Tag: Software

Best HR Software

Disclosure: This content is reader-supported, which means if you click on some of our links that we may earn a commission. Human resources can be a tough department to manage. From hiring to onboarding, employee scheduling, and HR compliance, there are dozens of responsibilities being juggled. What if an employee wants to view an old … Continue reading Best HR Software

Best HR Software

Disclosure: This content is reader-supported, which means if you click on some of our links that we may earn a commission. Human resources can be a tough department to manage. From hiring to onboarding, employee scheduling, and HR compliance, there are dozens of responsibilities being juggled. What if an employee wants to view an old …

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The Best CRM Software (In-Depth Review)

Disclosure: This content is reader-supported, which means if you click on some of our links that we may earn a commission. Without customers, your business wouldn’t exist.  I guess it could… but you wouldn’t last long without a stream of revenue helping you keep the lights on. Because of that, it’s critical to understand how …

The post The Best CRM Software (In-Depth Review) first appeared on Online Web Store Site.

The post The Best CRM Software (In-Depth Review) appeared first on ROI Credit Builders.

Best HR Software

Disclosure: This content is reader-supported, which means if you click on some of our links that we may earn a commission.

Human resources can be a tough department to manage. From hiring to onboarding, employee scheduling, and HR compliance, there are dozens of responsibilities being juggled.

What if an employee wants to view an old paystub? How does someone access information about their vacation days or benefits?

Without the right technology, it’s a hassle for everyone involved. 

That’s why HR software has become so popular over the years. Businesses of all sizes across every industry are leveraging these tools to reduce bottlenecks and improve workflows in their HR departments while simultaneously improving the employee experience. 

Interested in getting HR software, but don’t know where to start? You’ve come to the right place. 

The Top 5 Options For HR Software

  1. Namely
  2. APS
  3. BerniePortal
  4. Workday
  5. Kissflow

How to Choose the Best HR Software For You

There are hundreds of different HR software options on the market today. But these solutions are definitely not created equally, so you can’t just blindly pick one and assume it’s going to be the right fit for your business.

As you’re shopping around, these are the features and considerations that must be evaluated:

Employee Self-Service

HR software with an employee self-service portal is a must-have in today’s day and age. This portal will give your staff access to crucial information, without having to call, email, or physically visit the HR department.

Want to access the employee handbook? Log in and look it up. Have questions about your benefits? It’s available in the portal. Need to request a day off? Just a few clicks away.

All of this information, and more, is available 24/7. So if one of your employees is sitting home on a Saturday night and wants to look at an old paystub, they don’t have to wait until 9:00 AM Monday morning to call HR.

As a result, everyone on your team will be more productive, and your HR staff won’t be wasting time answering questions all day.

Mobile Access

The best HR software will have a free mobile app. 

This app can be used on the employee side for the self-service tools mentioned above, but it’s also helpful from an administrative perspective. HR managers and other admins can complete tasks and view important information in real-time from anywhere. HR responsibilities won’t be tied to a physical office.

In some cases, you can even use these apps to communicate with your employees. They can opt-in for notifications delivered straight to their devices, which can reach them faster than an email.

Payroll and Benefits Administration

The vast majority of HR solutions will allow you to run payroll directly through the platform. This isn’t necessarily a make or break feature; it depends on your personal needs.

But since HR and payroll typically go hand-in-hand, lots of businesses look for an all-in-one solution for the two.

If you’re happy with your current payroll solution and don’t want to switch, that’s fine too. See if you can find an HR software that integrates with whatever you’re using for payroll. Your HR team and employees will like having access to everything from a single place. 

Automation

Efficiency is the main concept behind using HR software. Nothing is more efficient than automating repetitive tasks. 

Look for software that eliminates manual labor. For example, some HR tools will automatically track and calculate time-off requests, taxes, government filings, and more. Think about how much money you’ll save in labor hours if you can eliminate even just 5-10 hours per week on these types of tasks. At scale, the savings are astronomical. 

Company Size

Another way to narrow down your choices is by looking for software that fits the needs of your business size. 

A small business with 15 employees won’t have the same HR needs as an SME with 150 employees or an enterprise with 1,500 employees. It sounds simple, but so many companies overlook this aspect. 

