The Best CRM System for your B2B Business

CRM is the fastest-growing software market today, with revenue predicted to reach over $80 billion. Wonder why? Zoho reports a 300% improvement in lead conversion rates from customers who harnessed its software.

At Shift ONE, we know what is the best CRM for B2B businesses and the best CRM for IT companies and the best CRM for small businesses. The best part: when you work with us, you pay less for your Sales CRM - from set up to monthly platform fees!

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What is a CRM system?

A CRM (Customer Relationship Management) system is a tool that helps businesses manage and improve their relationships with other businesses. It stores all your customer information, tracks your communications, and organises your sales activities in one central place.

What is the difference between a CRM system for B2B and a CRM system for B2C?

The main difference between a CRM system B2B and a CRM system B2C lies in the relationships they manage. A B2B CRM is designed for businesses that sell products or services to other companies. It focuses on managing complex, long-term relationships with fewer clients, often involving multiple decision-makers and longer sales cycles.

On the other hand, a B2C CRM is geared towards businesses that sell directly to consumers. It handles a higher volume of transactions with individual customers, focusing on quick and efficient interactions, personalised marketing, and customer retention.

Which CRM system B2B is best?

GoHighLevel, Hubspot, Salesforce, Freshsales, Zoho, ActiveCampaign, and Nutshell CRM are all great choices for B2B businesses looking for a CRM. Here’s a look at all of them high level:

ScaleONE CRM
01

GoHighLevel

GHL is a game-changing all-in-one CRM designed to streamline your business operations. It enables you to automate lead nurturing with emai, SMS, and call tracking, manage your sales pipeline with visual funnel,.... and centralise customer communications across channels. With advanced features like appointment scheduling, review management, and robust analytics, GHL empowers you to convert more leads, improve customer retention, and scale efficiently—all while saving time and reducing overhead costs.

02

Salesforce

Salesforce is a top pick for B2B companies, especially those with complex sales processes. It’s highly customisable, so you can tailor it to fit your specific needs. Salesforce excels in providing advanced...
analytics and reporting, giving you deep insights into your sales performance and customer behaviour. It integrates with nearly any software your business uses. While Salesforce is more expensive, its scalability and robust feature set make it a worthy investment for growing businesses.

03

Freshsales

Freshsales is an excellent CRM for B2B businesses looking for a powerful yet affordable solution. It offers AI-powered lead scoring, email tracking, and customisable sales pipelines.... The intuitive interface makes it easy for teams to get up to speed quickly. Built-in phone and email capabilities mean you can also manage communications directly within the CRM.

04

Zoho CRM

Zoho CRM is a versatile and budget-friendly option for B2B businesses of all sizes. It comes with features like lead management, workflow automation, and detailed analytics. Zoho’s... customisation options let you tailor the system to your business processes. The AI assistant, Zia, offers predictive analytics and helpful sales insights. Zoho also integrates well with other Zoho products and various third-party apps, making it a flexible choice.

05

Hubspot

Hubspot’s CRM is a fantastic option for B2B businesses of all sizes. It’s user-friendly and packed with features to help you manage contacts, track deals, and oversee your sales pipeline.... The marketing automation tools are excellent for nurturing leads. Plus, the free version offers substantial features, making it accessible for smaller businesses or those just starting out. Everything integrates smoothly with other HubSpot tools, providing a unified platform for marketing, sales, and customer service.

06

ActiveCampaign

ActiveCampaign is perfect for B2B businesses that focus on email marketing and automation. It combines powerful email marketing tools with CRM functionalities, allowing you to manage... contacts, automate follow-ups, and create personalised email campaigns. Its robust automation capabilities let you set up complex workflows that trigger emails, assign tasks, and update records based on specific actions. ActiveCampaign also integrates well with other tools, maintaining a seamless flow of information across your marketing and sales channels.

07

Nutshell CRM

Nutshell CRM is straightforward and user-friendly, making it ideal for B2B businesses looking for simplicity without losing essential functionality. It offers features like contact... management, sales automation, and reporting in an intuitive interface. Nutshell’s collaboration tools help sales teams stay aligned and productive. It also integrates well with other tools.

INTRODUCING!

ScaleONE CRM

#1 ScaleONE CRM

We have tried them all, and now we have created the perfect CRM, with everything you might need from sales pipelines, ABM, memberships, affiliate marketing, bulk emails, email automations, and more!

Find out More

Power up your business with ScaleONE CRM

Digital marketing revolves around measurement and reporting.

It’s about tracking the ROI and ROMI of your marketing efforts. Achieving this is only possible with a CRM platform like ScaleONE.

The easiest-to-use, fastest to setup and most cost effective CRM out there! We built ScaleONE because it’s both powerful and cost-effective. It offers all the features of high-end CRMs, but at a fraction of the cost. 

All in one. ScaleONE can do everything you need from emails to funnels to memberships to learning.

Automation. ScaleONE has robust automation workflow capabilities built into the easy-to-use platform.

Customise. The ScaleONE CRM platform is highly customisable; everything you need it to do, it can do and more.

