Selection criteria for your CRM
Posted: Mon Jun 30, 2025 8:20 am
While several market leaders have established themselves, there are likely hundreds, if not thousands, of CRM software solutions. Some of the criteria to consider to help you choose include:
The total cost of the solution, which can operate on a subscription basis with additional options
Its ease of use , intuitive and user-friendly, given that the CRM will be intended to be used by different professions and different populations within the company
Its compatibility with existing software
Its relevance to your market , word of mouth works very well in this area.
Indeed, each company will look for options specific to its business. A transportation luxembourg phone number data company will be particularly interested in features related to inventory management and delivery routes.
Some of the most effective B2B CRM software include:
SalesForce (market leader),
HubSpot (ideal if you run a blog or own an e-commerce business),
Pipedrive (specialized in pipeline management),
Freshsales (perfect for e-commerce businesses to maximize their conversion rate),
Zoho CRM (very suitable for VSEs and SMEs in project mode)
4. Sales prospecting tools
Emailing platforms
Less expensive and easier to set up than telephone prospecting campaigns, email prospecting offers better returns on investment.
Indeed, all emailing tools allow you to automate actions and sending to a greater or lesser extent. We are talking about marketing automation , that is to say, tools that automate mailing campaigns but also tracking, social networks, etc.
All email marketing tools provide statistics on open rates, link clicks, and response rates. You can optimize your campaigns through A/B testing: sending two different emails to two groups of very similar prospects to see which performed best.
Another advantage: personalization . By switching to emails, you can prepare different prospecting scenarios for the main types of prospects you have. For example: a different message per offer, per customer type (industry sector, SMEs, large companies, etc.) or per maturity in the sales process.
By using prospecting emails in this way, you are entering into an inbound marketing context.
Marketing automation software can be independent, but the advantage of having a marketing automation module included in your CRM is that your information will be updated in real time, and will give you the possibility of scoring prospects (in terms of maturity).
By feeding your sales department with information from marketing automation, you help them better qualify leads and sign contracts.
The total cost of the solution, which can operate on a subscription basis with additional options
Its ease of use , intuitive and user-friendly, given that the CRM will be intended to be used by different professions and different populations within the company
Its compatibility with existing software
Its relevance to your market , word of mouth works very well in this area.
Indeed, each company will look for options specific to its business. A transportation luxembourg phone number data company will be particularly interested in features related to inventory management and delivery routes.
Some of the most effective B2B CRM software include:
SalesForce (market leader),
HubSpot (ideal if you run a blog or own an e-commerce business),
Pipedrive (specialized in pipeline management),
Freshsales (perfect for e-commerce businesses to maximize their conversion rate),
Zoho CRM (very suitable for VSEs and SMEs in project mode)
4. Sales prospecting tools
Emailing platforms
Less expensive and easier to set up than telephone prospecting campaigns, email prospecting offers better returns on investment.
Indeed, all emailing tools allow you to automate actions and sending to a greater or lesser extent. We are talking about marketing automation , that is to say, tools that automate mailing campaigns but also tracking, social networks, etc.
All email marketing tools provide statistics on open rates, link clicks, and response rates. You can optimize your campaigns through A/B testing: sending two different emails to two groups of very similar prospects to see which performed best.
Another advantage: personalization . By switching to emails, you can prepare different prospecting scenarios for the main types of prospects you have. For example: a different message per offer, per customer type (industry sector, SMEs, large companies, etc.) or per maturity in the sales process.
By using prospecting emails in this way, you are entering into an inbound marketing context.
Marketing automation software can be independent, but the advantage of having a marketing automation module included in your CRM is that your information will be updated in real time, and will give you the possibility of scoring prospects (in terms of maturity).
By feeding your sales department with information from marketing automation, you help them better qualify leads and sign contracts.