CRM Solutions Spreadsheet
Information regarding the CRM solutions by Salesforce, Hubspot, Zoho, Microsoft Dynamic 365, Zendesk Sell, Nimble, PipelineDeals, Sugar Sell, Freshsales, and Agile has been provided in the attached spreadsheet. Below is a summary of the key findings.
Summary of Findings
- The core features of Salesforce include contact management, customer engagement tools, workflow creation, and task management.
- Hubspot CRM has automated logging and updates "customer deals and sales activities."
- The main features of Zoho CRM include CRM analytics, developer API for third-party integration, and document library.
- Microsoft Dynamic 365's main features include contact and account management, call center, customer support portal, case management, and partnership relationship management.
- Zendesk CRM's main features include a customized sales pipeline, full-featured mobile CRM, and email integration including Gmail.