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Salesforce vs Zoho vs OPAL CRM – Pick the one which suits best

Salesforce vs Zoho vs OPAL CRM – Pick the one which suits best

by | Dec 12, 2018 | Sales

Being a Business owner, we wonder which CRM to choose and which CRM software best suites our requirements. Here is a brief comparison about 3 widely used CRMs available in the market. Hope this article makes your decision-making process easy.

Features Salesforce CRM Zoho CRM OPAL CRM
Who is this software for? Salesforce is designed for small to mid-sized businesses and large enterprises. Zoho is designed for small businesses to large enterprises. OPAL CRM software is designed for small and medium-sized enterprise. Startups and established organizations.
Ease of use Salesforce CRM is inconvenient at the beginning as there are several options to navigate and requires proper training from the consultant. The Interface is cluttered and is hard to navigate. Configuration and setup are difficult and time-consuming. Zoho CRM has lots of features but the depth of features can be limited, it requires lots of customization for set up. OPAL CRM set up is very convenient and learning the application takes hardly any time. All the modules are self-explanatory. The support team is 24/7 available for live demo.
Features Salesforce offers the following features Web to lead, customizable and tracked emails, email sync, chat functionality, customizable dashboard, mobile app, ‘lightning dialer’ for tracking calls, lead scoring, a separate marketing tool to optimize outbound email and social media. Zoho offers the following features Web to lead, email templates and tracking, email sync, mobile app, chat and collaboration, ‘Sales Signals’ from on social media, ‘Telephony’ allows for call tracking, trend analysis. OPAL CRM offers the following features Lead Capture – Online/Offline channels, Detailed Reports, Approve & Reject Lead Quotations, Invoice Management, two lines of Code Integration to capture leads from Website, e-commerce leads, mobile app, Send email from the application, API integration for Enterprises.
Customization Salesforce has the ability to customize, add third-party extensions and integrate with the apps. In Zoho CRM Customization is possible and the ability to add additional modules but not at the scale of Salesforce CRM. OPAL CRM is open for customization to suit any kind of business. The support team always looks forward to the business progression of the clients by designing a suitable CRM solution.
Pricing Salesforce CRM has four Editions – SalesforceIQ Starter, Lightning Professional, Lightning Enterprise and Lightning Unlimited. The price ranges from $25 to $300, billed annually for per user/month. Zoho CRM has four Editions – Standard, Professional, Enterprise and Ultimate which are designed to sever various sized organizations. The price ranges from $12 to $100, charged per user/month billed annually. OPAL CRM offers the most economical pricing $9.99 for up to 5 users (4+1 Admin)/month and any additional users would cost $9.99/user/month. There are 3 package editions available-Individual, Professional and Enterprise, the price ranging from $9.99 to $39.99 billed monthly.
Customer Support Customer service support through phone and email is available between 8 and 8 Mon- Fri (24/7 is payable) Worldwide toll-free support for 24/7 is included in the subscription fee. Customer support from the experienced team is available through phone, email and video call during the business working hours Mon-Fri.
Free trial 30 days 15 days 30 days
About The company The company was founded by Marc Benioff, Parker Harris, Dave Moellenhoff, and Frank Dominguez in 1999. It was established as a company specializing in software as a service (SaaS) Zoho corporation was founded by Sridhar Vembu and Tony Thomas in 1996. Apart from Zoho CRM they also offer .com services,  Manage Engine, WebNMS etc. OPAL CRM is developed by KloudPortal, Mobile App and SaaS Product Experts. Being a successful software company for 5 years, KloudPortal is passionate to bridge the gap between Technology and Businesses. Apart from CRM they also offer mobile apps, Digital marketing and Magento services.

What is the best free CRM for a Start-up business?

What is the best free CRM for a Start-up business?

by | Dec 10, 2018 | Sales

Are you a start-up? Are you looking for the best free CRM solution? We present OPAL CRM tool for you, it is free for the first one month.  You can use the CRM for

  • Updating leads from any channel
  • Keeping track of all communication with clients
  • Generating quotations and invoices within the application
  • Get the approvals from the team manager
  • Sending emails from within the CRM tool
  • Assigning leads to your team members
  • Obtaining detailed reports about your teams’ performance

Are you concerned that none of the CRM software in the market is meeting your business requirements, don’t worry we can customize the CRM application for you! We also offer a free mobile app for one month; the leads will be on your fingertips even on move.

Role of CRM software in Start-ups

There is a huge number of startups emerging every year. To outshine and become a prosperous business the company has to choose the right strategy. For an emerging company gaining a customer, trust is an utmost important factor. Although each start-up has their own way of capturing the market, everyone’s goal is to attract more customers and gain higher profits.  When it comes to managing customer relationships, there is no better solution than a Customer relationship management application. Things to know before choosing the Best CRM software for a Startup:

Know what is required vs what are the features

The CRM software should be of right fit to your company and has to be an asset rather than an inconvenience. First and foremost, evaluate systems and programs you are currently using and choose a CRM that complements the existing system. Focus on what is needed and don’t go for redundant features.

