Best Sales CRM: Get the features you need to sell more

Best Practices

A Customer Relationship Management (CRM) platform is a tool that helps sales, marketing, and operations teams centralize customer data, streamline business processes and automate marketing efforts. 

The use of CRM software helps teams stay aligned, reducing the risk of information silos. A CRM eliminates the need for manual data collection methods, such as paper or spreadsheet systems. With the best CRMs, all team members can access the relevant information needed to perform their jobs effectively.

Since sales leaders are often entrepreneurial, the best sales CRM is similar to the best CRM for entrepreneurs in that it integrates with other software systems you already use. Most sales teams have a full stack of tools, so integrations are a must. With Insightly, integrations are made easy with Insightly’s AppConnect. This workflow automation tool enables seamless integration between the Insightly platform and various business applications. With over 500 pre-built connections, it streamlines the process of leveraging data within Insightly for business success. 

The easy-to-use integration design tool in AppConnect allows non-technical users to build complex integrations without the need for coding quickly. From connecting to multiple apps, mapping fields, transforming data, and performing calculations to deploying, scheduling, and triggering integrations, AppConnect offers a hassle-free way to automate business processes with speed and efficiency.

Another important feature of the best CRM for direct sales is a comprehensive view of customer relationships by linking together data from various touchpoints, including emails, phone calls, appointments, and notes. With this feature, Insightly enables sales teams to gain a deeper understanding of each customer’s needs and preferences, as well as their engagement history with the company.

CRM Sales Tool

A CRM for sales teams like Insightly is a powerful tool that helps to improve inter-team collaboration and offers a clear picture of how both teams work together to drive revenue for the company. 

Insightly also provides cross-team functionality to streamline communication and improve decision-making within a CRM. Teams can work together more efficiently with a single, shared data set. And as your organization grows, you can add more applications, such as Insightly Marketing and Insightly Service, to further enhance your workflow and drive results.

Thanks to the user-friendly desktop and companion mobile app, the platform is also easy for your team to adopt. This eliminates the need for a costly service engagement and allows your team to be up and running in no time.

There are a few notable types of CRM features, also know as CRM tools. Some of the best CRM tool examples come with Insightly are listed below, which makes it one of the best CRM sales tools out there:     

Business Workflow & Process Automation     

A key feature of CRM sales tools is the ability to automate repetitive and manual tasks, freeing your team to focus on what matters most. With this feature, you can eliminate the risk of human error and reduce the number of redundant tasks and processes. 

Additionally, you can scale faster with features such as email reminders, onboarding stages, and more. The automation of low-value tasks also leads to an improvement in employee engagement.      

Lead Routing 

Word cloud about lead routing.

Lead routing is a crucial feature of the best sales CRM like Insightly. It tracks relevant data about leads, including source, emails sent, phone calls, meetings scheduled, and tasks assigned, to help sales reps follow up and close deals. 

Products, Price books, and Quotes

Another important aspect of CRM sales tools is the ability to keep a complete record of your offerings and make it easy to close the deal. The products, price books and quotes feature, sometimes called PPQ or CPQ (configure, price and quote), helps drive process improvement and clarity by allowing your teams to add the right products to the right opportunities at the right price. 

It also enables quick and seamless generation of PDFs or email quotes and customization of quotes with branded templates. With the help of quote pipelines, you can keep track of the status of each quote, leading to increased deal velocity.      

Project & Task Management     

Project and task management is another crucial feature and is considered a CRM sales tool. This feature helps create seamless post-sale transitions, ensures crisp communication, tracks project milestones, fully manages projects, and helps complete them faster. 

The ability to convert opportunities to projects after the deal is closed and copy all corresponding details, records, tasks, and more from the opportunity directly in the project leads to complete visibility into customer requirements. Pipelines and milestones can be used to enhance cross-team communication, and every project can be tailored with custom fields and page layouts to deliver great outcomes to your customers.

Customer Email Management

CRM features (or CRM sales tools) should include a powerful customer email management feature. This feature helps deliver complete visibility to all your teams across every customer email interaction by allowing sales reps to email directly from their email client and still record those emails in the CRM. It drives deal and project velocity by tracking and managing each customer’s communication and facilitates proactive communication and visibility to leadership.

