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Social CRM Software


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Base logo
 
Base CRM is the web and mobile-based customer relationship management (CRM) application that allows B2B and B2C sales professionals to manage sales, track leads and engage proactively with customers from anywhere. Base CRM features... Read More
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Base CRM is the web and mobile-based customer relationship management (CRM) application that allows B2B and B2C sales professionals to manage sales, track leads and engage proactively with customers from anywhere. Base CRM features... Read More
 
Insightly logo
 
Insightly provides built in integration with LinkedIn and Twitter. It allows you to connect Twitter accounts and LinkedIn profiles directly with contacts in the system. Monitor feeds, look up social profiles and make connections.
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Insightly provides built in integration with LinkedIn and Twitter. It allows you to connect Twitter accounts and LinkedIn profiles directly with contacts in the system. Monitor feeds, look up social profiles and make connections.
 
amoCRM logo
 
amoCRM’s sales management service is a web based platform available anywhere with an Internet connection. Users of the system can manage their pipeline, sales team and receive analytic feedback and reports. In addition, users can... Read More
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amoCRM’s sales management service is a web based platform available anywhere with an Internet connection. Users of the system can manage their pipeline, sales team and receive analytic feedback and reports. In addition, users can... Read More
 
BNTouch Mortgage CRM logo
 
BNTouch Mortgage CRM is a mortgage-specific CRM system that offers mortgage brokers and bankers alike a solution featuring marketing automation capabilities. The software offers features for each step of the mortgage process, from... Read More
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BNTouch Mortgage CRM is a mortgage-specific CRM system that offers mortgage brokers and bankers alike a solution featuring marketing automation capabilities. The software offers features for each step of the mortgage process, from... Read More
 
MyCRMonCall.com logo
 
MyCRMonCall is a cloud-based customer relationship management (CRM) solution suitable for small to midsize manufacturing businesses. Key features include sales force automation, social CRM, marketing automation, document management,... Read More
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MyCRMonCall is a cloud-based customer relationship management (CRM) solution suitable for small to midsize manufacturing businesses. Key features include sales force automation, social CRM, marketing automation, document management,... Read More

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SalesNOW logo
 
SalesNOW by Interchange Solutions Inc. is a cloud-based CRM platform that can be used on laptops and desktops via web browser or any connected mobile device. The system offers applications designed specifically for Android, iPhone,... Read More
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SalesNOW by Interchange Solutions Inc. is a cloud-based CRM platform that can be used on laptops and desktops via web browser or any connected mobile device. The system offers applications designed specifically for Android, iPhone,... Read More
 
SalesOutlook CRM logo
 
SalesOutlook CRM is a comprehensive customer relationship management (CRM) and email marketing system that embeds into Microsoft Outlook. SalesOutlook CRM automatically syncs all customer data at one place. All files and email correspondence... Read More
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SalesOutlook CRM is a comprehensive customer relationship management (CRM) and email marketing system that embeds into Microsoft Outlook. SalesOutlook CRM automatically syncs all customer data at one place. All files and email correspondence... Read More
 
Pipeliner CRM logo
 
Pipeliner CRM is an end-to-end customer management system that provides better visibility and transparency into the entire sales process. It is a web-based system that is both Mac and Windows compatible, as well as offering an app... Read More
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Pipeliner CRM is an end-to-end customer management system that provides better visibility and transparency into the entire sales process. It is a web-based system that is both Mac and Windows compatible, as well as offering an app... Read More
 
Salesforce.com Service Cloud logo
 
Service Cloud from SalesForce is a cloud-based customer service management solution that is designed to initiate customer service activities from anywhere. Built on the Salesforce1 Platform, Service Cloud works to centralize and optimize... Read More
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Service Cloud from SalesForce is a cloud-based customer service management solution that is designed to initiate customer service activities from anywhere. Built on the Salesforce1 Platform, Service Cloud works to centralize and optimize... Read More
 
Membrain logo
 
Membrain by Upstream offers a sales automation platform with CRM functionality. The system provides pipeline management, prospecting, lead scoring, sales analytics and content management functionality. Membrain users can define buyer-aligned... Read More
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Membrain by Upstream offers a sales automation platform with CRM functionality. The system provides pipeline management, prospecting, lead scoring, sales analytics and content management functionality. Membrain users can define buyer-aligned... Read More

