In this post, let us consider the top customer relationship management features you can’t miss out on.
What Are the Best Customer Relationship Management Features?
There are many customer relationship management features out there.
Here are some of them:
- Advanced reporting and analytics
- Contact and lead management
- Compliance and security
- Enterprise social media integration
- Customer engagement and automation
- Sales pipeline management
Let us take a closer look at each one of them.
Advanced reporting and analytics
A CRM that does not have advanced reporting and analytics is not worth your time.
CRM software should be able to provide you with metrics and reports that can help you in generating actionable insights.
Advanced reporting and analytics enable users to track the
- Sales pipeline
- Marketing performance
- Customer engagement efforts
- The business impact of marketing campaigns
- Customer retention
- Lead generation
- Sales performance
- Process effectiveness, etc.
CRM software that does not have advanced reporting and analytics features will make it difficult for you to understand your customers’ behavior and make decisions based on this information.
Contact and Lead Management
One of the most important customer relationship management features to look for is contact management.
If your CRM does not have a good contact management module, you will find yourself wasting a lot of time trying to maintain data on your contacts.
You need to be able to create records for your customers, leads, vendors, and partners. You also need to be able to link these records with related documents like email messages, Excel spreadsheets, etc.
This way, you will always have access to the latest information on your contacts.
Compliance and security
Another important customer relationship management feature to consider is data security.
It comes with a lot of responsibility to keep your clients’ data safe.
If you are planning on keeping your data on the cloud, look for a CRM that comes with data encryption and advanced security features.
Enterprise social media integration
Social media marketing is one of the most effective ways of engaging with your customers.
However, if you are using social media platforms to market your products and services, it would be helpful if you could use a single platform to manage all your marketing campaigns.
This way, you can use all the features of the CRM software for managing your social media campaigns and vice versa.
Customer engagement and automation
Good CRM software should help you manage various customer engagement channels.
It should also help you automate the most time-consuming and repetitive tasks.
This will result in your sales and marketing teams being able to concentrate on the important tasks of increasing sales and leads.
Sales pipeline management feature
Most CRM software offers a sales pipeline management feature.
The sales pipeline management feature helps you plan, track and execute your sales campaigns effectively.
Sales reps can see what is going on with each prospect and how long it will take them to close a deal.
They can also see how long it takes for a sale to be realized. This way, they are able to identify the opportunities that are most promising and cut down on wasted time on those that are less promising.
Wrapping Up
When it comes to finding the best CRM software, it is important to look at features that will enable you to better manage your customers.
Look for CRM software with a feature set that includes contact and lead management, advanced reporting and analytics, enterprise social media integration, customer engagement and automation, sales pipeline management, and compliance and security.
