Everything You Need to Know About White Label CRM

Everything You Need to Know About White Label CRM

White label CRM is a powerful solution for businesses who want to save on expensive IT costs. With white label CRM, you can use the same software as your customers without having to invest in costly infrastructure. In this article, we provide white label CRM reviews and information about how white label CRM works with other business technologies such as customer service solutions and marketing automation tools.

What is White label CRM?

If you're a small business or person looking to set up CRM for your company, then this article is the answer. In it we will cover how white labeling can help jumpstart that process and provide some insight on what makes one good over another.

White Label CRMs are software packages designed specifically for use in single-user environments.

It's important to note that the white label CRM market is a crowded one with many different providers of varying quality, so picking out which will work best for you may take some time. But when you find it, it'll be worth your while and help pave the way for some new successes in business.

The first thing you'll need to do is research your options.

This can be done by looking on the internet for reviews and testimonials, reading blog posts from industry experts or talking with other users who have experience using white label CRMs in their own company. Some of the top providers include Salesforce, Oracle's Siebel Systems and NetSuite.

You may also want to consider your budget and business needs for a white label CRM before committing - these can vary greatly between providers, so you'll need start with an idea of what's most important to you in order to narrow down your choices. For example, some will give more features than others or have higher monthly fees but have better customer service.

The most important thing to remember is that it's all about what you want, not what the provider tells you they have. So do your research and find out which white label CRM software will work best for your business needs.

Here are few of the Top providers CRMs:

Salesforce CRM

What is Salesforce?

Salesforce CRM (customer relationship management) software includes both the customer-facing side and a back office. It has four main functions: lead capture, contact data storage, campaign management, and reporting.

Who uses it?

It’s used by over 73% of enterprises, and the most common industries for implementing Salesforce are Finance, Insurance, Retail, Healthcare.

What is it used for?

Salesforce can be incorporated into any company’s strategy to better engage with prospects or customers. It also simplifies complex processes like Lead Management & Customer Service Processes.

How does it work?

Salesforce CRM is a suite of software services that are tailored to fit your company’s needs. When it’s time for you to pick up the phone and call someone, Salesforce will help make sure they remember who you are so when sales people need to follow-up with their prospects or customers, they know exactly what’s going on.

What are the benefits of using Salesforce CRM?

Salesforce is a software suite that helps companies better engage with prospects or customers and simplify complex processes. It also captures what’s going on in your company to help identify opportunities for improvement.

  • It's used by over 73% of enterprises, and the most common industries for implementing Salesforce are Finance, Insurance, Retail, Healthcare.
  • Salesforce CRM is a suite of software services that are tailored to fit your company’s needs
  • When it’s time for you to pick up the phone and call someone, Salesforce will help make sure they remember who you are so when sales people need to follow-up with their prospects or customers, they know exactly what’s going on.
  • Salesforce CRM simplifies complex processes like Lead Management & Customer Service Processes.
  • It also captures what's going on in your company to help identify opportunities for improvement.

Oracle's Siebel Systems

It is an enterprise software provider that specializes in customer relationship management and sales force automation applications for enterprises, primarily large global companies and government agencies.

The company had developed solid customer bases with high switching costs at the time of acquisition but was also a niche player in an increasingly competitive market all but closed to newcomers who can't afford or don't have access to enough resources such as capital investment and talent.

There are now six major players including Sage Group Plc., IBM Corporation, PeopleSoft Inc. Simplexity, SAP AG .

Businesses that want to compete with the big players need a CRM system that provides integration across departments and business functions such as: marketing, sales & service (CRM), customer relationship management (SRM) or supply chain management.

They need to be able to manage their internal staff resources efficiently by assigning roles for tasks like scheduling meetings or closing deals; They may also have different needs in terms of storing data on-site vs. storage off-site.

These are some considerations when it comes time to choose your CRM software vendor's solution or even if you're just starting out--or taking over an existing client/partner company--it pays not only financially but mentally to take into account the relationships you will be establishing with your customers and employees.

Oracle Systems acquired Siebel Systems in January 2006. The acquisition was made after a bidding process that began in 2005.

NetSuite CRM

NetSuite CRM provides a complete set of software and services that help businesses manage customer relationships, streamline sales processes, increase engagement rates through social media channels.

Features:

  • NetSuite's features include order management, inventory management, marketing campaign creation tools for emailing or SMS messaging customers; business intelligence tools (reports), which can be used to track the effectiveness of specific campaigns with reports on how many clicks they generated and where those leads were converted.
  • Lead generation tools in the form of prebuilt forms integrated into their blogs - these are designed to gather contact information from interested prospects while also allowing them to request more information about your company without leaving the blog page.
  • They offer live chat integration for websites so you can engage with your customers and prospects quickly without needing to redirect them to some other form of contact.

Pricing:

  • NetSuite is available in four editions, which are priced from $699 per month for an individual user with up to 25 users; a starter edition starts at $799/month.

Flexibility:

  • NetSuite CRM offers users flexibility you can customize your site with their templates or start from scratch and add widgets as needed for your needs (they offer full drag & drop page editor).
  • You're not locked into any specific plan that might not be suitable for what you want right away upgrade and downgrade plans whenever necessary without having to worry about losing data because it's all maintained on separate servers which we touched on above when discussing scalability issues.
  • If you need customer service help, they have a small team of live support agents available.

Integrations:

  • As we mentioned, NetSuite CRM integrates with many popular services such as Salesforce for email and sales automation integration;
  • QuickBooks Online or Xerox (accounting); Google Analytics to track website visitors;
  • MailChimp for marketing campaigns through their blog readership this is an easy way to collect more information about your prospects without feeling like you're spamming them!
  • For payment processing, there are integrations with PayPal and Authorize.Net so if you want the capability of accepting credit card payments on your site but don't want to deal with all the hassle that comes along with it, this offers one solution.
  • They also offer social media post scheduling tools for Facebook, Twitter and LinkedIn.

Security:

  • NetSuite is PCI DSS compliant they have a dedicated security team in place to monitor all of their servers 24/hour for potential threats or breaches;
  • Encryption protocols such as SSL that are used when transferring data from one server to another (this prevents any malicious parties who might be intercepting and reading the information)

Conclusion

What we’ve discussed so far is that white label CRM software is not all the same, but they are similar. There really isn't one type of solution for everyone. What works for one company may not work at another company because their needs vary by industry and size some need more features than others.

The thing to remember is that the more features you need, the higher your monthly cost will be.

The best way to find out what works for your organization is to speak with a CRM expert who can guide you through many of the options and help narrow down which one would work best for you.