{"id":1663,"date":"2020-12-03T09:30:00","date_gmt":"2020-12-03T09:30:00","guid":{"rendered":"https:\/\/blog.kylas.io\/?p=1663"},"modified":"2024-06-28T16:19:56","modified_gmt":"2024-06-28T10:49:56","slug":"everything-you-need-to-know-about-sales-crm-software","status":"publish","type":"post","link":"https:\/\/kylas.io\/en\/sales-effectiveness\/everything-you-need-to-know-about-sales-crm-software","title":{"rendered":"Everything You Need to Know About Sales CRM System"},"content":{"rendered":"\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p class=\"has-medium-font-size\">Have you ever wondered why sales managers depend on this tool to amplify their sales efforts? <\/p>\n\n\n\n<p style=\"font-size:22px\"><strong>What exactly does the CRM system do?<\/strong> <\/p>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p class=\"has-medium-font-size\">To sell smarter and faster, sales CRM software helps businesses make customer interactions and sales efforts more efficient. Additionally, sales CRM software help companies process customer data and build better relationships with their new and existing customers. <\/p>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p class=\"has-medium-font-size\">According to a LinkedIn report, <a href=\"https:\/\/business.linkedin.com\/content\/dam\/me\/business\/en-us\/sales-solutions\/resources\/pdfs\/state-of-sales_pocketguide_r11_v2.pdf\" target=\"_blank\" rel=\"noreferrer noopener\"><span style=\"text-decoration: underline;\">74%&nbsp;of businesses believe sales tools are \u201cextremely critical or critical in closing deals.<\/span><\/a>\u201d<\/p>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<div class=\"wp-block-ht-block-toc  is-style-outline htoc htoc--position-wide toc-list-style-plain\" data-htoc-state=\"expanded\"><span class=\"htoc__title\"><span class=\"ht_toc_title\">Table of Contents<\/span><span class=\"htoc__toggle\"><svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"16\" height=\"16\"><g fill=\"#444\"><path d=\"M15 7H1c-.6 0-1 .4-1 1s.4 1 1 1h14c.6 0 1-.4 1-1s-.4-1-1-1z\"><\/path><path d=\"M15 1H1c-.6 0-1 .4-1 1s.4 1 1 1h14c.6 0 1-.4 1-1s-.4-1-1-1zM15 13H1c-.6 0-1 .4-1 1s.4 1 1 1h14c.6 0 1-.4 1-1s-.4-1-1-1z\"><\/path><\/g><\/svg><\/span><\/span><div class=\"htoc__itemswrap\"><ul class=\"ht_toc_list\"><li class=\"\"><a href=\"#htoc-what-is-a-sales-crm-software\">What is a Sales CRM System?<\/a><\/li><li class=\"\"><a href=\"#htoc-what-are-the-benefits-of-sales-crm-software\">What Are the Benefits of a Sales CRM System?<\/a><\/li><li class=\"\"><a href=\"#htoc-how-does-a-sales-crm-software-work\">How Does a Sales CRM System Work?<\/a><ul class=\"ht_toc_child_list\"><\/ul><\/li><li class=\"\"><a href=\"#htoc-do-you-need-a-sales-crm-software\">Do You Need a Sales CRM Software?<\/a><\/li><li class=\"\"><a href=\"#htoc-how-to-choose-the-best-sales-crm-software\">How to Choose the Best Sales CRM Software?<\/a><\/li><li class=\"\"><a href=\"#htoc-so-what-makes-kylas-different-from-other-crms-out-there\">So, What Makes Kylas Different From Other CRMs Out There?<\/a><\/li><li class=\"\"><a href=\"#htoc-conclusion\">Conclusion<\/a><\/li><\/ul><\/div><\/div>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n<div class=\"ub-styled-box ub-notification-box\" id=\"ub-styled-box-bdb46093-01d6-4d31-af02-5b0cea2639f6\">\n\n\n<p class=\"has-medium-font-size\">Manage deals, their value, and forecasted closure date with <a href=\"https:\/\/kylas.io\/features\/deal-management\" target=\"_blank\" rel=\"noreferrer noopener\"><span style=\"text-decoration: underline;\">Kylas Sales CRM<\/span><\/a>.<\/p>\n\n\n<\/div>\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"htoc-what-is-a-sales-crm-software\" style=\"line-height:1.6\">What is a Sales CRM System?<\/h2>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p class=\"has-medium-font-size\" style=\"line-height:1.6\">Simply put, a sales CRM system helps businesses capture and organize customer details, manage all interactions with them, and nurture customer relationships.<\/p>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p class=\"has-medium-font-size\" style=\"line-height:1.6\">Over the past two decades, sales CRM software has evolved and become a key technology facilitator for business growth. CRMs today are much easier to adapt to, implement, and afford than earlier.