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CRM and Marketing Automation Platforms

Best Alternatives to Salesforce in 2023 For Small Business

In today’s fast-paced business world, SMEs need reliable & efficient customer relationship management (CRM) software more than ever before.

While Salesforce has long been the go-to choice for many companies, its steep learning curve and high cost can be significant obstacles for small businesses.

That’s why we’ve compiled a comprehensive guide to the best alternatives to Salesforce in 2023 for small businesses.
This article will take you on a journey to discover the most powerful CRM solutions that can empower your business to manage customer interactions, boost productivity & increase profitability.

Get ready to explore a world of innovative and affordable CRM and marketing automation platforms that can empower your small business to thrive in the competitive landscape of 2023.

Best Sales CRM Tools- Alternative to Salesforce

#1 AIM

Best Sales CRM

AIM is a cloud-based customer relationship management (CRM) software that provides an all-in-one solution for small businesses. It is more than just a CRM. AIM is a powerful all-in-one tool to manage your business end-to-end in one platform. It offers a range of features such as lead management, contact management, sales management, marketing automation, and reporting.

AIM stands tall among its competitors because of its ease of use. The software’s user-friendly interface makes navigating and managing customer relationships easy for small business owners. It also offers a mobile app that allows users to access their data on the go.

AIM is also affordable. Unlike Salesforce, which can be expensive for small businesses, AIM offers a range of pricing plans to fit different budgets. The software also offers a free trial period, which allows users to test the software before committing to a subscription.

AIM also offers robust reporting and analytics capabilities. Users can generate custom reports to track their sales and marketing performance, and the software provides insights into customer behavior and engagement.

To boil down, AIM is a solid alternative to Salesforce for small businesses that need a CRM solution that is easy to use, affordable, and offers robust features. Its user-friendly interface, mobile app, affordability, and reporting capabilities make it a great choice for small business owners who want to streamline their customer relationship management processes.

Salient Features of AIM

  • Lead Grading
  • Custom Workflows
  • Sales Forecasting
  • Automated Email
  • WhatsApp Marketing
  • Retail Manager
  • Web Forms

#2 Zoho CRM

Zoho CRM

Zoho CRM is a robust cloud-based customer relationship management software that provides businesses with a complete solution for managing their sales, marketing, and customer support activities. With Zoho CRM, businesses can easily manage their leads and pipeline, automate their sales process, and track their sales performance using insightful analytics.

As one of the best sales CRM tools, Zoho is highly customizable, with a range of options available to tailor the platform to meet the specific needs of your business. The platform offers many advanced features, encapsulating sales and marketing automation, customer service management, and advanced analytics and reporting.

Zoho CRM integrates seamlessly with other Zoho tools, such as Zoho Books and Zoho Projects, allowing easy data sharing and collaboration.

Cons

  • User Interface: The user interface can be overwhelming for new users and may take some time to learn.
  • Limited Support: Zoho CRM offers limited support options, with no phone support available and only introductory email and chat support provided with some plans. Any Premium and Enterprise Support have paid plans.
  • Security Concerns: There have been some concerns about the security of Zoho CRM, particularly concerning data breaches and unauthorized access.

Salient Features of Zoho CRM

  • Lead Management
  • Sales Pipeline Management
  • Marketing Automation
  • Collaboration
  • Mobile App

#3 Microsoft Dynamics 365

Microsoft Dynamics 365

Microsoft Dynamics 365 is a cloud-based enterprise resource planning (ERP) and customer relationship management (CRM) software that helps businesses streamline their operations, enhance productivity, and improve customer engagement. The software offers various features, including financial management, supply chain management, human resources management, sales, marketing, and customer service automation.

Microsoft Dynamics 365 also integrates with other Microsoft products, such as Office 365 and Power BI, providing businesses with a complete ecosystem to manage their operations. Microsoft Dynamics 365 seamlessly integrates with other Microsoft tools, such as Outlook, Excel, and SharePoint, allowing easy data sharing and collaboration. The software can be accessed from anywhere and on any device, allowing for remote collaboration and easy access to essential data.

With its robust functionality, flexibility, and scalability, Microsoft Dynamics 365 is a popular choice for medium to large-sized businesses looking to improve efficiency, drive growth, and enhance customer experience.

The platform offers a mobile app that allows users to access key CRM features on the move.