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Oracle Sales Cloud logo
 
Oracle Sales Cloud is a sales management application under Oracle’s umbrella of hosted customer experience (CX) products. An emphasis on modern interface design, simplified cloud-based implementation and a highly functional native... Read More
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Oracle Sales Cloud is a sales management application under Oracle’s umbrella of hosted customer experience (CX) products. An emphasis on modern interface design, simplified cloud-based implementation and a highly functional native... Read More
 
Canary AMS logo
 
Catering to insurance agencies and agents, TechCanary delivers advanced software solutions that address the industry’s specific needs. Their core product, Canary AMS, is more than an Agency Management System (AMS), it also has a... Read More
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Catering to insurance agencies and agents, TechCanary delivers advanced software solutions that address the industry’s specific needs. Their core product, Canary AMS, is more than an Agency Management System (AMS), it also has a... Read More
 
Propertybase logo
 
Powered by Salesforce, Propertybase is a powerful web-based Customer Relationship Management solution designed specifically for Real Estate brokers. The integrated suite of applications offered by Propertybase includes Marketing Automation,... Read More
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Powered by Salesforce, Propertybase is a powerful web-based Customer Relationship Management solution designed specifically for Real Estate brokers. The integrated suite of applications offered by Propertybase includes Marketing Automation,... Read More
 
Oracle Service Cloud logo
 
Oracle Service Cloud is a suite of customer service and support applications under the Oracle Cloud product line for customer experience (CX) management. It provides multichannel ticket management, which combines all customer service... Read More
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Oracle Service Cloud is a suite of customer service and support applications under the Oracle Cloud product line for customer experience (CX) management. It provides multichannel ticket management, which combines all customer service... Read More
 
Socious Online Community logo
 
Socious is a leading provider of private online community software, and is perfect for mid-sized and enterprise-level businesses, user groups, and nonprofit organizations. Founded in 2002, Socious began by primarily serving technology... Read More
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Socious is a leading provider of private online community software, and is perfect for mid-sized and enterprise-level businesses, user groups, and nonprofit organizations. Founded in 2002, Socious began by primarily serving technology... Read More

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NetHelpDesk logo
 
NetHelpDesk is an ITIL aligned help desk software that offers ticket tracking and customer relationship management modules with reporting capabilities. The system can manage help desk requests, integrate with email and calendars, provide... Read More
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NetHelpDesk is an ITIL aligned help desk software that offers ticket tracking and customer relationship management modules with reporting capabilities. The system can manage help desk requests, integrate with email and calendars, provide... Read More
 
Kareo Marketing logo
 
Kareo Marketing is a web-based platform designed specifically to help medical practices manage their online reputation, marketing, and patient engagement. The system was designed to help practices tackle one of their biggest pain... Read More
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Kareo Marketing is a web-based platform designed specifically to help medical practices manage their online reputation, marketing, and patient engagement. The system was designed to help practices tackle one of their biggest pain... Read More
 
Experiture Marketing Platform logo
 
Experiture is an all-in-one marketing automation and customer engagement platform used by small to mid-sized businesses inmany verticals. In addition to creating marketing programs across email, web, mobile, and more - the system... Read More
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Experiture is an all-in-one marketing automation and customer engagement platform used by small to mid-sized businesses inmany verticals. In addition to creating marketing programs across email, web, mobile, and more - the system... Read More
 
1CRM logo
 
1CRM is a cloud-based customer relationship management (CRM) solution that offers businesses features for managing sales, customer service and business operations. 1CRM combines a CRM system with full order management functionality... Read More
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1CRM is a cloud-based customer relationship management (CRM) solution that offers businesses features for managing sales, customer service and business operations. 1CRM combines a CRM system with full order management functionality... Read More
 
Aspect Zipwire logo
 
Aspect Zipwire delivers cloud call center services and its multi-channel inbound and outbound capabilities serve small to enterprise-level organizations. The software functionality includes tools to manage sales, marketing, and customer... Read More
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Aspect Zipwire delivers cloud call center services and its multi-channel inbound and outbound capabilities serve small to enterprise-level organizations. The software functionality includes tools to manage sales, marketing, and customer... Read More

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Buyer's Guide

by Craig Borowski,
Market Research Associate
Last Updated: October 10, 2017


Social media provides businesses with an unprecedented level of access to their customers. And with Facebook, Twitter, LinkedIn and others only growing in popularity, most businesses now recognize the value of engaging people through these platforms. This may involve prospecting (using paid ads or relevant content to attract new customers or business partners), recruiting new employees, announcing new products or sales or responding to customer satisfaction issues in a public forum.