Performance Dashboards & Reporting     

The best CRMs allow you to create customizable charts and visualizations in minutes with the data that matters most. You can customize your dashboards around your unique KPIs so that your key metrics are visible at a glance. 

This feature helps make decisions based on what’s happening with your business in real-time, and gets you to a single source of truth for your business, saving time on handoffs across teams and creating consistency. You can have a complete overview of your business by customizing the dashboard cards. 

While the above features are just a few examples of CRM tools present in most CRMs, including Insightly, one area that stands out in Insightly is the ability for relationship linking for contacts. This feature makes Insightly the best CRM for network marketing. Customers, customer email addresses, and other types of records can be “linked” to existing contacts in your database. This allows you to record who knows who, and build a clear view of an organization’s structure and even those tricky “informal networks.” 

Some additional features to look for in a top 10 CRM:

  • Full contact management capabilities
  • Lead and opportunity management 
  • Lead scoring
  • Integrations
  • CRM sales analytics
  • File storage

CRM For Sales Teams

Your sales team is the key to your growth as an organization. By centralizing customer information and providing real-time analytics, a CRM in sales enables you to track your team’s performance and make informed decisions using the data that matters most to your business.  

Insightly CRM offers advanced features specifically designed for sales teams. The platform’s customizable dashboards provide valuable insights into sales performance and allow you to measure the impact of your CRM sales strategy. 

Plus, Insightly apps are built on a unified data platform, ensuring seamless data structures, system integrations, and user interface across all levels for increased transparency and consistency.

The platform’s workflow automation features make it easy for you and your team to scale your operations and reach more prospects in less time. Sales reps can emails in groups, create reminders, and build quotes directly from within the CRM for sales reps, freeing up time to focus on the most critical sales tasks. 

It’s important to note that the email functionality of Insightly helps you streamline your communication and provides visibility to your email open and lead data, providing valuable insights into what resonates with your target audience. This leads to better conversion rates and higher sales outcomes.

Best Sales CRM For Startups

Team of people collaborating on the best sales CRM

Finding the best sales CRM for startups can be challenging. While many startup businesses experience radical growth periods, they are often without the budget to sign a massive CRM legacy system like Salesforce. 

Insightly is a next-generation alternative to Salesforce that provides much of the same functionality without the complexity or high cost. The best CRM for startups is one that can scale quickly with your growing business at a price point that fits where you are now. 

Insightly’s CRM offers workflow automation and project management features that are essential for startups to manage sales and marketing efforts efficiently. The built-in project management capabilities eliminate the need for additional software, making it ideal for businesses that are looking to streamline work processes.

With Insightly, the best CRM for B2B SaaS, customizable data visualizations enable sales managers to view key information like leaderboards, pipeline summaries, project updates, and productivity goals, filtered to the information most relevant to their specific business role.

In addition to being a good fit for startups, Insightly is also the best sales CRM for small businesses because it enables seamless post-sale delivery with its built-in product and project management capabilities. Dashboard cards visually represent projects by status, owner, or client, allowing teams to monitor their progress and ensure successful and timely delivery to customers.

CRM System For Sales

Insightly is a powerful CRM system for sales for lead tracking. Lead information is organized within the platform, including a comprehensive history of marketing campaign sources, emails, phone calls, meetings, and tasks. Leads are dynamically directed to the appropriate person in real-time, allowing sales representatives to follow up promptly while the lead is still active.

With Insightly, you can tailor your views and workflows to meet your business needs and user preferences. You can also securely integrate all your tools and create custom real-time data dashboards.

A CRM also makes it possible to scale quicker and more efficiently than businesses without one. Rather than keep information scattered across several different spreadsheets or software tools, data can be housed securely in one central platform. This can improve team communication and prevent information silos from slowing down the sales processes.

Insightly offers a cost-effective sales automation solution tailored to your business’s unique requirements. Equipped with essential features for daily use and devoid of unnecessary complexity, it also provides a quick ROI and an easy-to-learn platform with comprehensive training. For businesses looking to scale quickly and efficiently, Insightly is the tool you need.

Get started with a free trial of Insightly CRM today, or request a personalized demo to see how Insightly can help your company achieve its business goals.