What you Should Look For in the Best CRM Software

AI & Software Solutions

Aug 28, 2015

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Customer Relationship Management Software entails all aspects of company’s interaction with its present and prospective customers. Read on about the functionalities of the best crm software you should look for.

Customer Relationship Management, widely known as CRM, was originally meant to build and maintain a company’s relationship with its present and future clients. But in the last few years it has grown to manage many other business activities too, including marketing, sales, accounting etc. Due to its inevitability in the successful running of its business, enterprises tend go in for the best CRM software, which can help in seamless operations of various aspects of the company.

CRM systems actually gather information from different sources and keep it organized, which is accessible whenever needed, and is also used to get insights on customer behavior. It also acts as a database, including contact information of customers, their purchase and interaction history, their demographics and interests, choices and preferences etc. Buyers should look for the following features and functionalities before buying the best CRM software :

Lead Generation and Nurturing

CRM software should be able to find new customers by automated lead generation from websites, social media, newsletter sign-ups, inbound calls etc. It should be capable of nurturing leads by shooting auto generated mails, and doing other engagement activities.

Generation of Quotations and Invoices

The CRM system should be capable of creating quotations for individuals, institutions and groups. As the customer makes a purchase, these quotations should be automatically converted to invoices, which may be sent to the customer as well as to the accounting department.

Sales Forecasting

With the huge database of leads, past and present customers, prospective clients, past records etc, the CRM should be able to forecast for sales in the forthcoming periods. This helps the company in enhancing its marketing efforts in case of forecasts of less sales.

Performance Tracking

As all marketing and sales activities are managed by the CRM, the best software tracks the performance of each and every campaign as per efforts put in various segments. This is used in calculating the ROI of all the campaigns individually, thus giving insights into different campaigns.

Cross Platform Accessibility

The CRM should be accessible on all platforms like mobile phones, tablets, desktops etc. Besides this, the CRM should have its mobile app, for easy accessibility by sales team on the move.

Along with the above features, the best CRM software by DNSUnlocker">

should be compatible with third party integrations like payment gateway, various APIs etc. Moreover it should be cloud based, and should have a robust security measures in place, so that the data is safe from any hacking attacks. With all of these features, the CRM will add value to an enterprise by providing automation in managing customer relations effectively.