Integrator CRM Software Usage Statistics

By Ethan Ace, Published Nov 12, 2021, 08:49am EST (Info+)

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

**** * ***** ** *********** **** they ** *** *** *** ***, far **** ****** **** *** *** provider. **********, ***********, *** **** **** the **** ****** *********, ****** **** received **** **** **%. ******* ~**% of ********* **** ********* ***** ** companies.

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***** ***** ** *** ******** ******** **** *******. **** ****, ****** **** *** not *** * ***, ****** **** today **** **** * ***** ***** do ***.

Key ********

***** *** *** *** ******** **** our *******:

  • **** ****** ********: ** ***
  • ****** ********* ********* – ** **** mentioned
  • ********** – ************ "******** ******"
  • *********** – ******** *** *******
  • **** – ****** *****/******* *** *****
  • ****** ********* **** **** ******

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

***** * ***** ** *********** **** they *** *** *** *** ***. Most ********, ***** *********** **** **** they ****** ****** ** ********* ** they **** * ***** ******* *** did *** **** ***.

  • "****, ** *** **** ** ***** other **** **** ** ** **** outcalls *** ********* ** **** ** relationships ********* **** **** *****."
  • "****, ***** ***** ** *** *** fashioned ***. ** ***** *** ********* via *****, * **** **, ** a ***** **** **** **** ** time. **'** ***** * ***** ******* and **** *****'* ***** *** *** budget ** *** ******."
  • "**** ** *** ******. ** *** quickbooks *** ********** *** ** *** some *** **** ** ** *** we *** *** ******** ******* *** sales ****** ****** ** ********* *** those *** **** ** ******"
  • "**** - *****'* *** * ****. All ******** ************* / *********."
  • "****, *** *** ******, *** ***** to ****** ** ***."
  • "****, ** *** * ***** ******* with **** * *********."
  • "****, ***** **** ******** **** ********* and ******** *********** ** ***** *** on * ***** *****. ** *** small ****** **** ** **** *** felt *** **** *** **. ** run * ****** ********, ** *** customer **** ** ***** ******** ** those **** ********* **** *** *******."
  • "** ***’* *** ***! *** ******* we’re ***** ** ** **** ** are ************ ***** ** ******** ********* (i ***** **’** ****** **** ** that ******) *** ******, ** ***’* want ** *** **** ******** **** will ********** **********."
  • "****. *****'* *** *** ********* ** get *** ******* *** ******* ******* wide."
  • "****. ******* * ********* ******** ** manage ***********."
  • "** ***'* **** ***. * ****** behind *** *****."
  • "** ********* ***'* *** * *** software. ** *** **** ** **** SharpSpring. **** ******** ****** ** *** wasn't *** **** *** **** ** did."
  • "**** ** **** ****** ** ** multiple ***** *** *****'* ***** *** that ***** *** *** ***** ** the ********"
  • "** ** *** *** ***."
  • "**** ***'* **** **"
  • "**** *** ** **** **"

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

*** ********** *** ****** ** ****** segmented, **** ** ****** **** *********, as **** ** **** *********** ********** their *** ** *****. **** ***** respondents *** *** * **********, ***** was ** ****** ******, **** *** top ***** ******** *** ***** **% share: ********** (*%), *********** (*%), *** Zoho (*%).

** *** ********* ** ****, **** five ********* ******** ******** *****:

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

***** ***** **** * **********,************* *** **** ****** ********, **** respondents **** ******** ******** *** **** it *** ****** ************, ***** *****, and ** ******** ******.

  • "** *** ***** *****. ********** ** an *************** ******** ******* *** *** internal *********** **** **** * ************* good ***** ** ************* ** *** product ***** **** **** *** **."
  • "**********, **** ******** **** *** ******* to ******** ********** ***-*** *** ********* it."
  • "**********. ** **** *** ******* ********* our ***** *** ** **** **** to ********* ** ** *** **** specific ***** **** ** ***."
  • "**********. **’* * ****** *** *** can **** **** **** **** ***** to ** **** *** ** **** the *** ********* ***."
  • "**********, ** ** *** **** **** the ******* ******* **** * ******** all *** *** ******* ********** *** on-going *******."
  • "** *** ********** *** *** *****, cloud ******** *********."
  • "**********, ****** ** ** ******* *,* year ******** ********* ******* ** ********"
  • "**********. ******** ******"
  • "********** ********** *****"

ConnectWise – ******** *** *******

**** **********, ***** ********************* *** *********** *** **************.

  • "*********** ***** ***** ***** ***** ******** packages **** *** **** *** *****, we ******* ** ***** *** ***** money ** * ***** ********** *******. It ****** *** ***, *******, *********. We ***** *** ** **** ** worth *** **** ** ** ********** package."
  • "***********. ** *** *********** ** *** complete ******** ********** ********, ** **'* easier ** ***** **** **** ********."
  • "***********. **** ************ *** **** **** specifically *** *** ** *** ******** markets. ******** ********** **** ***, ** quote ****, ***** *******, ******* *******, project *******, **********, ***."
  • "***********. *********** *** *** **** ****** proposal **** **** ** **** ***** works *** **."
  • "*********** - ****, ****** *** ******* Endless ******* *** **************. ******* ***** be * ****** ******."

