7 B2B CRM Examples to Boost Your Sales in 2024

If you’re looking for a CRM software that can help you manage your B2B sales process, you might be overwhelmed by the number of options available. How do you choose the best one for your business needs and goals?

To help you out, we’ve compiled a list of 7 B2B CRM examples that offer different features, benefits, and use cases. Whether you need a CRM to follow up with leads, build enterprise workflows, manage a field sales team, or do marketing automation, you’ll find a suitable option here.

KEY TAKEAWAYS

A CRM software can help you manage your B2B sales process more effectively and efficiently.

Different CRM software offer different features, benefits, and use cases for different types of B2B businesses.

You should choose a CRM software that suits your business needs, goals, and budget.

Some of the best B2B CRM examples are Salesflare, Salesforce, ForceManager, Propertybase, ActiveCampaign, Virtuous, and Zendesk.

Each CRM software has its own tips and tricks to help you get the most out of it.

1. Salesflare: CRM to follow up B2B sales

Salesflare is a CRM that automates most of the data entry and admin tasks for B2B salespeople. It syncs with your email, calendar, phone, social media, and other sources to create and update contact and company profiles. It also tracks email opens, clicks, and website visits, and reminds you to follow up with leads at the right time.

Salesflare is ideal for small and medium-sized B2B businesses that want to focus on selling rather than data entry. It helps you manage your sales pipeline, collaborate with your team, and close more deals faster.

2. Salesforce: CRM to build enterprise workflows

Salesforce is one of the most popular and powerful CRM platforms in the world. It offers a suite of cloud-based applications for sales, marketing, service, analytics, and more. You can customize Salesforce to fit your business processes and workflows, integrate it with hundreds of third-party apps, and scale it as your business grows.

Salesforce is suitable for large and complex B2B organizations that need a CRM to handle multiple functions and departments. It helps you streamline your operations, optimize your performance, and deliver personalized customer experiences.

3. ForceManager: CRM to manage a field sales team

ForceManager is a CRM that’s designed for field sales teams. It uses artificial intelligence (AI) and geolocation to capture sales activity data automatically. It also provides real-time insights and guidance to help sales reps improve their productivity and performance.

ForceManager is ideal for B2B businesses that have a mobile sales force that needs to access and update CRM data on the go. It helps you monitor your team’s activity, coach them effectively, and increase your sales efficiency.

4. Propertybase: CRM for a real estate company

Propertybase is a CRM that’s tailored for the real estate industry. It helps you manage your listings, leads, contacts, deals, and marketing campaigns in one place. It also integrates with MLS systems, websites, portals, and other tools to streamline your workflow.

Propertybase is suitable for B2B real estate companies that need a CRM to handle their complex transactions and relationships. It helps you generate more leads, nurture them through the sales cycle, and close more deals faster.

5. ActiveCampaign: CRM to do marketing automation

ActiveCampaign is a CRM that combines email marketing, marketing automation, and customer relationship management in one platform. It helps you create personalized and automated email campaigns based on your contacts’ behavior and preferences. It also tracks and scores your leads based on their engagement level and readiness to buy.

ActiveCampaign is perfect for B2B businesses that need a CRM to do effective email marketing and lead nurturing. It helps you attract more leads, convert them into customers, and retain them longer.

6. Virtuous: CRM for fundraising as a non-profit

Virtuous is a CRM that’s built for non-profit organizations. It helps you manage your donors, donations, campaigns, events, volunteers, and more. It also uses AI to segment your donors based on their giving potential and affinity, and suggest the best actions to take to grow your relationships.

Virtuous is ideal for B2B non-profits that need a CRM to raise more funds and impact more lives. It helps you understand your donors better, communicate with them effectively, and increase your retention rate.

7. Zendesk: CRM to organize customer support

Zendesk is a CRM that’s focused on customer service. It helps you provide fast and reliable support to your customers across multiple channels such as email, chat, phone, social media, and self-service portals. It also collects and analyzes customer feedback to help you improve your service quality and satisfaction.

Zendesk is great for B2B businesses that need a CRM to organize their customer support operations. It helps you reduce your response time, resolve issues faster, and increase customer loyalty.

Tips

Use Sales flare’s email templates and sequences to send personalized and automated emails to your prospects.

Use Salesforce’s workflow rules and approval processes to automate tasks and actions based on certain criteria.

Use Force Manager’s voice assistant to record notes and update data hands-free.

Use Property base’s lead routing feature to assign leads to agents based on their availability and expertise.

Use Active Campaign’s split testing feature to test different versions of your emails and optimize them for better results.

Use Virtuous’ gift arrays feature to suggest donation amounts based on each donor’s previous giving history.

Use Zendesk’s macros feature to create and use pre-written responses to common customer queries.

