Most software vendors don’t have the budgets of Microsoft and Google to market their products and it’s a big challenge for them. It also represents a missed opportunity for companies that could benefit from these applications if only they knew about them.
So let me help you. These are seven software applications and platforms that can work alongside – or instead of – your customer relationship management system and I bet you’ve never heard of them. I have no relationship with these organizations other than my customers who benefit from their products. But I intend to recommend them.
For workflow automation, consider Process Street. Starting at $100 per month for a team, the app offers an easy way to create workflows for any process within a business, then ensure it’s automated with reminders and alerts as well as tracking progress and metrics. It integrates with over 3,000 applications and uses “low code/no code” tools to allow anyone with a bit of technical experience to tailor-build a solution tailored to an organization’s needs.
For a great cloud-based database, use Airtable. This app — which starts at $10 per seat per month — is like an uber-steroid spreadsheet. You can create unlimited tables first, then import data from multiple sources, create custom interfaces, and combine your data with automation to speed up your processes. You can even use it as a standalone CRM by taking advantage of one of the many pre-made templates provided by the company. I have many clients who love this platform because it’s so easy to set up and flexible to customize.
To move large amounts of data from multiple data sources to your preferred destination (a CRM system or any other database), consider Fivetran. This powerful database tool can extract, load and replicate data from over 200 cloud applications. It is an advanced tool that can also provide marketing and customer analytics and is popular with Amazon Web Services and Microsoft Azure developers.
There are many good cloud-based communication platforms out there, but small and medium-sized businesses that are struggling with unwanted calls would be very interested in Cloudli. It is a communication platform that provides Voice over IP (VoIP) telephone services combined with AI to block unwanted calls. It also has excellent business text messaging, “carrier-grade” VoIP connectivity, and even digital faxing (and yes, some industries like healthcare still do). Pricing starts at $25 per month for two users.
Do you run a non-profit organization? Then you might want to consider Bloomerang as your primary CRM. Starting at $99 per month for 1,000 contacts, this cloud-based platform has great tools to make online donation and payment processing easy, plus the ability to create a comprehensive donor database. for marketing and integration that can integrate with many other nonprofits and for-profits. platforms.
Credit risk management is critical, especially when running a business in a slowing economy. Using Nuvo can help your sellers minimize this risk before an order is placed – and a commission is denied. Nuvo provides a one-stop-shop for credit applications. During your sales process, a prospect fills out the form you design and – using its internal workflow – Nuvo will do the due diligence. And your business saves time and money by skipping all the printing, scanning, emailing, faxing (did I mention some businesses still do this?), and downloading . It has an easy capture system for key business information, resale certificates, trade references, bank details, electronic signatures and personal guarantees. The service leverages data from more than 10,000 financial institutions to flag any potential credit issues ranging from overdraft histories, legal red flags and available lines of credit. The price is personalized.
One last little app I need to include here is CountThings. It’s not exactly a CRM thing, but it’s pretty cool. Why? From your mobile device, you can take a photo or video of your inventory (bars of different shapes, tubes, logs, wood, seeds, plugs… you get the idea, right?) and app will quickly count them for you. It’s not perfect all the time, but the company promises that by using its templates and with its available support, the app will get better and better. And once you get it to a certain level of accuracy, the app can save a lot of time in the counting process so that your inventory is correct and your sellers know what they have in stock. You can purchase monthly or 24-hour licenses.
Am I right? Have you ever heard of these apps? I bet not. Are they useful? I bet they are. And I hope you can use some of these technologies this year to increase your company’s productivity…and profitability.