The 9 Best B2B CRM Software for Sales Teams 2023 (Free & Paid)

A B2B CRM is an application system that allows business enterprises to track and manage relationships with business buyers. Are you looking for a B2B CRM for your business? Well, it would be essential for you to understand how the B2B CRM system would work. According to business enterprises, the best B2B CRM software is the one that would be compatible, feasible, and deliverable for them. B2B CRM software for B2B sales benefits the organizations by helping them to enhance their contact management and customer experience, simplifying real-time quotes and targeted marketing campaigns, performing deep analytics and detailed reports, targeting B2B companies, creating the right content, gathering feedback, and monitoring the success level. Thorough online research provides a list of top B2B CRM software.


Our Score98/100
  • Pipedrive
  • United Kingdom
  • $14.90/month/user
  • Yes

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Our Score98/100
  • Salesforce
  • United States
  • Not provided by vendor
  • Yes

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Our Score98/100
  • Zendesk
  • United States
  • $49.00 /month
  • Yes

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» Our score is based on user satisfaction (reviews & ratings), social media buzz, online presence, and other relevant information. If your software is part of this list, use this badge on your website and social media to let your readers know about your success.

List of Top B2B CRM Software for Sales Teams 2023

1. Freshsales CRM - Best B2B Sales CRM Software

Freshsales CRM - Best B2B CRM Software

› Why Do We Prefer Freshsales CRM For B2B Sales?

Our in-depth analysis found Freshsales CRM is one of the best B2B sales CRM software. Its primary focus is to maximize B2B sales through actionable marketing strategies.

Freshsales CRM understands the business needs and provides the solution to fulfill them. It helps businesses to streamline their communication, automate workflow, and monitor customers by analyzing their entire journey. 

Freshsales CRM also helps to retain the business database and improve the customer experience to strengthen relationships for long-lasting. Any sales business can improve its productivity by integrating other apps and tools in one place. Furthermore, its extensive functionalities accelerate B2B sales business by aligning a whole business's operational processes. 

› What Are The Essential Features of Freshsales For B2B Sales?

    • Data Management: Collect, manage, update, and store all relevant information in one centralized place with easy access.
    • Contact Management: Manage all contacts, identify converted leads, and monitor activities through tools.  
    • Tasks Management: Manage, improve, track, assign,  and update all relevant tasks through the tasks management tool.  
    • Sales Funnel: Create sales funnels for leads with a personalized approach to track, manage, update, etc.,
    • Account Management: Manage, track, and update overall contacts’ accounts with real-time status using the Freshsales account module hierarchy.  
    • Track Management: View, track, and manage timeline activities and sales reps to get insights on leads or contacts, etc.
    • Communication: A centralized communication platform to overview all interactions, like phone, email, chat, and more.  
    • Integration: Countless third-party and hosted tools integration helps the team to organize customer information, application, etc.
    • Automation: Automate workflow, sales tasks, and more to focus on nurturing leads with CRM towards increased sales, etc.
    • Customization: Offers customizable tools based on business needs to enhance B2B efficiency.
    • Analytics & Reports: Analyze the sales activities and make custom reports to get sales revenue forecasts, etc.

› How Much Does Freshsales CRM Cost?

Freshsales CRM Offers 3 subscription packages with a 21-day free trial. It includes Growth, Pro, and Enterprise plans, priced at $15-$69 per user/monthly, billed annually. If you wish to get in-depth information, please visit the official website.

2. Salesforce CRM - Best B2B CRM To Build Business Relationships

Salesforce CRM - Best B2B CRM Software

› Why Do We Prefer Salesforce CRM For B2B Businesses?

As per our investigation, Salesforce CRM is one of the top CRM software for building business-to-business relationships. Salesforce CRM is designed to guide B2B businesses in managing their relationship with existing customers and business buyers.

Salesforce CRM understands the B2B model and lets them fulfill their customer requirements based on preferences at each touchpoint while needed. Salesforce enables B2B businesses to track leads, customers, etc., within the sales funnel. It helps to gain actionable insights and allows for fulfilling individual needs.

