It takes a SaaS company to craft the best SaaS
CRM!

Most Software as a Service companies utilize SaaS CRMs to keep track of their sales using pipeline management and to visualize every deal through their sales process stages.

SaaS companies use CRM to effectively maintain customer and prospect information, and to imporve the overall sales.

Now, SaaS CRMs are also contributing to marketing and CX functions to manage various campaigns and to keep customers satisfied for long term.

Whether you own a large corporation, a small or medium-sized business, or are a sole proprietor, you must grow your sales and revenue.  

A SaaS CRM software is therefore necessary if you want to manage all of your contacts (leads, prospects, and customers), create sales pipelines, track leads, streamline sales processes, improve team collaboration, get real-time updates on your deals, and develop relationships with both potential and existing customers.

However, it is crucial to note that organizations that desire complete control and ownership of their data and have specialized industry needs may require to opt for an enterprise plan of the CRM system that provides high-level security of your data to support their sales activities and grow their revenue. 

With exceptional profits and the highest levels of customer relationships, the right SaaS CRM can help you reach the top of your game.

Let us examine the best strategies for selecting the SaaS CRM software using the following points:

• Determine your requirement for Cloud vs On-premise SaaS CRM.
• Determine which CRM features and functionalities you require and proceed accordingly.
• Make certain that the system is compatible and integrated with your existing tech stack.
• Conduct a thorough CRM SaaS comparison before choosing any specific tool, that fits your requirement.
• Before making a final decision, you should request a demonstration and test a free trial if it does not require you to submit your credit card information.
• Prefer specific vendor selection as well as local partners.
• Before making a final purchase, check out the available customizations and training.
• To get an understanding of the software, read the reviews and analyze the user experience.
• Check that the software includes GDPR-compliant features. It enables you to monitor and manage customer information.

Yes. Your SaaS CRM has to be GDPR compliant because it ensures data integrity and provide transparency to your customers. Data security is a huge concern for customers, and you need to make sure your CRM is GDPR compliant.

Salesmate is GDPR compliant SaaS CRM. We follow full-proof practices to ensure data integrity of our customers.

As per the current market, these are the best CRM for SaaS startups and companies:

• Salesmate
• HubSpot
• Close
• Pipedrive

You can check out the SaaS CRM comparison table above to evaluate features and limitations.

CRM for SaaS can be accessed anytime and anywhere as long as you have internet. SaaS CRMs are hosted on cloud, while in-house CRM are hosted on premise.

In-house CRMs need proper installation and maintenance, and it becomes difficult to access due to location restrictions.

The main advantage of the SaaS (Software as a Service) CRM is that you don’t have to use any of your on-premise storage devices to access the software, and you don’t even have to install it on your computer. 

You can complete your task more quickly and easily than ever before thanks to this. Here are a few quantifiable advantages of choosing the SaaS option. 

1. Scalability

Pay-as-you-go SaaS CRM features allow you to use the software to adjust to the changing size of your department.  

For example – The SaaS solution is likely to be used by 20 of your employees in the first year, but as you continue to grow to 100, 150, and 200 employees, the service provider may immediately upgrade your software for more users, giving you the chance to scale quickly. 

2. Geographical freedom 

Working remotely is possible using the SaaS CRM. You can conduct business from any location you want if you have access to the internet.  

Any SaaS solution, including CRM software, landing page builders, and other tools, can be used with just an internet connection. You can then log in right away using the custom URL created for your business and get to work right away.

You can even use these applications directly from your smartphones even while you are traveling and stay connected with your customers all the time.

3. Virtually no overhead exists

By choosing a SaaS CRM software, you gain access to the cloud software and servers of the service provider.  

Since they personalized the SaaS CRM features according your requirements, you can avoid hiring other vendors who specialize in setting up servers for particular jobs.

A cloud-based CRM software let’s you access all the required details of your customers from anywhere, anytime. 

4. Security 

SaaS CRM software has built-in security measures in place to safeguard your data. However, you must conduct some research on the protective measures offered to you.  

For instance, if you operate a financial services company and use a service CRM as a SaaS solution, you must make sure that critical customer data is not stored on the servers of the SaaS provider.

You must check for the compliances that are followed by the service provides like, whether they are GDPR, CCPA, HIPPA compliant or not? This will help you in the long-run to avoid any legal issues.