Integrator CRM Software Usage Statistics

By Ethan Ace, Published Nov 12, 2021, 08:49am EST

Customer Relationship Management (CRM) software is a critical sales and management tool, but with dozens of options available, which are most used by integrators?

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180 integrators answered the question:

What CRM (Customer Relationship Management) software, if any, does your company use for sales? Why?

In this note, we examine statistics from integrator responses and examine the trends they reveal, the most commonly used CRM software, and compare to 2015 results.

Most ***********: ** ***

**** * ***** ** integrators **** **** ** not *** *** ***, far **** ****** **** any *** ********. **********, ConnectWise, *** **** **** the **** ****** *********, though **** ******** **** than **%. ******* ~**% of ********* **** ********* among ** *********.

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***** ***** ** *** declined ******** **** *******. **** ****, ****** have *** *** *** a ***, ****** **** today **** **** * third ***** ** ***.

Key ********

***** *** *** *** findings **** *** *******:

  • **** ****** ********: ** CRM
  • ****** ********* ********* – 40 **** *********
  • ********** – ************ "******** Leader"
  • *********** – ******** *** Complex
  • **** – ****** *****/******* Set *****
  • ****** ********* **** **** common

Most ****** ********: ** ***

***** * ***** ** integrators **** **** *** not *** *** ***. Most ********, ***** *********** said **** **** ****** mainly ** ********* ** they **** * ***** company *** *** *** need ***.

  • "****, ** *** **** of ***** ***** **** that ** ** **** outcalls *** ********* ** done ** ************* ********* over **** *****."
  • "****, ***** ***** ** the *** ********* ***. We ***** *** ********* via *****, * **** in, ** * ***** call **** **** ** time. **'** ***** * small ******* *** **** doesn't ***** *** *** budget ** *** ******."
  • "**** ** *** ******. We *** ********** *** accounting *** ** *** some *** **** ** it *** ** *** not ******** ******* *** sales ****** ****** ** referrals *** ***** *** find ** ******"
  • "**** - *****'* *** a ****. *** ******** relationships / *********."
  • "****, *** *** ******, too ***** ** ****** in ***."
  • "****, ** *** * small ******* **** **** 3 *********."
  • "****, ***** **** ******** open ********* *** ******** deployments ** ***** *** on * ***** *****. We *** ***** ****** that ** **** *** felt *** **** *** it. ** *** * rental ********, ** *** customer **** ** ***** compared ** ***** **** primarily **** *** *******."
  • "** ***’* *** ***! Not ******* **’** ***** it ** **** ** are ************ ***** ** managing ********* (* ***** we’re ****** **** ** that ******) *** ******, we ***’* **** ** buy **** ******** **** will ********** **********."
  • "****. *****'* *** *** resources ** *** *** started *** ******* ******* wide."
  • "****. ******* * ********* employee ** ****** ***********."
  • "** ***'* **** ***. A ****** ****** *** times."
  • "** ********* ***'* *** a *** ********. ** the **** ** **** SharpSpring. **** ******** ****** OK *** ****'* *** best *** **** ** did."
  • "**** ** **** ****** at ** ******** ***** but *****'* ***** *** that ***** *** *** parts ** *** ********"
  • "** ** *** *** one."
  • "**** ***'* **** **"
  • "**** *** ** **** it"

Highly ********* ********* – ** **** *********

*** ********** *** ****** is ****** *********, **** 40 ****** **** *********, as **** ** **** integrators ********** ***** *** in *****. **** ***** respondents *** *** * preference, ***** *** ** strong ******, **** *** top ***** ******** *** below **% *****: ********** (9%), *********** (*%), *** Zoho (*%).

** *** ********* ** CRMs, **** **** ********* received ******** *****:

Salesforce – ************ "******** ******"

***** ***** **** * preference,************* *** **** ****** response, **** *********** **** commonly ******** *** **** it *** ****** ************, cloud *****, *** ** industry ******.

  • "** *** ***** *****. Salesforce ** ** *************** renowned ******* *** *** internal *********** **** **** a ************* **** ***** of ************* ** *** product ***** **** **** for **."
  • "**********, **** ******** **** the ******* ** ******** salesforce ***-*** *** ********* it."
  • "**********. ** **** *** product ********* *** ***** and ** **** **** to ********* ** ** fit **** ******** ***** that ** ***."
  • "**********. **’* * ****** CRM *** *** **** work **** **** ***** to ** **** *** be **** *** *** fashioned ***."
  • "**********, ** ** *** tool **** *** ******* contact **** * ******** all *** *** ******* deployment *** **-***** *******."
  • "** *** ********** *** for *****, ***** ******** preferred."
  • "**********, ****** ** ** company *,* **** ******** selection ******* ** ********"
  • "**********. ******** ******"
  • "********** ********** *****"

