Question

What's everyone's favourite CRM? And how are you automating it with Zapier?

Mentioned
#HubSpot #Salesforce #Zapier #Clay #Copper #Spiro.ai #Zoho CRM #CRM #Automation #Twilio #Airtable #Pipedrive
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GorkaPuente's avatar
a year ago

We use Pipedrive as our CRM. We are a talent agency, where our sales cycle is 45-60 days, and we are a team of eight people. Our pipeline is as follows: Customers and prospects fill a form in Typeform. Then, Zapier creates records in Airtable (candidates DB) and deals in Pipedrive (CRM).
We're really happy wit Pipedrive :)

6 points
AndrewJDavison's avatar
@AndrewJDavison (replying to @GorkaPuente )
a year ago

Of all my clients, Pipedrive is probably the most popular CRM, followed by Hubspot.

That they both play nice with Zapirer is a big plus!

1 point
RichBohn's avatar
a year ago

Well, I review CRM solutions, for a long time now! I will share an important caveat, don't get too hooked up looking for the BEST CRM solution! There are many good (even great!) ones out there. The hard part is actually forcing yourself to use one! Pick one and use it!

5 points
RichBohn's avatar
@RichBohn (replying to @RichBohn )
a year ago

I had a cup of coffee and decided I should make a few additions to this! I always start by asking: What do you sell? Who do you sell to? How do you sell?

Are you a solo sales pro, or part of a team? What is your sales cycle? Short and sweet? Long and complicated? Continuous? Are you married to Microsoft tools, Google tools, or none of the above? Think about these few issues and you should see that there just might be better solutions for different situations!

A final thought, don't read too much into the numerous FREE review sites (think G2) We are all seasoned internet pros here, right? Haven't we all learned from Google and Facebook that there is no free lunch for users? You give these folks information for free and they find somebody to sell it to!

3 points
maguay's avatar
@maguay (replying to @RichBohn )
a year ago

Those are great tips, thank you for sharing! For so many tools, there's no single best option and instead the best is it depends based on what your team uses and needs.

Curious, which CRM do you personally use?

1 point
RichBohn's avatar
@RichBohn (replying to @maguay )
a year ago

I generally use whichever program that I am writing about. Right now I am using Salesflare, Zoho CRM, Nimble and Pipeliner. Don't draw too many conclusions from this though!

2 points
maguay's avatar
@maguay (replying to @RichBohn )
a year ago

Haha makes sense, know the feeling. After years of reviewing software it’s a rare app that keeps my undivided attention.

1 point
JasonYanowitz's avatar
a year ago

Used Salesforce when I did sales, now as a Co-Founder I went with HubSpot because of the bang for the buck.

HubSpot is better in most situations, unless you need dozens of plug-ins and/or you need hundreds of thousands or millions of contacts.

5 points
maguay's avatar
@maguay (replying to @JasonYanowitz )
a year ago

Are there any sales features you miss from Salesforce?

3 points
maguay's avatar
a year ago

With the caveat that I am not a dedicated CRM user, and tend to keep contact details either in Google Contacts or a spreadsheet ... the CRMs I've recommended the most for people in similar situations where you need to keep track of contacts but don't need something very advanced are either an Airtable database, or HubSpot CRM.

An Airtable database can go quite a way towards building a customized CRM for what you'd need to manage clients and contacts on a personal or small team basis, and it's easy to automate and make work more or less like your team needs. Much more advanced than just using a spreadsheet, since you can link records and such, but not much more complicated to use.

Or, HubSpot CRM is free, includes most core CRM features, and you can use it forever for free if you don't need the marketing automation features. And it has detailed Zapier integrations.

One new CRM I'm deeply interested in seeing how it turns out is Clay, which is in beta/early invite but just noticed that if you try to skip the line it has an option to subscribe in advance which is a very neat twist on the standard invite-only + beta workflow. I may have to try that now.

I used Highrise a while back and like everything else from 37signals, loved the attention to detail, but alas it's closed to new signups now. Monica looks interesting in a similar vein with a simple contact interaction focus.