<\/p>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p class=\"has-medium-font-size\" style=\"line-height:1.6\"><strong>The goal of Sales CRM System is to help drive business growth by<\/strong><\/p>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<ul class=\"has-medium-font-size\">\n<li>Helping create new relationships, and<\/li>\n\n\n\n<li>Helping improve customer retention.<\/li>\n<\/ul>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p class=\"has-medium-font-size\">Customer experience plays a crucial role in building healthier relationships. Study shows that <a href=\"https:\/\/success.qualtrics.com\/rs\/542-FMF-412\/images\/ROI%20of%20customer%20experience%202020.pdf\" target=\"_blank\" rel=\"noreferrer noopener\"><span style=\"text-decoration: underline;\">94%<\/span><\/a>&nbsp;of customers are more likely to buy again if they have a \u201cvery good\u201d buying experience with a brand. <\/p>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<div style=\"height:10px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<hr class=\"wp-block-separator has-css-opacity\"\/>\n\n\n\n<div style=\"height:20px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<div style=\"height:20px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n<div class=\"wp-block-image has-lightbox\">\n<figure class=\"aligncenter size-large\"><img decoding=\"async\" src=\"https:\/\/kylas.io\/wp-content\/uploads\/2021\/04\/Kylas-Pillar-Blog-1-Sales-CRM-software-Image-2-1024x295-1.png\" alt=\"Sales CRM myth 1: Sales CRM software help sales teams compile customer data across all channels\" class=\"wp-image-1666\" title=\"Sales CRM is more than just database management\"\/><figcaption class=\"wp-element-caption\">Myth busted: Sales CRM is more than a data management system<\/figcaption><\/figure><\/div>\n\n\n<div style=\"height:20px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<hr class=\"wp-block-separator has-css-opacity\"\/>\n\n\n\n<div style=\"height:40px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"htoc-what-are-the-benefits-of-sales-crm-software\" style=\"line-height:1.6\">What Are the Benefits of a Sales CRM System?<\/h2>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p class=\"has-medium-font-size\" style=\"line-height:1.6\">The best Sales CRM system help sales teams focus on customer satisfaction and address their pain points by matching them to products and services.<\/p>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p class=\"has-medium-font-size\" style=\"line-height:1.6\">Here are the key benefits that a CRM for sales provides:<\/p>\n\n\n\n<div style=\"height:20px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<div style=\"height:20px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n<div class=\"wp-block-image has-lightbox\">\n<figure class=\"aligncenter size-large\"><img decoding=\"async\" src=\"https:\/\/kylas.io\/wp-content\/uploads\/2021\/04\/Kylas-Pillar-Blog-1-Sales-CRM-software-Image-1-1024x576-1.png\" alt=\"The key benefits that a sales CRM software provides to small businesses\" class=\"wp-image-1668\" title=\"Benefits of SALES CRM software\"\/><figcaption class=\"wp-element-caption\">You can read more about the benefits offered by sales CRM software <a href=\"https:\/\/kylas.io\/sales-effectiveness\/small-businesses-benefits-sales-crm-software\/\" target=\"_blank\" rel=\"noreferrer noopener\"><span style=\"text-decoration: underline;\"><strong>here<\/strong><\/span><\/a>.<\/figcaption><\/figure><\/div>\n\n\n<div style=\"height:10px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"htoc-how-does-a-sales-crm-software-work\" style=\"line-height:1.6\">How Does a Sales CRM System Work?<\/h2>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p class=\"has-medium-font-size\" style=\"line-height:1.6\">A sales CRM system collates, segregates, and analyzes information on prospects from multiple channels. This may include lead forms on websites, social media channels, 3rd-party marketplaces, and external landing pages. <\/p>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p class=\"has-medium-font-size\" style=\"line-height:1.6\">Often, lead details are also manually fed into the system by salespersons. Access to such varied but relevant information in one place helps the sales team focus better, do more and close more deals faster.