3 Great Online CRM Programs for Your Restoration Sales Team

Marketing is something that not only your marketer (if you are lucky enough to have one) does. Marketing is a job for representatives from every department including sales, the mitigation team, remediation specialists and others. And so it’s crucial to monitor the marketing efforts of every member of your team.

It’s time to say goodbye to the now-defunct Excel tools – even if you have a special relationship with the spreadsheet processor – and welcome more advanced online customer relationship management tools with which you can integrate and organize your marketing efforts across the company. More importantly, these advanced tools will allow you to become more efficient with how you spend your marketing budget.

What is CRM (Customer Relationship Management)?

First of all, let’s define what CRM means. It’s an acronym for a phrase you’ve undoubtedly heard a million times – Customer Relationship Management. It’s extremely difficult to overstate the importance of CRM. What’s more, you can get a degree in CRM from some universities. However, we’re guessing you don’t have the time to spend 4 years of training. Therefore, it’s better to find a ready-made online solution on the World Wide Web.

By definition (and you can find it by clicking on this link – http://en.wikipedia.org/wiki/Customer_relationship_management) CRM is a model for managing a company’s interactions with current and future customers. It involves using technology to organize, automate and synchronize sales, marketing, customer service and technical support. So, you need to find a software solution to properly implement your CRM program. Even if it all seems complicated at first sight, you don’t need to be intimidated as we’ve put together some simple guidelines to help you get started quickly.


3 Best CRM Solutions for Your Restoration Sales Team

When choosing a CRM solution, you should find one that focuses not only on sales but also on marketing and sales. That way you will get the most out of it, and it will allow you to track more information which results in a better analysis of your marketing and sales efforts. Additionally, the cost is another factor to consider. As you guessed, CRM solutions aren’t free and that means most of them charge on an ongoing basis. Therefore, when choosing the best CRM solution, you need to determine the price you are willing to pay in the long run.

So, here are three of the best – in our opinion – solutions on the market worth considering:

  • Salesforce.com. As one of the first solutions on the market, Salesforce is undoubtedly a brand that is always on the radar of those who use CRM. From the in-house management tool Salesforce Work to the marketing tool Marketing Cloud and the social media application Salesforce Chatter, Salesforce covers just about every small business need. More importantly, Salesforce offers affordable pricing. Here are the options available to you: http://www.salesforce.com/crm/editions-pricing.jsp too (their marketing cloud app is quite a bit more money at $5,000 – http://www.salesforce.com/crm/marketing-cloud-pricing.jsp however). Try it here for 30 days FREE.
  • SugarCRM.com. The name of this solution is probably appealing in itself, but it is also a very powerful marketing tool worth considering. Not only is it capable of tracking sales, but it’s also able to cope with ever-important marketing tasks, which is what makes it so in demand. So, here are a few options offered by SugarCRM: http://www.sugarcrm.com/crm-marketing at $35 per user/month and https://store.sugarcrm.com/ which is a nicely affordable present as well. Try it here for 30 days FREE.
  • TactileCRM.com. It is a simple, efficient and accurate solution that integrates your Freshbooks and Google accounts with its online software. Priced at just $18 per month, TactileCRM leapfrogs previous solutions in terms of cost-effectiveness. Being an easy-to-use web-based contact and sales management system, it’s great for managing your sales pipeline, contacts, notes, emails and activities in one place so you can easily share information within your organization. Focused on small businesses, TactileCRM won’t let you in ‘do it soon’ notes.

Keeping track of information is a huge necessity these days. Even if you’d rather just use Excel, there’s nothing wrong with that. However, if you want to take your marketing to a fundamentally different level and let it flourish beyond the capabilities of Excel, try using a dedicated CRM tool. Designed to help you increase sales, these solutions streamline, integrate and push your marketing efforts further than you ever imagined possible.


What is a CRM program?

A CRM program is a software solution designed to manage and analyze customer interactions and data throughout the customer lifecycle, with the goal of improving customer relationships and driving sales growth.

What are the three online CRM programs discussed on the page?

The three online CRM programs discussed on the page are Zoho CRM, Infusionsoft, and Salesforce.

What makes these CRM programs great for restoration sales teams?

These CRM programs are great for restoration sales teams because they offer a range of features that can help improve sales productivity and customer engagement, including lead management, sales automation, marketing automation, and customer service.

What features does Zoho CRM offer?

Zoho CRM offers features such as lead management, sales automation, marketing automation, and customer service. It also offers integrations with popular tools such as Google Apps, Zendesk, and QuickBooks.

What features does Infusionsoft offer?

Infusionsoft offers features such as lead management, sales automation, marketing automation, and e-commerce capabilities. It also offers integrations with popular tools such as WordPress, Magento, and QuickBooks.

What features does Salesforce offer?

Salesforce offers features such as lead management, sales automation, marketing automation, and customer service. It also offers integrations with popular tools such as Google Apps, Marketo, and Microsoft Dynamics.

Are there any costs associated with using these CRM programs?

Yes, there are costs associated with using these CRM programs. The cost may vary based on the plan and features selected. It is advised to check the pricing of each program before deciding to use it.

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One thought on “3 Great Online CRM Programs for Your Restoration Sales Team

  1. As a restoration sales trainer and marketing consultant…Ive seen a lot of CRM’s. Those above are adequate but I would recommend Luxor CRM all day to my clients for really helping to systematically classifying your true clients, keeping you on top of “Low Hanging Fruit” and for giving the business owner a clear picture of where each marketer stands week to week in their sales efforts.

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