The Modern CRM Offers Businesses Valuable Functionality

Customer relationship management is an important facet of any operational business’ processes, which makes the benefits a CRM platform provides all the more needed, and welcomed. Let’s take a few minutes to review what these benefits look like, based on the features your CRM should provide. 

Let’s break down the features that you want your CRM to come with.

What Features Should My CRM Platform Offer?

Workflow Automation

The more your CRM solution automates on your behalf, the more time you have to spend on other responsibilities and initiatives. Not only does this save time when all is said and done, it also allows you to reduce the risk of human error in your processes. So, faster results with greater accuracy… who wouldn’t want that?

Integrations

On a related note, the more of your other software solutions or platforms play nicely with your CRM platform, the easier your aforementioned workflows will be. Therefore, seeking out a CRM platform that offers various integrations (like marketing automation, chat, call center, support, and web analytics) with your business’ standard tools will ultimately pay off.

Contact Management

Here’s the thing… you need to be able to keep in touch with the people you’ve turned into leads, prospects, and clientele. Managing your contacts will therefore be an important process that needs to be attended to. A quality CRM platform will feature the means to do so.

Lead Management

Your leads are important to track, no surprise there. A good CRM program is able to make this process far simpler to manage by crunching the numbers and delivering your business with actionable metrics. In this way, your CRM can make it much easier for you to nurture your business leads while telling your team which of their targets are most promising to pursue.

This is just a small sample of what a good customer relationship management system can—and should—do for your business. We can help you get set up with a CRM, just give us a call at (415) 246-0101 to get started.