With Salesforce, B2B businesses can get clear visibility of the complete business operations, increase productivity, and increase sales team efficiency to make growth-driven decisions.

› What Are The Essential Features of Salesforce CRM For B2B Businesses?

    • Lead scoring: Filter qualified leads using AI-powered lead scoring tools based on their previous conversations.
    • Sales Funnel: Optimize sales and marketing strategies, controlling each step of the customer journey through sales funnels, etc. 
    • Leads Management: Capture leads from multiple social channels, pull all data together, nurture low prospects, etc.
    • Contact Management: Manage, track, filter, and organize information about leads, prospects, and customers in one centralized place.
    • Sales Forecast: Get real-time insights about sales revenue to improve the forecast with the help of custom KPIs and more.
    • Automation: Automates business internal operations to simplify the workflow.
    • Campaign Management: Manage, track, and update marketing campaigns across social channels to increase conversions.
    • Tasks Management: Manage, assign, and track the task and get an overview of team performance in one place.
    • Integration: Seamless third-party integration to sync with productive tools and apps.
    • Customization: Custom CRM tools that meet business requirements and enhance productivity.

› How Much Does Salesforce CRM Cost?

Salesforce CRM offers multiple subscription plans based on customer needs with a free trial. It includes Starter, Professional, Enterprise, and Unlimited plans, priced at  $25-$325 per user/month billed annually. You can visit the official Salesforce website to get detailed information about it. 

3. Zendesk Sell - Impeccable B2B CRM Software With Trends & Strategies

Zendesk Sell - Best B2B CRM Software

› Why Do We Prefer Zendesk Sell CRM For B2B Sales Teams?

We explored Zendesk Sell and found that it is one of the impeccable B2B CRM solutions with trends and strategies. It has a user-friendly interface for B2B businesses to get familiar with. 

Zendesk Sell CRM delivers solutions according to market trends that meet business needs. It helps B2B models increase sales by offering multiple ways to connect with targeted audiences and strengthen customer retention, like drip marketing, campaigning, email marketing, etc. 

Additionally, Zendesk Sell helps the B2B sales team by offering analytic & reporting tools that enable actionable insights into customer behavior, sales forecast, team performance, and more. By using these tools, B2B models can develop powerful strategies to attract the audience toward nurturing leads and converting them into customers. Moreover, a B2B sales team can improve ineffective processes to increase conversion rates at scale.

› What Are The Essential Features of Zendesk Sell For B2B Sales Teams?

    • Contact Management: Store and update customer contacts & lead information in a centralized place with easy access.
    • Sales Management: Automated sales process to increase revenue by investing valuable time to nurture low-prospects, qualified leads, and more.
    • Pipeline Management: Automated tracking of leads to check the real-time status of each account, leads, etc.
    • Leads Management: Generate, filter, sort, nurture, segment, and distribute leads, to maximize the sales approach.
    • Power Dialer: B2B sales team can leverage its predictive dialer, conference calls, etc., to enhance customer interaction. 
    • Analytics: Forecast revenue and future trends before spending on marketing campaigns.
    • Reporting: Custom reports help identify areas for improvement to achieve targeted objectives.  
    • Automation: Automates sales processes, pipelines, emails, and more to enhance productivity.

› How Much Does Zendesk Sell CRM Cost?

Zendesk Sell contains 3 subscription packages with a 14-day free trial. It includes Team, Growth, and Professionals plans, priced at $19-$99 per user/monthly billed annually. You can visit the official website to get in-depth information.

4. Pipedrive - An Ideal B2B Sales CRM Software 

Pipedrive - Best B2B CRM Software

› Why Do We Prefer Pipedrive CRM For B2B Businesses?

Our analysis of Pipedrive shows that it is an ideal B2B sales CRM software. It helps B2B businesses to streamline their workflow, organize data & tasks, track leads, and improve communication. Pipedrive CRM is designed to manage the entire sales workflow. It delivers strategic marketing campaigns for targeted audiences to increase opportunities, conversions, and revenue. 

