What Is the Best CRM Software for IT, Sales and Marketing?

Written by Kira Grieve

Kira is a Senior Campaign Manager at The Selling Factory. Over the last year and a half, she has used her education (Double Gator from UF) and experiences from traveling to coach and encourage over 100 college/UF students on sales outreach, sales tactics and personal goals. 

At least 91% of businesses with a minimum of 11 employees are putting CRM services to use for their sales needs but their choice isn’t always compatible with what they need. There are a variety of expansive customer management tools and platforms but business leaders are still searching for the best CRM software to satisfy what their business does rather than what it doesn’t.

The issue isn’t that most solutions can’t solve your problems, it’s mainly pinpointing which of them enhances efficiency while focusing on your pain points. When you find the right fit, you will achieve better segmentation, get to know your customers better, and even anticipate the needs or wants of those customers.

To make these benefits a reality without the hassle that often comes with it, keep reading as we help you find the best CRM software to exceed your expectations for client management. 

What Features Should You Be Looking For in the Best CRM Software?

Having a strong stance on customer relationship management is how you put your business ahead when it comes to organization, prospecting, and tailoring your business to what your market actually wants. Every CRM has a similar concept but CRM solutions offer different things.

Overall, you want to hit a few basic boxes when looking for the best CRM software. These basics should consist of;

  • Data reporting
  • Integrations and API (allows you to connect different tools to your profile)
  • Pipeline management
  • The ability to be mobile

Once you find a solution that offers these basics, you can start to tailor your search based on key features that match your business needs. Keep in mind that when looking for CRM tools, there are three main types of CRM models;

  • Analytical
  • Operational
  • Collaborative

While there are three main models, there are some options that can give you the best of all three worlds without sacrificing relevancy to your business operations.

Think of Your Needs

If you have a sales-driven organization, your workflows need to be based on analytics. Around 47% of leaders in the sales industry are tracking CRM usage as a productivity metric and this means that the system you use needs to offer accurate customer data profiles.

It also needs to be easy to use, simple to learn and train on (if you want a quick adoption turnaround of usage), and even easier to access regardless of the device you’re using. Let’s take a look at some of the top options for CRM services that will satisfy all of these needs.

Salesforce

Salesforce is known as the “world’s #1 CRM platform” and you can’t ignore its popularity. With Salesforce you’re going to get mobility, automation, quality security, and a sales and service cloud. Salesforce is a robust platform with endless features, however, there are probably some that you aren’t aware of just yet. 

The platform now offers in-line editing for Salesforce reports, pipeline inspection, a flow builder, scoping rulers for better automation, and collaborative forecasting. If you are operations-based and also have a strong focus on sales and projections…Salesforce could be a go-to option.

How much can you expect to pay for Salesforce? There are four different pricing editions and it starts at $25 per user/per month which is their ‘essentials’ package.

SharpSpring 

If your business is focused on converting leads and getting to know your audience, SharpSpring might be the best choice for what you need. This platform is sales-driven and offers a variety of benefits from lead scoring and behavior tracking to streamlined mobility and email automation. Businesses can also take advantage of how user-friendly the interface is along with the use of chat bots and sales notifications.

How much would SharpSpring run up your budget? For this marketing and sales automation tool, you can expect to pay around $449 per month for 1,000 contacts.

This platform is meant for companies that want to grow and sustain that growth. To get started, the platform offers a trial period.

Hubspot

Hubspot is a popular tool for small businesses and its hub of useful tools is very comprehensive and easy to navigate. For businesses that want better collaboration between their sales, marketing, and customer service teams, Hubspot is a prime option.

The platform is easy to customize to your needs and it’s meant to help reduce the workload on your team. You can expect simple sales integrations, marketing process linking, and streamlined user-friendliness.

What can you expect to pay for Hubspot? You might like to know that this platform is 100% free.

Hubspot also features its CRM as a ‘free forever’ option. The company has multiple hubs that you can use as well from operations and marketing to services and sales.

There are four tiers for each hub which will range from free to enterprise options. What will change among each tier are the features that will be available. 

Zoho

If you need streamlined help with sales and marketing, Zoho could be the perfect option. This CRM sales platform offers robust automation and its popularity comes from its comprehensive approach to analytics.

Zoho has a fairly small learning curve and it’s an easy option for businesses that need to maximize productivity with more hands-off capability. Zoho strives on its claim that CRM solutions don’t have to be centered around data entry to work well.

Through automated workflows, the system will practically do the groundwork for you. The platform features over 800 app integrations including Trello, Slack, Shopify, and even Microsoft 365…all tools businesses use day-to-day. This allows you to keep your operations tools all in one place with your sales and marketing tools.

What can you expect to pay for Zoho’s CRM software? You can access a 15-day free trial and the trial does not require you to enter a credit card.

After the trial, you can opt-in for a monthly plan as low as $20 per month or a yearly plan as low as $14 per month (billed annually). You can also use their bundle option which offers more customization.

Making It Easier to Drive Your Sales and Operate Your Business

When looking for the best CRM software, you need to focus on accessibility, mobility, and a high count of integrations. Looking for these things makes it easier to find not just basics in a CRM but custom options that better suit your business model. Sales itself takes a lot of manpower if you want to see real results.

