Experience the Efficiency of Our Pipeline Crm System for Financial Services

How to create outlook signature

hello everyone in this video we will compare all  of the main CRM systems that exist on the market   and see all of their pros and cons so obviously  Market is full of different CRM systems there   are some more popular ones but they usually have  all of the basic features that a CRM system needs   but how can you choose one well Gartner can help  you they make an annual report on comparing all   of the serum system using magic quadrant depending  on different characteristics and they also analyze   all of the updates that the software has made in  the past year to see how they grew or have they   lowered down their positions comparing to their  competitors so let's see this magic quadrant and   compare all of the popular serum system but before  that please make sure to subscribe to this channel   click the notification button because we always  make a lot of different useful videos for you   so here is how this magic quadrant looks like  all of the indicators were grouped in two main   criteria the completeness of vision and ability to  execute that help to rank and put all of the serum   systems into four different groups Niche players  Challengers Visionaries and leaders let's start   from Niche players Niche players include such CRM  systems as HubSpot Neo CRM B tigers zendesk and   fresh works so let's start from HubSpot HubSpot  provides serum suit capabilities spanning across   Marketing sales and customer service Technologies  its SFA product is called sales Hub hubspot's   roadmap includes sales enablement features  sentiment analysis customizable quote templates   and enchanced messaging options let's talk about  HubSpot strengths first one is content tracking   for sellers users of sales Hub take advantage  of hubspot's deep marketing technology footprint   which enables sellers to create such content as  templates Snippets documents videos and playbooks   to augment sales Outreach progress also flexible  sales revenue model sales Hub Enterprise Edition   can easily support multiple Revenue models at  once for example a brand may have a primary sales   during pipeline where it sells a subscription  product relying on HubSpot native recurring   Revenue tracking also customization enabled sales  Hub Enterprise Edition is built to cost water to   customers that often require customization of data  model CRM UI workflow and content questions of   HubSpot include Market strategy HubSpot lacks most  vendors in this magic quadrant on its ability to   successfully communicate its products to B2B b2c  and indirect Channel sales needs this strategic   positioning is representative of only a fraction  of B2B sales organization's needs and it is not   relevant to the majority of selling organizations  that are not into account based marketing programs   the other caution is vertical strategy HubSpot  does not have an approach to tracking specific   vertical use cases nor does it intend to go into  vertical markets it is a strong consideration   for sales organizations that are looking for a  vendor that understands their industry selling   processes and data models and the last one is  partner relationship management HubSpot ranked   among the lowest renders in indirect selling  features specifically PRM it does not have a   module to support indirect selling and it lacks  understanding of indirect selling interfering   such work to its partner program for custom built  solution now let's move on to Neo CRM Neo crm's   customer base is concentrated in China with a few  implementation outside of the region the vendor   is well suited to support implementations of all  sizes but it is mostly targeting Enterprises with   more than 1 000 employees it is mainly present  in manufacturing trained technology Professional   Service and cpg industries Neo CRM has a solid  Market understanding focused on enabling B2B   buyer and seller collaboration through WeChat  furthermore it has a good vision for improving   digital optimization with such capabilities as  finding the next best customer and an intelligent   Enterprise graph meant to improve lead quality  and conversion Neo CRM has also a good support   of visualization and analytics for example its  win loss analysis capabilities use ml driven   statistical analysis to highlight win-loss  data and top factors driving both outcomes   which is a differentiator from most SFA vendors  and innovation neociram has made some quality   Innovations in the market by introducing  next best customer an ml based feature that   collects industry and Commercial data and other  competitive intelligence attributes to suggest   the best customers to approach the cautions of  Neo CRM include Geographic strategy most Neo CRM   customers are based in China although new CRM  is working on building partnership in Southeast   Asia product offering near CRM ranked among the  lower Tire of vendors in the scope of features   included in its packaging without and on purchase  and application Marketplace Neo crm's application   Marketplace offers few sales specific solutions  that could enrich its CFA capabilities limiting   the solutions value in addition the marketplace  is developed only in Mandarin Chinese language   and now let's move on to V tiger we tiger one  is the best suited for smbs and is relevant for   business to business business to Consumer and  lightweight indirect Channel sales use cases it   has well-balanced mix of customers across three  geographies key Industries supported include   high-tech manufacturing Professional Services  and financial services the tiger strong links   include application Marketplace vitiger has made  an effort to introduce an implication Marketplace   from third-party providers virtual selling vitiger  is improving on its roadmap to support ai-based   guided selling with conversation intelligence and  deal room for virtual collaboration such as those   seen with digital sales rooms and is providing  some pre-built integration options and Market   understanding vitiger's value