Demo ScaleONE CRM (and pay less)
ScaleONE CRM
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How can B2B companies use a CRM?

B2B companies can greatly benefit from using a CRM system. It helps streamline sales processes by tracking leads and sales activities in one place, ensuring your team follows up promptly and closes deals faster. You can provide personalised service and build stronger relationships with detailed records of all client interactions.

A CRM also supports your marketing efforts by allowing you to segment your customer base and create targeted campaigns, leading to higher engagement. It fosters better teamwork by centralising information, making collaboration easier and more productive.

For customer support, a CRM ensures quick and efficient issue resolution by providing access to complete customer histories. Its analytics capabilities offer valuable insights into sales and marketing performance, helping you make informed decisions.

Automation features handle repetitive tasks, freeing your team for more strategic work. For companies with complex products, a CRM aids in managing customer onboarding and training, ensuring new clients get the support they need.

The benefits of CRM system B2B

B2B CRM software helps build detailed customer profiles, enabling a deeper understanding of client needs and preferences. For instance, a manufacturing company can track a client's purchasing history and preferences, allowing them to offer customised solutions that precisely meet their requirements. This level of personalisation fosters stronger relationships and higher customer satisfaction.

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How to choose the best CRM system for B2B

Ask yourself the following questions to determine exactly what you need from a CRM system. If you’re still unsure, contact us and we can guide you.

Sales Process: Does it handle long cycles with multiple touchpoints and stakeholders?

Customer Segmentation: Can it segment customers by industry, size, or purchase history?

User Adoption: Is it intuitive and has features like drag-and-drop pipelines?

Customisation: Can it be tailored to your sales processes and grow with your business? Is it intuitive and has features like drag-and-drop pipelines?

Integration: Does it integrate with your current software and offer API access?

Automation: Can it automate tasks like follow-up emails and lead scoring?

Analytics: Does it provide custom reports and real-time dashboards for KPIs?

Mobile Access: Does it offer a robust mobile app for field sales?

Support: Is there extensive onboarding support and reliable customer service?

Security: Does it use industry-standard encryption and comply with regulations?

Cost: Are pricing models transparent, and does it offer a good ROI?

Let's Demo ScaleONE CRM

Have questions about your CRM system?

Let us know what’s on your mind! If your question isn’t answered here, get in touch with us today.

A B2B CRM is a Customer Relationship Management system tailored for managing interactions between businesses and their corporate clients. It focuses on complex sales cycles, multiple stakeholders, and integrates sales processes, account management, and analytics.

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B2B client testimonials

Happy clients = happy us

  • "I've worked with Dylan since she started Shift ONE digital and I must say that I can't imagine working with anyone else. She treats my business as if it were her own. She's knowledgeable, passionate, creative and innovative. I can highly recommend Shift ONE for all your above and below-the-line marketing requirements."

    Karin Chisholm, CEO, Career Planet

  • "Working with the staff at Shift ONE has been seamless. Their innovative ideas, attention to detail, and quick turnaround time have helped elevate our business to the next level. Their detailed report-back sessions make it easy to stay informed and on top of everything."

    Lecico

  • "Just a quick to note to say thank you to you and team for building such fantastic momentum over the past two weeks. Great engagements, powerful brainstorming sessions and very thought-provoking and crucial conversations! So glad you’re here!"

    MOYO

  • "We deeply appreciate how you roll with us and our madness and all-over-ness. It is deeply appreciated. You really understand the rhythm of our business incredibly well."

    Aephoria

  • "High praises for TDT and EAP home page and video. No changes to the layout structure or video!"

    THT

  • "Super happy with the wireframe for ISS! You have a good reputation and you are experts in your fields, so I'm confident in leaving the heavy lifting to you. I can't wait to see everything come together."

    ISS

  • "Thank you for the professional video shoot organised at our CT offices."

    Mobius

  • "The Mining Indaba was a great event, great contacts and flyers were top notch."

    Kuchera

  • "For the new look and feel of our website, we love it!"

    CEO of Sirdar

  • "The social media looks great, love the theme! Its amazing how you guys can make it so distinguishable from other posts but still so similar to everything you've done before!"

    IPT

  • "I actually love the article! The tone was spot on!"

    Nadia

  • "It was a pleasure working with you and Michelle was a superstar!"

    Dell

  • "I've received the updated Facebook cover image. It looks fantastic! I really appreciate the work you've put into it."

    Ashleigh De Wet, Seeff

     

  • "Thank you for the stunning article!"

    Merchant Factors

     

  • "Thank you so much for the outstanding website! We appreciate the effort."

    Egen Holdings

     

  • "S1 is a wizard at writing I am so happy a big thank you! They are all perfect and approved!"

    CEO, FMCG

  • "Can I just say - Beautifully written content and love their creativity."

    Anonymous, Marketing Manager, Retail

  • "Hey Michael, Dylan, Aaliyah

    The team and I want to say a massive thank you to you all for all your support in creating an amazing deck, videos and content (inc. website), that we were able to present in yesterday's meeting!

    The presentation went well and we certainly got everyone's attention with 100 signs in less than 30 minutes!

