The analytical CRM systems are the subsets of a CRM that an organization gathers information on customer interactions to get a great user experience. However, it would be possible for a company to achieve that milestone by increasing the rate of happy customers and customer retention rates. Analytical CRM tools enable you to look at past sales trends and current leads and opportunities to locate purchase behavior patterns. These tools also let you do sales forecasting and predict trends, including speed and geographical locations. The CRM analytical software benefits the business’s overall strategy by offering account-based marketing, optimized marketing campaign, marketing, and sales activity, imparting knowledge on converting prospects to regular customers, new sales opportunities, etc. If you seek a list of analytical CRM platforms for the sales team to pick the best, you can get them through research.
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- $49.00 /month
What are the Best Analytical CRM Software in 2023?
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List of Analytical CRM Platforms For Sales Team | Best Analytical CRM Systems Reviews
1. Pipedrive – Best Analytical CRM Software
About Pipedrive: Pipedrive is the best CRM software for any sized business. With a clear dashboard, easy-to-use features, and an expansive library of integrations with other apps, it’s the perfect CRM for anyone who wants to be more productive with their business strategies. Pipedrive provides the easiest way to manage your business and customer relationships. With its intuitive interface, advanced filtering tools, and powerful reporting capabilities, this CRM eliminates a lot of the hassles that come with keeping up with current opportunities.
Pipedrive Features: Lead Analytics, Sales Forecasting, Sales Analytics, Multiple Pipeline Views, Lifecycle Tracking, Business Intelligence Tools, Sales Optimization, Marketing Optimization, Customer Behavior, Sales Opportunities, Market Analysis, Customer Satisfaction, Financial Forecasting, Custom Reporting
“Using Pipedrive’s CRM is one of the best decisions we’ve ever made. We’ve seen our annual revenue explode, and the outlook just keeps getting sunnier” – Mitchell Workman
501 – 1000
2. Salesforce Sales Cloud – Making Better Decisions with CRM Analytics
About Salesforce Sales Cloud: Salesforce CRM is a software company that offers cloud-based customer relationship management solutions for small, medium and large businesses. Salesforce CRM manages the company’s relationships with current customers as well as potential customers and partners. Salesforce offers a range of features including phone, email, chat, social media monitoring and enterprise content management. The solution is available in numerous languages and offers thousands of plugins, including those that extend the system’s functionality beyond basic CRM to business analytics, email management and marketing.
Salesforce Sales Cloud Features: Lead Analytics, Sales Forecasting, Sales Analytics, Multiple Pipeline Views, Lifecycle Tracking, Business Intelligence Tools, Sales Optimization, Marketing Optimization, Customer Behavior, Sales Opportunities, Market Analysis, Customer Satisfaction, Financial Forecasting, Custom Reporting
“With Salesforce, we’re building a unified information source to help us reimagine collaboration across our entire platform. This will enable NBCUniversal to continue delivering the highest level of transparency, insights, and results for our customers.” – Linda Yaccarino
Not provided by vendor
3. Zendesk Sell – Data analysis with your CRM
About Zendesk Sell: Zendesk Sell CRM is a powerful customer support and sales software. It helps businesses optimize their customer experience, increase revenue and improve profitability. Some of the features include: email marketing automation, lead management, task management, chat functionality, and more. Features are built for both inbound and outbound customer interactions – whether on the phone or through emails alone. It is compatible with different languages, so it’s accessible to everyone! Zendesk Sell CRM is an investment that will pay off in the long run by increasing your business’ competitive edge among others who don’t use this software.
Zendesk Sell Features: Lead Analytics, Sales Forecasting, Sales Analytics, Multiple Pipeline Views, Lifecycle Tracking, Business Intelligence Tools, Sales Optimization, Marketing Optimization, Customer Behavior, Sales Opportunities, Market Analysis, Customer Satisfaction, Financial Forecasting, Custom Reporting
“We are using Zendesk Sell and Support to give our sales and support teams everything they need in one platform. They are able to effectively and efficiently collaborate and improve the customer experience.” – Bonni Poch
1001 – 5000
4. Freshsales – Best CRM Analytics
About Freshsales: Freshsales CRM is a sales CRM designed to be used with Gmail and Google Calendar. It helps you keep in touch with your prospects and manage your meetings from Gmail. Freshsales CRM is integrated perfectly into Gmail, which means you can use all the features of Gmail without having to switch to an additional window or program when checking emails. You can also manage your contact details and create sales campaigns and reminders with the help of Gmail and Google Calendar.
