With these tools, you can store and organize customer data, track sales activities, and streamline communication with leads and clients.
By analyzing the stored data, most CRM tools take email marketing service can also give you insight into your sales forecast.
Investing and implementing a sales CRM tool in your business guarantees many benefits, including:
- Higher efficiency
- Better customer relationships
- More accurate sales forecasting
- Scalability
What features should a CRM have?
When you’re looking for a good CRM there are certain features that must be included, if not you might as well throw your money out the window.
Occasionally, platforms add many fancy features, but when it comes down to it, that’s all just bells and whistles.
You need a tool that will actually help you make your business more efficient.
Contact management
It’s a given.
A good CRM tool should effectively manage all of your contacts’ data in one place, and use automation to fill in the blanks.
Additionally, your CRM tool should also be tracking all interactions with your contacts, giving you a better sense of where they stand and their process with you and your business.
The benefit of an effective contact management the following elements in system is that, at a glance, you can access their data in real-time, allowing you to fix any problems that may have occurred down the line and see what worked and what didn’t.
Bear in mind that not all CRMs track interaction, so if you want to have a broader sense of your contacts’ information, try choosing a tool that has this feature.
Sales pipeline management
A sales pipeline is a visual representation of the stages in your sales process, and classify your leads according to these stages.
Although the stages may be customized, the general stages are:
- lead generation
- lead nurturing
- lead qualifying
- product demo
- free trial
- proposal
- negotiation
- closing
These stages can be changed according to your needs and your particular stages. Aside from CRM you can access many sales pipeline templates too.
Workflow automation
The primary mission of a CRM tool is to eliminate manual sales work, increase your efficiency, and move your leads through the sales pipeline.
So being able to automate your workflows is a must.
This will help you accelerate your sales, cut down on manual tasks, and ultimately leave no stone unturned.
Integrations with outreach tools
To make your CRM even more efficient, it’s important that it supports third-party integrations.
This will allow you to seamlessly send information automatically from one tool to another, allowing you to be on top of everything and not slip up.
Some integrations that are a must in your CRM are:
- Calendar integrations
- Email integrations
- Outreach tools
- Social media integrations
However, bear in mind that the more comprehensive your CRM is, the fewer integrations you’ll need.
Reporting, analytics, and dashboards
It’s important for your CRM to show you all of your KPIs so you can get a good sense of where your business is going.
A CRM dashboard centralizes all of your canada data sales data and information. It presents your key metrics dynamically and interactively.
By investing in a CRM tool you can let the tool gather all of the information in real-time for you so you don’t spend hours of your time sifting through your data.