*******, * ****** ** *********** ***** ConnectWise ********* *********** **** **, ** well, ********** ** ** ******* ** simply *********** *** **** ******** ** use **.

  • "***********. ** *** ********* *** ****** everyday. ** **** *** *** *** does ** **** *** ** *** simple ** *** *** ****** **** for ** ******* ******** **** * physical ******** ********** **********. *** ****** module ** ****** **** *** **** side. *** *** **** ** ****** documentation *** ******* ********** ** *********."
  • "***********. *** *********** **** ****, **'** be *** **** ****."
  • "*********** ****. * *** ****** *** all *** ****."
  • "***********. *** - ******* ** **** a ******* **** ***** *** *** locked ********* **** ** *************..."

Zoho – ****** *****/******* *** *****

*********** ****************** ***** **** ** *** * strong ********** ***** ***** **** ********** than ***** *******.

  • "**** *** / ***. *** **, Salesforce *** *** **********, ** **** looking *** ************. **** *** *** very ********** *** ***** ** ********** to ***** ********, *********, ********, *****, etc. ********, ** **** ** *** more **** ****, **. ** ******** teamviewer *** ******* **** **** ******. So, ** ******** ** **** ***, an ***-**-*** ******* ** **** **** 40 ****. ** - * ***** $5K ** ****** *** ***** ******** a ********** **************"
  • "** *** ****. ***** ******* ******** CRMs ** ******* ** *** *** features ** ****** ** * **** price."
  • "****, ******* ** ************* ******* *** accounting ******** *** ******* ********."
  • "****. ********** *** * **** ********* timeline ** ******* *** *** ****** of **** *********** ****."
  • "**** ***, *** ****** **** *** storing ******** ***********, *** *** *****."
  • "**** ***** ******* *********** ****** **** to *** ***. ***** ** *** Zoho *** *** ********** ** ** a *******."
  • "****. *** **** ********"

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

*******, ******* *********** ********* **** **** used ******-*********/**-***** ****.

  • "********** **** * ****** ******** **** 'iCare'. **** ** *** ******* ********."
  • "******* - ****** ******* ******** ***** for *** *******"
  • "****** **** ********."
  • "** **** * **** ****** ********* in *** ******* ** ******** *** off ** ** ****** ********"
  • "** ***** *********** ***. ******. ** keep ***** ** ******** ********."
  • "** *** *** ******, ********** **** MS ***** ***."

***** ******-***** ******* *** **** ****** than ** ****, ***** **** **** mentioned ***** ** ***** ** ********** and **** **** ******.

Comments (18)

** *** ******* *** *** *** marketing, ******** ** *** ********** **** NetSuite ***.

Agree
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Informative: 1
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**** ****** **** **** ******* *****…🤭😂

** *** *********** *** *** ******* IS*********** ****. **** ************ *** *********** code **** ** **** - ***** a **** **** ********** *** ****** changes ** *****/******* ******.

Agree: 1
Disagree
Informative
Unhelpful
Funny

*** **** **** ****** ** **** our ******** ** ******** ***! *** know....

Agree
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Funny

*** **** ***** * ****** **** about **** ** *** ***** ******** but ** ****** ********* **** ***** product ******.

Agree
Disagree
Informative
Unhelpful
Funny

* ****** **** *********** ****** **** paired **** *********** ****. *** ********* workflows *** ***** **** **** *** dialed **. **** *** ***, *** effort *** *** **** *** ******* is **********.

Agree: 2
Disagree
Informative
Unhelpful
Funny

* ***** *** ********* ********'* *********** in * ******** *** **** ******* it ** ******* ** ******. ** might *** **** *** ********, *** writing ****** **** ***** ** ****** it ** ******. * **** ***** their ****, ******, *** * ***** summary ** *** ********** ** ***. Afterwards, * *** ***** **** ** this ******* *** **** * *** entry ** *** ******** **** *** next *** ***** ***** *******.

