CRM software features depend on the business it serves. It can be designed to serve a need for a conglomerate with sophisticated enterprise-level features like automation. And can be developed to meet the needs of MSMEs with basic features like contact management and invoice making. Now, the choice of picking some features out of hundreds or maybe thousand can be a daunting task. Especially if you don’t know what process are CRM Software development company follows. For you, we looked at the CRM functionality that matters most.
Contact Management: Store clients’ contact data in an easy-to-use, centralized and searchable database. It assists build and maintains customer relationships and build credibility for your brand.
Lead qualification: This feature enables you to assess & determine whether the lead is a good fit for your sales process. If the leads qualify your pre-designated criteria, then they sent for further nurturing process. And if it doesn’t qualify the criteria, it falls from the sales funnel automatically.
Sales forecasting: This feature goes through the collected data and analyses it to show your future opportunities. By utilizing the lead data, it can accurately display, which leads are likely to close and how much revenue they will generate.
Sales pipeline tracking: Shows the entire sales process by each stage, giving you a 360-degree view of your entire sales funnels. You can track where the deals are at, and how your sales team is performing.
Mobile CRM: A feature that gives you and your employees with the utmost flexibility. Login from any device and monitor every aspect of your business even after the office hours!
Invoicing Functionality: An idle CRM generally comes with an automated billing feature. This feature can track the billing and invoicing status of each customer. This helps maintain financial data organized.
Scalability: CRM software grows, according to business needs. Hence, the option of mobility to expand itself with a moment’s notice is a must. While acquiring a CRM, make sure it has a scalable option. Normally, this is where many off the shelf CRM fail. And this is the reason successful businesses build Custom Software over Off-the-Shelf solutions.
Social media integration: Social media is everywhere and most of your prospects are spending a lot of time there. Therefore, you must have a strong presence there to understand your prospects’ requirements and needs. Social media integration, in this case, is the most effective and crucial feature you must have.
Cross-platform compatibility: Probably, you and your employees are not using the same devices or OS. Some of them are using Mac OS. Many of them are using Windows and maybe a few are on the Linux platform. Hence, your CRM must run on the most used platform. iOS and Android included.
Integration: Once you migrate to CRM software, you will still need your existing software. You have to move the data from your current software to the newest CRM. Hence, make sure your new shiny CRM plays well with other applications. Or else, your investment can go in the drain!
Email tracking: Email tracking provides users a significant insight into the effectiveness of their email marketing campaigns; a general email tracking feature will track open rates and clicks.
Hopefully, this has been a valuable summary of some of the core and emerging features that you can use in your CRM. Want to develop a CRM but worried about the Cost of CRM Software? Get in touch with CRIMS. We are one of the best CRM software companies in Delhi. Let us know your feature details and we will offer you an accurate estimate that you won’t find in the market.