While you need an efficient, responsive, and solution-driven CRM, you also need a team to manage it. Instead of running your full-time team too thin, work with The Selling Factory, a popular solution for on-demand sales support. Start with a consultation today

Victoria Zamitalo

Campaign Manager

Victoria received a BA in History and Economics from the University of Florida in May 2023. She is a driven sales professional with over 5 years combined experience in customer service, consumer relations and outbound sales, and is deeply passionate about fostering close relationships between consumers and sellers. She aims to train the next generation of sales professionals in not only the tricks of the trade, but also interpersonal skills that make sales the exciting and ever-changing industry that it is.

victoria@thesellingfactory.com

Mia Semel

Campaign Manager

Before graduating with a B.A. in Sustainability Studies, Mia took on multiple roles while interning at The Selling Factory, including sales development, recruiting, and leading campaigns. She is an active listener and effective communicator, specializing in fostering genuine connections and finding common ground among differing perspectives. She aims to find practical, creative solutions regarding sustainable development, biodiversity and the climate crisis.

mia.semel@thesellingfactory.com

Kira Grieve

Senior Campaign Manager

Kira graduated from the University of Florida and received her Master of Science in Entrepreneurship. She is passionate about helping businesses grow and connecting with new people. Some of her hobbies include traveling and hiking. She hopes to visit all of the National Parks one day!

kira@thesellingfactory.com

Jared Glosser

Vice President

After graduating from UF in 2014 with a B.A. in history, Jared started his professional career Fundraising for a non-partisan political lobby in South Florida. In 2016, Jared moved back to Gainesville to work for a non-profit, recruit students for international travel opportunities, and pursue his MBA at UF. Jared has been with The Selling Factory since 2019 focusing on operations, client onboarding, and client success.

jared@thesellingfactory.com

Ian Massenburg

Chief Operating Officer

A graduate of University of Florida (B.A. 2001), Ian Massenburg brings over 18 years of sales executive and sales management experience to The Selling Factory. Before coming on-board, Ian worked alongside Brad at Infinite Energy, and then spent his next 3 years as VP of Partnerships selling SaaS products B2B. Ian brings his vast knowledge and experience to the team and to our partner companies served.

ian@thesellingfactory.com

Damien Paulk

Campaign Manager

Damien is a University of Florida graduate that recently joined the team full time after working as a Sales Development Intern for one year. As a Campaign Manager, Damien looks forward to contributing to the growth and success of The Selling Factory. When Damien is not at work he enjoys exploring Gainesville with his girlfriend and dog or watching the Gators dominate college football.

damien@thesellingfactory.com

Brendan Viehman

Campaign Manager

Brendan graduated from Liberty University with a Bachelor of Science in Business Administration and Project Management. For the past 5 years, he has enjoyed working with blockchain technology and cryptocurrency development. In his free time, he surfs and makes personal finance videos for his YouTube channel.

brendan@thesellingfactory.com

Savannah Howard

Campaign Manager

A graduate from the University of Florida’s College of Journalism and Communications, Savannah obtained her Bachelor of Science in public relations with a concentration in French. After almost two years as a sales development intern for The Selling Factory, she joined the leadership team in 2021 taking on the role of Campaign Manager. In her free time, Savannah enjoys going to concerts and festivals and cooking for her friends and family.

savannah@thesellingfactory.com

Zack Kampf

Campaign Manager

Zack is a creative technologist with experience in advertising, event planning, and game design. He started as an SDR in 2018 and has been with TSF ever since. Upon graduating UF in 2019 he became a campaign manager and is currently seeking a master's degree from NYU. In his spare time, you can find him at the intersection of Art & Technology!

zack@thesellingfactory.com

Josiah Blakemore

Growth Manager

Josiah has over 10 years of sales experience, worked with Brad and Ian at Infinite Energy, and also spent time selling SaaS as Director of Partnerships at SharpSpring. He’s always been very competitive and has a love for sports and games. He enjoys solving problems and coaching team members to do the same!

josiah@thesellingfactory.com

Sue-Ming Frauenhofer

Marketing Manager

Sue-Ming received both her B.S. in Psychology and M.S. in Management from The University of Florida. As a student, she took on multiple roles while interning at The Selling Factory, including sales development, marketing, and recruiting, eventually leading to her current role as Marketing Manager. She enjoys refining her taste in music and visual art, engaging in mindfulness and meditative practices, and frolicking outside with her sidekick pup.

sueming@thesellingfactory.com

Adam Grossman

Chief Development Officer

Adam is an ordained rabbi, who has founded multiple ventures focused on workforce development. Hired as CEO by a failing non-profit, in over 5 years, his ingenuity saved the organization, which led Slingshotfund.org to recognize it as one of North America’s most innovative Jewish non-profits. His expertise to identify, cultivate, and on-board talent ensures our student teams meet our partners’ needs.

adam@thesellingfactory.com

Brad Gamble

Chief Executive Officer

After graduating from UF in 1999 with a B.S.B.A, Brad Gamble has dedicated himself to sales management, branding, coaching, and building companies. He served as the VP of Sales & Marketing for Infinite Energy until 2014, when he founded The Selling Factory. He has dedicated himself to teaching critical skills to tomorrow’s leaders, and helping companies achieve sales success and revenue growth.

brad@thesellingfactory.com