Pipedrive CRM contains robust functionalities that enhance B2B business productivity by analyzing business processes, improving efficiency, automating marketing, sales, and administrative functions. It also helps B2B businesses to align, store, and secure all relevant data in one centralized place with easy access.

› What Are The Essential Features of Pipedrive For B2B Businesses?

    • Sales Pipeline: Track the sales process from leads prospecting to lead qualification.
    • Sales Forecasting: Produce accurate sales forecasts based on real-time data to strengthen the pipeline.  
    • Lead Management: Track lead activity, filter, segment, and assign leads to nurture and convert into customers efficiently.  
    • Tracking Management: Track leads, interactions, performances, and more to increase B2B sales.
    • Collaboration: Gather every team member on the same page to keep them updated about the deal's progress.
    • Automation: Automate communications, analytics & reports, sales, marketing, and more to enhance productivity.
    • Communication: Automated emails and personalized SMSs with segmentation to increase engagement, etc.
    • Analytics & Reports: Automated and filtered analytic reports that help to make data-driven decisions based on valuable insights. 
    • Customization: Offers customizable CRM tools to achieve business goals.
    • Integration: Easy integration with countless popular tools and apps used for B2B business.

› How Much Does Pipedrive CRM Cost?

Pipedrive offers 5 subscription plans with 14-day free trials. The plans include Essential, Advanced, Professional, Power, and Enterprise, priced at $9.90- $59.90 per user/month billed annually. You can visit the pricing page to get detailed information. 

5. Zoho CRM - Comprehensive B2B CRM Software For Sales

Zoho CRM - Best B2B CRM Software

› Why Do We Prefer Zoho CRM For B2B Sales Teams?

We analyzed Zoho CRM and found it is an excellent solution for B2B businesses. It is customer-centric software that helps B2B businesses through extensive automation, analytics, integrations, personalized interactions, solutions, etc.

Zoho CRM contains a user-friendly interface that allows B2B businesses to maximize productivity, improve customer retention, and enhance team efficiency through its actionable functionality.

Its customizable verticals based on business demand, automated workflow, processes, campaigns, and more can reduce workloads and lets the B2B sales team focus on prioritizing tasks. Additionally, Zoho CRM offers easy and personalized implementation to help B2B businesses improve their bottom line.  

› What Are The Essential Features of Zoho CRM For B2B Sales Teams?

    • Lead Management: Generate, automate, score, filter, identify qualified leads and convert them into customers efficiently. 
    • Contact Management: Manage all contacts, and get real-time insights into interactions to strengthen the sales support team.
    • Sales Process: Structure the online sales process to align the entire sales activities with easy access to check each sales stage.
    • Communication: Provides an omnichannel platform to increase engagement and improve customer experience. 
    • Analytics & Reports: Create custom reports by analyzing the entire operational process to get valuable insights, etc.
    • Customization: Offers customized layouts, components, views, files, and more to improve productivity.
    • Collaboration: Facilitates interaction with team members and clients to stay connected with real-time task updates and more.
    • Marketing: Automate marketing campaigns, email campaigns, etc., to generate new leads and increase sales revenue.
    • Automation: Streamline workflow, processes, and daily tasks to let the sales team focus on nurturing low-prospects and converting them into customers.
    • Mobile App: Manage sales at your fingertips, stay updated, respond quickly, and keep in touch with leads and colleagues from anywhere. 
    • Integration: Hosted tools and third-party apps integration to improve the business bottom line.

› How Much Does Zoho CRM Cost?

Zoho CRM offers extensive subscription packages in 5 segments: Free, Standard, Professional, Enterprise, and Ultimate. It costs $0 with up to 3 users to $52 per user/month billed annually. You can get complete details on the website. 