proposition is  a strong one compared with leading SFA render   Solutions it sells on a single view on all  customer interactions with AI guided selling   and conversation intelligence enabled features  with the ability to create digital sales rooms   but we tiger does not have a product offering  geared for specific virtual Industries although   the vendor claims manufacturing and financial  services additions it does not have any public   realistic products to support such verticals  another caution is compared with most of   the vendors in this magic quadrant three tiger  lacks the depth of many of the core capabilities   evaluated and customer retention we Tigers  scored among the lowest Tire of vendors on   this magic quadrant in its customer and revenue  retention rates this is a consideration for sales   organizations looking for a render with more  stability and a lower customer base the next trm   system is zendesk zendesk cell is largely aimed at  SMB sales organizations in North America although   the vendor has her presence in all geographical  regions the product has seen highest adoption in   the manufacturing technology and Retail wholesale  zendesk cell Target small but growing sales teams   that are implementing their first SFA platforms  or looking for better scalability than their   current Solutions provide it offers a self-service  focused buying experience with 14 day free trials   and paid Pilots for customers that need a more  tailored proof of concept product improvements   zendesk has added many relevant improvements to  its SFA product for example it has introduced   subscription management capabilities to  track and report on reoccurring Revenue   and automated sequences for contracts and also  implementation services and desk ranks among   the highest Tire of vendors for implementation  support it offers four implementation packages   from started packages to custom support and  configuration assistance zendesk cautions include   Market understanding zendesk support for virtual  and remote selling primarily consists of activity   capture internal collaboration features and mobile  uis which lacks other vendors that have invested   in capabilities such as conversation intelligence  and AI guided selling also application Marketplace   Zen desk clocks a robust community of app vendors  offering third-party add-ons to the zendesk   cell product which limits the potential value  realized by customers the desk does not offer   a PRM capability which is one of the obstacles  for prospects with the channel-centric sales   model and vertical strategy zendesk cell offers  features that are intended for specific sales   roles however it does not have products tailored  for specific verticals or customer segments   and now let's move on to Fresh works it's fresh  sales product is aimed primarily at organizations   with 50 to 1000 sales users in multiple vertical  Industries including Professional Services retail   and technology and let's talk about the strengths  of fresh fresh work has released a forever free   edition on its fresh sales product which allows  small or mid-sized businesses sales users to   become familiar with the solution prior to  committing to a larger rollout aggressive   packaging fresh work reduced its product list  pricing by more than 30 percent on all three   paid editions yet still retained all of the  features from prior product packaging which   includes some common add-on items such as dialer  chat and predictive AI assistant in a base package   of price of 39 dollars per user per month and the  last strength is geographic strategy fresh Works   has broad Geographic reach with well-proportioned  implementation presence in North America Europe   and the APAC region fresh work cautions include  Market responsiveness freshwork made several SFA   specific enchantments however these all things  leading wonders have had for some time and   that only brings fresh work to parity with other  vendors in the market also Innovation freshworks   product roadmap blacks behind leading vendors in  this magic quadrant this is a consideration for   a sales organizations looking for wonders at the  bleeding edge of innovation Market understanding   freshworks differentiation and value proposition  rests on all inclusive SFA with the unified   standard data object model and view across other  CRM suit models including service and marketing   however these capabilities have reached Market  priority across almost eighty percent of the   vendors evaluated in this major quadrant so these  are no longer differentiators and now let's move   on to Challengers which include Pega sugar serum  and creatio sales ratio uses a no code approach   to supporting sales organizations needs thus  it can support a variety of sales processes   and use cases creatio's product releases include  a user interface user experience upgrade for SFA   standard objects via the freedom UI designer ranks  of creation include platform Croatia has improved   its usability through the release of the freedom  UI designer which allows no code drag and drop of   UI components throughout the interface as well as  guided actions on business process flow building   Market responsiveness Croatia has delivered a  number of relevant product releases meant to   support virtual or remote selling this include a  new UI ux to improve SFA engagement with sellers   lead generation while LinkedIn and collaboration  capabilities through support for WhatsApp and   Facebook and also Innovation Croatia has several  planned features that will further enable it to be   more relevant to supporting digital buying Croatia  cautions include implementation Services creation   no longer provides in-house Professional Services  support for implementation instead it serves as an   ongoing consultant to third-party firms this  is a consideration for sales organizations   that prefer to use the vendor as a One-Stop  shop software and Professional Services firm   Market strategy Croatia has a modest go-to-market  approach which centers on a one platform approach   although these bodes well