In this digital age, we have access to more customer data than ever before. While this is hugely valuable for modern businesses, it also makes it slightly overwhelming for those retailers that don’t have the right tools to manage and make the most of this data. Many new business owners ask: how do you navigate through all the customer data platforms out there to find the right one for your business?
With that in mind, we’ve put together a short overview of some of the best customer data tools and CRM platforms available in 2020:
One of the biggest players in the CRM space, Salesforce has held its position as one of the best choices for small businesses looking for insights into their customers because of the sheer number of features, third-party integrations, and add-on options it offers.
A few outstanding Salesforce features include:
User-friendly productivity features. Once implemented, sales and marketing and managers will find it easy to manage and build out workflows, assign and follow tasks, and check off permissions, which means no more miscommunications with your team and more work done in less time!
Popular integrations. One of the most significant advantages of Salesforce is its widespread use, which translates into many integrations. Through AppExchange, users can instantly integrate other apps into their Salesforce CRM. This may seem unimportant at first, but any Apple user knows the true value of this feature. Combining a lot of apps into your CRM saves you a lot of time and possibly headaches.
Easy import process. Salesforce makes everything easier by giving users the ability to import data from Gmail, Google calendar, Excel spreadsheets with no effort whatsoever.
This data will help you customise your offers correctly, ultimately leading to more loyal customers!
Briefly, HubSpot is an all-in-one software solution for managing your web content, creating landing pages, managing your social media accounts, and measuring your results’ success by leads & customers instead of the more traditional page views, etc.
Hubspot retains its status as one of the best tools for organising customer data, nurturing existing customers, and targeting new customers. It is also extremely popular with smaller businesses and startups due to the fact that their CRM tools are completely free. Of course, there are premium packages and deals, but this decision is up to you.
HubSpot promises to make running of your business easier, with tools that keep track of important client relationships. This allows you to customise your offers and build a better long-lasting relationship with your loyal customers.
Also worth mentioning that HubSpot’s CRM features are more focused on website management than many of its competitors. Through HubSpot, you can see what individual contacts are doing on your site, from the pages they look at to the forms they submit. That way, you gain a better understanding of your customers, which will come in handy in your social media and email marketing, even if most of your business is done offline!
Hubspot also allows you to integrate all customer data to create automated marketing campaigns, saving you time, which you could invest in more important projects running at the moment.
Help your teams manage and access customer data with Segment, a fast-growing customer data platform that is now being used by some of the world’s biggest businesses.
This CRM will take the burden off of your own teams to manage API integrations. This saves a ton in developer costs in time and makes it very easy to vet new tools for our analytics and marketing stacks.
It also allows you to “set and forget it”, essentially setting your campaigns up when you launch the product and needs very little maintenance or hand-holding to do the job, and do it well.
You can access all of your data in Segment and automate it to a schematized SQL database using Amazon Redshift to analyze how your product is being used, identify trends, understand revenue, and evaluate campaign performance. Segment also stores a copy of your raw data so you can access it anytime.
Popular with small businesses worldwide, Insightly is a CRM system that you can access online or via its mobile app. It’s easy to integrate with other apps and provides business owners with a clear dashboard filled with real-time customer information and reports.
Insightly has a massive set of features, which makes this platform suitable for businesses of any size. The software combines CRM with project management to an impressive degree, so it’s an ideal platform for managing complex sales pipelines.
It can help you build better relationships with your customers and plan your sales process leading to increased sales.
But the most important feature which has saved many managers from ensured disasters is data protection with encryption and backups.
While running business things can get chaotic, and Insightly protects your data so that you have one less thing to worry about.
Coming Soon - OMG Portal
At OMG, we’re aware that managing and making the most of customer data can feel overwhelming if you haven’t done it before. Our mission is to make it easy for all business owners and merchants to gather valuable data that they can use to grow their business.
We’re building several tools to make this process simple and stress-free for you. We can also help you analyse the data you collect and turn it into actionable insight to make the best use of it to grow your business.
Interested? Head to our website to find out more.