Larger organizations will have more complex HR needs that some software just won’t accommodate. On the flip side, small businesses usually won’t need all of the features offered by certain HR solutions. 

The Different Types of HR Software

HR software is actually a pretty broad term. As you know, there are so many different aspects and components of human resources. Here’s a brief overview of the main types of HR software available on the market today. 

HCM Software

HCM stands for “human capital management.” 

This type of HR software primarily focuses on how individuals are managed within a company in terms of systems and HR policies. Talent management is a large component of HCM software. It’s common for HCM tools to have features for onboarding, performance management, salary planning, training, succession planning, benefits administration, and more. 

Lots of HR professionals consider HCM software to be an advanced version of HR software.

HRMS Software

HRMS stands for “human resource management system.” 

In most cases, HRMS software will include lots of the HCM software features. But there are two characteristics that all true HRMS solutions have in common—payroll and TLM (time & labor management).

Not every HRMS software will have employee scheduling features, but many do. There are standalone software products for time & labor management that are commonly referred to as “workforce management” software. But these typically fall under the umbrella of HRMS.

HRIS Software

Human resource information system—or HRIS for short—is a tool built for managing people, policies, and procedures.   

HRIS software typically includes all core HR features. But this type of software will usually have solutions for absence management, benefits administration, recruiting, compensation management, workflows, self-service portals, training, employee development, and reporting. 

Lots of this can be open for interpretation from software to software, but these are the core components you’ll likely find in an HRIS solution. 

ATS Software

ATS software is an “applicant tracking system.” 

This is a very specific type of HR software. In many cases, ATS software gets branded as a standalone product without core HR features. But with that said, lots of all-in-one HR solutions have features for applicant tracking. 

ATS software is highly beneficial for companies who are recruiting and onboarding at scale. The software makes it easier for you to find top-level talent, qualify them, schedule interviews, and onboard new hires. 

Payroll Software

Larger businesses may have separate departments for HR and payroll. But in most cases, the two go hand-in-hand. Payroll is typically considered to be a component of HR. Some of you might already be using an online payroll provider. 

Not every HR software has payroll features (although many do). And not every payroll software has every core HR feature. This is another scenario where lots of payroll solutions are branded as standalone products from HR. But there are plenty of all-in-one HR solutions that include payroll processing capabilities. However, this is usually an add-on package. 

#1 – Namely Review — Best HR Software For Employee Self-Service

Namely is an all-in-one solution for HR, talent management, payroll, and benefits. The platform makes it easy for businesses to improve their HR processes while remaining compliant. It’s trusted by 1,400+ organizations worldwide.

The software is actually branded as a “people operations platform.” It includes features for employee management, onboarding, talent management, recruiting, time and attendance, analytics, and more.

I’d say that Namely definitely falls into the HRIS category.

I like Namely because the software is designed to improve employee engagement. It gives your staff access to all of the HR information they could possibly need from an easy-to-use employee portal.

The software can be accessed from anywhere from the Namely mobile app. You can even use Namely to share company news, improve communication, and set up a company directory. 

Namely’s core HR package comes with tools and features like:

  • Onboarding
  • Performance and goal tracking
  • Task lists
  • Time off management
  • Compliance database
  • E-signature
  • Employee self-service and workflows
  • Custom fields

Then there are add-ons and extensions for things like payroll, benefits administration, recruiting, time & attendance, and managed services. 

Overall, Namely is a good fit for midsize organizations. 

#2 – APS Review — The Best HR Software For Payroll

The acronym “APS” actually stands for “Automatic Payroll Systems.” As this name clearly implies, payroll is their specialty. 

But with that said, APS is not a standalone payroll software; it’s an all-in-one solution for HR and payroll alike. 

In addition to payroll, APS has HR features for benefits administration, performance management, employee scheduling, recruiting, onboarding, compliance, employee self-service, and more. They also have industry-specific solutions for healthcare, restaurants, wholesalers, nonprofits, manufacturing, hospitality, financial services, and other unique categories. 

Let’s take a closer look at some of the top benefits of using APS for payroll:

  • Streamline tax compliance with accuracy, timeliness, and wage garnishment
  • Automate your tax system to reduce your burden and risk
  • Reduce time spent processing payroll with paycheck reconciliation
  • Automate federal, state, and local tax filings
  • Improve your efficiencies and reduce costs with paperless payroll processing

The self-service tools provided by APS are outstanding; on the employee end and administrative sides alike. 