<\/p>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p class=\"has-medium-font-size\" style=\"line-height:1.6\">Critical Sales CRM features include:<\/p>\n\n\n\n<div style=\"height:40px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"htoc-1-lead-management-system\" style=\"font-size:22px\">1. Lead Management System<\/h3>\n\n\n\n<div style=\"height:20px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"alignright size-large is-resized\"><img decoding=\"async\" src=\"https:\/\/kylas.io\/wp-content\/uploads\/2021\/04\/Everything-You-Need-to-Know-About-Sales-CRM-Software-Inblog-1-e1614668737273-1024x755-1.png\" alt=\"Lead management system\" class=\"wp-image-3238\" style=\"width:258px;height:194px\" title=\"Pile of systematic leads\"\/><figcaption class=\"wp-element-caption\">Lead management<\/figcaption><\/figure><\/div>\n\n\n<p class=\"has-medium-font-size\" style=\"line-height:1.6\"><a href=\"https:\/\/kylas.io\/features\/lead-management\" target=\"_blank\" rel=\"noreferrer noopener\"><span style=\"text-decoration: underline;\">Capturing leads<\/span><\/a> is the first step of any sales process.<\/p>\n\n\n\n<p class=\"has-white-color has-text-color\">.<\/p>\n\n\n\n<p class=\"has-medium-font-size\" style=\"line-height:1.6\">Often illustrated as a funnel, a robust lead management system takes your leads to the finish line. It features lead generation, opportunity identification,<a href=\"https:\/\/kylas.io\/features\/lead-management\" target=\"_blank\" rel=\"noreferrer noopener\"> lead nurturing, and conversion<\/a>.<\/p>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p class=\"has-medium-font-size\" style=\"line-height:1.6\">As leads pass through the funnel, unqualified leads get discarded from the process, and the sales team is left with legitimate leads.<\/p>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<hr class=\"wp-block-separator has-css-opacity\"\/>\n\n\n\n<div style=\"height:40px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"htoc-2-deals-contacts-amp-companies-management\" style=\"font-size:22px\">2. Deals, Contacts &amp; Companies Management<\/h3>\n\n\n\n<div style=\"height:20px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"alignright size-large is-resized\"><img decoding=\"async\" src=\"https:\/\/kylas.io\/wp-content\/uploads\/2021\/04\/Everything-You-Need-to-Know-About-Sales-CRM-Software-Inblog-2-e1614669428952-1024x692-1.png\" alt=\"Handshake\" class=\"wp-image-3235\" style=\"width:240px;height:163px\"\/><\/figure><\/div>\n\n\n<p class=\"has-medium-font-size\" style=\"line-height:1.6\">With a CRM software you can analyze the client value, their win probability, and can convert them into <a href=\"https:\/\/kylas.io\/features\/account-management\" target=\"_blank\" rel=\"noreferrer noopener\"><span style=\"text-decoration: underline;\">Companies, Contacts, and Deals<\/span><\/a>.<\/p>\n\n\n\n<p class=\"has-white-color has-text-color\">.<\/p>\n\n\n\n<p class=\"has-medium-font-size\" style=\"line-height:1.6\">Salespersons can later access all the customer information by using filters for targeted campaigns. <\/p>\n\n\n\n<div style=\"height:10px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p class=\"has-medium-font-size\" style=\"line-height:1.6\">Companies can use this feature to successfully execute their Account Based Marketing strategy. They can leverage these leads later to manage key accounts. <\/p>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<hr class=\"wp-block-separator has-css-opacity\"\/>\n\n\n\n<div style=\"height:40px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"htoc-3-data-analytics\" style=\"font-size:22px\">3. Data Analytics<\/h3>\n\n\n\n<div style=\"height:20px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"alignright size-large is-resized\"><img decoding=\"async\" src=\"https:\/\/kylas.io\/wp-content\/uploads\/2021\/04\/Everything-You-Need-to-Know-About-Sales-CRM-Software-Inblog-3-e1614759426693-1024x933-1.png\" alt=\"Data Analytics\" class=\"wp-image-3236\" style=\"width:186px;height:185px\" title=\"Graph showing growth\"\/><figcaption class=\"wp-element-caption\">Data Analytics<\/figcaption><\/figure><\/div>\n\n\n<p class=\"has-medium-font-size\" style=\"line-height:1.6\">The true value of a CRM can be realized when you are able to capture relevant data at all critical points and feed insights into the business. <\/p>\n\n\n\n<p class=\"has-white-color has-text-color\">.<\/p>\n\n\n\n<p class=\"has-medium-font-size\" style=\"line-height:1.6\">In fact, clean data results in better insights which lead to better decision-making and faster growth. The net benefit is improved customer acquisition and retention.