Common features of CRM
What are the common features?
When configured with the right features, Customer relationship management (CRM) software can do much more than organise contacts. Some common features of CRM are listed below.
Workflow automation.
Create workflows that trigger or provide follow-up reminders and automate repetitive tasks. Workflow automation features save time and effort by automating time-consuming sales tasks like order processing, order tracking, and inventory control.
Employee tracking.
CRM software also helps in tracking employee activity and performance. This can help managers write employee performance reviews, create incentives, reward strong employees, identify those who are struggling, and address areas of improvement.
Lead Management.
Lead Management Technology allows a company to identify the best customers to follow up with based on demographic and psychographic factors. It enhances your sales team's efficiency and productivity by allowing them to focus on the right leads at the right time.
Document management.
CRM's ability to divide your sales and customer data into manageable segments is one of its benefits. Data needs to be stored correctly to utilize it to its fullest. CRM systems efficiently store data. CRMs also have measures to secure and back up data. This feature is vital to avoid losses and security breaches.
Email integration.
Tracking emails in a traditional inbox can be time-consuming and complicated. A CRM's email feature keeps your salespeople organized and efficient. They sync the calendars to plan appointments and engage prospects. CRM automatically pulls in email templates as an email feature that allows sales representatives to spend less time creating email content.
