SellMoreNow CRM Stack
On this page I sort the many CRM solutions into logical categories. Though I start with Contact Managers (What would you expect from me?) I use the roles along the customer relationship life cycle for my primary inspiration.
Big Changes In Progress!
It happens every year or two. Sometimes there are major changes with WordPress (Like a totally new block editor.) Sometimes there are big changes in the CRM world. Or, just a whole lot of little changes! I am living through one of those times now. We installed a new theme (Authority Pro from Studio Press) – our first new theme in several years. We also made the move to the new Gutenberg editor, along with an assortment of block plugins.
I also made the decision to totally redesign the organization of everything here. Over the last year, we experimented with several graphical maps of the CRM space. In the end, I decided good old lists of links still work best. So, we are rebuilding more than 100 pages that will point to all of the underlying CRM solutions.
So, I appreciate your patience as we strive to make this site the definitive view of the entire CRM stack!
Sales
Contact Management
Personal Relationship Management
Contact Managers for Small Business
Contact Managers for Medium Business
Contact Managers : All-in-One Solutions
Enterprise Solutions
Best Practices
Business Card Scanning
Competitor Analysis
CPQ (Configuration/Proposals/Quotations)
Data Enhancement
Electronic Signature Capture
Email Intelligence
Knowledge Management
Mapping/Geolocation
Opportunity Management
Order Entry/Management
Personal Productivity
Presentations
Prospecting/Lead Generation
Territory Management
Time Management
Marketing
Advertising & Promotion
Mobile Marketing
Public Relations
Search & Social Advertising
Survey Management/Market Research
Content & Experience
Campaign Management
Catalog Management
Collateral Management
Customer/Web Experience Management
Digital Asset Management/Digital Righs Management
Email Marketing
Event Management
Interactive Content
Journey Mapping/Personas
Lead Management
Lead Scoring
Learning Management Systems
Local Marketing
Marketing Automation
Membership Management
Mobile Marketing
Omnichannel Marketing
Optimization/Personalization/Testing
Product Management
SEO
Video Marketing
Web Forms
Social & Relationships
Advocacy/Loyalty/Referrals
Content Enrichment
External Community Solution
Internal Community Solution
Influencers
Relationship Management
Reviews & Feedback
Social Analytics
Social Listening
Social Media Engagement
Social Network Selling
Social Sites
YouTube
Data Analytics
Analytics
Business Intelligence
Cloud/Data Integration
Customer Data Platforms
Dashboards/Data Visualization
Data Management Platform
Marketing Analytics/Performance & Atttibution
Market Data/Data Enhancement
Mobile/Web Analytics
Predictive Analytics
Reporting
Tag Management
Sales Management
Account Based Marketing
Agile Management
Channel Management
Compensation/Incentive Management
CRM Onboarding
Expense Management
Partner Management
Pipeline Management
Quotas & Forecasting
Sales Automation
Sales Effectiveness
Sales Enablement
Sales Intelligence
Sales Motivation
Sales Process Management
Sales Recruiting/Talent Management
Sales Training
Customer Service
Customer Self-Service
Customer Support
Field Service
Help Desk
Call Center Support
Call Analytics
Computer Telephony Integration (CTI)
Contact Center Infrastructure
Predictive Dialing
Inbound Call Support
Output Call Support
Sales Scripts
eBusiness
Affiliate Marketing
eCommerce Marketing
eCommerce Platforms
Local Marketing
Online Presence Management
Retail Marketing
Shopping Carts
Interaction Management
Chat
Chat Bots
Collaboration
Email Signatures
Fax
SMS
Telephone (VOIP)
Web Conferencing
Back-Office
Accounting Solutions
Application Integration
Business Process Management
Cloud Platform
Data Quality
Project Management
Vendor Analysis
Note: I do try to use this taxonomy to define the tags for each post.
As always, let me know if there is an important new category that you would like to see added to this stack!
Though I have been writing these reviews for more than 30 years, sometimes I need a kick in the head to get a fresh perspective! That said, this page was inspired by the work of Scott Brinker and Anand Thaker. See: Marketing Technology Landscape Supergraphic (2017): Martech 5000
