Review of the Top 3 Cloud CRM Solutions

According to ISM, one of the world’s leading CRM consulting firms, CRM solutions are enjoying a surge in popularity thanks to customers’ interest in SaaS (software as a service). As opposed to traditional distribution models, SaaS uses cloud storage to distribute applications that can be accessed anytime on the Internet.

In other words, if you choose a cloud CRM software program, you don’t have to download or install anything. Apart from that, other benefits of cloud-based CRM program include:

  • easier administration
  • automatic updates
  • compatible with any device
  • can be accessed anywhere.

To use a CRM software’s features, all you have to do is to create an account and log in. It can be likened to creating an email – easy, convenient, and hassle-free.

Here’s a closer look at three of the most popular, yet inexpensive cloud-based CRM applications on the market today.

1. Batchbook

Batchbook is a social CRM platform designed especially for small businesses to build better relationships with their target market. Using data from social media, a business owner can

  1. Keep track of the company’s marketing campaigns
  2. Create a social advertising campaign
  3. Keep and organize profiles of customers
  4. Maintain a secure customer database
  5. Track leads
  6. Predict future sales
  7.  Integrate other social media tools
Pros for Using Batchbook

Batchbook offers excellent social media monitoring, which makes it a must-have for businesses involved in social media marketing. Batchbook helps businesses set up automated searches for sites such as Twitter and LinkedIn. Compared with other established companies that have a similar platform, Batchbook is inexpensive at $20 per month. Aside from its low pricing, Batchbook has a simple and easy-to-use interface.

Cons against using Batchbook

There are some minor issues related to organizing your contacts. For instance, Batchbook does not have a built-in system for efficient handling of your customers’ email addresses. If you want to track these emails, you need to manually blind carbon copy (BCC) them in Gmail or Outlook or other third-party services.

BOTTOM LINE: If you are focusing heavily on social media, Batchbook is definitely a must-have cloud CRM platform.

About the Company: Founded in 2006, Batchbook is headquartered in Rhode Island. Known as a company that puts people first, Batchbook is dedicated in helping small businesses succeed. Batchbook founded The Small Business Web, which is described as an association of cloud software for small businesses. The company, through its CEO, is also active in mentoring start-ups.

2. Maximizer

Maximizer has several versions, and one of the most popular is the Maximizer CRM Live. Some of the core features of this service are the following:

– sales automation feature (helps sales professionals easily manage their contacts and leads)

– marketing automation( which is useful for lead scoring and marketing campaigns)

– knowledge management

– analytics.

Pros for using Maximizer

Maximizer has an easy-to-navigate interface. Tabs, buttons, and navigation panels are well-organized that even those who are not familiar with Microsoft Outlook can easily use. Separate tabs are provided to organize documents and notes; and custom fields are available when needed.

Aside from that, this CRM platform has seamless integration with Microsoft products. So if you are familiar with MS products such as Word, Excel, and Outlook, you’ll feel right at home with Maximizer.

Cons against using Maximizer 

If you are looking for a social CRM, Maximizer is not the platform for you. Though you can view LinkedIn profiles, it’s not really integrated with Facebook or other social media platforms.

Also, Maximizer has limited support system. For instance, it lacks a forum. 

BOTTOM LINE: Maximizer has a user-friendly design, yet offers sufficient capabilities. This is ideal for businesses looking for a cloud CRM platform that integrates easily with Microsoft products.

About the Company: Maximizer has been in the business for 20 years. In this span of time, it has amassed bigtime customers that use their service, including Hallmark Cards, HSBC, and Cathay Pacific. The company boasts to have helped 120,000 customers. Aside from that, it has 1 million users.

3. NetSuite

NetSuite gives users exactly what they promise to give – quality and excellent performance. This is evident in the dashboard, which provides screen layouts that you can easily customize.

Some of the key features of this amazing cloud CRM service include:

  • sales force automation
  • customer service management
  • marketing automation
  • CRM analytics and reporting.
Pros for using NetSuite

NetSuite is praised for being an all-in-one business solution. Because of its seamless front- and back-office integration, NetSuits is a favorite in the wholesale distribution and e-commerce industries.

Cons against using Netsuite

One of the criticisms about NetSuite is that it is not very user-friendly. There are too many steps to take, too many screens, and the interface is not pleasing to the eye (source:internet search). However, NetSuite changes and is being improved version by version.

BOTTOM LINE: With its ability to integrate with the back office, NetSuite is an essential tool for any business that wants to manage their finances and build lasting relationships with their customers. 

About the Company: NetSuite was established back 1998 and is headquartered in Silicon Valley. It maintains offices across North America, Europe, Australia, and Asia. It has won several awards, including two CODiE Awards from the Software and Information Industry Association.

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