The Best CRM System B2B For Your Business

CRM is the fastest-growing software market today, with revenue predicted to reach over $80 billion by 2025. Wonder why? Zoho reports a 300% improvement in lead conversion rates from customers who harnessed its software.

At Shift ONE, we can set up the best CRM for IT companies or the best CRM for small businesses. Whatever your needs, we can guide your B2B organisation to a platform that works for you.

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What is a CRM system B2B?

A B2B CRM (Customer Relationship Management) system is a tool that helps businesses manage and improve their relationships with other businesses. It stores all your customer information, tracks your communications, and organises your sales activities in one central place.

What is the difference between a CRM system B2B and a CRM system B2?

The main difference between a CRM system B2B and a CRM system B2C lies in the relationships they manage. A B2B CRM is designed for businesses that sell products or services to other companies. It focuses on managing complex, long-term relationships with fewer clients, often involving multiple decision-makers and longer sales cycles.

On the other hand, a B2C CRM is geared towards businesses that sell directly to consumers. It handles a higher volume of transactions with individual customers, focusing on quick and efficient interactions, personalised marketing, and customer retention.

Which CRM system B2B is best?

Hubspot, Salesforce, Freshsales, Zoho, ClickUp, ActiveCampaign, and Nutshell CRM are all great choices for B2B businesses looking for a CRM. Here’s why:

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HubSpot CRM

Hubspot’s CRM is a fantastic option for B2B businesses of all sizes. It’s user-friendly and packed with features to help you manage contacts, track deals, and oversee your sales pipeline.... The marketing automation tools are excellent for nurturing leads. Plus, the free version offers substantial features, making it accessible for smaller businesses or those just starting out. Everything integrates smoothly with other HubSpot tools, providing a unified platform for marketing, sales, and customer service.

02

Salesforce

Salesforce is a top pick for B2B companies, especially those with complex sales processes. It’s highly customisable, so you can tailor it to fit your specific needs. Salesforce excels in providing advanced...
analytics and reporting, giving you deep insights into your sales performance and customer behaviour. It integrates with nearly any software your business uses. While Salesforce is more expensive, its scalability and robust feature set make it a worthy investment for growing businesses.

03

Freshsales

Freshsales is an excellent CRM for B2B businesses looking for a powerful yet affordable solution. It offers AI-powered lead scoring, email tracking, and customisable sales pipelines.... The intuitive interface makes it easy for teams to get up to speed quickly. Built-in phone and email capabilities mean you can also manage communications directly within the CRM.

04

Zoho CRM

Zoho CRM is a versatile and budget-friendly option for B2B businesses of all sizes. It comes with features like lead management, workflow automation, and detailed analytics. Zoho’s... customisation options let you tailor the system to your business processes. The AI assistant, Zia, offers predictive analytics and helpful sales insights. Zoho also integrates well with other Zoho products and various third-party apps, making it a flexible choice.

05

ClickUp

ClickUp, known for its project management capabilities, also has strong CRM capabilities that are suitable for B2B businesses. It offers task management, goal tracking, and project timelines that... can be seamlessly integrated into your sales processes. ClickUp’s flexibility allows you to customise dashboards and workflows, combining project management and CRM functions in one tool. This centralisation improves team collaboration and keeps everyone organised.

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ActiveCampaign

ActiveCampaign is perfect for B2B businesses that focus on email marketing and automation. It combines powerful email marketing tools with CRM functionalities, allowing you to manage... contacts, automate follow-ups, and create personalised email campaigns. Its robust automation capabilities let you set up complex workflows that trigger emails, assign tasks, and update records based on specific actions. ActiveCampaign also integrates well with other tools, maintaining a seamless flow of information across your marketing and sales channels.

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Nutshell CRM

Nutshell CRM is straightforward and user-friendly, making it ideal for B2B businesses looking for simplicity without losing essential functionality. It offers features like contact... management, sales automation, and reporting in an intuitive interface. Nutshell’s collaboration tools help sales teams stay aligned and productive. It also integrates well with other tools.

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How can B2B companies use a CRM?

B2B companies can greatly benefit from using a CRM system. It helps streamline sales processes by tracking leads and sales activities in one place, ensuring your team follows up promptly and closes deals faster. You can provide personalised service and build stronger relationships with detailed records of all client interactions.

A CRM also supports your marketing efforts by allowing you to segment your customer base and create targeted campaigns, leading to higher engagement. It fosters better teamwork by centralising information, making collaboration easier and more productive.

For customer support, a CRM ensures quick and efficient issue resolution by providing access to complete customer histories. Its analytics capabilities offer valuable insights into sales and marketing performance, helping you make informed decisions.

Automation features handle repetitive tasks, freeing your team for more strategic work. For companies with complex products, a CRM aids in managing customer onboarding and training, ensuring new clients get the support they need.

How to choose the best CRM system B2B

Ask yourself the following questions to determine exactly what you need from a CRM system. If you’re still unsure, contact us and we can guide you.

Sales Process: Does it handle long cycles with multiple touchpoints and stakeholders?

Customer Segmentation: Can it segment customers by industry, size, or purchase history?

User Adoption: Is it intuitive and has features like drag-and-drop pipelines?

Customisation: Can it be tailored to your sales processes and grow with your business? Is it intuitive and has features like drag-and-drop pipelines?

Integration: Does it integrate with your current software and offer API access?

Automation: Can it automate tasks like follow-up emails and lead scoring?

Analytics: Does it provide custom reports and real-time dashboards for KPIs?

Mobile Access: Does it offer a robust mobile app for field sales?

Support: Is there extensive onboarding support and reliable customer service?

Security: Does it use industry-standard encryption and comply with regulations?

Cost: Are pricing models transparent, and does it offer a good ROI?

The benefits of CRM system B2B

B2B CRM software helps build detailed customer profiles, enabling a deeper understanding of client needs and preferences. For instance, a manufacturing company can track a client's purchasing history and preferences, allowing them to offer customised solutions that precisely meet their requirements. This level of personalisation fosters stronger relationships and higher customer satisfaction.

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Have questions about CRM system B2B?

Let us know what’s on your mind! If your question isn’t answered here, get in touch with us today.

A B2B CRM is a Customer Relationship Management system tailored for managing interactions between businesses and their corporate clients. It focuses on complex sales cycles, multiple stakeholders, and integrates sales processes, account management, and analytics.

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