<\/p>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<hr class=\"wp-block-separator has-css-opacity\"\/>\n\n\n\n<div style=\"height:40px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"htoc-4-sales-pipeline-management\" style=\"font-size:22px\">4. Sales Pipeline Management<\/h3>\n\n\n\n<div style=\"height:20px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"alignright size-large is-resized\"><img decoding=\"async\" src=\"https:\/\/kylas.io\/wp-content\/uploads\/2021\/04\/Everything-You-Need-to-Know-About-Sales-CRM-Software-Inblog-4-e1614759486385-851x1024-1.png\" alt=\"Sales Pipeline Management\" class=\"wp-image-3229\" style=\"width:158px;height:232px\" title=\"Sales pipeline with a dollar sign\"\/><figcaption class=\"wp-element-caption\">Pipeline management<\/figcaption><\/figure><\/div>\n\n\n<p class=\"has-medium-font-size\" style=\"line-height:1.6\">Sales Pipeline Management allows you to create multiple pipelines with multiple stages for multiple products or services, customizable to your business requirements. <\/p>\n\n\n\n<p class=\"has-white-color has-text-color\">.<\/p>\n\n\n\n<p class=\"has-medium-font-size\" style=\"line-height:1.6\">Moreover, salespersons and managers can view the sales performance at any time.<\/p>\n\n\n\n<div style=\"height:15px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<hr class=\"wp-block-separator has-css-opacity\"\/>\n\n\n\n<div style=\"height:40px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"htoc-5-collaborative-tools\" style=\"font-size:22px\">5. Collaborative Tools<\/h3>\n\n\n\n<div style=\"height:20px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"alignright size-large is-resized\"><img decoding=\"async\" src=\"https:\/\/kylas.io\/wp-content\/uploads\/2021\/04\/Everything-You-Need-to-Know-About-Sales-CRM-Software-Inblog-5-e1614759566649-1024x998-1.png\" alt=\"Collaboration and teamwork\" class=\"wp-image-3230\" style=\"width:224px;height:250px\" title=\"Four people at a roundtable\"\/><figcaption class=\"wp-element-caption\">Team collaboration<\/figcaption><\/figure><\/div>\n\n\n<p class=\"has-medium-font-size\" style=\"line-height:1.6\">Closing a deal involves a lot of collaborative work with your team like&#8230;<\/p>\n\n\n\n<p class=\"has-white-color has-text-color\">.<\/p>\n\n\n\n<ul style=\"font-size:20px\"><li>preparing a sales pitch,<\/li><li>sharing ideas continuously, <\/li><li>identifying trends, and <\/li><li>making changes wherever necessary for better identification of customer needs &amp; pain-points.<\/li><\/ul>\n\n\n\n<div style=\"height:10px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p class=\"has-medium-font-size\" style=\"line-height:1.6\">Collaborative features such as <em>Task Management, Notes &amp; Comments, Notifications &amp; Reminders, and Delegate or Share Tasks <\/em>can help your team stay organized and work together effectively.<\/p>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<hr class=\"wp-block-separator has-css-opacity\"\/>\n\n\n\n<div style=\"height:40px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"htoc-6-customer-reports-amp-insights\" style=\"font-size:22px\">6. Customer Reports &amp; Insights<\/h3>\n\n\n\n<div style=\"height:20px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"alignright size-large is-resized\"><img decoding=\"async\" src=\"https:\/\/kylas.io\/wp-content\/uploads\/2021\/04\/Everything-You-Need-to-Know-About-Sales-CRM-Software-Inblog-6-e1614759763563-1024x890-1.png\" alt=\"Sales reports and insights\" class=\"wp-image-3231\" style=\"width:209px;height:208px\" title=\"Data with a magnifying glass\"\/><figcaption class=\"wp-element-caption\">Customer reports<\/figcaption><\/figure><\/div>\n\n\n<p class=\"has-medium-font-size\" style=\"line-height:1.6\">Data-driven analysis and reports help users to gain insight into how the business is performing. <\/p>\n\n\n\n<p class=\"has-white-color has-text-color\">.<\/p>\n\n\n\n<p class=\"has-medium-font-size\" style=\"line-height:1.6\">It tells you how your sales performance is, gives you a clear view of the sales performance at a team and an individual level, and forecasts trends. Sales CRM software often provide out-of-the-box and custom reports.