What should you consider for your CRM system?

There are a number of features that various CRM systems can offer, here are some for consideration:

Document management – intelligent CRMs are capable of generating and maintaining your documents.

Effective Lead management – software helps capture lead details from multiple channels and ensures that you don’t lose any leads. You can also score and qualify leads correctly for your sales funnel.

Contact management – this involves recording customers’ details, as well as tracking and saving customer interactions.

Email – arguably the most used medium for B2B communication. Email management offers the ability to send mass emails, track conversations, and send automated emails to clients.

Marketing – CRM systems should be able to help you automate aspects of your marketing, helping reduce costs and improve efficiency.

Pipeline management – sales pipelines help visualise the sales cycle and identify where in the funnel a particular deal is, helping you manage potential deals from initial enquiry to close.

Workflow automation – every company is unique and has their own workflow and a CRM system should help automate these processes thus improving productivity and efficiency.

Forecasting – this helps estimate your future sales based on present and past data trends. It also assists in preparing data-driven hiring strategies, deciding on optimal inventory levels, and investing in new marketing channels.

Reporting and analytics – if you can’t measure it, you can’t manage it. Having a CRM system report across all pillars of your business is essential to help you make informed choices about the direction of your business.

Ashish Kumar
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Ashish Kumar

Are you still using cumbersome Excel spreadsheets to manually track your leads, customers and invoices? Ashish and his team can help you replace them with your very own affordable, tailored-made CRM to follow your business workflow. Ashish's company provide bespoke software to businesses so that they can get rid of spreadsheets/off-the-shelf CRMs/legacy systems which are not quite working for them. Unlike others Web Alliance complete the software in specified timeframe and allowed budget, otherwise they refund the money. They offer 100% satisfaction guarantee!

What should you consider for your CRM system?

by Ashish Kumar Time to read: 1 min