The Best B2B Sales CRM SaaS Software & Apps for Outbound Marketing Automation

Reviews of The Best B2B Sales CRM Software for Teams

The Best B2B Sales CRM SaaS & Apps for team productivity and outbound marketing automation

CRM is a common acronym in business. It stands for “Customer Relationship Management”, and these days can include just about everything, from transaction history, email correspondence, and a wide variety of data points. In B2B Sales, CRM’s are vital for monitoring team performance, documenting conversations with leads and prospects, and for managing deal pipelines. Zapier has a decent guide

Many business start with a list of companies sketched out on an office whiteboard, before next upgrading to a spreadsheet, and then finally choosing a suitable CRM software to keep track of their book of business. Making that choice is easier said than done, however.

A wide array of variables factor into the decision, including the product’s functionality, pricing, integrations, user experience, security, and how it fits in with a company’s existing technology infrastructure, or Sales Stack. CRM comprises the foundational layer of the sales stack, and acts a control center for all other layers and processes. If it’s not logged in CRM, then it didn’t happen.

Close.io

Close.io Logo, a CRM SaaS for Insides Sales Teams that includes Phone, email, and SMS automations for B2B

Close.io has a great desktop application available in addition to its web interface. Founded by Steli Efti after pivoting his YC-backed sales consultancy Elastic, Inc. to make a CRM that his team could actually use, Close.io offers VOIP Phone and SMS texting capabilities. As one of the first CRM’s that I ever used, I was quite impressed with the customizations that it offered. Along with 2-way email synchronization, Close.io makes sales pipeline management a breeze.

Streak CRM

streak crm for gmail logo with email tracking and scheduling

Streak CRM is a micro CRM that fits inside of Gmail. It’s great for those that are new to CRM. Streak also includes email tracking and scheduling, which can show you more details as to who has viewed your email how many times, and from what device & location (in some cases).

Copper

Copper Google CRM Logo

Copper (Formerly ProsperWorks) is the only CRM designed for use with G Suite (formerly Google Apps) and recommend by Google. Like Streak, Copper has an interface that’s directly in your email inbox, which is where the salespeople of today now spend most of their work time in.

Copper will participate in the Google SaaS Sales Alignment Program, according to a company statement in which their CEO, Jon Lee, announced his product’s ‘productivity-first approach’ for a ‘design-centric, mobile workforce’. Further discussion on this initiative and how it could impact other CRM’s can be found on Automated’s blog here.

Here is a explanation of a B2B Sales Stack using G Suite with Copper as the CRM by Alex Glenn:

Hubspot

Hubspot Free CRM for marketing, sales, and customer service logo

Hubspot has a free sales CRM as a part of their marketing suite. It can be quite tough to conquer the learning curve of the app. Importing bulk contacts isn’t as easy as it should be, as Hubspot CRM makes confusing distinctions between contacts and companies, which unfortunately is a common flaw with most CRM’s out there today. There’s also no 2-way email sync available, which can be rather inconvenient if you are using other tools to send email outside of the Hubspot Marketing suite. However, once you finish learning the ropes, there are a lot of amazing possibilities thanks to the sheer amount of integrations available due to its current market position.

Listen to Hubspot VP of Platform Ecosystem talk more on the democratization of marketing technology here:

Hubspot’s Google Chrome extensions are currently dysfunctional for all users.

HubSpot

Salesforce

Salesforce CRM Logo

Salesforce is, by far, the biggest CRM currently on the market. As a matter of fact, it has since evolved from CRM to an entire ecosystem of products and 3rd-party applications that run on top of SalesForce CRM. The learning curve can be quite steep, which is why they have heavily invested in Trailhead, an educational and training program, with tracks for administrators, salesforce developers, and management.

Both the Salesforce & Salesforce IQ Chrome extensions will no longer be supported, so you will not be able to auto-push contacts from your G Suite inbox into your CRM anymore.

Base CRM

Zendesk and Base CRM logos - Mobile App for Sales, customer service, and technical support.

Base CRM (acquired by Zendesk in September 2018) had a great mobile experience. After wrapping-up a call with a prospect on your mobile device, the Base app would pop-up, allowing you to leave notes about the call that just occured.

Zoho CRM

Zoho CRM Logo - Tool suite for small and medium businesses

Zoho has a CRM in their suite of small business productivity software. It can be quite confusing to master ZoHo, given that each tools (CRM, campaigns, contacts, mail, etc.) are isolated from each other. It does have 2-way email sync, surprisingly enough, so feel free to send your cold emails from a different tool.

Pipedrive

Pipedrive logo b2b sales crm pipeline management

PipeDrive is good at illustrating you sales pipeline. This is useful so that your team can see a visual representation of where each deal is at in the pipeline.

Infusionsoft

Infusionsoft CRM logo marketing automation software

Infusionsoft is more of a marketing automation CRM than for B2B Sales per se, but you never know when sales teams may be forced to use it just because someone in the marketing department already made an independent decision. It’s not very easy to use, and they are dependent upon a network of consultants to assist prospective customers with set-up and use.

Microsoft Dynamics CRM

Microsoft Dynamics CRM

The most popular CRMs, like Salesforce, will have direct integrations with just about any tool. Those that do not will usually at least have an integration with Zapier or PieSync, which act as conduits between various apps and API’s.

 

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