More than 2,000 businesses across different industries rely on APS. For those of you looking for an all-in-one solution for HR and payroll, APS should be at the top of your list. 

#3 – BerniePortal Review — The Best HRIS Software

BerniePortal isn’t as well-known as some of the other HR solutions available on the market today. But that shouldn’t be a reason for you to pass up on considering it. In terms of HRIS software, BerniePortal really has everything you could possibly need.

For those of you who want to use technology to improve the total lifecycle management of your employees, BerniePortal should be at the top of your list.

BerniePortal was founded back in 2008, so they have over a decade of experience in the HR software space. The software has been deployed in 5,000+ HR departments in all 50 states, and it has 210,000+ active users.

Why BerniePortal? Let’s take a closer look at what this HRIS software has to offer.

  • Attract and retain top-level talent with benefits administration
  • Compliance, custom enrollment, and payroll reporting
  • Improve productivity and engagement with seamless employee onboarding 
  • Collaborative hiring decisions with built-in applicant tracking features
  • PTO tracking, time-off management, and custom policies
  • Tools for time and attendance tracking with detailed reporting
  • Mobile access with employee self-service tools
  • Performance management and compliance features

You can even use BerniePortal for things like IRS filings. While the software doesn’t have built-in payroll features, it can seamlessly integrate with your existing payroll system. 

Most of the BerniePortal features start at $5 per employee per month, with a $15 base fee.

#4 – Workday Review — Best For Human Capital Management (HCM)

Workday is a popular HR software with a unique twist. Every component of the tool is focused on finance. It helps you manage your HR processes while always keeping your bottom line in mind—all from a single platform.

The software is used by industry leaders in a wide range of categories. Some of the well-known companies that rely on Workday include Visa, Toyota, Salesforce, CE, Target, Charles Schwab, and Adobe.

Overall, Workday is pretty versatile. The software has solutions for human capital management, talent management, enterprise planning, payroll and workforce management, spend management, and more. 

Workday is robust, but also really easy to use. You’ll benefit from features like:

  • Automation to eliminate manual work and improve productivity
  • Advanced analytics to guide decision making
  • Improve communication and engagement
  • Machine learning to identify employees’ skills
  • Time tracking tools
  • Compensation, payroll, and benefits administration
  • Employee directories and self-service tools

The software can also adapt as your HCM needs evolve over time. 

Another reason why Workday ranks so high on our list is because of its industry-specific HR solutions across a wide range of categories. Some of these include healthcare, government, hospitality, insurance, manufacturing, professional services, energy, and more. 

#5 – Kissflow Review — Best HR Software For Onboarding and Applicant Tracking

Kissflow is one of my favorite tools for managing HR processes. It’s a top choice for businesses that want to improve the talent management aspect of human resources.

The software comes with features for applicant tracking, employee onboarding, attendance management, absence management, leave management, and employee offboarding.

With Kissflow, you’ll benefit from features and functionality like:

  • Get open jobs in front of top-level talent at the perfect time
  • Improve employee engagement
  • Employee self-service tools
  • 360-degree feedback and evaluations
  • Customizable HR solutions

Kissflow is definitely designed for larger teams. Pricing starts at $690 per month, which includes 100 users. Enterprise rates with unlimited users start at $1,290 per month.

The downside of Kissflow is that it’s not a true all-in-one HR solution. It focuses on certain areas but lacks functionality for things like payroll. With that said, Kissflow does have a wide range of integrations, so you can sync it with your existing tools. 

Summary

Every business can benefit from HR software. This statement holds true regardless of your company size or industry.

But before you finalize a decision, make sure you go through the process explained in this guide. Figure out what type of HR software fits your needs the best, then follow the methodology that I explained earlier. 

The five solutions recommended in this guide will be the best place for you to start your search.

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The Best CRM Software (In-Depth Review)

Disclosure: This content is reader-supported, which means if you click on some of our links that we may earn a commission. Without customers, your business wouldn’t exist.  I guess it could… but you wouldn’t last long without a stream of revenue helping you keep the lights on. Because of that, it’s critical to understand how …

The post The Best CRM Software (In-Depth Review) first appeared on Online Web Store Site.