<\/p>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<hr class=\"wp-block-separator has-css-opacity\"\/>\n\n\n\n<div style=\"height:40px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"htoc-7-data-management-amp-security\" style=\"font-size:22px\">7. Data Management &amp; Security<\/h3>\n\n\n\n<div style=\"height:20px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"alignright size-large is-resized\"><img decoding=\"async\" src=\"https:\/\/kylas.io\/wp-content\/uploads\/2021\/04\/Everything-You-Need-to-Know-About-Sales-CRM-Software-Inblog-7-e1614759826114-1024x911-1.png\" alt=\"Data management &amp; security\" class=\"wp-image-3232\" style=\"width:195px;height:189px\" title=\"A man securing data \"\/><figcaption class=\"wp-element-caption\">Data management &amp; security<\/figcaption><\/figure><\/div>\n\n\n<p class=\"has-medium-font-size\" style=\"line-height:1.6\">We understand that data is one of the most critical aspects of any business. Hence, it is equally important that CRM tools keep your data safe and secure. <\/p>\n\n\n\n<p class=\"has-white-color has-text-color\">.<\/p>\n\n\n\n<p class=\"has-medium-font-size\" style=\"line-height:1.6\">Most CRM tools offer varying levels of access to your team members depending on their function, role, and need. This can be easily determined by configuring \u2018sharing\u2019 rules in the sales CRM tool settings.<\/p>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<hr class=\"wp-block-separator has-css-opacity\"\/>\n\n\n\n<div style=\"height:40px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"htoc-8-cross-platform-amp-device-usability\" style=\"font-size:22px\">8. Cross-platform &amp; Device Usability<\/h3>\n\n\n\n<div style=\"height:20px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"alignright size-large is-resized\"><img decoding=\"async\" src=\"https:\/\/kylas.io\/wp-content\/uploads\/2021\/04\/Everything-You-Need-to-Know-About-Sales-CRM-Software-Inblog-8-e1614759889158-1024x873-1.png\" alt=\"Cross platform usability\" class=\"wp-image-3233\" style=\"width:208px;height:197px\" title=\"Two laptops with a graph \"\/><figcaption class=\"wp-element-caption\">Cross-platform &amp; device usage<\/figcaption><\/figure><\/div>\n\n\n<p class=\"has-medium-font-size\" style=\"line-height:1.6\">Sales teams need quick access to all relevant information at the workplace, on the go, and home. <\/p>\n\n\n\n<p class=\"has-white-color has-text-color\">.<\/p>\n\n\n\n<p class=\"has-medium-font-size\" style=\"line-height:1.6\">An easy-to-use CRM mobile app allows users to access all their data and stay updated with tasks and notifications on the go.<\/p>\n\n\n\n<div style=\"height:40px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<hr class=\"wp-block-separator has-css-opacity\"\/>\n\n\n\n<div style=\"height:40px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n<div class=\"wp-block-image has-lightbox\">\n<figure class=\"aligncenter size-large\"><img decoding=\"async\" src=\"https:\/\/kylas.io\/wp-content\/uploads\/2021\/04\/Kylas-Pillar-Blog-1-Sales-CRM-software-Image-3-1024x322-1.png\" alt=\"Sales CRM myth 2: A Sales CRM software is just a tool to track sales performance and micromanage\" class=\"wp-image-1671\" title=\"Sales CRM is not just for micromanagement, it helps in improving sales team's performance\"\/><figcaption class=\"wp-element-caption\">Myth Busted: Sales CRM is not for micromanagement!<\/figcaption><\/figure><\/div>\n\n\n<div style=\"height:20px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<hr class=\"wp-block-separator has-css-opacity\"\/>\n\n\n\n<div style=\"height:40px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"htoc-do-you-need-a-sales-crm-software\">Do You Need a Sales CRM Software?<\/h2>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p class=\"has-medium-font-size\" style=\"line-height:1.6\">Simply put, a Sales CRM helps improve sales.<\/p>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p class=\"has-medium-font-size\" style=\"line-height:1.6\">Irrespective of the product or service sold, industry or niche, size of the business or tickets, every business today needs sales automation tools. <\/p>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p class=\"has-medium-font-size\" style=\"line-height:1.6\">However, we need to highlight the fact that all businesses are not made equal. That is, small businesses face unique challenges when compared to enterprises, in terms of-<\/p>\n\n\n\n<div style=\"height:15px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"alignright size-large is-resized\"><img decoding=\"async\" src=\"https:\/\/kylas.io\/wp-content\/uploads\/2021\/04\/Everything-You-Need-to-Know-About-Sales-CRM-Software-Inblog-9-e1614759946350-1024x940-1.png\" alt=\"Challenge\" class=\"wp-image-3234\" style=\"width:193px;height:185px\" title=\"Man with a start and end point\"\/><figcaption class=\"wp-element-caption\">Small business challenges <\/figcaption><\/figure><\/div>\n\n\n<ul class=\"has-custom-letterspacing