CRM for SaaS Companies

Reduce churn and attract more customers with a CRM for SaaS

SaaS businesses have a unique business model that has been mostly ignored by traditional software. As such, many companies have tried to cobble together a solution out of accounting software, spreadsheets, and a dash of third-party apps.

But there’s a better way. A CRM for SaaS can be customized to include your unique financial metrics, such as monthly recurring revenue. It also provides a unified platform for sales, marketing, and customer service. This helps you create the rock-solid customer experience you need in an industry with high churn rates.

FAQs

What are some examples of SaaS?
What is CRM SaaS?
What is the need for a SaaS CRM?
What are the benefits of SaaS CRM for business?
What is CRM in SaaS?

Industries

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Higher Education

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Insurance

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Construction

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Healthcare Industry

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Insurance Agents

Reduce risk and increase profits with CRM for Insurance

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Manufacturing

Improve planning, production scheduling, and communication with a manufacturing CRM

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Real Estate

Manage properties, buyers, and sellers on a unified platform with CRM for real estate

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eCommerce

Improve customer relationships and reach new markets with CRM for eCommerce

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Small Business

CRM is an inexpensive software solution to scale your business

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SaaS Companies

Reduce churn and attract more customers with a CRM for SaaS

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Nonprofits

Raise more money, motivate volunteers, and grow strategically with CRM for nonprofits

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Retail

Add a personal touch to every shopping experience with CRM for retail

Comparisons

SharpSpring

SharpSpring

VS
Enagagebay

Enagagebay

SuiteCRM

SuiteCRM

VS
SugarCRM

SugarCRM

Insightly

Insightly

VS
Capsule

Capsule

Zendesk Sell

Zendesk Sell

VS
Keap

Keap

Pipedrive

Pipedrive

VS
Zoho CRM

Zoho CRM

HubSpot

HubSpot

VS
Salesforce

Salesforce

Custom Reports and Dashboards

A SaaS business delivers the flexible subscription model that consumers want. Unfortunately, this presents major challenges for your accounting department. Spreadsheets may work in the beginning. But as you scale, you’ll need a CRM for SaaS.

 

Integrated financials: A CRM can integrate all your accounting tools and metrics into a single digital platform. This ensures every tool and department is talking to each other, and you can get an accurate snapshot of your finances.

 

Customize for SaaS KPIs: The CRM can be customized for SaaS metrics, such as MRR, customer lifetime value (LTV), and churn rates. From there, a CRM can convert financial metrics into easy-to-read dashboards and reports.

Boost Sales Performance

The CRM provides a single source of truth that is visible to both finance and sales. The sales team can easily track their performance using CRM for SaaS dashboards. Getting a granular look at the data will help them:

 

  • Retain existing customers
  • Close more high-value deals
  • Convert more leads into customers
  • Identify opportunities to upsell and cross-sell.
 

Sales Automation: In an industry with monthly turnover, the sales cycle is sped up considerably. You need leads moving through the pipeline as fast as possible. A CRM for SaaS business can automate many routine tasks associated with selling, such as proposals and contract renewals. This avoids bottlenecks in the pipeline and keeps reps focused on closing deals.

Create Better Customer Experiences with CRM for SaaS Business

360-degree profiles of the customer are visible to every department. This keeps everyone working in tandem to deliver the best customer experience possible. Customers don’t get dropped between departments. They never have to repeat their issue to a new staff member. CRM for SaaS business create a seamless interaction with your brand and lets you personalize the customer experience at every touchpoint.

What is CRM for SaaS Business?

SaaS industry – is a relatively young  direction in the field of IT. SaaS stands for  Software as a Service. In simple terms, it is subscription software. It is very comfortable: If you need a service, you can subscribe and use it. If the service is no longer needed, you can stop renewing your subscription.

 

Today, SaaS is used for accounting, customer communications, image editing, and analytics. In a word, for almost everything. CRM software helps SaaS companies to generate leads, automate tasks, and achieve growing sales targets.

CRM software—how important it is for your SaaS business

With a CRM system, you can do much more than just keep customer contact records. CRM for SaaS holds all customer information, sales funnel, service and group tasks, customer statuses, etc. SaaS CRM software is synchronized with other payment document systems and customer base.

 

It’s very easy – you access the system through the network and you can use it and change the settings anytime, anywhere. The service provider is responsible for the CRM software and you just enjoy and use the program. 

What is the best CRM for SaaS

We have identified the three most popular and easy to use crm for saas:

 

This is one of the first CRM for SaaS companies. Today, this CRM software remains the dominant link between business and customers. Salesforce is very popular because it is constantly updated, and has many features and capabilities. This CRM has different types of clouds: sales, service, marketing, analytics, commerce, industry clouds.

 

This is a special universal software for medium-sized businesses. Zoho CRM is suitable for companies that want to quickly solve problems. This SaaS CRM  also helps keep track of all customer opportunities and activities and build long-term relationships with customers. Advantages: total automation, cross-platform support, modern interface, constant updating.

 

It is a CRM for SaaS companies that includes products for marketing, sales, maintenance and management of websites. It is used to meet the needs of customers at any stage of growth. CRM HubSpot collects, organizes and makes available all customer information.

 

So, CRM for SaaS saves a lot of time and money  in implementing the program in the company and also helps companies develop their business, be successful and efficient.
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