The post The Best CRM Software (In-Depth Review) appeared first on ROI Credit Builders.

The Best CRM Software (In-Depth Review)

Disclosure: This content is reader-supported, which means if you click on some of our links that we may earn a commission.

Without customers, your business wouldn’t exist. 

I guess it could… but you wouldn’t last long without a stream of revenue helping you keep the lights on. Because of that, it’s critical to understand how your customers behave and what they want from you. 

Doing so makes their experience better. And helps you generate more money. 

The best CRM software helps streamline, simplify, and improve your business processes to create better experiences for the one thing your business revolves around — your customers. 

But today, your biggest challenge is choosing the right one. 

With countless options to choose from, it’s easy to feel paralyzed. So, to help you out, I reviewed the top CRM software available and put together an extensive list of what to consider before making your final decision. 

The top 5 options for the best CRM software

  1. Hubspot – Best free CRM software
  2. Salesforce – Best CRM software for versatility
  3. Zoho CRM – Best for small to midsize businesses
  4. Freshsales – Best CRM for sales teams
  5. Creatio CRM – Best enterprise-grade CRM solution

How to choose the best CRM software for you

With so many options and types to choose from, finding the best CRM software for your business can feel impossible. 

So, let’s talk about what to consider as you go through the process. 

Business size

The size of your business plays a role in which CRM software is best for you. If you have separate departments for marketing, sales, IT, and customer service, you need more advanced functions than a business with five employees. 

Furthermore, you need to consider who’s going to manage the software. Choosing and paying for software isn’t the same as using it to its full potential. 

You have to set it up and take advantage of its features for the investment to be worth it. 

For small teams, it may be a collaborative effort of everyone pitching in. However, large teams may have dedicated employees to set everything up and maintain the software moving forward. 

The size of your business also plays a role in how much the software is going to cost. The more user seats you need, the more expensive the software. 

So, take this into consideration. 

Your use cases

Before you decide, it’s essential to consider what systems you want to streamline and improve. It may help to think about current inefficiencies and how a CRM can help. 

Typically, CRM software helps with sales, marketing, IT, and customer service. Which of those do you want to improve, and do you have the capacity to set everything up and maintain it?

Furthermore, there are specific CRM solutions for particular industries. And you may benefit from choosing a CRM that offers something specific to your industry. But keep in mind that these may be more expensive. 

Basic CRM features

Most CRMs include a basic set of standard features. And the CRM you choose should include them as well. While the specifics of each feature vary from software to software, there should be a system in place to help you handle things like:

  • Contact and lead management
  • Document sharing and storage
  • Workflow automation
  • Interaction tracking
  • Mobile access

Look for these core CRM features before making any final decisions. 

Advanced CRM features

It’s also important to consider the advanced CRM features you need. Oftentimes, these are only available on high-tier plans. So, this plays a role in which pricing plan you choose, and it can significantly impact your budget. 

It may help to outline your current processes. 

This can help identify areas that need improvement and the specific CRM features you need to make it happen. You can then use your list to narrow down your options. 

Third-party integrations

To really streamline and automate your business processes, your CRM tool needs to play well with the tools you’re already using to run your business. Make a list of the tools you use and double-check to make sure your CRM integrates with them. 

Don’t forget to consider your:

  • Email platforms
  • Social media tools
  • Internal communication software
  • Customer service tools
  • Calling/video chat software
  • Shopping cart (for ecommerce)
  • Contract/proposal software
  • Connectors (i.e., Zapier)
  • Analytics tools
  • Calendar

Once you have your list, you can use it to narrow down your choices to the right CRM software. You can also use it when speaking with a sales team to make sure they offer everything you need. 

The different types of CRM software

There are three different types of CRM software. The most common type is operational. And thankfully, companies are integrating more features from the other types of software into operational CRM systems. 

Doing so helps minimize the need for businesses to have three separate pieces of software. 

Before diving into my top recommendations, let’s talk about these different types and what they mean. 

Operational

Operational CRMs help businesses of all sizes handle business processes and enhance the lead generation systems they have in place. The idea is that streamlining your operational processes helps your business provide better customer experiences. 