6. HubSpot CRM - Best B2B CRM For Sales, Service, & Marketing Teams

HubSpot CRM - Best B2B CRM Software

› Why Do We Prefer HubSpot CRM For B2B Industries?

We researched HubSpot CRM and found it is one of the versatile CRM solutions that offers sales, service, and marketing capabilities to B2B industries. It is designed to simplify work processes for B2B businesses so that they can enhance their sales revenue and automate operational processes to streamline workflow. 

Furthermore, The B2B sales team can create new contacts through automated marketing campaigns, email marketing, and more to increase sales revenue.

Overall, B2B businesses can benefit from HubSpot CRM by organizing, storing, and retrieving data in one centralized place. Additionally, the B2B team members can analyze entire operational activities to identify improvement processes that can help to scale the business. 

› What Are The Essential Features of HubSpot CRM For B2B Industries?

    • Lead Generation: Capture leads from multiple social channels, nurture, and assign leads to convert into customers.
    • Pipeline Management: Track performance across the team and customize the pipeline with drag-and-drop editors.
    • Tracking Management: Track sales performances, leads progress, daily tasks, and spot growth opportunities.
    • Dashboard: Get an overview of marketing, sales, tasks, etc., in one centralized place..
    • Form Builder: Create a conversion-ready form using an online drag-and-drop form builder.
    • SLA Management: Track SLA performance and prioritize incoming requests to ensure customer satisfaction. 
    • Contact Management: An automated process to create contact records, updates, track, etc., using management tools to strengthen relationships.
    • Email Template: Send personalized sales emails through Outlook, Office 365, and more to close deals.
    • Automation: Automated tools that save time and improve productivity.
    • Integration: Seamless social media integration to increase conversions efficiently.

› How Much Does HubSpot CRM Cost?

HubSpot CRM offers 4 subscription packages, including Free, Starter, Professional, and Enterprise plans, with a 14-day free trial. The cost is based on customized packages that meet business requirements. It is priced at $0-$1200 per user/month, billed annually. For in-depth information, please visit the official website.

7. Bitrix24 CRM - Leading Cloud CRM For B2B Sales, Marketing, and Digital Buying

Bitrix24 CRM - Best B2B CRM Software

› Why Do We Prefer Bitrix24 CRM For B2B Sales?

Our evaluation of Bitrix24 shows that it is one of the leading CRMs for B2B sales, marketing, and digital buying. Under the guidance of Bitrix24 CRM, any B2B business can increase sales through Bitrix24’s in-built powerful sales and marketing automation tool.

Bitrix24 CRM helps B2B businesses to identify quality clients (Companies or individuals). Bitrix24 understands business requirements. Thus it provides multiple options to grow and align B2B businesses, such as tracking invoices, creating sales projections, generating quotes, identifying lead sources, structuring reports, and much more activities.

Bitrix24 contains extensive tools based on business needs to manage documents, communication, workflow, and a lot for digitizing business processes at scale. 

› What Are The Essential Features of Bitrix24 CRM For B2B Sales?

    • Lead Management: Automated lead generation, tracking, scoring, and assigning to increase conversion. 
    • Project Management: Monitor project progress, receive reports, and assign work based on seniority.
    • Templates: Automated ready-to-use templates of projects, quotations, emails, etc., to simplify the work process.
    • Tasks Management: Manage, track, and assign tasks through automated tasks management tools.
    • Communication: Multiple communication channels improve interactions, like chat, video calls, emails, and more.
    • Automation: Automated management tools that improve productivity and reduce repetitive work.
    • Collaboration: Gather all team members in one platform for group discussion, share information on upcoming events, and more.
    • Integration:  Dozens of third-party integration and easily create own apps using REST API. 

› How Much Does Bitrix24 CRM Cost?

Bitrix24 offers comprehensive subscription plans in 5-segments, which include Free, Basic, Standard, Professional, and Enterprise. The cost varies in 3 variants, Monthly, Quarterly, and Annual, priced at $0 (unlimited users) - $399 (with 250 users) monthly, billed annually. You can get in-depth information from its official website. 

