CRM's aren't just for sales people. They can also add value to the marketer ;)
The CRM or Customer Relationship Management system is a tool to handle your leads, potential customers, and converted customers efficiently. Having all this data in one place is a massive efficiency driver for a SaaS business.
We spent some time trying to find the CRM most suited to the SaaS marketer and landed on Close, check out the review below... check out the
below!
This software lets you handle, track and monitor all your sales leads in one single place. It eradicates manual data entry and lead tracking.
Here are the main functions of the tool:
The software allows automated calling with the Power and Predicted dialers. This saves a lot of time while making calls. Moreover, it has features to forward, transfer, and record all your
. You can also store your video calls and recordings in the CRM system.
Email is the most convenient and widely used form of mode to send reminders and keep in constant contact with the leads. This software provides a strong emailing feature. The email function syncs with your sales email address and stores your email history with the leads.
You can also send automated follow-ups or schedule emails to be sent at a later date. I use its emailing functionality to send personalised emails on a large scale, along with keeping track of the metrics.
Not only through emails, but you can also contact and record the conversation with your leads through SMS. With the pre-existing templates, you can send messages in bulk without having to set up external software.
You can track all data regarding your pipeline in a single dashboard. Moreover, the tool minimises data entry and keeps your entire team on the same page. This increases productivity and improves communication between sales reps.
Automation make lives easier for you and your reps. It helps you set reminders, send pre-decided emails, and much more. Close lets you see the call history between the company and the lead before making the call.
The leaderboards help you to keep track of your team's performance. It also measures individual performance and provides an overview in a single place.
has three different plans.
First, the smallest is the starter pack, at $25 per user per month. It is limited to 3 people but is a solid start for a small business.
The second is the basic plan at $65, which includes more advanced features. Lastly, the professional plan is at $95 per user per month, which gives access to all features.
Overall, I’d say it is an excellent pick for anyone who wants a simple, affordable, and
to manage leads.
Close go hard on content and SEO as you can see here:
(The big jump came after they switched domains from close.io to close.com)
Over time they have been able raise their authority in the sales space by consistently creating and promoting awesome content.