Cons

  • Steep Learning Curve: Microsoft Dynamics 365 can be complex and challenging to learn, especially for users with limited technical expertise.
  • Pricing: Microsoft Dynamics 365 can be expensive, with a range of pricing tiers and additional costs for customizations and integrations.
  • Integration with non-Microsoft tools: While Microsoft Dynamics 365 integrates seamlessly with Microsoft tools, it may need to integrate better with non-Microsoft tools, limiting its functionality.
  • Limited Third-Party Support: Microsoft Dynamics 365 has limited third-party integrations and plugins, making it difficult to expand the platform’s capabilities beyond its core features.
  • Upgrades: Upgrading to new versions of Microsoft Dynamics 365 can be time-consuming and costly.

Salient Features of Microsoft Dynamics 365

  • Sales Management
  • Customer Service
  • Marketing Automation
  • Field Service Management
  • Business Intelligence and Analytics

#4 Pipedrive

Pipedrive

Pipedrive is a CRM platform focused on sales pipeline management. It offers features such as contact management, deal tracking, email integration, and reporting. Pipedrive is known for its user-friendly interface and simplicity.

Pipedrive offers a clean and easy-to-use interface, making it simple for sales teams to navigate and utilize its features without extensive training. The software’s core strength lies in its visual pipeline management, allowing users to track deals and progress through different stages effortlessly. This feature provides a clear overview of the sales process, making it easier to prioritize tasks and close deals.

Pipedrive enables users to create and assign tasks, set deadlines, and track activities. This feature helps sales teams stay organized, ensuring that important follow-ups and meetings are not missed.

Pipedrive integrates seamlessly with various third-party applications such as email clients, calendars, and marketing tools.

Cons:

  • Limited Customization: Some users may find its customization options to be somewhat limited. Advanced customization and tailor-made workflows might require additional coding or technical expertise.
  • Advanced Automation: While Pipedrive provides basic automation features, users looking for advanced automation capabilities may find the software’s offerings to be somewhat limited. Complete automation workflows might require integrations with other tools or platforms.
  • Pricing Structure: The more advanced features and functionalities come at higher pricing tiers, which might not be cost-effective for certain organizations.
  • Customer Support: Pipedrive offers limited customer support through email and Live chat with no option listed to call directly and customer care representative.

Salient Features of Pipedrive

  • Visual sales pipeline
  • Team collaboration
  • Segment leads
  • Activity reminders
  • Revenue forecasting

#5 ActiveCampaign

ActiveCampaign

ActiveCampaign is a robust marketing automation platform that combines email marketing, CRM, and automation tools to help businesses effectively engage with their customers. Here are some of its salient features and cons outlined in points:

ActiveCampaign offers powerful automation capabilities for email marketing. Users can create personalized, targeted email campaigns based on customer behavior, preferences, and interactions. This feature helps businesses deliver relevant content and nurture leads effectively.

The built-in CRM system that allows users to manage and track customer interactions, deals, and contact details in one centralized location. The platform also provides robust segmentation capabilities, enabling users to segment their audience based on various criteria such as demographics, behavior, and interests.

ActiveCampaign offers a visual automation builder that allows users to create complex automation workflows. As a prominent sales CRM software for small business, it supports various communication channels, including email, SMS, social media, and more. This multi-channel approach helps businesses reach their audience through their preferred channels and ensures consistent messaging across platforms.

Cons:

  • Learning Curve: It has a steep learning curve, especially for users who are new to marketing automation.
  • Pricing: ActiveCampaign’s pricing structure can be relatively higher compared to some other email marketing platforms.
  • Limited Landing Page Builder: While ActiveCampaign offers basic landing page functionality, some users may find the built-in landing page builder to be limited in terms of design options and customization capabilities.
  • Reporting and Analytics: While ActiveCampaign provides reporting and analytics features, some users have reported that the depth and granularity of data analysis could be improved.

Salient Features of ActiveCampaign

  • Event Tracking
  • Email Segmentation
  • Pipeline Automation
  • Landing Pages
  • Website Tracking

Let’s Wind Up

Ultimately, which CRM to choose will depend on various factors, including a budget, business size, and specific requirements. However, one thing is clear: in 2023 and beyond, the world of CRM is evolving rapidly, and those who are willing to embrace change and adapt to new technologies will be the ones who thrive. So whether you’re just starting or looking to take your business to the next level, there’s never been a better time to explore the best alternatives to Salesforce and discover the right solution for your needs.

AIM is the clear-cut winner as the best sales CRM software for small businesses in 2023 because it offers a user-friendly interface, affordability, mobile access, and robust reporting and analytics capabilities. It provides an all-in-one solution that streamlines customer relationship management processes and meets the needs of small businesses with different budgets.

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