8. Creatio CRM - B2B CRM To Increase Efficiency & Revenue

_Creatio CRM - Best B2B CRM Software

› Why Do We Prefer Creatio CRM For B2B Businesses?

Based on our analysis, Creatio CRM is one of the revolutionary solutions for B2B businesses. It's primarily focused on offering effective tools to increase the efficiency and revenue of B2B businesses. Creatio understands B2B business trends and various approaches rather than B2C. 

Creatio CRM reduces the unproductive workload and aligns processes that help to organize leads, prospects, etc., through its robust functionality. It aims to boost marketing, sales, and service performances that can contribute value toward increasing conversion, generating leads, retain relationships with existing and new customers.

Additionally, B2B sales teams can benefit from Creatio CRM in all other relevant metrics by using cutting-edge technologies.

› What Are The Essential Features of Creatio For B2B Businesses?

    • Opportunity Management: The process of organizing, tracking, and prioritizing the deals to strengthen the sales approach. 
    • Client Management: Manage complete information of existing and prospective customers to get insights and preferences for improving sales efficiency. 
    • Mobile App: Manage leads, tasks, and upcoming events from anywhere. 
    • Event Management: Manage, plan, and track multiple online & offline events with relevant information like budget, location, dates, teams, etc.   
    • Analytics & Reports: Custom reports based on analysis of business processes to simplify workflow and increase sales revenue.
    • Lead Management: Automate lead cycle to generate quality leads and increase conversion rate.
    • Marketing Management: Manage and execute multiple marketing campaigns to generate new sales.
    • Collaboration: Enhance team efficiency through centralized group discussion, docs sharing, task planning, and more. 
    • Automation: Automate sales processes using a pre-built workflow to enhance opportunity.

› How Much Does Creatio CRM Cost?

Creatio CRM offers customizable 3 subscription packages, including Marketing, Sales, and Service packages. All packages contain 3 sub-packages named Basic, Business, and Premium plans (based on customization). The minimum cost is $945, with a 14-days free trial. You can visit its official price page to get detailed information.

9. Nutshell - Best CRM For B2B Sales Team

Nutshell CRM - Best B2B CRM Software

› Why Do We Prefer Nutshell CRM For B2B Sales?

We have reviewed Nutshell CRM and found that it is one of the comprehensive CRMs for B2B sales. It has specifically designed an email marketing platform for B2B sales businesses to open multiple doors for sales opportunities. 

Other tools for B2B businesses include customizable pipeline management, collaboration, analytics, marketing automation, and more. It helps B2B businesses align their operations and simplify the work process.

Nutshell CRM understands business necessities and provides customizable CRM based on their needs. Many B2B models can leverage Nutshell CRM to maximize sales, improve productivity, enhance efficiency, and encourage the sales team to increase conversion rates effectively at scale.

› What Are The Essential Features of Nutshell For B2B Sales?

    • Contact Management: A centralized repository for customer information with easy access.
    • Pipeline Management: Allows to identify quality leads, and users can track leads through multiple sales funnels.
    • Email Marketing: Email campaigns for B2B businesses to engage sales prospects.
    • Sales Process: Automate the sales process and leads assigning to maximize efficiency.  
    • Lead Management: Capture leads information from multiple channels and data sources to increase conversion rate.
    • Automation: Automated sales, marketing, lead attribution, and more to streamline workflows and increase sales revenue. 
    • Analytics & Reports: Analyze sales performance, team efforts, forecast sales revenue, etc., based on customer reports.  
    • Web Forms: Capture contact details of visitors from the website automatically to create new leads.
    • Collaboration: Bring a whole team on the same page to communicate and stay updated on each task, upcoming events, etc.  
    • Customization: Customizable CRM based on business needs to enhance productivity and team efficiency.

› How Much Does Nutshell CRM Cost?

