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Sales Team and Customer Opportunity Management

Mobile CRM including a Mobile App and Alerts

Customized Reports and Dashboards

Lead Management for determining quality leads

We Simplify your CRM Deployment

Customer relationship management (CRM) software can carry a lot of the workload for business processes, especially the sales process. A CRM solution along with its native integrations into key marketing technologies like marketing automation make for some amazing opportunities for small businesses and large enterprises to thrive.

Now more than ever, businesses need to expertly manage prospects, opportunities and existing customers with great care. Using a CRM platform is an essential part of that strategy.

Having deployed dozens of different CRMs for various business sizes, there are tons of features and functionalities you must consider before buying and implementing a customer relationship management system.

To select the right CRM, you need to:

  • know all the available CRM features are,
  • know what specific CRM functionality your team and organization needs.

What are the most common CRM Features / Functionality?

Contact Management

This feature allows you to organize your contacts into groups and into any context that you see fit.

Sales Team and Customer Opportunity Management

Quantifying the opportunities that your sales team has with customers is a relatively new feature that is now available for business. You can now locate the customers that are most likely to convert using this technology.

Lead Management for determining high-quality leads

The technology now allows a business to determine the best customers to follow up with based upon demographic and psychographic factors.

Web Analytics Integration

Check the stats behind your website on your UI.

Reports and Dashboards

Users can view statistics in a highly visual, engaging perspective using customized reports and dashboards.

Customizable Home Screen and Layouts

The UI of the program is flexible enough to accommodate the visual perspective of everything including the home screen. Layouts can also be changed.

Sales Analytics

Create better sales campaigns in the future by analyzing the hard data of past campaigns.

Mobile CRM including a Mobile App and Alerts

Take customer relationship management on a remote device using mobile CRM programs. A user can also receive valuable alerts about a CRM program being managed from a central location on a mobile device.

3rd Party Integrations

Attach other programs to your CRM for added functionality.

  • Web Forms, Web-to-Lead
  • Create embeddable web forms without hassle.
  • Campaign Management
  • Manage your entire sales campaign from a single UI.
  • Customization options
  • The more customization, the more CRM flexibility available.
  • ERP integration
  • Increase your efficiency by connecting your enterprise resource planning into your CRM.
  • Email marketing integration
  • Pull in the full power of your dedicated email marketing platform.
  • Social Media Management Integration
  • Dedicated SMM efforts can be managed from the CRM UI.
  • Case Management / Customer Satisfaction
  • Manage each customer case individually and efficiently to improve customer satisfaction levels.
  • Collaboration software integration
  • Increase your ability to collaborate within your organization through integrations with popular collaboration software.

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