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July 26, 12 PM EST

How to outbound in the dying outbound era


Your complete guide into
the CRM world for sales teams.


What is a CRM?

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Why do sales teams need a CRM?

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Must-have features for a Sales CRM.

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Top CRM providers for sales teams.

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What is a CRM?

Customer Relationship Management (CRM) is an approach to manage a company's interactions with current and potential customers. This means that by using particular software and techniques, businesses may engage with new clients and retain existing ones.

CRM systems are specific software that may be used to store customer data and make use of it. They help employees manage client relationships, gain valuable insights, automate certain workflows, and facilitate cooperation in a team.

Read more about CRM systems and how to choose the best one for your business.

Why do sales teams need a CRM?

With 10 clients or less, managing sales processes and building customer relations is easy-peasy. But things start to get tricky when you’re managing hundreds of clients across different operational departments. Since it’s becoming much more common for businesses to take a customer-centric sales approach, maintaining client data on a spreadsheet isn’t enough. It’s time for a change.

Your sales team definitely needs a CRM, if:

Read more about sales automation tools and techniques.
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Ready to pick a CRM for your sales team?

Use this checklist to identify the best one.

Complete and fully accessible customer details.

Complete and fully accessible customer details.

360-degree customer overview has been a must for ages now. A CRM system for sales should also be capable of aggregating data from various sources, like LinkedIn, Facebook messenger, and WhatsApp. Something as simple as tracking when you last emailed your prospects, up to monitoring where your potential clients are in the sales cycle will also be very helpful in getting better sales results.

Email campaigns and tracking.

Email campaigns and tracking.

One of the CRM benefits for sales people is the ability to send thousands of beautiful and personalized emails to your clients at once. Personalize your email campaigns with customer’s name, project details, exclusive discounts, and other related data. Reach out to thousands of prospects and customers in a few minutes. Track email performance with open and click tracking, and send follow up campaigns.

Maximum automation to take routine off your team’s shoulders.

Maximum automation to take routine off your team’s shoulders.

Doing the same things over and over again tediously consumes time; time that you simply haven’t got when you’re desperately trying to close the deal. CRM with sales automation enables sales professionals, giving them the power to focus on what they do best – making money.

Structured sales and lead management process.

Structured sales and lead management process.

A perfect CRM will guide your sales team through their sales process, as well as ensure customers are always followed up with. If implemented and used correctly, CRM has the power to boost the performance of any sales team and help them master effective leads management, follow up on sales opportunities systematically and on time, prioritize follow up activities, and reach their sales goals faster.

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Using Gmail a lot?

Get a Gmail CRM for your team!

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Compare top 3 CRM systems for sales teams




G2 score




Trial length

14 days

14 days

free with limitations

Price (per user/per month)

$24 - $96

$15 - $99

$0 - $120

Custom fields

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in the most advanced plan only

Gmail and Google Workspace integration

full integration

limited to several Google Workspace apps

sidebar in Gmail

LinkedIn integration

2-way integration

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Email tracking and campaigns


limitations apply

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Tasks and follow-ups

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Pipeline management

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Lead management

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Support (chat, email, phone)

dedicated Customer
Success Manager

email support

email and chat support

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All information was last verified in February 2020.
Found outdated details? Email us at support@nethunt.com !

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