Freshsales Features: Lead Analytics, Sales Forecasting, Sales Analytics, Multiple Pipeline Views, Lifecycle Tracking, Business Intelligence Tools, Sales Optimization, Marketing Optimization, Customer Behavior, Sales Opportunities, Market Analysis, Customer Satisfaction, Financial Forecasting, Custom Reporting
“As soon as we were given a demo of Freshsales, we knew it would resolve some of our most pressing sales challenges, to begin with. In fact, after a short set-up period and minimal training, we were able to hit the ground running from Day 1. And it hasn’t disappointed till today.” – Jean-Philippe Thiery
1001 – 5000
Not provided by vendor
5. HubSpot CRM – Analytical CRM Software for small businesses
About HubSpot CRM: HubSpot CRM is a software application that primarily focuses on managing your business’s online presence and online marketing practices. The HubSpot CRM software is the backbone of every company’s website; it allows for managing and monitoring web traffic, tracking analytics, creating content for social media, and measuring success. Having access to HubSpot CRM can give you more insight into your customer’s behavior and customer relationship, which ultimately can help improve your company’s bottom line.
HubSpot CRM Features: Lead Analytics, Sales Forecasting, Sales Analytics, Multiple Pipeline Views, Lifecycle Tracking, Business Intelligence Tools, Sales Optimization, Marketing Optimization, Customer Behavior, Sales Opportunities, Market Analysis, Customer Satisfaction, Financial Forecasting, Custom Reporting
“One of the most dangerous things a software company can do is remain static, HubSpot does a great job of listening to its customers and keeping up with the shifting world of technology. It’s a trustworthy platform that will keep pace with whatever the future brings.” – Haley Irwin
1001 – 5000
Not provided by vendor
6. Vtiger CRM – Vtiger for Effective Customer Data Analysis
About Vtiger CRM: Vtiger CRM is a web app that integrates with web apps like Gmail, Outlook, and other tools to manage lead-based marketing campaigns. With Vtiger CRM, you can use your site’s content to create campaigns, build and maintain relationships with leads and customers through email or social media channels or integrate your site’s user database. Vtiger CRM is not just for large companies managing huge databases of leads or sales information. It also works well for small businesses that want to take their marketing efforts to the next level by building on what they already have in place on their website.
Vtiger CRM Features: Lead Analytics, Sales Forecasting, Sales Analytics, Multiple Pipeline Views, Lifecycle Tracking, Business Intelligence Tools, Sales Optimization, Marketing Optimization, Customer Behavior, Sales Opportunities, Market Analysis, Customer Satisfaction, Financial Forecasting, Custom Reporting
“We were looking for the best CRM on the market, we compared the capabilities and decided that Vtiger has the tools, characteristics, and features that we were looking for at an unexpectedly low cost per seat.” – Wilmer Oliveros
51 – 200
Not provided by vendor
7. Zoho CRM – In-depth CRM analytics to help you make smarter business decisions
About Zoho CRM: Zoho CRM is a cloud-based platform that helps you organize your business and track your projects. It comes with a variety of features; this CRM has made it possible for anyone, regardless of their experience or level in their field, to manage their business effectively without having to worry about anything else. Zoho CRM offers numerous features to manage sales and business where you can find process management, sales enablement, sales forecasting, marketing automation, customization, team collaboration, etc.
Zoho CRM Features: Lead Analytics, Sales Forecasting, Sales Analytics, Multiple Pipeline Views, Lifecycle Tracking, Business Intelligence Tools, Sales Optimization, Marketing Optimization, Customer Behavior, Sales Opportunities, Market Analysis, Customer Satisfaction, Financial Forecasting, Custom Reporting
“With Zoho CRM, we experienced a 65% increase in our sales pipeline. We also managed to reduce our lead to real prospect time by 60%, which is huge. I would definitely recommend Zoho CRM to companies that are experiencing complexity with sales and marketing and witnessing rapid growth.” – K.C Watson
5001 – 10000
Not provided by vendor
8. Microsoft Dynamics CRM – Enterprise Analytical CRM Software
About Microsoft Dynamics CRM: Dynamics 365 is a leading Enterprise CRM Software provided by Microsoft. Dynamics 365 goes beyond traditional CRM to help your enterprise adapt, innovate, and delight each customer. It’s crafted keeping in mind the needs of sales, services, marketing, finance, and other enterprise departments so that every department works toward a single goal!
