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Most software companies don’t have the budgets to spread awareness for their products like Microsoft and Google. This is a big challenge for them. They also miss out on business opportunities that they could have taken advantage of if they only knew about these applications.
So please let me help you. These are seven software applications and platforms that work in conjunction with (or instead of) your customer relationship management system. I am not affiliated with these organizations. Nothing but clients who profit from their products. But I would recommend them.
For workflow automation, consider Process Street. Available for teams starting at $100/month, the application provides a way to easily create workflows for any process in your enterprise and automate workflows with reminders and alerts, as well as progress tracking and metrics. It integrates with over 3,000 applications and uses “low-code/no-code” tools to enable anyone with little technical experience to custom develop solutions to meet the needs of their organization.
Use Airtable to create great cloud-based databases. Starting at $10 per month per sheet, the application is like a spreadsheet on supersteroids. Start by creating unlimited tables, then bring in data from multiple sources, build custom interfaces, and automate and combine data to speed up the process. You can even use one of the many pre-built templates the company offers as a standalone CRM for him. We have a lot of clients who love this platform because it is very easy to set up and flexible to customize.
Consider Fivetran to move large amounts of data from multiple data sources to a destination of your choice (CRM system or other database). This powerful database tool can pull, load, and replicate data from over 200 cloud applications. It is an advanced tool that can also provide marketing and customer analytics, and is popular with both Amazon Web Services and Microsoft Azure developers.
There are many great cloud-based communication platforms out there, but small businesses that are plagued with nuisance calls will be very interested in Cloudli. It is a communications platform that provides Voice over IP (VoIP) phone service combined with AI to block unwanted calls. It also has excellent business texting, “carrier grade” his VoIP connectivity, and even digital fax capabilities (some industries like healthcare still do this). Pricing starts at $25/month for 2 users.
Do you run a non-profit organization? Next, we recommend considering Bloomerang as your primary CRM. Starting at $99/month for 1,000 contacts, this cloud-based platform offers great tools to facilitate online donation and payment processing, as well as integrations with many other nonprofit and for-profit organizations. It has the ability to build a comprehensive donor database for marketing and integration that you can. platform.
Managing credit risk is critical, especially when operating in a slowing economy. With Nuvo, salespeople can minimize this risk before the order is placed and the commission is denied. Nuvo provides a one-stop shop for credit applications. During the sales process, when a prospect fills out a form designed by you, he will be subjected to due diligence by Nuvo using an internal workflow. And your company can save time and money by avoiding all print scans, emails, faxes (did I mention some companies still do this?), and uploads. . It features an easy capture system for key business information, proof of resale, transaction references, bank details, electronic signatures, and personal guarantees. Leveraging data from over 10,000 financial institutions, the service reports on potential credit issues, including overdraft history, legal red flags, and available credit lines. Prices are custom.
The last little app we need to include here is CountThings. This isn’t exactly a CRM thing, but it’s pretty cool. why? You can take photos and videos of your inventory from your mobile device (bars, tubes, logs, lumber, seeds, plugs…get it?). The app will quickly count them. It’s not always perfect, but the company promises that the application will get better and better with templates and available support. It saves you money so your inventory is correct and your sales people know what you have. Monthly or he can buy a 24 hour license.
am i right? Have you heard of these applications? I bet you haven’t. are they helpful? I’m sure it is. And hopefully, you can use some of these technologies this year to improve your company’s productivity and profitability.
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