But a trend that’s even more new is integration between these platforms and customer relationship management (CRM). As critical as CRM is to a company’s sales and customer service experience, businesses that fail to integrate this with their social media marketing will soon find themselves behind the curve.

This guide is designed to help buyers in the very new market of social CRM software identify the capabilities they’ll need and make the right decision. Here’s what we’ll cover:

What Is Social CRM Software?
What Type of Buyer Are You?
Market Trends to Understand

What Is Social CRM Software?

Social CRM involves the integration between customer relationship management software and social media tools like Facebook, Twitter, LinkedIn or others. At the heart of it is an ability to manage the large number and range of interactions for which a business might want to use social media. To that end, features often include:

Social media monitoring There are a number of programs that scour the Web or particular social media platforms to find instances of your brand name being mentioned or references to problems that your product solves. Depending on your strategy and the other capabilities of the social analytics software you choose, this could be delivered to you with custom analytics (that, for example, mine for customer sentiment rather than social interaction) or be distributed in a way that allows you to respond appropriately.
Social media platforms and communities There are a number of programs that scour the Web or particular social media platforms to find instances of your brand name being mentioned or references to problems that your product solves. Depending on your strategy and the other capabilities of the social analytics software you choose, this could be delivered to you with custom analytics (that, for example, mine for customer sentiment rather than social interaction) or be distributed in a way that allows you to respond appropriately.
Automated responses Some solutions provide a way to respond automatically to social media cues, allowing you to retweet messages or provide stock responses to commonly asked questions with a minimum of personnel time.
Internal collaboration For companies with multiple people responding to messages, the system needs to be able to route messages to the appropriate person within the organization, and/or to open and close customer service issues that come through this channel.
Marketing integration The ability to organize new followers into demographics allows for much more efficient sales and marketing tactics. This application category would also include the ability to monitor sharing/subscription statistics on emails and blogs.
Contact management If your strategy requires translating followers into contactable leads, integration with other contact management tools will be a vital part of your social solution.

The benefits of social media CRM should be obvious: it allows you to track and manage data at unprecedented levels of detail, giving you the opportunity to engage your customers in ways you never would have been able to before. It’s worth noting, however, that social CRM is about much more than the software solution itself. For most companies the benefits will only be realized with a well-conceived customer relationship management program already in place. Otherwise, you run the risk of coming across like a five-year-old driving a Ferrari—very flashy, but without the ability to drive your company where it needs to go.

What Type of Buyer Are You?

The entry cost for social CRM tools has never been lower. Many programs offer a free solution for smaller users, and in a field that’s leading the software industry in terms of Web-based solutions, up-front costs are often nil.

That being said, there are some differences in buyers. The two main types are:

Enterprise buyers. If you’ve invested in or are considering a company-wide CRM product with contact management, marketing automation and/or help desk management or if you’re looking for additional industry-specific software (e.g., field service management, contract management etc.), then seamless integration is likely more important than specific features. For this, you’ll want a CRM product with social capabilities, rather than something with a dedicated focus in the social media space.

Best-of-breed buyers. As a rule, smaller businesses tend to be less focused on enterprise-wide application and more focused on maximum effectiveness at particular activities. If this is the case, focus on the features as you make your purchasing decisions. Many social media management tools straddle the space between social media and CRM, so concentrating on the functions you need can yield you a product that delivers exceptional functionality for a very reasonable outlay.

Market Trends to Understand

As you do a comparison of the best social customer relationship management software for your needs, keep these trends in mind. How your vendor fits with these trends could have a big impact on their viability.

  • All CRM is social. Given how essential this functionality is going to be in the future, it’s possible that almost every CRM product is going to offer social capabilities within the next few years. The only question is the focus, how it fits in with your company and what its features are compared to the other tools on the market.
  • Free software. Social media as a category is really leading the way in terms of free ad-funded products, and social CRM is no exception. The more features you need, the more likely you’ll have to upgrade to a pro subscription, but for basic CRM tools there’s a chance you may be able to find a free solution.
  • Platform as a Service (PaaS). An outgrowth of Software as a Service, PaaS allows organizations to develop apps in the cloud. As social CRM continues to grow, expect PaaS-based apps to grow with it.

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Ten Steps Guide to Selecting the Right CRM Software

 

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