Nutshell CRM offers 4 affordable subscription packages, including Campaigns, Foundation, Pro, and Enterprise plans. It costs $16-$67 per user/month, billed annually. You can visit its pricing page to get in-depth information.

B2B CRM Software Buyer’s Guide

» What is B2B CRM software?

B2B CRM software is a database software corporations use to manage their business relationships. They can provide data on sales, marketing targets, and more. The main strength of B2B CRM software is that it is a relatively simple platform to use and manage. Although some people have said that the data tends to be wonky, they should remember that the primary purpose of a database is to store information and make it easier for other people to access it. Larger companies that use this software often have a dedicated team that deals with maintenance.

In years past, the only way to effectively manage your customer and potential customer data was to have a dedicated database server. It would have various programs for marketing, sales, and so on. Nowadays, most businesses are moving to a cloud-based system that provides similar functionality but in a much more efficient way. Cloud-based software can be used from any web browser, meaning you never need to deploy another software on your servers or desktops.

CRM for B2B business automates and controls the data-driven processes in your organization to help deliver more accurate and efficient customer interactions. B2B CRM software enables access to all relevant customer information, regardless of which department, branch, or channel the information is collected. This enables organizations to deliver a higher level of service beyond just selling.

With a CRM for B2B business, companies can expect better communication between departments; better management of customers' needs; less time wasted filling out paperwork such as contract agreements and RFQs; and increased efficiency across the enterprise.

» Features of B2B CRM Software

B2B CRM software facilitates relationships between a business and its customers by managing databases, tracking transactions, and building relationships. Companies use this software to improve customer service, increase sales conversion rates, and generate meaningful insights. A business-to-business (B2B) customer relationship management (CRM) system is primarily used to manage commercial relationships with a company's suppliers, distributors, or other customers. Here are some of its features:

› Email automation:

B2B marketers and salespeople often spend hours writing and sending duplicate emails to each customer. This can be time-consuming, but best B2B CRM software makes it easier to create canned emails that can be sent to customers at regular intervals. These email templates are sent automatically according to the schedule set by the user. For example, users can set up an automated email template that is mailed weekly or monthly.

› Contact management:

B2B CRM software allows businesses to create and store information about their contacts, such as name, contact details (address, phone number, etc.), and other information (age, profession). Furthermore, it also allows businesses to track their interactions with each contact.

› Workflows automation:

B2B marketers and salespeople often spend hours on paperwork, including creating and sending emails and filling out online forms. B2B CRM software streamlines this process by allowing the users to set up automated workflows that can easily manage complex marketing campaigns, such as sending information regarding a new product to a customer.

› Pipelines management:

B2B CRM software helps businesses optimize their sales processes by incorporating pipeline management capabilities into the system. These features help improve a company's sales forecasting by predicting how many prospects will likely become customers in the next quarter or year.

› Integration:

Businesses today often work with several partners and vendors, and B2B CRM software enables companies to integrate those third-party applications with their CRM. This way, users can access all the customer data inside the CRM system by logging in to a single dashboard.

› Sales automation:

B2B CRM software helps businesses automate their sales processes by assisting them to manage leads, track deals, and forecast accurately.

› Email tracking:

Best CRM for B2B small businesses enables users to track emails sent through the system to see which emails were opened or how many times they were forwarded. This allows businesses to evaluate the effectiveness of their email campaigns.

› Reporting:

B2B CRM software enables businesses to attain critical insights by uniting data from various systems and databases, such as email marketing campaigns, customer relationship management, accounting, and HR.

› Social media management:

Best CRM enables businesses to manage their social media profiles effectively. This helps them create and target their social media strategies that generate sales using social media.

› Document tracking:

B2B CRM software allows businesses to track, organize and archive documents and other information, such as presentations or product brochures. This way, users can use the data to track their sales pipeline or prepare presentations for clients or stakeholders.

› Analytics:

Best CRM for B2B businesses helps businesses perform various reports based on multiple criteria (like demand forecasting or sales forecasts) that enable marketers to develop effective strategies regarding marketing spending concerning the anticipated revenue goals.