B2B CRM Examples: How to Boost Your Sales

Business-to-business (B2B) sales can be challenging, especially in a competitive and dynamic market. You need to manage long and complex sales cycles, build strong relationships with multiple decision-makers, and deliver value propositions that stand out from the crowd. That’s why you need a customer relationship management (CRM) software that can help you streamline your sales process, track your opportunities, and collaborate with your team.

A CRM is a tool that allows you to store and organize your customer data, such as contact information, communication history, deal stages, and more. A CRM can also help you automate repetitive tasks, generate insights, and optimize your sales performance. In this article, we will look at some of the best CRM examples for B2B sales teams and how they can help you boost your sales in 2023.

HubSpot CRM: Best Overall CRM for B2B Sales

HubSpot CRM is one of the most popular and powerful CRM platforms on the market. It offers a robust set of features for B2B sales, such as contact and deal management, email marketing, live chat, document storage, meeting scheduling, and custom quotes. HubSpot CRM also integrates with HubSpot’s other products, such as Marketing Hub, Sales Hub, Service Hub, and CMS, to provide a complete solution for managing your customer relationships.

One of the main advantages of HubSpot CRM is that it has a free plan for unlimited users that includes many essential features for B2B sales. You can also upgrade to paid plans that offer more advanced features, such as payment processing, sales automation, calling, reporting, web analytics, and SEO recommendations. HubSpot CRM is ideal for any scaling business that wants to grow better and delight their customers.

Pipedrive: Best CRM for Proposal Management

Pipedrive is a CRM that focuses on helping you manage your sales pipeline and close more deals. It lets you create and customize your own sales stages, track your progress, and follow up with your prospects. Pipedrive also has a built-in proposal management feature that allows you to create, send, and track professional proposals from within the CRM.

With Pipedrive’s proposal management feature, you can choose from ready-made templates or create your own using a drag-and-drop editor. You can also add interactive elements, such as videos, images, or pricing tables, to make your proposals more engaging. Pipedrive also notifies you when your prospects open, view, or sign your proposals, so you can take timely action.

Freshsales: Best CRM for Account Management

Freshsales is a CRM that helps you manage your accounts and contacts with ease. It allows you to segment your customers based on various criteria, such as industry, location, revenue, or behavior. You can also assign account owners and team members to each account and collaborate with them using notes, tasks, and comments.

Freshsales also helps you understand your customers better by providing you with a 360-degree view of their activities, interactions, and preferences. You can see their web pages visited, emails opened, calls made, and more. You can also use Freshsales’ AI-powered features to score your leads, prioritize your tasks, and get smart recommendations.

FREQUENTLY QUESTIONS

Q: What is a B2B CRM?

A: A B2B CRM is a customer relationship management software that helps businesses sell to other businesses. It helps you manage your contacts, leads, deals, accounts, and campaigns in one place. It also helps you track and improve your sales performance and customer satisfaction.

Q: How do I choose the best B2B CRM for my business?

A: There is no one-size-fits-all answer to this question. You should consider your business size, industry, goals, budget, and preferences when choosing a B2B CRM. You should also compare different CRM software based on their features, benefits, pricing, reviews, and support.

Q: What are the benefits of using a B2B CRM?

A: Some of the benefits of using a B2B CRM are:

It saves you time and effort by automating data entry and admin tasks.
It helps you organize and access your sales data easily and securely.
It helps you communicate and collaborate with your team and customers effectively.
It helps you generate more leads and convert them into customers faster.
It helps you retain and grow your existing customers longer.
It helps you measure and optimize your sales performance and customer satisfaction.

Q: What are the challenges of using a B2B CRM?

A: Some of the challenges of using a B2B CRM are:

It can be expensive and complex to implement and maintain.
It can require training and adoption from your team and customers.
It can have compatibility and integration issues with other systems and tools.
It can have security and privacy risks if not managed properly.

Q: How do I get started with using a B2B CRM?

A: The first step to using a B2B CRM is to define your sales process and goals. You should map out the stages of your sales cycle, the actions and tasks involved, the metrics and indicators to track, and the outcomes to achieve. The second step is to research and compare different B2B CRM software based on your criteria. You should look for features, benefits, pricing, reviews, and support that match your needs. The third step is to test and evaluate the B2B CRM software that you’re interested in. You should sign up for free trials or demos, import your data, set up your workflows, invite your team members, and use the software as much as possible. The fourth step is to select and implement the B2B CRM software that works best for you. You should finalize your contract, migrate your data, train your team, integrate your tools, launch your campaigns, and monitor your results.

Reference:

http://www.hcltech.com/sites/default/files/CRM_Trends_Insurance.pdf

https://eprints.soas.ac.uk/21171/1/Chapter%209%20-%2010%20Dec%202014%20-%20ANA-ACT%5B1%5D.pdf

http://comparecamp.com/introduction-history-crm-software/