Microsoft Dynamics CRM Features: Lead Analytics, Sales Forecasting, Sales Analytics, Multiple Pipeline Views, Lifecycle Tracking, Business Intelligence Tools, Sales Optimization, Marketing Optimization, Customer Behavior, Sales Opportunities, Market Analysis, Customer Satisfaction, Financial Forecasting, Custom Reporting
“Dynamics 365 is no mere sales platform, but rather a potential platform for all sales division employees. Launching it in sales laid the groundwork for all other divisions, which can now not only benefit from the platform but even work with it themselves.” – Richard Ritz
9. Creatio CRM – Advanced analytics for your business
About Creatio CRM: Creatio CRM is a cloud-based customer relationship management software for small businesses. This program allows users to manage their business and customer relations using their private domain. It uses an intuitive, easy-to-use interface which makes it easy for new users to learn how to use the platform without difficulty. Being made available on a monthly subscription basis, this software is accessible at any time, whether you’re at work or home. For those who are equally interested in using the system daily, there are also several add-ons that can be purchased that offer paid features such as phone support and more features.
Creatio CRM Features: Lead Analytics, Sales Forecasting, Sales Analytics, Multiple Pipeline Views, Lifecycle Tracking, Business Intelligence Tools, Sales Optimization, Marketing Optimization, Customer Behavior, Sales Opportunities, Market Analysis, Customer Satisfaction, Financial Forecasting, Custom Reporting
“With Creatio, we consolidated all customer data, tuned lead and opportunity management using business rule capabilities, and streamlined the sales process.” – Jana Sergejenko
501 – 1000
10. Insightly CRM – Boost your sales success with Analytical CRM
About Insightly CRM: Insightly CRM is a software solution for small and large businesses. Insightly CRM has plenty of features to help you manage your workflow and stay in touch with your customers. Insightly CRM is available for U.S. and Canada only. It is available in several languages, including English, French, German, Italian, Spanish, Dutch, and more. CRM system is designed for teams that want to manage their clients, leads, and contacts on the go. It’s a very flexible tool that can be adapted to different industries with its modules.
Insightly CRM Features: Lead Analytics, Sales Forecasting, Sales Analytics, Multiple Pipeline Views, Lifecycle Tracking, Business Intelligence Tools, Sales Optimization, Marketing Optimization, Customer Behavior, Sales Opportunities, Market Analysis, Customer Satisfaction, Financial Forecasting, Custom Reporting
“Bridging the gap between sales and marketing has always been important to us, and Insightly makes it easy to facilitate open communication between departments. We are excited to continue to capitalize on the tools that we’ve never had before. The opportunities within Insightly are endless.” – Chris Reider
51 – 200
Analytical CRM Software Buyer’s Guide
» What is Analytical CRM Software?
Businesses are always looking for ways to make their employees more efficient at what they do- whether it be answering phones or closing sales deals. Analytical CRM systems are a tool that helps a business do just that. By gathering specific information about its customers, a company can create a report that breaks down its subscribers by various demographics. This is then used to assess the functional business areas that need improvement.
Businesses can use analytical CRM systems to gain valuable insights from the data it collects and shares with their customers. This allows a company to learn what customers like and dislike, which will help them determine a company's best strategies for customer relations, marketing and sales. Analytical CRM software is often used for customer relationship management. CRM software is frequently used to identify trends in customer behavior and learn how individual customers interact with the business, including what actions they take on an average day. For example, we could have data on how often certain people call or email us every month and see what type of information they send, such as a complaint or request for an offer.
» Why do Businesses Need Analytical CRM Software?
One of the many tasks a business does is customer relationship management. Companies use different tools, such as email marketing, social media marketing, or websites, when it comes to customer relations. Many organizations often choose analytical CRM software because it helps improve the overall customer experience and understand how customers interact.
Businesses need the best analytical CRM software for their customers. They need it for themselves because they can take customer information from one platform and export it to other platforms like salesforce or Google Analytics. Not only do these types of programs help businesses make money, but they also help them stay ahead of their competitors by breaking down datasets in a much easier way.
» Benefits of Analytical CRM Systems
Analytics is the most crucial part of any marketing campaign. We all want to know who our customers are, their actions, and how we can get more money. There are many benefits of using the best analytical CRM software that might not be obvious at first glance but will benefit your business in the long run.
