Managing a business can be a tough task. Keeping up with the client’s demands as well as managing your employees and improving their performance can feel like lifting the weight of the world on your shoulders.
Customer relationship management software can ease this job for you as it does all the heavy-lifting, pulling off all the weight away from your shoulders.
What is CRM?
CRM or Customer Relationship Management software is a tool that enables you to manage and cultivate your relationship with customers and potential customers. A CRM system can streamline processes, improve stability, and help the company stay connected to customers.
In simple terms, CRM brings together everything that a manager needs to efficiently organize a company and help focus on individual relationships with clients, service teams, suppliers, or colleagues. In this article, you’ll get to know about the features that make a CRM from okay to great.
Features of CRM
1. Contact Management
The CRM enables you to store new contact information like names, addresses, and social media accounts in searchable databases. With CRM, you can gather all customer data and personalize them as per your needs.
2. Lead Management
Managing leads is a huge part of sales. The CRM can help in this, as it allows users to filter the best potential leads to follow up based on demographics. This improves the overall efficiency and productivity of your sales team. Also, instead of focusing on everything, CRM streamlines the leads, thus removing everything else.
3. Campaign Management
Your marketing campaigns are what bring you the leads, which in turn results in potential clients. CRM has the functionality to create and track any marketing campaigns. This way, the business owners have a complete overview of the response of ongoing marketing campaigns.
It also reduces campaign costs, analyzes data, and forecasts future strategy for marketing.
4. Task Management
If you want to grow your business, you need more customers, and for that, you need better employee management. If a customer request is pending for too long as the employees don’t have any idea as to who should work on it, using CRM will help you allocate tasks to your concerned employees to avoid any confusion and also track their performances.
5. Report and dashboard
CRM offers to manage activities like marketing campaigns, sales analytics, and many more from one place. CRM dashboard can provide you with easier access to all critical data.
CRM system gathers and analyzes all the consumer data generated from marketing campaigns. Users can create better marketing campaigns by analyzing past reports. With reports, you can run campaigns based on demography and geographic locations.
6. Sales Analytics
CRM software can help collect data from social media platforms, polls, and data from website traffic then analyze it- all these are done from one platform. The user can create better sales campaigns for future requirements by analyzing data obtained from past campaigns. This is one of the most important features of CRM.
7. Workflow Automation
To improve productivity, a certain level of automation for the task is necessary for business. CRM can be used to automate repetitive tasks that trigger specific actions like sending follow-up mail at a particular time frames set by the user.
Examples of CRM software
Funnel CRM is built for small businesses and freelancers. With it’s easy to use interface, the business owners can easily manage leads and drive their business forward. The developers have designed tools with all essential features while preventing it from over bloating with complex and useless features.
Intellistant CRM offers an excellent business management platform for all your organizational activities. It provides on-site training and implementation, 24×7 support, customization, and enhanced security to protect your data. You can easily manage and achieve your business goals using Intellistant.
Kapture CRM is a cloud-based CRM that can streamline your customer support and sales operations. With machine learning, the tool is aimed to bring more exceptional customer support. The user can also integrate APIs and SDKs to facilitate efficiency across teams.
Sales365cloud comes with many features that are seemingly sensitive to the needs of every comapny. The sales cycle gets reduced, and the chances of closing improve significantly. You can also safeguard your client accounts by securely storing the data in the cloud. Sales365cloud is all in one business management solution that combines client, sales, and marketing communication in one place.
Conclusion
So before buying any CRM, first decide which features are more suited for your business. There are a lot of options out there, so here is a guide that can help you make that decision easier. Needless to day, CRM plays a vital role in managing your business and customer relationships. Use it wisely, and the benefits you will get are valuable.