Take inputs from team

CRM software is meant for the sales, marketing, order generation, and management teams. Because the teams would be assessing it day in day out, we have to consider their requirements, constraints, limitations etc.  CRM could bring in major changes in the work process, hence it is necessary to understand if the team is ready to accept those changes.

Ease of use

If choosing appropriate software is one big step then how well it can be integrated with the current system is another major step. The set-up of software in cloud or in-house has to be easy and convenient. Check for training resources or if there is a CRM Software partner who will offer the training. Self-explanatory and user-friendly software is the most recommended to adopt for start-ups. If a software needs more time to learn the team will tend to make more mistakes during the learning curve.

Price

For start-ups, the budget is a primary concern. Evaluate licensing costs, cloud owning costs, training, system integration, and customer service costs. Also look out for future up-gradation and customization costs, because you don’t want to end up buying different software after a few years. Be aware of the hidden charges if any.

Will it improve efficiency?

Choose a CRM to streamline the Start-up business. Check if the software provides you real-time sales and marketing data, reports on customer behavior and marketing strategies.  Choose a CRM that promotes you to take better business decisions.

Compatibility and integration with other systems, Consider your hardware.

Consider the aspects of software integration with other systems currently used in your business.  CRM software either has to work on all aspects of your business like, sales, customer management, marketing, billing, quotation and invoices, email and mail generation etc. or it can have simple features but can easily integrate with other software which is used by the company.

Mobile accessibility:

With advancement in data access channels, work is not just confined to the office. The added flexibility of the mobile CRM proves to be a valuable resource. We can always stay up-to-date with clients anytime, anywhere. According to a research report, 65% of companies who are using mobile CRM software are meeting their current sales targets, whereas companies not using it are just meeting their sales targets by 22%.

In general, 90% of the start-ups fail to succeed. To grab the remaining 10% success rate and become a successful company, know what you are doing and focus on key strengths.  

How to buy a CRM software | OPAL CRM Software

How to buy a CRM software | OPAL CRM Software

by | Nov 29, 2018 | Sales

Getting the right solution right the first time is a difficult task. When it comes to choosing a customer relationship management system for your business, the process can be long and difficult.

The first step in buying a customer relationship management system is to ensure that the sales team and sales managers, as well as decision makers, are familiar with the CRM system.

The following instructions for CRM purchases provide information for prioritizing the needs and goals of an organization.

Understand the concept of CRM.

Beware of the CRM system full of jargon and buzzwords! If the supplier cannot provide a convincing explanation of the functionality of their product, do not buy it.

Define your needs in CRM.

Once the fundamental concepts of CRM are understood, it is important that senior managers and decision makers sit down to decide on the requirements for implementing a customer relationship management system.

Select your CRM providers.

Once you have defined clear business objectives, the next step is to create a list of suppliers that meet your needs. OPAL CRM is the Best option for all type of Business.

Do business with several CRM players.

Getting the true cost of a customer relationship management system is difficult, especially when the deployment requires the intervention of a third party. However, you must submit your request for proposal to the few pre-selected suppliers and wait until they offer you a good deal.

Invite meetings and demos.

Nobody understands your business better than you. So invite suppliers to prove that they can meet your needs in your business environment.

Compare and negotiate.

There are many CRM comparison tools for comparing features and prices before committing to a specific CRM solution.

Deploy your CRM solution.

Once you have all the information, it becomes easy to choose the CRM provider that meets all your CRM needs.

For more Details about OPAL CRM Software and CRM Types Visit: www.kloudportal.com

Why Your Retail Business Needs CRM Software

by | Nov 6, 2018 | Sales

The concept of shopping has evolved considerably over the decades. A survey found that customers now make 51% of their purchases online. For retailers, this has fostered a greater online presence, even among companies specializing in local products.However, as a company’s customer base grows, customizing each interaction becomes a challenge.

The use of Customer Relationship Management (CRM) software is one of the best ways to provide tailor-made experiences and detailed management of your consumer customer relationship. The right solution will help you create a database that will help you achieve all your goals. Here are some examples of companies using CRM.

The benefits are:

Better customer relations: The more you know and remember about customers (or customers), the more your customers know you care about them. This allows you to forge a much stronger relationship and a deeper relationship with your customers.

Improved cross selling capacity: The more you know about the needs and desires of your customers, the better you will be able to provide the solution to their next problem.

Increased team collaboration: It is at this level that many companies that do not require their executives to use the CRM system fail to take advantage of it. I know that I have managed the implementation of the CRM software where the management team thought it was a good idea but would not learn or use the tool themselves.

Improved efficiency serving customers: Once again, the more you know about customers, the better you can serve them. If everyone uses the customer relationship management system to record their customer interactions, ALL customer interactions, other users can then inform the customer of what has already been discussed with him.

