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    Learn B2B SaaS Marketing

    Top CRM Tools for B2B SaaS Marketing Teams

    Last updated: February 22nd, 2024

    Building and maintaining long-lasting relationships with business clients doesn’t have to be hard – if you have the right customer relationship tool by your side, of course. But, given that the CRM space is so packed with options, it can be challenging to determine which one is the best CRM tool for your team.

    To help narrow down your options, we’ve handpicked the five best B2B CRM software solutions.

    We’ll give you a little insight into their star features and pricing options, so you can give your B2B marketing team a solution they’ll find most beneficial. Let’s get right into it.

    HubSpot CRM

    HubSpot CRM

    HubSpot CRM is a powerful and feature-rich tool that can easily integrate with any of the other HubSpot tools or your favorite third-party platforms.

    It offers a unified view of all customer interactions, making it easy to track progress and identify potential opportunities. Additionally, it provides powerful analytics that can help you understand your sales performance better and make data-driven decisions.

    If you decide to use HubSpot for your CRM needs, Powered by Search offers a comprehensive HubSpot analysis to ensure you’re getting the full benefit of this platform.

    Feature and functionality highlights:

    • A real-time dashboard of business activity
    • Optimize sales communication by receiving lead notifications
    • Develop email campaigns fast with email templates
    • Communicate with customers easily with a live chat function
    • Customize reports and analytics
    • Get an overarching view of your entire sales pipeline

    Pricing

    HubSpot CRM has two pricing plans that come with the full range of features:

    • Professional plan: $1,600/month for up to 2,000 contacts
    • Enterprise plan: $5,000/month for up to 10,000 contacts

    There is also the Starter plan, suitable for small businesses – for just $20/month, you’ll have access to essential marketing tools and up to 1,000 contacts.

    Customer 360 by Salesforce

    Salesforce 1

    Customer 360 by Salesforce is a CRM software that gives your team a centralized platform for accessing all the data and customer management insights you need. Another thing to note is that Salesforce takes data protection and security very seriously, ensuring that client data is safeguarded with Hyperforce, their own end-to-end encrypted privacy software.

    Feature and functionality highlights:

    • Integration with a wide range of third-party platforms
    • Works in conjunction with Slack, so you can easily communicate and collaborate
    • Lead and opportunity tracking from the start to the end of the pipeline
    • Workflow automation
    • Predictive AI tools for accurate forecasting
    • Advanced reporting and customized reports and dashboards

    Pricing

    Salesforce has a wide range of pricing options to explore.

    The Small Business package has two pricing options, but the most comprehensive is the Starter, which costs $25/user/month.

    The Sales package has five pricing plans:

    • Professional: $80/user/month
    • Enterprise: $165/user/month
    • Unlimited: $330/user/month
    • Unlimited+: $500/user/month

    Zoho CRM

    Zoho

    Zoho CRM packs all the essential features you’d expect from a CRM system for an affordable price, making it a perfect pick for small businesses looking to manage costs effectively. With its wide variety of customization options, it can easily adapt and scale up alongside your business’s growth.

    Feature and functionality highlights:

    • Automate workflows and processes
    • Use advanced analytics tools
    • Make use of intelligent AI tools to reveal revenue predictions and develop budget forecasts
    • Integrate with over 800 other apps
    • Access the developer platform to create custom solutions

    Pricing

    The Free plan comes with a maximum of 3 users, while the paid plans have no limit to the number of users. You can also create your own package according to your business needs or choose one of the four standard plans with fixed features and functionality:

    Related:

    • Standard: $14/user/month
    • Professional: $23/user/month
    • Enterprise: $40/user/month
    • Ultimate: $52/user/month

    Pipedrive

    Pipedrive

    Pipedrive promotes its platform as being specifically built by salespeople for salespeople. It has a heavy focus on sales pipelines and it’s incredibly intuitive and easy to use.

    With the comprehensive set of features, you can identify leads, manage projects, and automate everyday tasks. There’s also a customizable chatbot that will engage with leads to move them through the sales funnel or act as a point of support contact for existing customers.

    Feature and functionality highlights:

    • Visual sales pipeline with a drag-and-drop UI
    • Segment your leads to create a more personalized experience
    • Develop custom forms and lead magnets
    • Detailed reports and dashboards
    • Forecast future revenue based on business trends and gathered data

    Pricing

    Pipedrive has four affordable pricing plans. All plans include unlimited pipelines, unlimited contacts, and the ability to import and export data:

    • Essential plan: $9.90/user/month
    • Advanced plan: $19.90/user/month
    • Professional plan: $39.90/user/month
    • Power plan: $49.90/user/month

    Insightly

    Insightly

    Insightly is a full-featured, modern CRM with plenty of in-built workflow automation tools. Its affordability makes it popular among small to medium-sized businesses, and getting started is a breeze due to its easy-to-use interface.