1. Account-Based Marketing:
Analytical CRM software lets you see who your best customers are. Chances are they're also your biggest spenders. You can thus concentrate on these accounts and try to get them even more involved with your brand. This will bring you more money and increase customer loyalty by making them feel special. And if you're up for something more radical, you can create a campaign that targets just the key accounts and build special offers around those specific people.
2. Marketing Campaign Optimization:
The big idea behind analytical CRM is making sure you're getting the most bang for your buck. You can use a CRM with highly advanced data analytics and customer ROI analysis to determine the most effective marketing campaign. You can thus make well-informed decisions on when and where to use your budget and get the best results in return.
3. New Sales Opportunities:
The best part of analytical software is that it automates the collection and analysis process, so you don't have to do it manually. With an automated system, you will immediately know when a lead becomes a customer or gives you one more contact point worth following up with. From there, you can make a strategy that focuses on getting as many potential customers as possible without wasting money on ineffective advertising.
4. Optimization of Marketing and Sales Activity:
The whole point of using CRM software is to ensure you're doing everything your company needs to do to get the most sales prospects and profits. This software will help you stay organized, keep track of everything, and ensure all your actions are based on actual data instead of assumptions or beliefs. Not only do this, but it will also help streamline your processes so you can get work done twice faster!
5. Boost Customer Loyalty and Satisfaction:
Analytical CRM software will not only help you make money, but it will also help you keep your customers long-term. The software will allow you to stay in touch with your clients, get their feedback and build a stronger relationship with them. This increases customer satisfaction, leading to loyalty and more money.
6. More Accurate Financial Forecasting:
Lastly, analytical CRM software allows you to estimate how much profit you can expect from a campaign or investment. This is crucial for any financial planner or sales executive who has trouble figuring out if their company is making money or losing it.
» Features of Analytical CRM Software
Every aspect of your business requires time and attention, with customer relationship management (CRM) software no exception. CRM systems have increased in importance for businesses of all sizes and complexity levels. However, it can be challenging to determine exactly what features are included with analytical CRM software. This guide will explore the features that differentiate analytical from traditional CRM software and how they could improve your business processes.
1. Analytical dashboard:
Best Analytical CRM software offers a real-time dashboard of your sales pipeline, an example of a feature that will help you and your employees keep track of your business throughout the day. The dashboard of analytical CRM software provides all employees with sales visibility and can inform faster actions, leads to more informed decisions, and can help to close more deals.
2. Sales analytics:
Best Analytical CRM software can offer sales analytics that shows all critical metrics for your and potential clients in real-time. The data displayed here are adaptable to provide you with the tools you need to increase conversion rates. Analytics are transparent so that no one has to work hard at calculating or have any worries about data integrity.
3. Reporting features:
Best Analytical CRM software can provide a wide range of reporting features, which are vital to keeping you informed of your business. The reporting feature allows you to track all factors that can translate into sales and profitability. These reports will help to improve decision-making and management, which means the more successful you are, the more successful your company will be.
4. Sales tracking:
Analytical CRM software offers advanced tracking capabilities to automate many recurring tasks associated with sales activity, such as approvals and updates on accounts with active status. This feature has the added benefit of helping you to manage your time more efficiently.
5. Multiple account manager:
A multiple account manager is a great tool that allows you to monitor multiple accounts in one platform by offering an aggregated view of all contact info, deals, pipeline stages, agent contact info, etc. This is especially useful for businesses with a high concentration of clients or needing to manage specific clients regularly.
6. Data Mining:
Analytical CRM software offers a data mining feature that allows you to uncover trends and patterns in the information you collect. This will enable you to make better decisions and manage your business more efficiently. Data mining is significant for companies that want to build a solid foundation for future growth.
7. Lead Generation:
Lead generation is a feature that provides you with the tools to connect with your customers and clients. Automating this process allows you to connect quickly with more people, making the most of your time. This feature is handy for those trying to increase their clients or business leads.
8. Personalized Dashboard:
Best analytical CRM systems can provide a personalized dashboard that is completely customizable. This helps your employees maintain better focus throughout the day as they can look at specific information that pertains only to them and their tasks. The personalized dashboard saves time by not forcing employees to look at unnecessary information on their dashboards.
