I have discussed the importance and usage of online CRM apps in my previous articles. Some of them highlighted whys while other whats. Today, I am going to discuss the 5 most important features that an Online CRM app must have to be the apple of the customers’ eye. What could be those features? Before we discuss that, I would like to go through a little about the online CRM apps; just to make sure that all of our readers are on the same page. As you may all know that one of this format’s greatest strengths is that it collects and organizes information about your customers and lets you analyze the data for future opportunities. Many organizations in the world have already seen a great success by adopting this technology. What are those reasons that web is full of positive feedback about it? What features these apps offer to the users that sales-based enterprises are keen to adopt it at work places?
Managing Sales Pipeline
Sales are the most important reason for any customer-based organization. The more sales deals a company earn the more profitability is there. Online CRM allows you to manage, create, assign and update the deals. It is perhaps the most important feature and without this, the technology is incomplete.
Efficient Task Management
A CRM app must consist of an efficient task manager within the app to offer its users with a comprehensive solution for inbound and outbound tasks. Meeting customers, making appointments, paper work, answering queries are some of the major tasks which need urgent attention. A CRM app should handle and organize all the related tasks of the business.
Contact Management System
As we all know that customers/clients are the critical part of the business. Let’s not forget your vendors, suppliers or sub-contractors who are responsible for the logistics and deliver the goods. In short, whether it’s about managing your customers or suppliers, you need to have a proper contact management system in place to avoid any disappointment. An effective contact management system makes the job easy for the sales team as well as the other people.
Some people believe that communication is the key to success. Most of the online CRM apps offer an out-of-the-way solution which is the linkage of your business email with your CRM app. This is another important feature that saves not only time and money but unnecessary effort as well. Your sales team or other people can view all the communication which is taking place between the customers about their needs and staff member via emails. Needs-based analysis involves taking the customers’ perspective and identifying what they need but aren’t buying. Let’s not get carried away and move to the next one.
Reports Based Analysis
Reports generation at any time at any level and keeping the track of those report are important tasks. A CRM app should produce all sort of reports especially the ones related to the sales deals, pipeline, win or lost deal. There is another important analysis called sales funnel analysis report which is often looked regularly by the sales staff.
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