has-medium-font-size\">\n<li>Affordability &amp; user limitations<\/li>\n\n\n\n<li>Access to full-stack feature-set<\/li>\n\n\n\n<li>Customization and technical assistance<\/li>\n\n\n\n<li>Business expertise<\/li>\n\n\n\n<li>Lower priority compared to enterprise clients<\/li>\n\n\n\n<li>Product implementation and adoption challenges<\/li>\n<\/ul>\n\n\n\n<div style=\"height:15px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p class=\"has-text-color has-medium-font-size\" style=\"color:#1e1e1e;line-height:1.6\">Besides, small businesses cannot afford to take a wrong decision when it comes to choosing the right technology investment and support stack. You can  <span style=\"text-decoration: underline;\"><span class=\"has-inline-color has-vivid-cyan-blue-color\"><a href=\"https:\/\/kylas.io\/sales-effectiveness\/small-businesses-need-sales-crm-software\/\" target=\"_blank\" rel=\"noreferrer noopener\">read more about it here<\/a><\/span><\/span>.<\/p>\n\n\n\n<div style=\"height:40px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<hr class=\"wp-block-separator has-css-opacity\"\/>\n\n\n\n<div style=\"height:40px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"htoc-how-to-choose-the-best-sales-crm-software\">How to Choose the Best Sales CRM Software?<\/h2>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p class=\"has-medium-font-size\" style=\"line-height:1.6\">A comprehensive CRM is excellent to help manage all things sales. While enterprises can experiment with multiple CRM tools, small businesses do not possess the time and resources for the same. <\/p>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p class=\"has-medium-font-size\" style=\"line-height:1.6\">What they need is an easy-to-use CRM software that offers customization options, data access control, and business support as and when they need it.<\/p>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p class=\"has-medium-font-size\" style=\"line-height:1.6\">Most importantly, <strong>the sales CRM software must be affordable.<\/strong><\/p>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p class=\"has-medium-font-size\" style=\"line-height:1.6\">With that in mind, here is a concise list of the best sales CRM software in the market today-<\/p>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<ul class=\"has-custom-letterspacing has-medium-font-size\">\n<li>Salesforce<\/li>\n\n\n\n<li>Zendesk<\/li>\n\n\n\n<li>SugarCRM<\/li>\n\n\n\n<li>Pipedrive<\/li>\n\n\n\n<li>Close<\/li>\n\n\n\n<li>HubSpot CRM<\/li>\n\n\n\n<li>Zoho<\/li>\n<\/ul>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p class=\"has-text-color has-medium-font-size\" style=\"color:#1e1e1e;line-height:1.6\">Here\u2019s a concise guide to help you <span class=\"has-inline-color has-vivid-cyan-blue-color\"><span style=\"text-decoration: underline;\"><a href=\"https:\/\/kylas.io\/sales-effectiveness\/choose-best-sales-crm-software-small-business\/\" target=\"_blank\" rel=\"noreferrer noopener\">choose the best sales CRM software<\/a><\/span><\/span> for your unique needs.<\/p>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p class=\"has-medium-font-size\" style=\"line-height:1.6\">And if you have already looked at the options above, there\u2019s also this new Sales CRM software on the block called Kylas.<\/p>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n<div class=\"ub-styled-box ub-notification-box\" id=\"ub-styled-box-8c8f491b-0aac-4355-9b20-9f4f52811860\">\n\n\n<p class=\"has-medium-font-size\">Introducing Kylas Growth Engine &#8211; the new best <a href=\"https:\/\/kylas.io\/sales-effectiveness\/small-businesses-need-sales-crm-software\" target=\"_blank\" rel=\"noreferrer noopener\">sales CRM software<\/a> for small businesses.<\/p>\n\n\n<\/div>\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<hr class=\"wp-block-separator has-css-opacity\"\/>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"htoc-so-what-makes-kylas-different-from-other-crms-out-there\"><strong>So, What Makes Kylas Different From Other CRMs Out There?<\/strong><\/h2>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p class=\"has-medium-font-size\" style=\"line-height:1.6\"><strong>Extended-trial Period <\/strong>&#8211; Using and understanding a sales CRM takes time. While some of the mentioned CRMs do offer free plans, their plans come with rider-free features and a short-trial period. <\/p>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p class=\"has-medium-font-size\" style=\"line-height:1.6\">We at Kylas are confident in our product and want you to have it for free for 7 days, with no user limitations. <\/p>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p class=\"has-medium-font-size\" style=\"line-height:1.6\">After this, you can continue to use it for free or move to the paid plan for just USD 250\/month (unlimited users).