Essential Features to Consider In A CRM Software

When selecting a CRM, there’s a lot to consider. Do you want it cloud-based? Does it need to be mobile-friendly? How much can you afford to spend on it? There are several such things to think about. While there are thousands of available options with different features and functionalities, it can be overwhelming to choose one. Below we’ve detailed key features to look for when selecting CRM software, so you know which ones are worth putting on your list.

Managing Contacts

One of the initial things you’ll look for in a CRM system is contact management. With this functionality, you can store the information of your customers or contacts in a searchable database, allowing you to track data about how potential customers interact with you. The more information you collect about your contacts, the easier it will be to find them, send them coupons or deals, make suggestions based on what they might need, etc.

Tracking Interaction

 Interaction tracking is a CRM feature that allows for customer activity tracking with tools such as calls, emails, and notes. This helps increase the engagement with your leads or contacts.

Managing Leads

Manage your sales pipeline with lead management tools to keep track of your most promising contacts. This includes scoring contacts based on the potential revenue they could bring in, email integration to remind prospects when an offer expires, and customized workflow for each member of your team so you can follow up effectively.

Email Integration

When choosing a solution, consider how your team communicates most. If they tend to use email, for example, you’ll want to prioritize a CRM platform that integrates with email accounts. Email integration is a great way to keep a database of contacts organized and accessible at all times. If your employees are already using certain email services like Gmail, Outlook, or Yahoo, all you need is an email integration for CRM software to reap the benefits.

Managing Documents

No matter what type of venture you’re part of, you rely on documents to keep your company running smoothly. From contracts to warranties, your business documents are the cornerstone of ensuring your customers get top-notch service. With a document management feature, you can finally have all of your business documents in one place, perfect for specific types of businesses. You can then collect, upload, store, and share documents that are important to your business, making it convenient for everyone involved to access the information they need.