Customers and clients expect top tier service and products from every business they employ and purchase from. In fact, in the mind of the consumer, they are your only customer, your top and only priority. No matter their stage in your marketing funnel, your customers and clients are looking for maximum efficiency. So having a CRM solution that understands and can capitalize on this way of thinking is vital to getting the most out of your CRM software.
Whether your business is dealing with a handful of customers or thousands, choosing the right CRM with the right features and the right design can help you manage the many communications that need to be made in order to drive your sales revenue higher. Not only do great features help you stay on top of managing your contacts and clients, but it can also help you create or maintain a trusted and high-quality reputation in your field or marketplace. Regardless of your industry, business size or customer base, there is a CRM that will work for you, so don’t be scared off by all of the many choices out there.
1. Ability to Scale
Unless you plan on being stale and stagnant, you want your CRM to have the ability to scale with the growth of your business. It’s a good idea to have scalability that makes sense. Whether growth is slow and steady or on the fast track, having an affordable and realistic scalability model is important to the budget of your business. You can compare Pardot pricing and terms here. When growth is the goal you will need an easily scalable CRM that will integrate seamlessly with other platforms that support you growing needs.
2. Interaction Tracking
Interaction tracking keeps a record of your communications between your business and your prospective or current clients and customers. It can eliminate redundant conversations and allow you to move potential customers along your sales pipeline. This not only saves time but it also gives you the ability to make notes. If you have a small team tracking emails and calls may be enough, but as your team grows, it helps to be able to add notes as well.
3. Social Media Integrations
There are millions, if not billions, of people using social media for a wide variety of reasons, which is why your business should be taking advantage of this market. Building a reputation for your business on social media requires a slightly different strategy. The goal is to create engagement and visibility. You want people to associate your brand as the go to brand in your industry. When your CRM has social media integrations, you can schedule content to publish on your social media platforms easily from one place. It also helps to have social media analytics to measure the effects of your social sales and efforts and help you with targeted advertising.
4. Quote Management
Sometimes the needs of your business require contracts, proposals and quotes. More complex sales transactions require a slightly different approach than others, so when you have the ability to quote to your customers exactly what they will be getting for their money, they feel empowered to make an informed purchase. Quotes or proposals can be turned into a contract and then into a detailed receipt. This can be very useful when it comes to the sale of highly customized services and products.
Most CRM software offers the most basic of analytical data, and others will offer something more. Being able to assess the success of your marketing and email campaigns, customer demographics, profits and losses, lead types and more allow you to make informed decisions that can drastically change the trajectory of your business. If you are really into analytics and you want to be able to make changes and adjustments as the data requires, then you definitely want to make sure that you have the right kind of analytical power in your CRM.
6. Email Campaigns
The ability to manage multiple email campaigns and marketing campaigns is certainly a valuable feature for lead generation and growing your business. A well done and successful email campaign is one that provides its subscribers with value over time. It creates leads and engagement and ultimately turns leads into customers. There is no need to limit the scope of your campaigns, they can be whatever you imagination conceives. You can have a series of emails for post-purchases, for educational purposes, for welcoming potential clients and even for upselling current clients. Having all of this in one place makes it much easier to manage.
7. Mobile Access
Today’s lifestyle is fast paced and kind of intense at times, and a lot of people use their phones for more than just their personal lives. That’s why having the ability to access your CRM from any mobile device is just as important as being able to access it from your desk. This is an invaluable feature that allows you to quickly handle issues whenever they arise.
8. Document Storage
It can be very helpful to have access to all of your company’s documents in one place. It is even better when these documents are accessible at anytime from anywhere. It is not uncommon for your business to collect an enormous amount of paperwork as its customer base grows. Document storage and sorting can really help you be better organized and become more efficient as your business grows.
Each of these features can help boost your sales, build your contacts and email list as well as holding on to your existing customers and clients. And these three things are the entire purpose of any CRM. Everything else is just icing on the cake. Be sure to thoroughly assess the needs of your business so that you can choose a CRM that has the features that will take your customer management to the next level. You may be surprised to see just how much time and energy you can save when you have an awesome CRM on your team.
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