Agree
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Funny

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

*** #* **** ****** *** ******** | ****

***** *** *** **** ******* ** explain ****, *** *** ******** *** you *** ***** **** ** *** free *** ** *** **** *** can *** **** ******** ***** ** it.

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

*** ** *** ******* *** ******* Transformations - ***** ***** ********** *****

Agree
Disagree
Informative
Unhelpful
Funny

** *** ******* ** ***'* ***** now ** **** *** *******. ** use ****** ** ***** **********, ********* and ********. **** ****** **** ** a *** **** **** **** *** ticketing (**********) **** ** ******? **** would ** *****.

Agree
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Unhelpful
Funny

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

Agree: 1
Disagree
Informative
Unhelpful
Funny

**** ** * ******** ***** ** business ***** (**** **** **** ******** app *****), *** *******, *******, ***** services, ******* **********, **********, *********, ***** requests, ********, ***... *** *** ****** them * ** *** ** *** together. *** **** *** ******** *** and ************** ** **** (** ***** instead ** ******).

** ****** ** * *** ** we ** ***** ****'* ** ********* with *** **** ** ********* *********. Linked ** *** ******** *** *************, CRM *************, ******** *** ***** ******* visits **** *****'* ***. *** *** that * *** ****** (* ********) which ****** *** ***** ********.

* *** ****** ********* **, **** a **** **** *** ***** ********:***** ******* ********** | ****

*.*. * *** * ******** ****** of ******** ***** *** **** ******* SalesForce **** *** ******** ** *** company. *** **** ***** **** **** and *** ***** (+**) ** **** it * ***.

Agree
Disagree
Informative: 1
Unhelpful
Funny

** *** **** ** * ******** integrator ** **** *********. ** *** some ******** ************ *** ****** ** configure, *** **** ********* *** ** is **'* *********** ****** ******* ******** and ******* ******** - ****** **** customer ** ******* ***** ** ** usually *** **** *** ****/**** *** there. *******/***** ** ** ****** ***** in *** **** ****, *** ********* seems ** **** ***** **** *** ground ** **** **** ***** ** mind *** ** **** * **********.

*** ***** *** ****** ** **** we ****** * *** **** ******** project ******** ********** ** ****'* ** intrinsically ********* ** *** **, ****** than ** *** ******* ***** ** managerial '*********' ** *** ** *** 'real ****'. ********* *** **** *** the **** ***** *** ** ** was **** *** ********** ******** *** project ********.***** *** & ******** ********** ******** | *********

Agree
Disagree
Informative: 1
Unhelpful
Funny

* ***** **** ** *** *** results ******** ** *********** **** ******** locations ** **** ******* **** $**

Agree
Disagree
Informative: 1
Unhelpful
Funny

***, ** ** *** **** **** but, ** **** *****, *** *** feel ** **** *********** **** ***** revenue *** *** **** **** ******** not ***** * ***.

** *** ******, ** *** *** should *** *** ****, ** ***** of ****** ** ********* (*-**, ** - **, ** - ***.), ***** most **** *** *** ******* ** share.

Agree
Disagree
Informative
Unhelpful
Funny

****** * ******** **** *********** *** couldn’t ** ******* ** ******* *** out ** **. ***** ******* *** complicated *** ********. **** * **** to ****** ** * ************** **** a ********* *** ******’* ** *******. Not ******* *** ***** ****** **** without ********** *********. ****** ***********.

Agree
Disagree
Informative
Unhelpful
Funny

* ****** * ****** **** ** were ******* *** * *** ***. At **** **** ****** *** *** have **** ** *** ** * US ********* ** ** ****'* ** that *********.

Agree
Disagree
Informative
Unhelpful
Funny

** ****** *** ******* **** ****** and *** ** **** ** **** in *** ****** ** *** ************** due ** *** *** **** ******** billing. ****, *** "**** ******" *** other *********** ** **** ********* **** what ** *** ** **, ** it *** **** **** **** ** get **** **. *** *********, *** still *** **** ** **** ******* for. *** ****** *********...

Agree
Disagree
Informative: 1
Unhelpful
Funny

** ** *** *********** ******, *********** Sell, *** *********** ********. ****, *******. We're ****** **** *** **.

Agree
Disagree
Informative
Unhelpful
Funny

*** *** ****** ****** *****, ** did *** *********** ***** ***** ******** size, *** **** *** *** *******:

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**** ** ******* **** * ***** have ******** ** ***, *.*., **** integrators **** ** ** ***** ********* and **** * ***** **** ** or ****. ***** *** ******* ****** of ******* **********, ** ** **** understandable **** ***** ** *** *** specialized ********. **** **** *****.

Agree
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Informative
Unhelpful
Funny
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