› Collaboration:

CRM software for B2B enables businesses to collaborate on a single digital platform, making it easier for them to share information, knowledge, and resources.

› Lead management:

As they use the digital platform provided by B2B CRM software, businesses can send out personalized emails with relevant and customized content to each prospect or customer in their pipeline. This helps companies identify the priority customers and nurture them.

› Appointment setting:

B2B CRM software provides businesses with a simple yet powerful tool that enables them to send personalized information at the right time via email, SMS, or phone call to help new clients build trust and make an impression upon them.

» Benefits of B2B CRM software

While CRM software is well-known in business-to-consumer (B2C) retail, there is also a lesser-known version called Business-to-Business (B2B) CRM.

This software was originally intended for companies tracking leads and automating sales processes. But as the years have progressed, the need for such systems has grown to include other requirements for lead management, sales performance tracking, marketing automation, and customer service.

In this guide, we will outline the benefits of B2B CRM software that should be considered before deciding on which system to purchase.

1. Sales Opportunity Tracking

Best B2B CRM systems have evolved to include several different features, but when it comes to B2B solutions, the primary function is sales tracking. The system will offer real-time access to information on each stage of the sales process, which is vital when managing sales teams.

Sales management can then develop and tailor their processes to creep up on more lucrative prospects and avoid those that may not be profitable. This can also improve teamwork by keeping each team member informed of what he or she needs to do for the sale to progress.

2. Loyalty Management

The customer is the most crucial element of B2B sales. Since each person represents a different part of your organization and needs to be treated accordingly, tracking customer interactions is critical in B2B CRM software.

The company can then gauge possible sales from various parts of the organization based on daily or weekly information on customer interactions. Such data helps the company to identify opportunities or spot problems with their customers, which can be dealt with right away by the right people at the right time.

3. Nurturing Leads

When B2B CRM software is used, organizations can manage their sales process by nurturing leads. They will be able to monitor the time and frequency of information sent out to individual prospects about each stage of the sales process, such as first contact, discussion/negotiations, consideration, signing, and closing.

4. Marketing Automation

Business-to-business (B2B) CRM software is considered a significant step forward in marketing automation, which has been missing from many organizations for years. The reason is that it was never needed until now because there were companies with no analog processes.

With almost everyone involved in sales and marketing online today, it makes sense to get your marketing processes online so they can be managed and tracked daily.

5. Sales Performance Tracking

It is crucial to measure performance and track it so that you know exactly how well your sales team is performing. By doing this, you will be able to identify problems and hire the right people for the job. B2B CRM software will allow you to track all of your sales data, giving you a great insight into what works for your company and what does not, enabling you to hire the best people for the job efficiently.

6. Efficient communication

In our times, email is no longer the most efficient way of communicating with customers. We now have numerous channels to choose from, and you must know precisely who your customers are and what they like so you can design your content accordingly.

You will also need to be able to filter out junk email while you are looking at marketing automation, customer service automation, and anything else where you will have a lot of information coming through on a daily or weekly basis. This is where B2B CRM software comes in because it allows you to separate all of this information into various tabs and make it easy to access whenever needed.

7. Improved data security

When you use a CRM system, you can keep your data secure and away from prying eyes. You can also take advantage of the CRM system's robust security features to ensure that you own all your information safely.

8. Automated communication

B2B CRM software allows you to automate communications to save valuable time and resources daily. For example, if someone has requested information but has not responded, the sales team knows not to waste their time and resources on this person any longer. It is also suitable for the customer because they do not get bombarded with emails when they have not responded within a reasonable time.

» How to choose a B2B CRM software?

CRM management software has become an irreplaceable component for any company that sells products or services to other businesses in today's digital business era.