ConnectWise – ******** *** *******

**** **********, ***** ********************* *** *********** *** customizations.

  • "*********** ***** ***** ***** other ******** ******** **** the **** *** *****, we ******* ** ***** the ***** ***** ** a ***** ********** *******. It ****** *** ***, quoting, *********. ** ***** see ** **** ** worth *** **** ** an ********** *******."
  • "***********. ** *** *********** as *** ******** ******** management ********, ** **'* easier ** ***** **** same ********."
  • "***********. **** ************ *** made **** ************ *** the ** *** ******** markets. ******** ********** **** CRM, ** ***** ****, parts *******, ******* *******, project *******, **********, ***."
  • "***********. *********** *** *** most ****** ******** **** that ** **** ***** works *** **."
  • "*********** - ****, ****** and ******* ******* ******* and **************. ******* ***** be * ****** ******."

*******, * ****** ** respondents ***** *********** ********* frustration **** **, ** well, ********** ** ** complex ** ****** *********** why **** ******** ** use **.

  • "***********. ** *** ********* why ****** ********. ** does *** *** *** does ** **** *** is *** ****** ** use *** ****** **** for ** ******* ******** than * ******** ******** technology **********. *** ****** module ** ****** **** the **** ****. *** our **** ** ****** documentation *** ******* ********** is *********."
  • "***********. *** *********** **** said, **'** ** *** they ****."
  • "*********** ****. * *** myself *** *** *** time."
  • "***********. *** - ******* we **** * ******* many ***** *** *** locked ********* **** ** unfortunately..."

Zoho – ****** *****/******* *** *****

*********** ****************** ***** **** ** had * ****** ********** while ***** **** ********** than ***** *******.

  • "**** *** / ***. For **, ********** *** not **********, ** **** looking *** ************. **** CRM *** **** ********** and ***** ** ********** to ***** ********, *********, projects, *****, ***. ********, we **** ** *** more **** ****, **. we ******** ********** *** logmein **** **** ******. So, ** ******** ** Zoho ***, ** ***-**-*** package ** **** **** 40 ****. ** - I ***** $** ** Dtools *** ***** ******** a ********** **************"
  • "** *** ****. ***** testing ******** **** ** decided ** *** *** features ** ****** ** a **** *****."
  • "****, ******* ** ************* between *** ********** ******** and ******* ********."
  • "****. ********** *** * nice ********* ******** ** quickly *** *** ****** of **** *********** ****."
  • "**** ***, *** ****** used *** ******* ******** information, *** *** *****."
  • "**** ***** ******* *********** nobody **** ** *** one. ***** ** *** Zoho *** *** ********** it ** * *******."
  • "****. *** **** ********"

Custom ********* **** ******

*******, ******* *********** ********* that **** **** ******-*********/**-***** CRMs.

  • "********** **** * ****** software **** '*****'. **** is *** ******* ********."
  • "******* - ****** ******* software ***** *** *** company"
  • "****** **** ********."
  • "** **** * **** member ********* ** *** process ** ******** *** off ** ** ****** database"
  • "** ***** *********** ***. iQuote. ** **** ***** of ******** ********."
  • "** *** *** ******, integrated **** ** ***** app."

***** ******-***** ******* *** less ****** **** ** 2015, ***** **** **** mentioned ***** ** ***** as ********** *** **** than ******.

Comments (18)

** *** ******* *** CRM *** *********, ******** we *** ********** **** NetSuite ***.

Agree
Disagree
Informative: 1
Unhelpful
Funny

**** ****** **** **** secrets *****…🤭😂

** *** *********** *** the ******* ************* ****. **** ************ but *********** **** **** in **** - ***** a **** **** ********** and ****** ******* ** large/complex ******.

Agree
Disagree
Informative
Unhelpful
Funny

*** **** **** ****** to **** *** ******** in ******** ***! *** know....

Agree
Disagree
Informative
Unhelpful
Funny

*** **** ***** * really **** ***** **** is *** ***** ******** but ** ****** ********* with ***** ******* ******.

Agree
Disagree
Informative
Unhelpful
Funny

* ****** **** *********** Manage **** ****** **** ConnectWise ****. *** ********* workflows *** ***** **** they *** ****** **. Like *** ***, *** effort *** *** **** the ******* ** **********.

Agree: 2
Disagree
Informative
Unhelpful
Funny

* ***** *** ********* customer's *********** ** * notebook *** **** ******* it ** ******* ** memory. ** ***** *** work *** ********, *** writing ****** **** ***** me ****** ** ** memory. * **** ***** their ****, ******, *** a ***** ******* ** the ********** ** ***. Afterwards, * *** ***** back ** **** ******* and **** * *** entry ** *** ******** when *** **** *** sales ***** *******.