<\/p>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p class=\"has-medium-font-size\" style=\"line-height:1.6\"><strong>Free Business Expertise <\/strong>&#8211; Whether you are new to the world of business technology or have been using tech tools for a while, you will need guidance to apply it to your ecosystem. <\/p>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p class=\"has-medium-font-size\" style=\"line-height:1.6\">Kylas offers free business expertise so that you can get going and stay ahead of your competitors.<\/p>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p class=\"has-medium-font-size\"><strong>Free Product Walkthrough<\/strong> \u2013 We know that no two businesses are the same. This tells us that you need a sales CRM software tailored to your requirements. <\/p>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p class=\"has-medium-font-size\">Just share your contact details with us and our Sherpa will help you get started with a walkthrough to help you customize the product to suit your industry and business needs.<\/p>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p class=\"has-medium-font-size\" style=\"line-height:1.6\"><strong>Affordability<\/strong> &#8211; Here is how most CRMs work. Want more features? Pay more. Want more user accounts? Pay more. Want business expertise? We cannot help you there. Or pay more and hire a consultant. <\/p>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p class=\"has-medium-font-size\" style=\"line-height:1.6\">With Kylas, you get all <a href=\"https:\/\/www.kylas.io\/features\" target=\"_blank\" rel=\"noreferrer noopener\"><span style=\"text-decoration: underline;\">features<\/span><\/a> and support systems included with the paid plan; all at a <a href=\"https:\/\/www.kylas.io\/pricing\" target=\"_blank\" rel=\"noreferrer noopener\"><span style=\"text-decoration: underline;\">fixed cost<\/span><\/a>.<\/p>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p style=\"font-size:22px;line-height:1.6\"><strong>Features of Kylas<\/strong>:<\/p>\n\n\n\n<p class=\"has-medium-font-size\" style=\"line-height:1.6\"><\/p>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<ul class=\"has-custom-letterspacing has-medium-font-size\">\n<li>An <strong>In-app Motivational Ecosystem <\/strong>to help sales teams stay focused and ensure that CRM adoption stays high.<\/li>\n<\/ul>\n\n\n\n<div style=\"height:20px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<ul class=\"has-custom-letterspacing has-medium-font-size\">\n<li>A little further down the road, we will launch a <strong>Collaboration Stack <\/strong>that leverages the collective knowledge that resides within the organization and\/or its external stakeholders.<\/li>\n<\/ul>\n\n\n\n<div style=\"height:20px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<ul class=\"has-custom-letterspacing has-medium-font-size\">\n<li>Further on, we will also deploy an <strong>AI Engine<\/strong> to help provide intelligence around data and timely insights.<\/li>\n<\/ul>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p class=\"has-medium-font-size\" style=\"line-height:1.6\">With Kylas, it\u2019s all gain zero-fuss outcome. No confusing pricing plans, no user limitations!<\/p>\n\n\n\n<div style=\"height:40px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<hr class=\"wp-block-separator has-css-opacity\"\/>\n\n\n\n<div style=\"height:40px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n<div class=\"wp-block-image has-lightbox\">\n<figure class=\"aligncenter size-large\"><a href=\"https:\/\/kylas.io\/leadership-growth\/business-resilience-crisis\/\"><img decoding=\"async\" src=\"https:\/\/kylas.io\/wp-content\/uploads\/2021\/04\/Kylas-Pillar-Blog-1-Sales-CRM-software-Image-4-1024x295-1.png\" alt=\"Sales CRM myth 3: A Sales CRM software is a magic potion that will solve all your business challenges. \" class=\"wp-image-1679\" title=\"Sales CRM is not a magic tool to solve all business challenges\"\/><\/a><figcaption class=\"wp-element-caption\">Myth Busted: Sales CRM will not solve your business difficulties. <\/figcaption><\/figure><\/div>\n\n\n<div style=\"height:20px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<hr