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.
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
Competitor Analysis/Management
Configuration Management
Discovering Requirements
Electronic Signature Capture
Email Intelligence
Goal Setting
Opportunity Management
Personal Productivity
Presentations
Product Information Management
Prospecting/Lead Generation
Outreach Management
Customer Success
Quotations & Proposals
Territory Management
Time Management
Marketing
Advertising & Promotion
Mobile Marketing
Display & Programmatic Advertising
Search & Social Advertising
Native & Content Adverising
Public Relations
Survey Management/Market Research
Content & Experience
Campaign Management
Catalog Management
Collateral Management
Customer/Web Experience Management
Digital Rights Management
Email Marketing
Event Management
Lead Management
Marketing Automation
Mobile Marketing
Optimization/Personalization/Testing
SEO
Social & Relationships
Advocacy/Loyalty/Referrals
Content Enrichment
External Community Solution
Internal Community Solution
Influencers
Product Advocacy
Relationship Management
Reviews & Feedback
Social Analytics
Social Media Engagement
Social Network Selling
Social Publishing
Social Sites
Data 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
Channel Management
CRM Onboarding
Expense Management
Incentive Management
Partner Management
Quotas & Forecasting
Sales Automation
Sales Effectiveness
Sales Enablement
Sales Intelligence
Sales Operations
Sales Process Management
Sales Recruiting/Talent Management
Sales Training
Customer Service
Customer Support/Customer Case Management
Enterprise Feedback Management
Field Service
Interactive Voice Response (IVR)
Web Support
Workforce Optimization
Call Center Support
Automated Call Distribution (ACD)
Computer Telephony Integration (CTI)
Contact Center Infrastructure
Contact Center Outsourcing
Predictive Dialing
Inbound Call Support
Output Call Support
Sales Scripts
eBusiness
Affiliate Marketing
eCommerce Marketing
eCommerce Platforms
Local Marketing
Retail Marketing
Shopping Carts
Interaction Management
Chat
Collaboration
Fax
SMS
Web Conferencing
Enterprise
Business Process Management
Data Quality
Enterprise Application Integration
ERP Integration
Project Management
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