Here are some tips on how to choose a B2B CRM software:

    • Determine your needs and decide which type of CRM management suits your needs best. You can choose between on-premise, SaaS (Software-as-a-Service), hybrid, or cloud versions of the software; they differ in terms of privacy protection and data security requirements.
    • Check out reviews from major publications and high-authority websites to see what people say about the CRM product you're interested in.
    • Read the product documentation and features list to ensure everything you need is there.
    • To test the software, try it out as a free trial or demo version before finalizing your decision.
    • Know your industry better to choose the right CRM product for your company. For instance, if yours is a service-based business, build a relationship with business advisors in the industry (e.g., accounting firms) who could recommend best-of-breed CRM software options.
    • Please consider the enterprise-wide reporting and analysis requirement since most CRM packages have it as one of their main feature sets.
    • Conduct research on pricing, terms, conditions, and support offered. Find out what is covered in the CRM software's cost and ensure it covers your needs. Also, find out how they provide support and which channels are available so you can easily reach them when you need expert assistance.

Two important points to remember:

    • Good CRM software must be easy to deploy, configure, and integrate with other in-house systems (e.g., ERP);
    • A good B2B CRM should suit your business style
» How much does a B2B CRM Software Cost?

One of the most critical considerations for B2B CRM software is its price. Before deciding on a particular B2B CRM software, it's essential to determine the cost involved in implementing, maintaining, and managing the system. Different B2B CRM software packages and their prices vary by use case—for example, some measure up to $8000/yrs.’ for high-end enterprise solutions but can also run as low as $25/month for low-end hobbyist systems.

The cost of a particular system should also depend on whether you are looking at full implementation or just specific feature implementations. The price for a B2B CRM system varies depending on the number of users, several concurrent users, and whether you're looking at a B2B CRM system that is integrated with ERP systems or standalone.

When considering your project costs, keep in mind if you wish to embed the B2B CRM software into your current enterprise environment or build it separately. If you're looking to embed B2B CRM in your existing infrastructure, the price will decrease since prices are based on the total implementation cost, which includes hardware and labor. A typical implementation of an enterprise-level offering like Salesforce can run between $35000-$625000.

» Conclusion

Choosing CRM software that's right for your company should be an integral part of your business strategy. You'll be spending money on it, so you must get the best value for your money by choosing a top-notch program that meets the needs of all parties involved. Businesses should consider using B2B CRM software because they are based on the idea that the company has relationships. It is essential to recognize these relationships, but it is not necessarily a good idea to ignore them. Technology has enabled businesses to leverage these relationships and stay in touch with customers. This saves companies the time and expense of calling customers and remembering their names.

A business can send out email marketing campaigns, which can be customized entirely around individual customers; they can use CRM software to keep track of the contact information for each customer, and they can even enter that information into their database or billing system so that they do not need to retype it every time they choose a different customer's service.

B2B CRM Software FAQs

What is B2B CRM?

B2B CRM stands for business-to-business customer relationship management (CRM) software. It is specifically designed to manage B2B business processes, fulfill business requirements, and help businesses to maintain customer retention.

Why is CRM important for B2B sales & marketing?

A CRM allows businesses to understand market trends and customer preferences. Thus you can improve marketing campaigns to target the audience and increase the conversion rate. Additionally, you can organize your whole process with easy access, track the progress of the daily task, improve efficiency, and more to scale business.

What is the fundamental of B2B CRM?

B2B business is vast and complex. CRM helps B2B businesses to simplify the work process to achieve goals. B2B must align its marketing, sales, and services processes through automation. You can subscribe to other flexible tools to manage the entire business operations.

What are the Benefits Businesses get while using B2B CRM?

Any B2B business can get several benefits using CRM, including:

  • Advantages of Sales Management: Manage the entire sales process and activities such as contact management, lead management, tracking management, etc.
  • Resolve organizational problems: Users can efficiently resolve administrative issues such as operational automation, aligning tasks & delegation, team performance, and more.
  • Marketing enhancement: You can quickly strengthen your marketing to achieve target goals, like optimizing multiple campaigns, personalizing campaigns, and more.
  • Customer Retention: You can easily maintain customer relationships for long-lasting by enhancing experience.