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Top Features To Look For In A CRM

By Sid Kapoor on 12/11/2018

Is your business looking for a CRM? Are you struggling to track leads, monitor relationship management, maintain your contacts and do more without the aid of technology? Do you need customer relationship management software that is easy to use and that accommodates the needs of your business? If this sounds like you, keep reading for some top features to look for when choosing a CRM and how choosing the right CRM provider can help your business grow and succeed.

While there are many features to look for when choosing a CRM, here are the top 8:

Ease Of Use- you want your CRM system to be easy to use, not just for you, but for your employees as well. This can save you time and money and increase productivity.

Ease Of Integration- a good CRM system must be able to integrate well with your website, email and contacts. This can make engaging with clients, tracking leads and maintaining your contacts easier and much more efficient.

Channel Data Integration- channel data means that the CRM software is able to indicate exactly where a lead came from so you can better focus your resources to the lead channel that is hot. Whether it is social media, a trade show, Google or something else, knowing which marketing funnel is leading the others can help your business grow more effectively.

Role Specificity- this means that the CRM is custom tailored to the specific needs of your business or industry. An industry-specific CRM will be much easier to set up and learn as it should already have the features your business needs.

Revenue Tracking- as a business owner, you want to have the most visibility of your revenue tracking and choosing a CRM that enables you to track your revenue is going to help your business succeed and become more sustainable.

Security- your CRM will have the ability to track and store important client data and that means it has to be as secure as possible to avoid a data breach which could damage the reputation of your business.

Automation- a good CRM software that can automate your business practices is important for increasing productivity, decreasing costs and saving your employees a lot of time.

Data Collection- the main purpose of CRM software is data collection. Not only should it be able to retrieve and store data, but collect data and analyse particular patterns within that data. A good CRM should also be capable of complex analytics as this can enable it to grow with your business.

Contact XRM Labs To Learn More

     To learn more about a CRM for your business and how it can make you more productive and more successful through modern software as a service solutions, contact XRM Labs today!

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