SURVEY: CRM Tools

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October 01, 2019

by an intermediary from The University of North Carolina at Chapel Hill - Kenan-Flagler Business School in Nashville, TN, USA

Results are in! Thank you to the 20 respondents to the survey. The full results with data visualizations can be found on the LinkedIn article I put together for you all.

https://www.linkedin.com/pulse/searcher-crm-survey-results-joe-steigman

Key results:

+ Top platforms (# respondents): Excel (8), Zoho (6), HubSpot (4), Pipedrive (3), Streak (2), Copper (1), Klenty (1), Microsoft Dynamics###-###-#### ), Persist IQ (1), Tryoncourse.com (1)

+ 85% of respondents are satisfied with their CRM

+ Top attributes (# respondents): Ease of Use (16), Price (15), Comprehensive Capabilities (10), Email Integration (6)

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Reply by an intermediary
from City University of New York (CUNY) System in Wesley Chapel, FL, USA
We did an evaluation about two years ago and looked for a blend of price/operating cost (for our entire organization), functionality, extensibility, and developer strength to ensure the offering can be maintained to current technology and business needs and standards. Having had a lot of CRM experience, it was interesting to see the landscape again and narrow it down from the 400+ credible CRM's to the few that pass the litmus test. The CRM can be an adjunct to your ops or it can be centric to ongoing operations on multiple fronts. Depending upon how you view it and what you want from it will influence your view of potential candidates. I answered your survey too. Look forward to your results.

On the other front for B2B, include uplead.com. Another DB that is robust, has AI routines to narrow focus and integrates with CRM systems.
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Reply by a searcher
from University of Pennsylvania in Silicon Valley, CA, USA
Has anyone encountered a target that is ESOP owned, or can anyone comment on what acquiring an ESOP owned company would look like? I met a founder/owner who is retiring, and is gradually moving his ownership to employees in an ESOP model. I'm interested in the company, but unsure how the ESOP structure may hinder my efforts to acquire. Advice appreciated!
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