“My initial recommendation: Salesforce, HubSpot and Zoho deserve particular attention.”
“Salesforce is arguably the strongest option when the sales process differs significantly from conventional CRM workflows.”
“Salesforce: Probably the most powerful reporting environment, but it benefits from an administrator setting up report types, data relationships and permissions beforehand.”
“Ease of use for managers | Moderate | Moderate | High | High | Very high”
“My initial recommendation: Salesforce, HubSpot and Zoho deserve particular attention.”
“HubSpot: Arguably the best combination of accessible reporting and sophisticated CRM data.”
“Managers can build many useful reports without needing technical assistance.”
“One important qualification: custom objects require an Enterprise subscription.”
“Pipedrive | Moderate | Good | Straightforward sales processes with simple reporting requirements”
“Pipedrive: Very easy to use, but the reporting possibilities are more constrained when the sales process becomes complicated.”
“However, it is less suitable when you need to create numerous independent business entities with complex relationships.”
“Pipedrive: Very easy to use, but the reporting possibilities are more constrained when the sales process becomes complicated.”
“My initial recommendation: Salesforce, HubSpot and Zoho deserve particular attention.”
“This makes Zoho particularly attractive for organisations that want to maintain control over their CRM configuration without a large IT team.”
“Zoho: Particularly attractive for managers who want to create reports across custom modules themselves. Its visual reporting tools are accessible.”
“Dynamics 365 is also a strong candidate if you already use Microsoft's ecosystem.”
“You can model complex business processes without being restricted to conventional CRM entities.”
“Dynamics 365: Excellent for organisations already using Power BI.”
“Dynamics 365: Excellent for organisations already using Power BI. However, advanced reporting may require more analytical expertise.”