes.

  • Five Cloud CRM Apps: Address Two

    After the wizard, AddressTwo CRM presents a general overview video and tips to get started.

  • Five Cloud CRM Apps: Address Two

    AddressTwo has many of the common fields most people are interested in capturing on a contact.

  • Five Cloud CRM Apps: Address Two

    AddressTwo includes a fairly extensive customizable Query Builder to help you find the contacts you need to set up mailings or other targeted communications.

  • Five Cloud CRM Apps: Address Two

    If you need to capture a group of contacts that are not easily retrieved using the Query Builder, AddressTwo also includes a List feature

  • Five Cloud CRM Apps: AllClients

    Like the others, AllClients CRM contains most of the common fields for contact info.

  • Five Cloud CRM Apps: AllClients

    When you capture referrals in AllClients, it has a section built in to look at referral trees.  That way you can keep track of who are your best referral sources and potentially give them kick backs or other perks.

  • Five Cloud CRM Apps: AllClients

    AllClients contains several graphical reporting options to allow you to look at your contacts population in different ways.

  • Five Cloud CRM Apps: Maximizer

    Maximizer CRM's Address Book shows your contacts and many of their important fields by default.

  • Five Cloud CRM Apps: Maximizer

    Maximizer contains an Opportunities tracker to help you keep track of work with contacts and suppliers.

  • Five Cloud CRM Apps: Maximizer

    Unique among these selections, Maximizer contains a knowledgebase to better assist your staff in their work with contacts.

  • Five Cloud CRM Apps: SalesCloud

    Our next selection is SalesCloud from SalesForce.  This product also captures many of the common contact fields.

  • Five Cloud CRM Apps: SalesCloud

    SalesCloud's Forecast screen helps keep you on track in your sales endeavors.

  • Five Cloud CRM Apps: SalesCloud

    SalesCloud also contains a dashboard which will help you keep track of your employees' (and your own) progress toward various measures.

  • Five Cloud CRM Apps: SalesCloud

    SalesCloud has the most number of features of this list by far.  Shown here are the various tabs you can access to keep track of various aspects of your contacts and relationships.

  • Five Cloud CRM Apps: SalesNexus

    SalesNexus' address book is much like the others.

  • Five Cloud CRM Apps: SalesNexus

    If you have time-sentitive activities with your contacts (and who doesn't), the calendar will help keep you on schedule.

  • Five Cloud CRM Apps: SalesNexus

    SalesNexus also contains a dashboard to provide various statistics and keep you up on what's most important.

Five Cloud CRM Apps: Address Two

This gallery is also available as a post in the TechRepublic Five Apps Blog.

AddressTwo CRM starts with a wizard that steps you through various configuration options: names for various types of contacts, what you intend to us the system for, etc.  This makes their software able to use the terms you use to reduce confusion and align to your processes.

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