for technology leaders  the same cannot be said for sales organizations   and the last one is visualization and analytics  Croatia's dashboard building capabilities require   many setup steps to generate needed visibility  into performance metrics although dashboards   are oriented towards sales leadership lower level  users may find it hard to correlate worrying kpis   with actual performance now let's move on to Pega  the Pega sales automation product is a targeted   at mid size to large and Global Enterprises with  functionality tailored to key industry verticals   Pega traditionally focused on B2B to C and b2c  use cases with written growth in B2B sales as   well most of pega's customers based subscribers  to its managed Cloud solution although hybrid   on-premises and private Cloud deployments are  set the strengths include vertical strategy Pekka   continues to focus on differentiating itself  with vertical specific solutions for insurance   Healthcare financial services and statutory  Health also Pega offers AI ml configurations for   the healthcare telecommunications Insurance and  financial services Industries activity management   pegasyncs with email calendar WebEx teams and  chatbot to capture and law customers interactions   a new voice AI features parses conversation  recordings and autofills SFA records during   the conversation product portfolio depth pegas  scored amongst the highest star of Wonders in   having the most native features in its SFA  platform Pega prospects and customers will   find core SFA capabilities cousins of Pega include  Market strategy pega's approach to implementation   services onboarding and customer success lacks  other renders in the magic quadrant and has   remained unchanged for a few years Pekka offers  fewer than 20 sales specific add-ons on its app   Marketplace marketing execution Pega possesses a  smaller quantity of SFA implementations compared   to Leading Windows Solutions clients looking for  a broad array of similar customer references and a   strong SFA Market presence may be deterred by Pega  slack of marketing execution Market understanding   Pega does not communicate its capabilities  for the optimization of sales process well   pegasibil is limited to those well-versed  in I.T Concepts such as the mesh app and   service architectures and data Fabric and now  let's move on to the last Challenger which is   sugar serum it is often targeted at the mid  Market though the vendor is taking steps to   secure more upper mid-market customers sugar  crm's roadmap includes plans to repackage its   offerings for Simplicity and chance its Advanced  forecasting capabilities with sugar predict and   launch a digital engagement Center to facilitate  customers and partner interactions throughout   All Phases of the customer life cycle Sugar  CRM strengths include Market strategy Sugar   CRM targets its value proposition not only to  csos and cros but also cios CFOs and Coos Sugar   CRM has revamped its Professional Services to  include a center of excellence for Integrations   a data immigration team and an adoption and  change management team Geographic strategy   Sugar CRM has certified implementation Partners  to support deployments in any region and it can   deploy Cloud public or private on-premises or  hybrid environments and Market responsiveness   in addition to four quarterly releases of  cell product sugar serum produced multiple   separate releases to its mobile app customer  Journey plugin sugar connect and sugar discover   Sugar CRM cautions include vertical strategy Sugar  CRM does not offer vertical specific products but   maintains several industry templates to address  areas where it has a high Affinity with customer   needs for example manufacturing Financial Services  Banking and credit unions and Professional   Services product features Sugar CRM squared  among the bottom Tire of renders in this magic   quadrant in account contact management sugar crm's  guided selling capabilities also scored lower than   leading vendors in the magic quadrant Innovation  although Sugar CRM has accelerated its base of   product development this past year the impact of  those enchantments does not distinguish Sugar CRM   as an innovator in key areas compared with other  leaders in this magic quadrant and now let's move   on to Visionaries which include sap CRM next and  Zoho let's start from sep sap sales Cloud includes   cpq functionality and CPM features the solution  is deployed across many Industries globally such   as biomanufacturing consumer products goods  and Professional Services operations are   geographically diverse and its clients tend to  be large product-centric organizations across   multiple vertical markets strengths of sap  include Market understanding seps go to market   message stresses the importance of liking front  and back office environments for sales teams it   has now matured to removed boundaries and put  the customer at the center and make the CX easy   amped CRM technology sap sales cloud is the part  of its CX suit and it leverages additional sap   Solutions such as sap customer identity and access  management and sap Enterprise customer consent   management it supports a CRM and Erp connected  CX journey and collaborations through teams as   a part of sap strategic partnership with Microsoft  sap introduced Microsoft teams integration guided   selling via teams and the execution of sales  workflows within the amped application sap   questions include product functionality sap  clients tell Gardner that they believe the   vendor is not delivering the business value they  want from their sales technology implementations   UI and ux sap customers are reporting back  to Gardner that specific functionality and   customizations are often too difficult to add some  customers report complexities for quote Builders   and proposals that are confusing they also report  that the configuration of the new product is very   slow overall UI and ux releases are delivered  more slowly than those from the other vendors in   this magic quadrant and differentiations Sap's SFA  capabilities