Contact relationship management software is designed to bring all of your client information into one application rather than scattered between spreadsheets, address books and email programs. CRM features often include email integration so you can send and receive email from right within the program, and customer interaction tracking so you can see at a glance who has helped you clients and how well issues were taken care of.
The best CRM for Mac software includes additional business tool such as sales and marketing features, and ways to track employee progress. This further eliminates the need for more software solutions, brings even more transparency into your office and decreases the number of missed opportunities to optimize on customer interactions.
We tested and tried several Mac CRM solutions ultimately ranking Salesforce, NetSuite CRM and Elements CRM as the best in the industry. We've also included articles on CRM for Mac in our Learning Center to give you more information on choosing a solution that is perfect for your organization and business needs.
When comparing CRM for Mac software, consider the specific needs of you company, including whether you need an on-premise solution, the flexibility of a cloud-based application or a mobile app. It is helpful to know how many contacts you will need to work with and store, and how many users will need to access the application since some CRM solutions place limits on these. Here are some additional criteria we use in testing CRM for Mac software that you may want to consider also.
Contact management is the most important feature of any CRM software. Tools range from simple address books to customer portals and accounts with the ability to track interactions and contact timelines. Solutions with file sharing allow multiple users to view client information and insert notes and documents for other users and department to see and use. Real time sharing allows this access to be simultaneously while conversing with users in real time. This is valuable when tracking down answers to customer concerns, or charting IT problems that may be a pattern.
The best CRM software lets you send and receive email, and dial out to your customers from right within the solution. It also includes workflow automation that uses your designated information to create and assign tasks for various projects and campaigns.
Sales & Marketing Features
More and more developers are including sales and marketing features in Mac CRM software as a way to bring even more transparency and connect the project pipeline so each department is on the same page from sales to IT support to customer service. As with contact management tools, sales applications should allow your sales teams to collaborate with each other and with other departments.
With a good solution, marketing campaigns, including email marketing, sales automation and lead generation are all part of the package. Many CRM software will generate reports, such as purchasing and vendor reports to help you forecast how successful a particular marketing campaign will be. Not many CRM solutions include ways to track competitors, but the best CRM software does.
Employee Tracking & Support
A group calendar that can allow all users to access can be used to assign and keep track of everyone's work schedule and daily to-do list. Some CRM software have additional features that will track when employees finish a task and will generate reports. These tools are invaluable in tracking and reviewing overall employee performance.
Most Mac CRM solutions that have document management capabilities, or the ability to upload documents, also have the function of creating a knowledgebase for their employees. This is a great place to include examples of completed projects, good business practices and company policies that employees can access if they have questions.
One great feature that not many Mac CRM software have is a social CRM. This allows you to create a social network, like Facebook or Twitter, within the CRM for you employees to connect, share ideas and get to know everyone on their project pipeline.
Ease of Use
While testing Mac CRM software, we looked closely at how easy the program is to navigate, if the various function tabs are easy to locate and if the layout is logical. The best CRM for Mac don't have a lot of extra clutter such as unnecessary text or images, or require extra steps to complete simple tasks, such as entering in new client information.
Every CRM solution has a help tab with a typical search to help you look up how a specific function works. Some solutions embed other helps such as FAQs and video tutorial right within the program so you can find answers without needing to toggle out of the CRM program.
Help & Support
Installing and using CRM software on you Mac should be pretty easy and straight forward, especially if there are imbedded helps within the program. It's nice to know that you can connect with reliable customer support in case you need it. Support options vary by company, but generally include both telephone and email support. Some offer online chat and social connections, such as Facebook and Twitter pages.
Mac CRM software should help you keep all of your contact information together, organized and secure. When the program included applications for sales and marketing, or employee tracking, it eliminates the need for more software while helping your company become transparent and more efficient in fulfilling client needs and reaching sales goals.
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