Business Excellence: 18 Winning Features Of CRM

24.08.2023 01:04 PM By Karan Sharma

Want to keep customers happy? Learn about CRM systems that organise your info, make chats better, and even predict sales. Get tips on picking the right one! Let's talk about how you can grow your business with these 18 features of CRM.

Business Excellence 20 Winning Features Of CRM
In today's business world, keeping your customers happy is the most important task. That's where CRM comes in. Think of a good CRM system as an organiser for all your customer info. It helps things run smoothly and makes talking with your customers way better. But hang on, not all CRMs are made the same way. To help you pick the right one, let's talk about the must-have features of CRM.

1. Workflow Automation: Streamlining Your Efforts
Imagine if your CRM could magically take care of routine tasks, like sending follow-up emails, assigning leads, or scheduling appointments. That's the power of workflow automation. A robust CRM system should allow you to create automated workflows that save time and reduce human error. For instance, when a new lead comes in, the CRM can automatically send a welcome email, assign a sales rep, and set up a follow-up reminder.

2. Customisation: Tailoring to Your Needs
Think of your CRM as your assistant. Just like you'd want an assistant who understands your preferences, a CRM should be customisable to fit your unique business processes. Look for a CRM that allows you to add custom fields, create unique data categories, and tailor the interface to your needs. This way, you're not adapting to the CRM; the CRM is adapting to you. Now move to our next features of CRM.

3. Third-Party Integration: A Seamless Ecosystem
Business tools are like pieces of a puzzle, and a CRM is a central piece that should fit perfectly. Seek a CRM solution that integrates with your existing software, like email marketing tools, e-commerce platforms, or customer support systems. This integration allows data to flow seamlessly between applications, creating a unified and efficient ecosystem.

4. Customer Service: Nurturing Relationships
Picture this: A customer calls your support hotline, and the representative instantly knows their history, preferences, and pain points. A CRM with robust customer service features enables just that. It stores communication history, helping your team provide personalised support and build stronger customer relationships. 

5. Employee Tracking: Boosting Accountability
If you're managing a team, you want to know who's doing what. A CRM with employee tracking features lets you monitor tasks, activities, and performance. This transparency fosters accountability and helps you ensure that everyone is on the same page and delivering their best. It’s the one of most important features of CRM.

6. Social Media: Engaging on a New Level
Social media is where your customers hang out, and your CRM should be there too. Look for a CRM that integrates with social platforms, allowing you to monitor interactions, engage with customers, and gather insights about their preferences and behaviour. This adds a personal touch to your interactions and enhances your social media strategy.
CRM motivation quote by John C. Maxwell
7. Lead Management: Nurturing Potential
Leads are the lifeblood of any business. An effective CRM, with its features of CRM, helps you manage leads by categorising them, tracking their interactions with your brand, and automating lead nurturing campaigns. This means you'll never miss an opportunity to turn a lead into a loyal customer.

8. Real-Time Data: Stay Up-to-Date
In today's fast-paced world, outdated information is as good as no information. A good CRM keeps data up-to-date in real time. Imagine a salesperson checking their CRM and seeing that a lead just interacted with your website. This real-time information empowers your team to make timely and relevant decisions.

9. CRM Analytics: Insights for Improvement
A CRM with robust analytics features, which are essential features of CRM helps you make sense of the data you've collected. You can analyse customer behaviour, track trends, and identify areas for improvement. For instance, you might notice that customers are dropping off at a certain stage of the sales process, prompting you to refine that aspect. Check out this post to learn more about CRM analytics. You'll find it interesting because it's packed with lots of helpful info.

10. Reporting: Visualising Success
Numbers can be overwhelming, but visual representations make them more digestible. Seek a CRM that offers customisable reporting features, allowing you to create graphs, charts, and dashboards that showcase your successes and challenges. A glance should tell you how well you're doing and where you need to focus.

11. Sales Forecasting: Seeing the Future
Wouldn't it be nice to predict future sales?  Well, a CRM with sales forecasting capabilities, among the features of CRM, brings you close to that reality. By analyzing historical data and current trends, the CRM can provide you with insights into potential revenue, helping you plan your strategies more effectively. 

12. Email: Centralising Communications
Email remains a core communication tool for businesses. A CRM that integrates email capabilities lets you send, receive, and track emails without leaving the CRM interface. This streamlines communication and ensures that all interactions are documented in one place.

13. Project Management: Coordinating Efforts
If your business handles projects that have many different aspects to manage, having a CRM system with project management features can make a significant difference. With such a system, you can easily create tasks, set due dates, and keep an eye on how things are progressing, all within the same tool you use for managing your customers. This can streamline your operations and make things much easier to handle.

14. Knowledge Base: Empowering Support
Your customer support team shouldn't have to reinvent the wheel every time they encounter a common issue. A CRM with a knowledge base feature allows you to create a repository of frequently asked questions, troubleshooting guides, and resources. This empowers your team to provide consistent and accurate support.

15. Chatbots: Instant Customer Engagement
Imagine a virtual assistant handling customer inquiries 24/7. That's the magic of chatbots. One of the key features of CRM is chatbot integration, which enables you to provide instant responses to customer queries, enhancing their experience and saving your team's time. There are many applications and platforms which can help you in getting better insights about the visitors. click here to read the full article.

16. Data Security: Protecting Valuables
Just like you wouldn't leave your prized possessions unattended, you shouldn't compromise on data security. Choose a CRM solution that prioritises data protection through encryption, secure logins, and regular updates to guard against cyber threats.

17. Scalability: Growing Together
Your business isn't stagnant, so your CRM shouldn't be either. A scalable CRM solution with the right features of CRM can grow with your business, accommodating more users, more data, and more complex processes without breaking a sweat.

18. AI and Machine Learning: Unlocking Insights
Imagine if your CRM could analyse patterns and provide recommendations based on data. AI and machine learning-powered CRM solutions do just that. They learn from interactions, predict customer behaviour, and suggest actions to improve your strategies.

Selecting the perfect CRM solution is akin to picking the right ingredients for a recipe. To put it simply, finding the ideal CRM system can be a bit overwhelming. It's like sifting through all the noise and identifying what truly suits your business needs. Think of it as perusing a lengthy restaurant menu to find the dish that truly satisfies your palate, not just the trendy one everyone is raving about.

We understand that sometimes things can get blown out of proportion. This is where we step in. Our goal isn't to oversell you on CRM; instead, we aim to provide you with honest insights. As CRM consultants, we're here to help you cut through the confusion and make sense of what's genuinely beneficial for your business.

Ready to dive in? Let's talk! Book a free 45-minute consultation with us to see how CRM can work wonders for your business. And if you're already using a CRM system, click here to give it a free checkup. No compromises – just better business ahead.

If you're looking to cut through the fluff and get to the facts, let's chat. We'll break down how CRM could (or couldn't) work for your business in a simple, honest conversation.

Thanks for hanging out with us. We're here to help, so don't hesitate to get in touch and take your business to the next level!

Catch you later! 

Karan Sharma

Social Media Expert IT Solutions Solved

Karan Sharma is a skilled content writer, SEO strategist and social media manager. He crafts compelling narratives, optimises content for search engines and designs engaging social media campaigns.