There are four types of operational CRMs, including:

  • Marketing
  • Sales
  • Customer Service
  • IT

These are traditionally what people think of when they hear CRM. So, all of the recommendations on this list fall under this category. 

Analytical

Analytical CRMs help businesses gather, analyze, and leverage data collected from their customers. Essentially, this type of CRM software helps turn large data sets into valuable information you can use to improve the customer experience. 

The recommendations on this list include a few basic analytical features.

But there are certainly more robust CRM tools out there for collecting and analyzing customer data, especially for enterprise businesses with a lot of customer information. 

Collaborative

Collaborative CRMs make it easy for businesses to share everything they learn about their customers using operational and analytical CRM software. 

Essentially, this type of software lets team members quickly pass along lead, contact, and customer information from one department to another. 

Doing so helps track interactions between customers and your business as well as identify your customers’ preferred communication channels. 

Both of those things combined help improve customer experiences. 

Most of the recommendations on this list offer multiple operational CRM solutions that seamlessly integrate, making this type of collaboration easy. 

However, there are better systems out there if you’re looking for something more powerful. 

#1 – Hubspot Review — The best free CRM software

If you’re in the sales or marketing industry, you’ve probably read Hubspot’s blog or taken one of their free certification courses. However, they also offer a robust and free CRM software to streamline your customer relationship management process. 

With Hubspot, you can gain unprecedented insight into how your audience behaves. 

Need to monitor when contacts open your emails so you can optimize your open rates? No problem. Maybe you want to see how a contact behaves on your website. With Hubspot, it’s easy. 

Furthermore, they offer a wide variety of solutions, depending on your role within your company. 

These position-specific solutions include sales, marketing, customer service, operations, and owners. 

The free CRM plan includes a robust set of features, including:

  • Contact management
  • Email scheduling
  • Deal pipelines
  • Meeting scheduler
  • 1-1 live chat
  • Contact website activity
  • Store, track, and manage tasks
  • Document sharing
  • VoIP calling

These features are hard to beat on any other free plans on this list. However, Hubspot’s paid plans are well worth their price as well. 

The Starter Plan starts at $40 per month, paid annually. However, if you want to bundle all of Hubspot’s CRM software, you can get starter access to all four for $50 per month if you commit to a 12-month contract. 

So, for $10 extra dollars a month, you also get software specialized for marketing, sales, and customer service.  

However, keep in mind these prices are based on 1,000 contacts. The price increases for every additional 1,000 contacts you have. 

Sign up for a free plan to get started with Hubspot today.

#2 – Salesforce Review — The best CRM software for versatility

Whether you’re a small business owner or a sales, marketing, IT, or customer support team, Salesforce has the perfect CRM solution. Known for its versatility, they offer specialized software that adapts to meet your needs. 

More than 150,000 businesses, including T Mobile, Adidas, and Yeti, rely on Salesforce to help them build strong relationships with their customers. 

They also offer specialized solutions for 14 different industries, including:

  • Financial services
  • Healthcare
  • Manufacturing
  • Consumer goods
  • Energy
  • Communications
  • Nonprofits

The system is so versatile because you can pick and choose which apps you need to build a complete CRM solution customized to match your business. 

From marketing automation and ecommerce sales to call-center software and self-service portals, Salesforce is dedicated to providing everything you need for unprecedented customer relationships. 

Their business plans include:

  1. Essentials — $25/user per month (basic sales and support)
  2. Sales Professional — $75/user per month (complete sales solution)
  3. Support Professional — $75/user per month (complete service solution)
  4. Pardot Growth — $1,250 per month for up to 10,000 contacts (marketing automation)

However, you can add additional features and applications depending on what you need. They also offer other plans for sales, customer service, commerce, and marketing CRM packages with varying features. 

Start your free trial to take Salesforce for a test drive today.

#3 – Zoho CRM Review — The best for small to midsize businesses

Unlike the other options on this list, Zoho CRM is an all-in-one solution. There aren’t additional modules to look through for different departments or anything like that. This makes it an excellent option for small to midsize businesses.

They also have an extensive network of 40 other business tools. So, if you’re using Zoho software already, integration with Zoho CRM is seamless. 

Plus, they have a worldwide network of over 150,000+ customers (including Netflix and Bose) in 180 countries, so you know you’re in good hands. 