are less differentiated in Innovation   and lack their leaders in this evaluation  prospective customers looking to differentiate   their sales technology stack efforts will not  find functionalities without buying qualtrics   IQ a separate platform for employee experience  management now let's move on to CRM next that   provides a set of CRM and SFA technologies that  are primarily tailored for financial services with   Traction in insurance and consumer packaged Goods  roadmap includes microservices driven architecture   for more compatibility hearing and management of  fast-moving data streams for real-time insights   and an advanced big data analytics approach  its strengths include deployment options   serum next is developed on a single code base on a  shape-shifting architecture these include software   as a Services private cloud cloud in its own data  center or hybrid also customer data management CRM   next provides a One-Stop database that stores all  customer related data its unified data platform   manages all customer related data generated or  enchanced through third-party app Integrations and   pipeline management CRM next Catalyst performance  modeler which is a part of its SFA offering is an   effective sales planning and forecasting tool  CRM next can support a high degree or sales   process complexity with artificial intelligence  machine learning models with no code required   the questions include extra charge for AI CRM next  provides AI as an add-on through its product data   next as many vendors do CRM next charges extra  for this add-on it comes with a platform and   your subscription fee and an additional cost per  AI model limited independent software vendors crmx   does not provide a Marketplace for complementing  or extending its own functionalities this limits   the potential total value of investing in CRM  next compared with vendors that have a vibrant   Marketplace and Geographic Market penetration  less than a quarter of CRM next customers are   based outside of Asia Pacific region so CRM next  only has a small operations in North America as   well as Europe the Middle East and Africa this is  a consideration for sales organizations who value   a broader customer presence in North America and  em EA and now let's move on to Zoho Zoho CRM is   well suited to the support of sales organizations  of all sizes and segments with emphasis in the   technology Professional Services financial  services and Healthcare Industries in the past   year Zoho released a notable set of capabilities  including canvas and new UE ux Builder Zone   analytics which can be useful for measuring sales  performance against ideal areas of achievement   and a built-in telephony solution the strengths of  Zoho include Innovation Zoho continues to innovate   and lead the market in differentiating feature  capabilities namely its plant Innovation around   mood analysis and customer Journey building  through capture of signals AKA customer   Journey Analytics moreover it plans to release  prospective analytics that can be extrapolate   outcomes Based on data attributes another one is  vertical presence Zoho is one of the few vendors   outside of the leaders and the large SFA vendors  that has a broad vertical presence clients looking   for alternative vendors to larger and leading SFA  players should feel comfortable approaching Zoho   and digital optimization Zoho has a strong vision  and support for digital optimization its blueprint   process modeler Journey orchestration Builder and  workflow automation tools along with real-time   alert and Signal listening May sit well with  sales organizations the cautions of zaho include   vertical product strategy despite zoho's presence  in multiple verticals it lacks leading renders   in offering native pre-built vertical Solutions  but it is offered through third-party Partners a   activity Management's most SFA renders track  engagement activity via a visual timeline using   a Knowledge Graph to make correlation the host  by comparison depends on recency frequency and   monetary value segmentation scores where the  scoring parameters are human determined and do   not visually depict engagement flow and sales  execution Zoho has fewer large-scale accounts   compared with leaders in Magic quadrant and now  let's move on to leaders in this magic quadrant   which include Salesforce Oracle and Microsoft and  let's start from Salesforce Salesforce is a leader   in this magic quadrant based on its increasing  Market responsiveness its SFA product Salesforce   sales cloud is suitable for all company sizes and  segments and multiple geographies the vendor is   dependent focused on the sales engagement model is  notable for sales organizations looking to build   a multi-experienced customer channel strategy  the strengths of Salesforce include Innovation   Salesforce ambitious roadmap includes adding a  slag-based SFA model to its traditional SFA UI and   embedding sales training features from its level  jump acquisition next one is Market understanding   Salesforce received High marks for its ability  to tie the future of digital buying and selling   into its SFA product offerings this is a strong  consideration for sales organizations looking to   exploit new Revenue model types and sales strategy  Salesforce has a strong sales strategy aimed at   supporting self-service and product-led growth  motions it is releasing a new way to onboard   customers through Salesforce easy its program  designs to modernize the onboarding and setup of   sales Cloud the cautions of Salesforce include  pricing execution Gardner has filled numerous   inquiries in which clients cite concerns with  cost and Salesforce not accommodating pricing   sensitivities or demanding additional spend  for further value or realization furthermore   complaints have Arisen with the lack of customer  support and its inability to directly help clients   in need without support package upgrades the  next one is product strategy clients continue   to express confusion about Salesforce product  offerings with many unsure of differences between   