Features of Customer Relationship Management Software.
Workflow automation
Workflow automation allows you to create intelligent workflows using logic or rules, such as if-then-else, to automate repetitive tasks, including following up on leads, raising invoices, and sending emails. You receive notifications when tasks are completed as well as reminders if you need to input data manually. Workflow automation helps salespeople save time, avoid duplicate jobs, and ensure that the right actions are completed at each stage of the sales process.
Lead management
Generating leads is the first step in the sales cycle. CRM software helps capture lead details from multiple channels, including web forms, phone calls, social media platforms, and emails. Lead management functionality ensures that you don’t lose any leads and that you score and qualify leads correctly. It also tracks the progress of leads through the sales cycle and helps decide on marketing initiatives for nurturing them.
Quotes/proposal management
This feature helps create and send quotes and proposals directly from your CRM solution. It also allows you to revise quotes, export them as PDF or Word files, and customize them to meet your client’s currency and tax structure. You can also share quotes with other colleagues or supervisors for approval.
Contact management
Contact management involves recording customers’ details, such as name, phone number, address, and social media handle, in a searchable database. It also tracks and saves customer interactions in the contact database to build an integrated client profile. Contact management saves sales representatives the time and effort spent on remembering customer details or searching for them in multiple databases.
Email is the most preferred channel for B2B communication. Email management offers the ability to send mass emails, track email conversations with clients, plan drip email campaigns, and send automated emails to clients for events such as birthdays or anniversaries. As per Software Advice call notes analysis, an option to integrate the CRM system with existing email applications, such as Outlook or Gmail, is highly desired by buyers.
Reporting and analytics
Reporting and analytics is required across all major business functions that CRM supports—sales, marketing, customer service, field service, ecommerce, and more. It helps track metrics such as profitability, rate of customer retention, and effectiveness of marketing campaigns. Reports and dashboards provide a high-level view (with drill-down options) of how a business is faring on different metrics. This feature also lets you share reports with different teams to make collaborative data-driven decisions.
Marketing
Marketing-related inquiries mainly revolved around the ability to segment and nurture leads, prepare and launch marketing campaigns, track campaign optimization, and support social media marketing. The marketing function covers aspects such as content marketing, marketing resource management, and automation. Marketing automation helps reduce costs and improve the efficiency of marketing initiatives.
Pipeline management
Sales pipelines help visualize the sales cycle and identify where in the sales funnel a particular deal is. They allow you to sort and filter deals and perform bulk actions, such as sending emails to select customers. If you sell different products, you can create multiple sales pipelines to compare sales volume across products. Pipeline management helps tally sales with revenue and decide which deals to proceed with on priority and which ones to drop.
CRM Software & Tools for Your Whole Team
CRM software is just about contact management? Think again.Hyper Expert CRM has free tools for everyone on your team, and it’s 100% free. Here’s how our free CRM solution makes your job easier.
Hyper EXPERT CRMS for Sales Leaders
With the easy-to-use Hyper Expert CRMs, you’ll never manually update reports or wonder how your team is tracking toward quotas.
-
Track and analyze sales activity in real time.
Get a real-time view of your entire sales pipeline on a visual dashboard. Access detailed reports on sales activity, productivity, and individual performance. Then use those insights to track team performance and spot opportunities for growth. Enjoy unlimited data and up to 1,000 contacts with no time limit or expiration date.
-
Looking for enterprise CRM features?
Hyper EXPERT Smart CRM offers enterprise CRM functionality to help you unify your data, teams, and tech stacks on one platform. Get premium versions of all the free CRM features you see here
Showcased Industries
We are here to help you! Call or chat to connect with us right away.
Let us give you more details about the special offer website you want us. Please fill out the form below. We have million of website owners who happy to work with us!