class=\"wp-block-separator has-css-opacity\"\/>\n\n\n\n<div style=\"height:40px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"htoc-conclusion\">Conclusion<\/h2>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p class=\"has-medium-font-size\" style=\"line-height:1.6\">When we talk about businesses scaling with expertise, we should take note that sales CRM tools are not a magic potion that can drive all challenges away. <\/p>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p class=\"has-medium-font-size\" style=\"line-height:1.6\">While the technology can enhance sales effectiveness, decision-makers, especially of small businesses, need to focus on improving culture, integrating industry best-practices, and creating a growth mindset within the business.<\/p>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n<div class=\"ub-styled-box ub-notification-box\" id=\"ub-styled-box-38876074-2442-4764-a4d3-1e3a15af3b26\">\n\n\n<p class=\"has-medium-font-size\"><a href=\"https:\/\/kylas.io\/\" target=\"_blank\" rel=\"noreferrer noopener\"><span style=\"text-decoration: underline;\">Kylas Growth Engine is a sales CRM<\/span><\/a> designed exclusively for small businesses. We are here to help you scale with the right blend of Product, Support and Expertise.<\/p>\n\n\n<\/div>\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p class=\"has-medium-font-size\" style=\"line-height:1.6\">Kylas also offers you the support and tools to develop a growth mindset and culture and keeps your sales team motivated.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Have you ever wondered why sales managers depend on this tool to amplify their sales efforts? What exactly does the CRM system do? To sell smarter and faster, sales CRM software helps businesses make customer interactions and sales efforts more efficient. Additionally, sales CRM software help companies process customer data and build better relationships with &hellip; <\/p>\n<p class=\"link-more\"><a href=\"https:\/\/kylas.io\/en\/sales-effectiveness\/everything-you-need-to-know-about-sales-crm-software\" class=\"more-link\">Continue reading<span class=\"screen-reader-text\"> &#8220;Everything You Need to Know About Sales CRM System&#8221;<\/span><\/a><\/p>\n","protected":false},"author":23,"featured_media":1686,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"inline_featured_image":false,"ub_ctt_via":"","footnotes":""},"categories":[6,7,12],"tags":[3,4,55],"acf":[],"featured_image_src":null,"author_info":{"display_name":"Shagun Sharma","author_link":"https:\/\/kylas.io\/en\/author\/shagun"},"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v21.5 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Everything You Need to Know About Sales CRM System | Kylas<\/title>\n<meta name=\"description\" content=\"A sales CRM system can be the most powerful tool in a small business&#039;s arsenal. Read the guide to understand CRM and how it can benefit you.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/kylas.io\/en\/sales-effectiveness\/everything-you-need-to-know-about-sales-crm-software\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Everything You Need to Know About Sales CRM System | Kylas\" \/>\n<meta property=\"og:description\" content=\"A sales CRM system can be the most powerful tool in a small business&#039;s arsenal. 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Read the guide to understand CRM and how it can benefit you.","og_url":"https:\/\/kylas.io\/en\/sales-effectiveness\/everything-you-need-to-know-about-sales-crm-software","og_site_name":"Kylas Growth Engine | Sales CRM Software for Small businesses","author":"Shagun Sharma","twitter_card":"summary_large_image","twitter_misc":{"Written by":"Shagun Sharma","Est. reading time":"10 minutes"},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"WebPage","@id":"https:\/\/kylas.io\/en\/sales-effectiveness\/everything-you-need-to-know-about-sales-crm-software","url":"https:\/\/kylas.io\/en\/sales-effectiveness\/everything-you-need-to-know-about-sales-crm-software","name":"Everything You Need to Know About Sales CRM System | Kylas","isPartOf":{"@id":"https:\/\/kylas.io\/en\/#website"},"datePublished":"2020-12-03T09:30:00+00:00","dateModified":"2024-06-28T10:49:56+00:00","author":{"@id":"https:\/\/kylas.io\/en\/#\/schema\/person\/58914992bfe5c67716dfe2e8863250a3"},"description":"A sales CRM system can be the most powerful tool in a small business's arsenal. 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