6 Features to Look for in a CRM

No modern business today can survive without access to CRM software. You have to deal with leads, engage with customers and satisfy the concerns of disgruntled clients. The only problem is that the internet is full of CRM platforms, all of which promise a range of services. Selecting the right software can be an intimidating process. Different CRMS offer unique features that serve unique areas of your business.

This article will familiarize you with important features to look for before selecting the ideal CRM system.

1) Integration

The CRM software should be versatile enough to be integrable into the existing business infrastructure, whether this includes your website, email accounts or phone. The good thing is that most computer systems and smartphones have compatible hardware that allows for easy cross platform integration. This should make it easy for employees to engage with customers on the go, whether they are in office premises or out in the field.

2) Ease of Use

The CRM system will be used by human employees, not machines. Most of these employees won’t have a technical background to understand these software system. This is why the ideal CRM system should find an ideal balance between intuitive design and ease of use.

If the required information is not easy to use, it becomes difficult to reach out to more clients and impedes productivity.

3) Tracking Revenue

An organization that isn’t able to investigate and control the flow of its finances will have a harder time finding growth opportunities than one which stays on top of revenue trends. The underlying purpose of CRM software; to expose revenue trends of the organization for past, present and future time frames.

4) Data Interpretation

The CRM system should have powerful software that not only allows it to store and retrieve data, but also analyze data patterns. The system should be able to make accurate assessments based on customer purchase patterns. It is common for some CRM platforms to become obsolete as the business scales beyond the capabilities of the built-in software, so if your program is struggling to keep up with growing demands, it is time to make a switch.

5) Easy to Use Interface

CRMs can become a cluttered mess of data and menus. It can be a challenge to navigate poorly optimized dashboards that are often slow to load and require too much clicking before anything noteworthy is done. A good CRM system is able to find the perfect blend between a simple interface and key features that are of importance to the business. 

6) Security

The data generated by customers is highly sensitive and should be protected at all costs. A key feature of CRM systems is their ability to prioritize advanced safety features above everything else. Only authorized personnel should be able to access sensitive information. The last thing any growing organization wants is for data leaks to tarnish their relationship with customers.

To this end, the CRM system should be able to contain the flow of sensitive information to trusted and authorized parties only. A combination of encryption and advanced security protocols (such as two factor authentication) are deployed to minimize data leaks.

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