Better staff pleasure The more information your staff have, the more motivated and involved they are. Having an accurate and up-to-date CRM that everyone uses and has access allows employees to solve customers’ problems. It makes employees and customers happy.

Increased revenue and profitability: Once everyone has learned and used, CRM productivity increases, sales cycles decrease, you have the opportunity to provide additional products and services to your customers and their satisfaction increases.

Cost savings:  Although starting a customer relationship management software takes a lot of time and money, its benefits far outweigh its costs. Sales team members are better able to plan meetings with prospects in the same geographic area. Customer service representatives are better able to solve a customer’s problems. You now have a central database of customers and leads that everyone can access instead of keeping everyone a spreadsheet or a separate contact database on their computer.

Less attrition of the customers: When a client is hired with only one member of a professional services firm, the risk of attrition is 40%. When five or more partners are involved in a customer relationship, the risk of attrition is reduced to less than 5%.

The Most Customizable & Flexible | Customer Relationship Management ( CRM ) Software 2018

The Most Customizable & Flexible | Customer Relationship Management ( CRM ) Software 2018

by | Jun 19, 2018 | Sales

Customer Relationship Management is a strategy for managing company’s relationship and interactions with existing and potential customers. Success of any business depends on how well the customer relationship is maintained. In the current competitive world bringing in new customers is a challenge. A CRM system helps companies stay connected to customers, streamline processes of bringing new lead thereby improves profitability.

Retaining a customer is equally important for the success of any business. So it is vital to maintain all customer data throughout his lifecycle. With good record keeping we can bring back the old customers back to our business.

 

Importance of using CRM application:

With lot of upcoming business Customer Relationship Management software is a must, it manages customer interactions, access business information and keep updated about what is happening in the industry.

Both business-to-consumer (B2C) and business-to-business (B2B) companies communicate with their customers through various channels like email, phone, mobile apps, social media and marketing materials. It involves lot of manual effort to track and analyse the data. CRM software does it all for you.

Sales and marketing are of the most crucial teams in any organisation. They take the product to right audience thus making the product or service successful.  If the data isn’t organised properly it results in total chaos amongst the sales or marketing agent

CRM software can be used to streamline various functions like marketing, sales, customer service, and support both large and small scale organization.

OPAL CRM marketing software by KloudPortal

KloudPortal is a successful mobile app and SaaS product development company for the past 4 years. We understand the small and large scale companies, need for CRM application. OPAL CRM is the most user friendly, customisable and flexible software.

So be ahead in the industry and effectively manage the leads and convert them into customers through OPAL CRM’s effective CRM marketing software. Here all the activities are done in one window: tracking leads, communication, generation of reports, access to complete customer information.

Opal CRM aids the company to effectively manage the leads. This is how it is done:

  • Captures leads through different channels (Online/Offline)
  • Segregates the leads to Hot/Warm/Cold
  • Classifies  the stage of leads
  • Records all the communication with leads
  • Manage different products and departments

Opal CRM helps the sales team

  • To know their daily tasks
  • Prioritise work on a given day
  • Follow up with leads through reminders
  • Approve and reject leads
  • Calendar view for all the leads and available tasks for the day / Week / Month
  • Know about the activities happening around the industry
  • Aids the sales manager to know the activities of each sales agent

Reports can be generated by click of a button:

  • Product Interest View: List of the Leads who are interested in the products
  • Graphical Report: Leads, who are interested, won, lost
  • Possible Lead Report: List of Leads who are interested from various channels

Work made easy for the sales and marketing team as writing quotations, invoices, generation of reports all done in application. Customers are maintained and easily retained with the data available.

 

Read Also: Why Sales and Marketing Teams need OPAL CRM?

 

We use

  • API integration for enterprises
  • Two lines of code integration for website, ecommerce
  • User access management
  • Multilingual support

Access the CRM application from mobile App, get updates about your leads anytime and anywhere using your mobile phone.

Functional features:

  • Self-registration
  • Can be used to manage multiple companies/portfolio. Add/Edit/Delete Users
  • Track & add activities of individual Lead
  • Automatic lead addition in CRM with 2 lines of Code Integration
  • Manage Quotations
  • Manage Discounts, Tax
  • Approval Workflow for Quotation
  • Convert Quotation to Invoice
  • Events & Notifications are triggered for allactivities.
  • Recurring subscriptions using paypal button integration.
  • Multilanguage support, upto 94 languages

Technical Features:

  • Restful Endpoints for integrating to Android/iOS applications
  • SMTP options for monetising your requirement
  • Update your application name and Logo
  • Supports integration with Java , objective C, C#, Android, Swift, perl client integration code base
  • Supports any host providers

Good bye to data entry, using excel sheets, manual tracking of data and missing important communication. Adopt our new methodology and get more collaborated, improve communication, increase revenue thus become a better company.Be ahead of the competitors, convert your leads to customers and be in touch them even after the sale, through OPAL CRM.

We at KloudPortal are ready for any customization for optimum satisfaction of our customers.

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