    I know the last few days have not been easy, with some tight deadlines, a few late nights and some last minute changes, but it has been a pleasure working with you on this! Thank you!"

    Marketing Manager, Financial Services

  • "A BIG THANK YOU to the ShiftOne team in ensuring our event was a HUGE success – especially Mike and Anet for the extra hours and weekend work in getting the last minute requests done. We really appreciate your support!"

    Marketing Director, Equipment

  • "It's been an absolute pleasure working with you and I know you and the team have always gone above and beyond for Rallim."

    Paul Roberts, Marketing Head, Rallim Preparatory

  • "Shift ONE enables us to increase our impact and improve our performance without increasing our headcount. We really lean on Shift ONE as an extension of our team. Not only do they consistently deliver in terms of digital tactics and implementation, but their close and seamless engagement with our internal team enables us to increase our impact without increasing our headcount."

    Ted Frazer, National Marketing Manager, Seeff

  • “The Shift ONE team has been instrumental in providing us with forward-thinking, growth-impacting marketing support. Their expertise has helped us grow our brand and overall business as well as to penetrate new markets and vertical cost effectively.”

    Lynn Martin, Director, Mobius Consulting

  • "We can count on them to deliver results. I didn't believe in marketing until I started working with Shift ONE. They have been key in helping us generate B2B leads in the SaaS space via an integrated digital marketing strategy. We have so much work now we've had to cut back on the marketing! We can count on them to bring new ideas to the table consistently and that's why we love working with them."

    Anthony Damian, Managing Director, Solverminds Group of Companies

  • "Thanks so much ShiftOne team – it’s been an absolute pleasure working with you during 2021 and I look forward to us pushing more boundaries and thinking outside the box in 2022."

    Patrick Ryan, Group Strategist, Mobius Group

  • "First of all I'd like to thank you for giving me an opportunity to be part of the crocs family this year through my content. I have really enjoyed the level of professionalism with which we have been communicating and getting things done.It has been a pleasure working with you this year.I am looking forward to successfully completing the remaining phase of this project and a stronger relationship with you in 2022"

    Influencer, Crocs

  • "Thank you for an amazing year and putting up with all my ways.

    I salute you definitely Nelson , thank you for always going extra miles and always being available .

    You guys are awesome, here is to many more great memories and an amazing 2022!!

    Thank you guys!"

    Jolene, Epson Motors

  • "Hi

    This was a record month for Hertex. The company achieved its highest turnover in 34 years.

    There are many highlights like online breaking highest online turnover month ever. We even beat our lockdown record! And the DC achieved their highest number of orders invoiced in one day, as well as highest Rand value invoiced in one day.

    I know that images, words, design, strategy – not to mention “kophou, moedhou-en-vasbyt” to get everything up and out on time played a real role. So WELL DONE and THANK YOU to each of you. We make a brilliant team.

    Onwards & upwards"

    Liezl De Swadt, Marketing Manager Hertex Retail

  • "Hi Mike and Anet, thank you for the past day and a bit – everything was well organized and managed and you are really professional and good at what you do! I know it is not easy pulling something like this off, but you’ve done a great job.
    Hi Dylan, you can be proud of Mike an Anet, they’ve done Shift One and we are proud the past day and it is an honor to work with them!
    Pls send my thanks to Alan and his team as well – they really know what they do, are very efficient and I can’t wait to see the end result."

    Marketing Director, Equipment

  • "Dear Dylan,

    I just wanted to say a BIG thank you for your kind assistance in creating my new website. It was such a pleasure to work with Joshua and TK, and I'm especially grateful for their creativity, diligence and patience throughout the process."

    Henry Gwani, Africa Capacity

  • "Hi Dylan,

    I just thought I'd let you know that the Infographic designed by Michael has been requested to be used by our teams in the US! They have asked permission if they can share it with their creative teams! so well done to your team!

    Just thought I’d share this note with you!"

    Marketing Manager, Equipment

  • "Dear Dylan and Jacky,

    Thank you so much for working with us to complete our lovely website! We're so happy with it, and I'm excited for my final training session coming up with Jacky.

    We have been grateful to discover that many of our new clients come to us via referrals from partners we work with, like you!

    Thank you for your incredible support which has helped us to make the work we do properly visible to the world; to enable us to continue to grow our business."

    Sheree, Brain e box

  • "Hi D

    I wanted to let you know what a FANTASTIC team you have. While you've been away, today, mid morning I received a brief from a client to produce a father's day campaign to go live today.

    Well, Michael, Dylan and Zunika and I have rallied and look at the beautiful job the team has done.

    It's such a pleasure to have worked with everyone and I wanted to say a HUGE thank you."

    Managing Director Retail

  • "You are a star! Thank you.
    WE ARE GETTING SUCH AMAZING FEEDBACK ABOUT THE SITE. Great team work… well done"

    Britt-lee Kohn, Marketing & Events Specialist The Convergency

  • Just wanted to extend a thank you for the effort and initiative for setting up the training you did on Thursday. It was executed professionally and with excellence - which I appreciated.

    Ben Schoeman, Founder & CEO Business Game Changers Pty Ltd

Group 10705

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