@MrMikeWaters had recommended Spiro.ai in a recent discussion about helping old-school teams adopt a CRM, saying it's easy to learn, which looks interesting—and it has detailed Zapier integrations.

Random tip about Zapier: Their app directory is sorted by popularity, so if you check their CRM and Marketing Automation app lists (products like HubSpot are in the latter, even though they have a standalone CRM) you'll see which ones are most used with Zapier. To a degree though that's simply reflective of the market; Salesforce is the top CRM there followed by Pipedrive and Zoho CRM. The fourth one, Streak, may be a bit more of a Zapier-specific popular CRM since it's a bit less full-featured than most CRMs on its own.

Another thing to look at there is the number of integrations each CRM has with Zapier. HubSpot has 17 triggers and actions each, and 6 searches, and Copper has 17 triggers, 19 actions, and 12 searches—while Salesforce only has 4 triggers, 5 actions, and 3 searches (so there are fewer specific things you can automate). If automation is one of the top criteria you have in picking a CRM, that's definitely a good thing to check first.

4 points
AndrewJDavison's avatar
@AndrewJDavison (replying to @maguay )
a year ago

I started using Airtable for a CRM, always intending for it to be stopgap while I assessed a 'proper' CRM to use - except 14 months in and Airtable has now become a more customised fit for our needs than I'd have ever been able to find with an existing tool.

3 points
maguay's avatar
@maguay (replying to @AndrewJDavison )
a year ago

That's amazing and not surprising—there's so much you can do with it.

Though it would be nice to have something like the CRM add-ons for Gmail to show contact info while checking email...

2 points
DaveAustin's avatar
a year ago

We use Infusionsoft. We dont use anything complicated but do use Zapier (Zaps) to add tasks to various checklists or texts through Twilio as a couple of examples. We've done this for years and haven't looked at changing lately because it works. I am looking at changing away from using them for email though.

4 points
AndrewJDavison's avatar
@AndrewJDavison (replying to @DaveAustin )
a year ago

I feel like I used to hear much more about Infusionsoft in years gone by. Have they kept up well with functionality?

2 points
DaveAustin's avatar
@DaveAustin (replying to @AndrewJDavison )
a year ago

Frankly no. But it still works well with our unique workflow and it does what I need very well so we are sticking with it and using it in a new similar venture

2 points
raguk2sathguru's avatar
a year ago

I do agree that picking one is not so great, but getting it implemented against messy spreadsheets is the biggest challenge. Whatever CRM we want to use, the best is one which gives you ample flexibility to configure and re-configure quickly by yourself, not falling into the misery triangle of business to IT to IT service provider. Some quick drag and drop, you are agile enough to meet your new customer twists and turns. That should be the criteria to decide which CRM to buy and use

4 points
AndrewJDavison's avatar
a year ago

Kind of why I like my Airtable CRM... it has ultimate flexibility for data arrangement, and other features can be plugged in via Zapier and the alike.

4 points
ClarityWave's avatar
a year ago

I used to be a Salesforce admin and hated that system with passion.
Today, for our company, I use Pipedrive. I've created a whole bunch of automations that let me simply move prospects from one stage of the pipeline to the next and it sends them the right email in the right language and creates a reminder for a few days later to send the next email.
I could probably set up timed sequences but I prefer to trigger them manually on a case-by-case basis.

4 points
AndrewJDavison's avatar
@AndrewJDavison (replying to @ClarityWave )
a year ago

My thoughts about Salesforce, having taken a quick look inside some of my client's setups are that it has the power to do anything you want... so long as you can afford to pay someone to set that up for.

2 points
ClarityWave's avatar
@ClarityWave (replying to @AndrewJDavison )
a year ago

Yes, SF definitely does it all but it's in many cases like buying a Lamborghini to go to the corner store.
And yes, setup is a huge pain and expensive a hell.
In my previous life working in a TV/Radio company, they spent well over 1 million dollars and never got it to work correctly (because they wanted it to do so many things)

4 points
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