sales cloud and vertical industry solutions that  include sales Cloud components sales organizations   considering sales Cloud offerings need to be  aware of product packaging differences and also   account and contact management building account  and contact scoring models depend on the percement   of Salesforce marketing clone accountant  engagement product other add-on products   or process limitations on scoring accounts  using custom objects with Einstein prediction   and now let's move on to Microsoft Microsoft has a  strong product suit that supports digital selling   enabled by recent product releases its Product  Dynamics 365 sales is relevant for Industries   and organizations of all sizes the vendors  roadmap includes some high level matches of   further collaborative capabilities with Dynamics  365 sales and the Microsoft Office portfolio   Microsoft strengths include Market strategy  Microsoft has continued to expand on embedding   that Microsoft Office ecosystem of products into  the Dynamics 365 sales product and vice versa this   value proposition is evidence in its dataverse  offering included in the Dynamics 365 sales   product also activity management Microsoft has  improved its conversation intelligence features   as a part of activity management with an included  timeline slicer it translates non-english calls   into English and has added a sales engagements  tool to enable Smart sequences for lead generation   and nurturing and also marketing execution  Microsoft is constantly among the most shortlisted   SFA vendors appearing in Gartner inquiries  most often clients will cite the vendor's   ability to seamlessly interoperate with the office  product stack as a reason for their consideration   Microsoft cautions include PRM Microsoft's PRM  capabilities are limited for example it does   not allow native Dynamics 365 sales support for  Content distribution channels via its partner   portal capabilities it often requires the use  of Microsoft Office Products and Azure roadmap   communication Microsoft has regularly communicated  upcoming future releases to Gartner Microsoft   has opted for a high level narrative on how it  will use data Ai and collaboration to optimize   seller processes sales organizations looking for  a firm roadmap version should press Microsoft for   more concrete features and releases and product  strategy Microsoft is also releasing Viva sales   as an additional productivity product an approach  that uses Microsoft teams and SFA render agnostic   platform and office 365. customers should  carefully access which product line will best   meet their requirements and the last CRM in our  review is Oracle part of the Oracle advertising   and customer experience suit Oracle sales is  broadly focused on the core components of SFA but   also on adjacent areas such as sales Performance  Management planning and Revenue data solutions   for sales oracle's customers and operations are  geographically Diversified and Oracle tends to   Target mid-market to Enterprise customers Oracle  strengths include Market understanding Oracle   offers features that improve the seller experience  by automating routine data entry it also provides   ai-based prescriptive Guidance with configurable  AI ml through the Oracle intelligence advisor   and the Oracle sales assistance products Market  strategy Oracle sales offers functions tailored   for a range of verticals including Automotive  cpg Financial Services high-tech manufacturing   and utilities for b2c customers Oracle offers  customer data management for contacts and   households subscription management and e-commerce  support and for indirect sales Oracle offers PRM   cpg retailer recruiting and quote to order  visibility sales forecasting the forecasting   feature included in Oracle sales scored well  above average in this year's magic quadrant   Oracle offers Predictive Analytics to improve  the accuracy of a seller and manager forecasts   and the cousins of Oracle include sales strategy  Oracle lacks the comprehensive Oracle sales   strategy specifically for SMB customers deferring  this segment to the net suit product this can pose   serious challenges for small organizations that  prefer to remain on a single product stack as   they scale the business without having to shift to  an entirely different product with the same vendor   IBS Marketplace compared with other leaders  in this magic quadrant Oracle does not have   a robust third party application ecosystem for a  sales specific applications moreover Gartner has   filled numerous complaints about oracle's lack  of pre-built Integrations to some common sales   technology add-ons and activity management Oracle  sales captures activities from Outlook and teams   and since this information with the interaction  log however it does not natively support   integration with Google email and calendar I hope  this video was useful for you and will help you to   choose the right CRM system for your business but  before obviously implementing the CRM system you   need to streamline your business processes and  we can help you crms team has been implementing   software for our clients for seven years and we  can make Discovery phase before implementation   the CRM system for your business which includes  BPM and shim which will streamline all of your   business processes and will prepare them for  the Automation in the CRM system it will also   include the gun chart with all of the stages of  the implementation project and terms of reference   document which will tell you how long the project  of implementation will last and which steps you   should take before they implementation we will  analyze the goals of implementation of your   software and we'll also find the pain points in  your system that we can cover before implementing   a CRM system if you're interested in that you can  book a free 30-minute consultation with one of our   experts by the link Down Below in the description  box and again don't forget to subscribe to this   channel click the notification button so you don't  miss any useful information that we share here