With countless CRM software solutions available, it becomes difficult to understand which features or functionalities must be prioritized when selecting them for your business, right?
For a business to be successful, it does not get extremely important other than customer relationship management. You know what? This significant, time-consuming, and tiresome task is also subjective to human fallacy. In some situations, we have all suffered on the customer front, jumping around from sales representatives to sales reps and getting annoyed by redundant questions as the data flows through the cracks. Well, it can make a poor impression in front of a prospect, which small businesses can not afford!
Fortunately, there is software for that! Yes, we are talking about CRM software!
Why Do You Need To Implement CRM software?
Proficient CRM (Customer Relationship Management) software allows your brand to manage customer interactions in a better way, provide timely support, and also help in maintaining relationships via reliable systems as well as processes. It also incorporates organizational processes across sales, marketing, and customer service with features and functionalities that can strategically serve major initiatives across various departments.
Subsequently, there are three main advantages that CRM software has to offer to your business. Let's explore these:
A) It provides easy access to your customer data. CRM software encompasses searchable databases that enable users to access information related to customers or clients during meetings. Few solutions allow its users even to sync information across multiple channels, offering the most up-to-date customer data from any access threshold.
B) It helps streamline processes via automation. Customer relationship management software allows users to standardize workflows and processes associated with marketing, sales & customer service to improve coordination between these teams.
C) Provides an actionable understanding of customer behavior and business performance. Some CRM solutions provide analytics features, where the users can develop customizable dashboards and reports based on customer information. All these reports assist in segmenting customers, managing an ongoing marketing campaign, and tracking revenue.
Here Are The Top Features That You Must Look For While Choosing A CRM Software:
1. Interaction tracking
You can add important notes and then keep track of interaction history to document conversations with certain contacts. A key consideration we suggest is that as you compare your shortlisted solutions, first, you should think about how many times a prospect will change pointers as they move in your sales funnel. You might want a CRM system enabling all essential parties to cooperate.
2. Contact Management
This feature helps store contact information, such as names, ages, work, locations, addresses, social media accounts, etc., in a searchable database. While every CRM software does offer contact management functionality, you might want to go for a layout & usability that you can understand.
3. Workflow Automation
You can automate repetitive duties by generating a workflow that triggers actions or send reminders for follow-up for the following actions or activities. When it comes to workflow automation, it is often a feature that is available as an upgrade option. So, when you choose CRM software, pay attention to how much automating repetitive tasks enclosed by the sales funnel will be able to free up your sales team members to finish extra subtle tasks.
4. Email Integration
Integration with email, such as Outlook, Gmail, etc., results in better management & segmentation of contact lists. In addition, it is also a centralized space for inner cross-collaboration. You must consider how your sales team communicates or converses with your clients. If they are not info collaborating enclosed by an application, you may want to prioritize a CRM software with email integration capabilities.
5. Lead Management
Helps transform prospects into paying customers by recognizing, scoring, and pushing leads via the sales pipeline. It is quite similar to the contact management feature, as it ensures that the lead management procedure in the CRM system of your choice flows and transitions in a way relatable to your business and your sales team. You can ask a member of your sales team to review this specific feature with you for all software you have selected.
6. Reporting/Analytics
This feature lets you receive routine summary reports of sales representatives' performances or sales figures. For example - daily, weekly, monthly, and yearly. With the functionality of reporting & analytics, you can run reports based on factors such as sales funnel stage, geography, and even respective sales representatives. This type of detailed data allows you to handle issues effectively as they come up and maintain an in-depth knowledge of your fundamental sales procedure.
7. Sales Forecasting
A CRM system helped predict future sales figures and projected revenue based on past and present trends or data. Do you want to have the ability to utilize your existing information to make genuine predictions about upcoming quarters or even new regions? The forecasting feature sets your data to work in your favor of you, empowering you to make informed decisions and set objectives related to the settlement of your organization.
Improve Your Customer Relationships With edge CRM
Every business is different; that's why you think about your unique sales team and the sales process as you contemplate choosing the best CRM software. And in-between the selection procedure, do not skip thinking about how that customer relationship management software will integrate with any marketing automation, email marketing & social media marketing you already utilize, or look for a CRM system equipped with all these capacities!
edge CRM has all the CRM features, built with sales & customer management in mind, which enables easy & faster onboarding & adoption. The features of our CRM for marketing, sales, and customer support provide a one-stop platform for your organization for all your customer conversations and contacts. Want to know how edge CRM can assist your business in developing strong relationships with your clients/customers?