Agree
Disagree
Informative
Unhelpful
Funny

* *** ****** ********* Odoo ***.

*** #* **** ****** CRM ******** | ****

***** *** *** **** reasons ** ******* ****, but *** ******** *** you *** ***** **** it *** **** *** if *** **** *** can *** **** ******** logic ** **.

******* ***** ********:

*** ** *** ******* for ******* *************** - Third ***** ********** *****

Agree
Disagree
Informative
Unhelpful
Funny

** *** ******* ** CRM's ***** *** ** this *** *******. ** use ****** ** ***** workorders, ********* *** ********. Does ****** **** ** a *** **** **** does *** ********* (**********) side ** ******? **** would ** *****.

Agree
Disagree
Informative
Unhelpful
Funny

*********** **** ****.

Agree: 1
Disagree
Informative
Unhelpful
Funny

**** ** * ******** suite ** ******** ***** (they **** **** ******** app *****), *** *******, website, ***** ********, ******* management, **********, *********, ***** requests, ********, ***... *** can ****** **** * by *** ** *** together. *** **** *** relative *** *** ************** is **** (** ***** instead ** ******).

** ****** ** * lot ** ** ** mange ****'* ** ********* with *** **** ** equipment *********. ****** ** the ******** *** *************, CRM *************, ******** *** field ******* ****** **** photo's ***. *** *** that * *** ****** (1 ********) ***** ****** our ***** ********.

* *** ****** ********* it, **** * **** here *** ***** ********:***** ******* ********** | Odoo

*.*. * *** * thorough ****** ** ******** tools *** **** ******* SalesForce **** *** ******** in *** *******. *** cost ***** **** **** and *** ***** (+**) do **** ** * lot.

Agree
Disagree
Informative: 1
Unhelpful
Funny

** *** **** ** a ******** ********** ** used *********. ** *** some ******** ************ *** simple ** *********, *** most ********* *** ** is **'* *********** ****** project ******** *** ******* tracking - ****** **** customer ** ******* ***** as ** ******* *** case *** ****/**** *** there. *******/***** ** ** course ***** ** *** most ****, *** ********* seems ** **** ***** from *** ****** ** with **** ***** ** mind *** ** **** a **********.

*** ***** *** ****** is **** ** ****** a *** **** ******** project ******** ********** ** they'd ** ************* ********* to *** **, ****** than ** *** ******* layer ** ********** '*********' on *** ** *** 'real ****'. ********* *** good *** *** **** every *** ** ** was **** *** ********** tracking *** ******* ********.***** *** & ******** Management ******** | *********

Agree
Disagree
Informative: 1
Unhelpful
Funny

* ***** **** ** see *** ******* ******** by *********** **** ******** locations ** **** ******* over $**

Agree
Disagree
Informative: 1
Unhelpful
Funny

***, ** ** *** have **** ***, ** your *****, *** *** feel ** **** *********** with ***** ******* *** the **** **** ******** not ***** * ***.

** *** ******, ** can *** ****** *** for ****, ** ***** of ****** ** ********* (1-10, ** - **, 31 - ***.), ***** most **** *** *** willing ** *****.

Agree
Disagree
Informative
Unhelpful
Funny

****** * ******** **** connectwise *** ******’* ** happier ** ******* *** out ** **. ***** modules *** *********** *** outdated. **** * **** to ****** ** * recommendation **** * ********* and ******’* ** *******. Not ******* *** ***** really **** ******* ********** contracts. ****** ***********.

Agree
Disagree
Informative
Unhelpful
Funny

* ****** * ****** when ** **** ******* for * *** ***. At **** **** ****** did *** **** **** if *** ** * US ********* ** ** didn't ** **** *********.

Agree
Disagree
Informative
Unhelpful
Funny

** ****** *** ******* with ****** *** *** to **** ** **** in *** ****** ** the ************** *** ** the *** **** ******** billing. ****, *** "**** Centre" *** ***** *********** is **** ********* **** what ** *** ** US, ** ** *** take **** **** ** get **** **. *** potential, *** ***** *** what ** **** ******* for. *** ****** *********...

Agree
Disagree
Informative: 1
Unhelpful
Funny

** ** *** *********** Manage, *********** ****, *** ConnectWise ********. ****, *******. We're ****** **** *** in.

Agree
Disagree
Informative
Unhelpful
Funny

*** *** ****** ****** round, ** *** *** integrators ***** ***** ******** size, *** **** *** the *******:

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**** ** ******* **** I ***** **** ******** to ***, *.*., **** integrators **** ** ** fewer ********* *** **** a ***** **** ** or ****. ***** *** notable ****** ** ******* businesses, ** ** **** understandable **** ***** ** not *** *********** ********. Hope **** *****.

Agree
Disagree
Informative
Unhelpful
Funny
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