CRM is a customer relationship management software that helps businesses to automate and easily manage the lifecycle of customers. By consolidating customer information, the software helps the sales and marketing departments to make their interaction with customers more rewarding.

A CRM, therefore, revolves around customer interaction with business. Businesses need CRM for a number of functions – ultimately, a CRM helps to connect a business to its customers. In this article, we look at some of the key features that should convince you to make your choice in favor of a specific CRM.

Why Is The Functionality Of The CRM Systems Convenient?

Whether you are a startup, an established tech company or a brick-and-mortar store, you need a combination of business strategies. Integrating customer relationship management tools into your business is a strategy that can pay more dividends for your entrepreneurship. Are you wondering why the functionality of CRM systems is convenient for business? Let’s dive into it together.

Target And Build Relationships With New And Previous Customers

If you are looking for features that help you conveniently target and build relationships with new customers, CRM tools are the solution.

You can easily use social media, for instance, to seamlessly engage with your prospects and advertise to them. This functionality is very convenient for business of all sizes.

View Your Audience Holistically

No matter what business you’re in, CRM features help you to build a holistic view of all your customers and prospects by collecting relevant information and displaying it on dashboards. Your business can therefore stay up to date with customer demands, needs and preferences. All these key details that will help your business adjust adequately to customer needs.

Show Appreciation To Your Best Customers

By building a holistic view, you can easily identify your most loyal customers. You can then use other CRM tools to send them unique coupons or promo codes, or even give them early access to your newest products. All these tactics help you improve customer interactions without having to leave your current marketing application.

Save Time With Automation

Another functionality you get from CRM features is automation. This function helps your business to save more time by building repetitive tasks and processes. Additionally, you can save money and time and increase your ROI.

What Features Are Unique And Why Should You Choose Them?

CRM software comes with a number of features and functionalities. These include:

1. Contact Management

This CRM feature helps your business to store contact information for customers such as social media accounts, names, and addresses. You should prioritize this feature as it helps you organize key contact details for personalized interaction with customers.

You have to choose a CRM that is specifically built as a contact management system to manage your business contacts. There are multiple options of CRM that come with contact management software, so choose it wisely.

2. Interaction Tracking

You need to understand how every customer interacts with the business. That is why you need CRM software that allows all the necessary parties to collaborate.

3. Lead Management

The process of converting prospects may not be so easy without this lead management CRM feature. You need this feature to help you identify, score, and even move the leads through the sales pipeline

4. Workflow Automation

Businesses generally have a number of repetitive tasks that they need to automate to reduce costs on software and processes. That is why you should choose automation features when picking a CRM system.

5. Email Integration

Internal cross-collaboration and proper management of contact lists require efficient email integration services. You can easily work with emails such as Outlook, Gmail, Yahoo, etc. With a good CRM, you can seamlessly manage and even segment contacts based on predetermined criteria.

6. Document Management

Established businesses have to deal with large volumes of documents. This CRM feature helps you to collect, upload and store documents in a centralized location. This feature makes sharing much easier.

7. Quotes Management

If your business involves proposal or quote development, you need features that support that. You should therefore consider how much value or priority your business gives this CRM functionality before making your decision.

8. Pipeline Management

This functionality makes it easier for businesses to track the entire pipeline of sales and get the status at every stage of the funnel. You need this to help streamline your manufacturing, logistics, or supply businesses among others.

While most CRMs will come with more features, these are some of the functionalities you should prioritize during your software selection.