A CRM with built-in social media monitoring features can save your marketing team time, because they won't have to switch platforms to perform the essential task of monitoring your company's social media. A lead management feature will help you to identify your leads and the actions they've taken along the sales cycle. Through the lead management process, you'll be able to score your leads and, if needed, filter them off to a different member of your team to turn select leads into customers.
Sometimes dead leads sit in a CRM for weeks or months. A smart sales manager stays on top of leads and redistributes quiet or seemingly dead leads to different members of their team for reengagement. As noted in the article, CRMs can pull real-time data from devices, applications and even appliances. These are just a few of the benefits of pulling real-time data:. CRM analytics, also known as customer analytics, offer insight into customer data. This data is important because it can help you make better decisions about the types of products, services, marketing and overall communications you distribute to your customers.
Look for these specific analytics in a CRM :. Reporting is the feature that brings the results of your sales and marketing efforts all together, and it comes standard with all the CRMs we've researched. The more of these report types you can access, the better:. A CRM with this feature predicts your future sales based on data from your current pipeline. You may need to alter your marketing plan based on the sales forecast. For example, if you thought your toy store was going to sell a lot of girls' dolls during Christmas but learned through sales forecasting that building blocks are more popular, you can cater your campaigns accordingly.
Sales forecasting can also anticipate market changes to mitigate your business risks. Tracking emails through a traditional inbox can get overwhelming and confusing.
Lifewire noted that, as of , the average office worker received emails. It's important for every single sales email to be received and addressed in a timely fashion to increase the probability of generating revenue. An email feature in a CRM helps keep your sales reps organized and productive. They can integrate their calendars to schedule appointments and engage prospects and customers accordingly. Another great email feature is the ability to automatically pull in email templates so reps spend less time crafting email content.
You can use this feature to create several email templates, such as these:. CRM software can be a useful tool for businesses of all sizes, but it's important to select a truly effective platform that can scale with your needs.
If you look for these 12 features in CRM software before you buy, you can't go wrong. Marisa Sanfilippo. If you're looking for new CRM software or to upgrade your current CRM solution, you should look for these 12 features before you buy.
Here are 12 features to look for in CRM software. Workflow automation CRM software can make your life easier by automating your workflow. By using rules, you can set your CRM software to automatically perform a specific action based on triggers or events, such as these: When a potential customer fills out a contact form on your website, the CRM software automatically directs the message to the right sales representative or department. When a sales representative receives a message, the CRM software automatically sends a preset response to acknowledge the message.
If a lead, prospect, or opportunity doesn't respond to your message or proposal, the CRM software automatically sends a follow-up message after a preset amount of time, such as 48 hours or two business days. When a sales representative makes calls or sends messages to a contact, the CRM software automatically logs hours and keeps track of all communications. As sales representatives complete tasks, the CRM software automatically reports them to supervisors and upper management for performance reports.
And last but not least, integration between your marketing and sales platform is crucial. A gap between marketing automation and CRM can lead to lost information and lost opportunities. If you're ready to start using a CRM system for your business?
There are many things a CRM can do that should get marketers, salespeople, or business owners pretty excited! Contact Atlanticus Digital today to see how we can get you started on your quest to gain more qualified leads. Niall Parfitt is marketing professional with over 20 years experience of working with large organisations to SMEs.
Niall runs his own inbound marketing agency, Atlanticus Digital and is experienced in all areas of digital marketing including marketing strategies, Social Media, Web and email marketing. Here are some of features you should expect from a top CRM System.
Contact Management. There's more CRMs with sales process capabilities help reps know when and how to reach out, so they can focus more on closing rather than task management.
Sales process tools also provide managers with another way to break down their pipelines—not only quantitatively but qualitatively—and understand if their reps are effectively working leads. Related: Why your sales team needs a standardized sales process.
For small- and medium-sized businesses, every dollar counts. CRMs with massive feature lists usually come with massive per-user costs, and some CRMs nickel-and-dime their users by charging extra for standard features. Be sure to find an affordable CRM that includes all the features your sales team will use, right out of the box.
Your CRM has to be designed with your sales reps in mind, or else. Sales reps will rebel against CRM tools that only offer a means for managers to monitor their teams and force compliance. For a successful implementation, your CRM must prove its value to sales reps first and foremost, by alleviating common pain points and helping them win more deals. Once they see the benefits, the team will get on board—which needs be priority 1 in your CRM search. No problem.
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