    Insightly has a cool AppConnect feature that enables team members to build their own integrations or workflow tools. Alternatively, there are a ton of prebuilt integrations available to make use of.

    Feature and functionality highlights:

    • Streamline processes and customer relationships with a detailed sales pipeline
    • Capture, segment, and personalize lead engagement
    • Automate processes to improve productivity
    • Engage customers with a dynamic customer support platform
    • Integrate any app without the use of code
    • Platform customization without the need for developers
    • Produce customizable dashboards and reports

    Pricing

    Insightly offers three pricing plans – Plus, Professional, and Enterprise. All three plans give you access to automated, customizable emails, detailed lead tracking, reports and dashboards, and the Insightly mobile app.

    • Plus plan: $28/user/month
    • Professional plan: $49/user/month
    • Enterprise plan: $99/user/month

    SugarCRM

    SugarCRM

    SugarCRM is a neat platform where you can easily organize all your contacts, nurture those leads, coordinate marketing campaigns, and drive sales. It’s intuitive to use with a simple drag-and-drop interface.

    One great thing about SugarCRM is that you can use the platform in any way that suits your business. Make use of the mobile apps to work on the go, or avoid using the cloud altogether and get SugarCRM on-site on your servers. There are also tons of integrations to get any additional functionality you may need.

    Features and functionality highlights:

    • Customize your lead scoring models and automate them for ease of use
    • Use AI insights to personalize marketing campaigns
    • Automate customer follow-up and relationship engagement
    • Get automatic customer support request prioritization
    • Customer satisfaction scorecards provide a quick relationship health score at a glance
    • The platform supports over 30 languages

    Pricing

    SugarCRM offers three pricing plans – Essentials, Advanced, and Premier. There isn’t a free plan, but you can get a 7-day free trial of the platform. All plans are quoted as a monthly amount but, take note, you can only select annual billing.

    • Essentials plan: $49/user/month
    • Advanced plan: $85/user/month
    • Premier plan: $135/user/month

    Copper CRM

    Copper CRM

    Copper CRM is a great option for those who already work with Google Suite and would prefer to continue. It has been built intentionally to complement Google products and everything integrates seamlessly.

    This platform is very simple and easy to use, which makes it great for small businesses. It has great lead and pipeline management features, workflow automation, and a mobile app that makes customer communication much easier.

    Feature and functionality highlights:

    • Connect to the entire GSuite
    • Organize all your customer communication in one place
    • Data entry is completely automated
    • Integrate with a wide range of third-party platforms easily
    • Track and monitor deals with a live pipeline activity dashboard
    • Build reports that are fully customizable to display only the information you want

    Pricing

    There are three plans to choose from with Copper – Basic, Professional, and Business. Unfortunately, there isn’t a free option.

    • Basic plan: $29/user/month
    • Professional plan: $69/user/month
    • Business plan: $134/user/month

    Can You Integrate One CRM Tool With Another?

    Absolutely! While most CRM tools are comprehensive on their own, integrating them with other CRM tools can still be very beneficial. A good example is Salesforce.

    Salesforce is a particularly powerful CRM tool, however, you’d be surprised to know it lacks some useful features, like email sequencing, meeting booking, call recording, and so on, which leads users to integrate third-party apps to get this missing functionality.

    But, things can become costly when you start integrating app after app. That’s where a single platform like HubSpot can fill these feature gaps and save you money in the long run. By combining Salesforce with HubSpot, you can effectively have it all, and Powered by Search will walk you through the process.

    In Summary

    B2B CRM software is an essential element to the sustainable and customer-centric growth of your business. Take your pick from any of these top CRM tools and watch how it can streamline and improve your customer relationships, and in turn, help boost your revenue.

    However, it’s important to note that even the best CRM tool won’t solve all problems. A thriving business starts with a quality demand generation strategy, so reach out if you want us to analyze your SEO challenges and recommend the exact strategies that will help you grow your business.

    To kickstart the process, it’s essential to assess where your SaaS venture stands against the competition. Our SaaS scalability score self-assessment is the perfect tool to help you gauge how effectively you attract, engage, and convert prospects. Best of all, it’s completely obligation-free.

    What you should do now

    Whenever you’re ready…here are 4 ways we can help you grow your B2B software or technology business:

    1. Claim your Free Marketing Plan. If you’d like to work with us to turn your website into your best demo and trial acquisition platform, claim your FREE Marketing Plan. One of our growth experts will understand your current demand generation situation, and then suggest practical digital marketing strategies to hit your pipeline targets with certainty and predictability.
    2. If you’d like to learn the exact demand strategies we use for free, go to our blog or visit our resources section, where you can download guides, calculators, and templates we use for our most successful clients.
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