
Top 6 features to look for in a CRM software
CRM software can improve businesses by helping organize leads and customers, saving time and resources, and building user connections. A business will have access to multiple CRM solutions in the market. However, one must ensure they pick the right type for the venture to best suit one’s requirements. Each CRM software has a unique feature set that could fit individual business requirements. Below are six top features one should look for in a CRM platform. Revenue tracking Revenue is at the heart of any business. Therefore, an entrepreneur should ensure the CRM software has revenue-tracking features. The tool may help monitor real-time data about where sales come from, sales team and representative performance, and overall profitability. Ease of use While sophisticated CRM software might be too advanced for a beginner, one should ensure the interface is easy to use and navigate. A user-friendly dashboard will make it easy for new employees to operate and learn quickly, avoiding time wastage and improving productivity. Compatibility Modern CRM software should be able to integrate post-sale customer management tools. For instance, while one may have taken the tool for marketing purposes, it should also be compatible with other plug-ins like sales, social media, web analytics, customer service, and order management.
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