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How to Choose the CRM Software That’s Right for You and Your Business


The business world is becoming more and more complicated. It’s easier than ever to connect with hundreds of thousands of potential customers. To keep track of them is even more challenging!

Nowadays, it’s almost impossible to keep track of everything without some kind of CRM, or Customer Relationship Management software, to help your business keep everything in order.

CRMs: The Centralized Database You’ve Been Looking For

CRM systems are tools that assist businesses with everything from managing sales information, keeping track of productivity in the workplace, and organizing all of your contacts from leads to actual sales. But a CRM can be so much more. It can also help you find more leads, generate more of those sales, and even act as a communication hub for your entire organization. And it’s all done in one centralized place, which is what makes CRMs so effective and essential for growing businesses in this ever-changing business world.

But not every CRM is made the same. Depending on the CRM, there may be a focus in one area of productivity as opposed to another. So, picking a CRM really comes down to what is it that you will be focusing on in your business operations? The same can be said for the marketing platform software out there that would integrate with your CRM of choice! Today, we’ll be taking a look at what makes a CRM so great as well as a couple of marketing automation programs that work well with CRM-integration. You’ll get a chance to have a look at Sharpspring and its Marketo competitor details to see how they suit different business needs, but more importantly, to help you decide which one suits you and your CRM.

A CRM is a Sales Team’s Best Friend

With the power of a CRM, you can not only keep track of all your customer contacts, but you can also better organize your leads that will lead to more sales. And what’s more, a CRM can do this all on its own, reducing the amount of manual data entry and giving your sales teams more time instead to focus on what’s important: Reaching out to those leads and converting them to sales.

Inversely, not having the organizational power of a CRM can actually lead to the loss of money in your business. A CRM can remind sales teams when a meeting is fast approaching. You won’t have to worry about losing written notes when it’s all stored digitally, and what’s more, CRMs keep information in an easy-to-read format so that salespeople are able to quickly learn what they need before they follow up with a customer or approach a lead.

Improve Team Coordination

Email communication is a wonderful tool, but even emails can take time to read and follow up. In that time that it takes, an opportunity could be missed, a lead could be grabbed by a competitor, a sale could go unmade. Your CRM system can also help keep track of your work pipeline and provide an overview of what your sales team is doing. With the CRM, you can enact your larger plans with better precision, and you can better direct your teams to make sure that everyone is moving towards that larger goal. And best of all, you can make sure your sales team members get the messages they need and it’s all in one place for those who need to know. Now, you won’t have to miss those sales opportunities because you’ll have your teams on the lead and on time.

Foster Better Relationships with Customers

A CRM can help you better keep track of the clients and customers that are providing you with the best business. With the organizational power of a CRM, you and your teams can make sure that the best customers are getting the right attention, creating stronger relationships with customers and ensuring better sales and returns on investment. What’s more, you’ll be able to see what customers are not doing so well, and you can better determine if those customers need more attention and effort to build better relationships.

Get Key Forecasting Through Organized Data

Some CRMs use the data it has to provide you with real-time updates on your sales forecasting, giving you a better look at the direction that your business is going and whether you’re doing the right things, or if you need to revise your strategy. Forecasting can be an invaluable tool in setting targets and aiming to hit them.

Don’t Miss Potential Growth: Generate More Leads and Sales

CRMs don’t just keep track of your leads and sales data. With the power of a CRM, you can find even more leads and create more sales that you wouldn’t have found or noticed without it. This could be done through automated email systems, organizing your leads to show communications that have been made between leads and your sales teams, or even generating lists of accounts with connections to your current customers to help generate referrals—these are all made possible with a CRM and can lead to even greater business growth.

Comparing Two Powerful CRM-Friendly Options

Now that you have a good idea of what CRMs can do and how they can even make your business grow, consider these two CRM options for your business. Remember, every CRM has their own unique strengths and weaknesses, so consider what makes them special to see which one best fits your business!


SharpSpring is a powerful automated marketing platform that is designed to help grow and manage your business with an organized all-in-one solution.  This platform provides tools such as Behavior-based Email, a powerful Visitor ID system, and Sales Automation. And it is CRM-integration friendly!

Behaviour-Based Email

With SharpSpring, you can create personalized emails through the CRM’s email designer. What’s more, SharpSpring has a dynamic email system that allows you to swap out entire portions of your emails to better personalize and cater them to your different leads and customers. And this is all powered by what SharpSpring has collected about your contacts. Also, SharpSpring will keep track of your emails and how well they are contributing to your bottom line. Are your emails getting opened? How many of them are read and how many of them are ignored? All of this is handled by SharpSpring and shown to you in a way that you can keep track of your email campaigns at a glance.

Create Engaging Blogs to Encourage Your Leads and Customers

SharpSpring comes with its own Point-and-Click Blog Creator, allowing you to make creative and dynamic blogs meant to engage your customers directly. What’s more, SharpSpring also comes with a library of responsive designs and templates for you to choose from, so that you’ll never be short on ideas and you can get your business’s blog up and running in short time. And don’t forget your Social Sharing Widgets that SharpSpring features, so you can maximize your blog’s reach. This is SharpSpring’s main advantage over Marketo when it comes to features.

About CRM-Integration

Not only does SharpSpring allow the integration of most major CRMs, but it actually comes with its own built-in CRM as well, meaning less time looking for a CRM and more time getting your business ready for super effective operations and database management.


Marketo is a leading market automation platform that contains features such as lead management, email and mobile marketing, and behaviour-tracking to help better understand customers and their interests. And there’s of course, CRM-integration!

Lead Generation

The Marketo platform is especially handy when it comes to lead generation. By using various methods, it can create multiple fronts in bringing the best leads to your business. One way is through analyzing behavioural data that comes from Facebook, Google, and LinkedIn, looking at leads and where they visit as well as what kinds of interests they seem to have. This method helps Marketo develop higher-quality leads because there’s a higher chance that they’ll also have an interest in your business, making it easier for your campaigns to reach them and convince them to visit your own web pages.

Advanced Email Marketing

Marketo’s real strength lies in its comprehensive email marketing and campaign management. With Marketo, you can create triggered email campaigns for timely messaging that remains relevant to your leads and customers. You can also create more scheduled emails, offer webinars, and develop lead nurturing programs. Last but not least, you can also create and manage personalized newsletters through Marketo, giving customers and leads rich content that can help convert new business or encourage continued business. This is where Marketo’s biggest strength lies.


Marketo offers integration with major CRMs such as Salesforce and SugarCRM. However, it does not have a CRM of its own built-in.


It all comes down to what kind of services you’re looking for in your CRM and marketing platforms. It’s like a recipe for your business, with your CRM and your marketing platform being the two main ingredients. Which CRM you choose along with a compatible marketing platform will help determine what your business is best at when it comes to organization, to marketing, to email campaigns, and more.

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