Furthermore, Zoho offers a free forever plan with up to three users. It includes essential features like lead management, document sharing, task management, workflow rules, and a mobile application. 

However, their paid plans are affordable as well, and they include advanced CRM features like:

  • Real-time sales signals and customer notifications
  • Blueprint business management for both on and offline processes
  • Prospect scoring capabilities
  • Unique sales pipelines
  • Mass emails
  • Inventory management
  • An AI assistant
  • Advanced customizations

The cheapest paid plan starts at $12 per user per month, making it extremely affordable for small businesses. 

Sign up for a free 15-day trial to see if Zoho CRM is right for you. 

Note: Zoho also recently launched a sales-centric CRM specifically for small businesses. It’s called Bigin, and it includes a robust free plan if you’d like to try it out. Bigin’s paid plans are $7 per user per month. 

#4 – Freshsales Review — The best CRM for sales teams

Unlike the other options on this list, Freshsales is specifically built for sales teams and lead management. From cold leads to customers, Freshsales helps you make better relationships while saving time with automation. 

Furthermore, this CRM helps you find the best leads, get in touch with them via their preferred method, and close the sale. 

And Freshworks includes a built-in email and phone system to help simplify the process. 

They have a customer base of over 40,000 businesses, including some big names like Dyson and Best Western. So, despite being newer to the industry, they’re not inexperienced by any means. 

With Freshworks, you get powerful sales-based features, including:

  • Lead, contact, account, and deal management
  • Tasks and appointment management
  • Merge or clone records
  • Advanced conversation views
  • Lead scoring
  • Time-based workflows
  • Sales pipelines
  • Team inboxes and email forwarding
  • Email scheduling, templates, and alerts
  • Website visitor tracking
  • iOS and Android mobile apps

Aside from an impressive set of features, they also offer industry-specific solutions for 15 different industries, including retail, ecommerce, manufacturing, logistics, healthcare, and more. 

Their free forever plan includes access for an unlimited number of users with limited features. However, it’s a great way to try it out before investing. 

Freshsales’ paid plans are more robust, yet still affordable for businesses of all sizes. Their premium plans include:

  1. Blossom — $12/user per month (for small teams)
  2. Garden — $25/user per month (for growing teams)
  3. Estate — $45/user per month (for large teams)
  4. Forest — $79/user per month (for enterprises)

Sign up for a free 21-day trial to see if Freshsales is right for you and your sales team today.

#5 – Creatio Review — The best enterprise-grade CRM software

While some of the other CRM software on this list includes an enterprise plan, you may find them limiting if you’re managing a large operation. However, Creatio is an enterprise-grade CRM software built with businesses like yours in mind. 

They offer specific CRM solutions for sales, marketing, and customer service teams.

Marketing Creatio gives enterprise businesses everything they need to streamline their multichannel marketing campaigns and manage incoming leads. It includes features like:

  • Visual campaign designer
  • Website behavior tracking and segmentation
  • Advanced trigger campaigns
  • Personalized email marketing
  • Event tracking and response management

Pricing depends on the number of contacts and the number of emails per contact. 

Sales Creatio is perfect for large sales teams taking over after marketing hands them over. It’s an end-to-end sales management platform built to simplify the process and save you time. 

It includes a wide range of features, including:

  • Opportunity management
  • Customer profiles and buying behavior insight
  • Field sales management
  • Performance and operations

Pricing starts at $30 per user per month. 

Lastly, Service Creatio is for customer service teams interested in streamlining their processes and creating excellent customer experiences from start to finish. It includes features, like:

  • Account and contact management
  • Case and knowledge management
  • Omnichannel communications
  • Service catalog
  • Contact center

Pricing starts at $45 per user per month. 

You can bundle all three CRM solutions if you need to. And you can use their online pricing calculator to estimate the total cost. 

Get started with a free trial to see if Creatio is right for you. 

Summary

Hubspot, Salesforce, and Zoho CRM are my top recommendations for most businesses. Each one offers a wide range of features suitable for teams from all departments, including sales, marketing, and customer service. 

Furthermore, they’re all affordable, easy to set up, and easy to use.

However, the best CRM software for you depends on your business’s size and the features you need. So, use the criteria we talked about above as you go through the process of making your final decision. 

Which CRM software do you use?

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