Analytical CRM software offers integration with a wide range of applications and technologies, allowing you to expand the capabilities of your system. The integration feature will enable you to move information between other methods in terms of internal and external data sources. This helps to improve cross-company collaboration and ensures that information is always shared seamlessly.
Analytical CRM software offers a mobile app for users to access their dashboard from anywhere at any time, making using the system more accessible and less time-consuming. Users who work in remote locations can access their best analytical CRMs on the go by using an app on their smartphone or tablet devices.
11. Marketing automation:
Analytical CRM software offers marketing automation that allows you to create personalized interactions with your leads and customers. Right from the moment they sign up to your website, this feature will enable you to keep them engaged and gain their trust. Business owners can use this feature to help reduce their costs by automating specific marketing strategies.
12. Customer service:
Best analytical CRMs offer a customer service feature that allows for better client relationships and builds on them over time. This feature helps improve the client experience by tracking their sentiment towards your company, analyzing your client data, and providing tools for more personalized support options.
» How much does Analytical CRM Software Cost?
An analytical CRM software can cost anywhere from $49 to $150 per user/month. The Analytical CRM price depends on your company's size and the number of users in your business. The total cost usually includes a one-time fee for an installation and setup process and monthly fees for ongoing services.
Analytical CRM software is both customizable and scalable. It's also easier to maintain with a monthly fee than with annual lump sums for upgrades or major releases plus software licensing costs. This makes it ideal for smaller businesses with essential features that don't require a complicated system.
The cost of Analytical CRM depends on the size of your company, including the number of users in your business. For example, you might pay $100- $200 for analytical CRM software when you have fewer than 100 employees. The price may be higher if you have more than 100 employees. Also, if you are a small business owner, the CRM may cost you around $12 per user per month. The bottom line is that if the number of features and users increases, the price will also rise.
» How to Choose the Best Analytical CRM Software?
A CRM is a planning and business tool typically employed to track an individual's interactions with prospective clients. The purpose of best analytical CRM systems is to automate many tasks related to running a business that would otherwise be time-consuming or tedious, such as acquiring new leads or tracking the progress of projects. With this type of software, companies can focus on their target audience and increase their chances for success by increasing productivity and streamlining operations.
However, choosing the best analytical CRM systems can be difficult because many options are available today.
1. On-cloud Analytical CRM software: 3 of the best
Cloud is taking over, and analytical CRM applications are no exception. For many companies, this has meant that they can access and monitor their data from anywhere. The cloud makes it easier for employees to do their job without worrying about issues such as operating systems, memory, and hard drives.
When choosing software for your business, you need to consider how well that software can accommodate your needs in the future. Scalability measures the extent to which a product, system, or business can grow. Today, companies are trying to expand their reach while staying within budget. Purchasing scalable software means you won't have to worry about upgrades and new features becoming available and locking you into a contract.
3. Flexibility: do I need it?
Just because it's popular doesn't mean that analytical CRM software should be purchased immediately. Due to the changing needs of businesses, you may find that one analytical CRM software doesn't meet your needs right away. If this is the case, you can purchase additional modules and pay only for what you need. Buying multiple software packages means that most data will be stored in a cloud service where you can access it from any device at any time. This also helps with security because even if your laptop is stolen, your data remains secure behind a password.
4. The Basics:
Before purchasing analytical CRM applications, it's essential to ensure it's compatible with your computer and operating system. It would be best to have a computer with the recommended operating system and enough memory to run the software. You also need to ensure that your hard drive has enough space for the software. If you're purchasing a CRM for your business, all employees must be able to check their data in real time from any location and at any time.
5. What Features Do You Need?
Analytical CRM systems can give you many great tools to help run your business smoothly and efficiently. When choosing an analytical CRM system, it's essential to determine which features are necessary and which are just lovely to have.
Businesses that use analytical CRM software customers trust because they can have a much more personalized experience. Companies can use analytical CRM applications to provide the right message to customers at the right time. B2B and B2C companies have been using these types of software for years, and it is starting to take commonplace in other businesses as they understand its importance.
Analytical CRM software for salespeople has many features that make life easier; some include chatbots, personalization, and automation. These features help make businesses more efficient by making it easier for them to process information in massive amounts of data. Best Analytical CRM software also offers several ways to track information, such as web tracking, form tracking, event tracking, email tracking, mobile tracking, and social media tracking. Therefore, make sure you choose the best.