A CRM solution opens up amazing opportunities for small businesses and large enterprises alike to thrive. Now more than ever, businesses need to expertly manage prospects and existing customers with great care. Using a platform with the best CRM features is an essential part of that strategy, so we compiled a CRM functionality list to help you get started.

CRM Features List

The top CRM software features and functionality include:

1. Contact Management

Contact management is an element of CRM that sometimes goes by customer management software. This allows users to segment your contacts into groups to organize and better cater to them. With this CRM capability, you’ll be able to gather crucial customer data and bolster your marketing strategies when introducing new products. It also improves the personalization of all contacts with customers, making them feel important and catered to. This is a key factor in customer satisfaction!

2. Sales Team and Customer Opportunity Management

Quantifying the opportunities that your sales team has with customers is a relatively basic feature of CRM. Referred to as lead scoring, it allows users to identify the customers that are most likely to convert. This helps streamline sales/marketing teams, improve efficiency and optimize your sales process.

3. Lead Management for Determining High-Quality Leads

No CRM feature list would be complete without mentioning lead management. This technology allows a business to determine the best customers to follow up with based upon demographic and psychographic factors. Like lead scoring, it improves the efficiency and productivity of your sales team by helping them focus on the right leads at the right time.

4. Reports and Dashboards

Once relegated to business intelligence tools, BI, reporting and dashboards have become some of the top CRM features. Users can view statistics in a highly visual, engaging perspective using customized reports and dashboards. They offer real-time data updates and a platform that can be accessed from various portals, improving ease of access for a variety of personnel. Management can use these reports to make data-driven decisions — an investment in CRM BI is an investment in the future of your business.

5. Sales Performance Management

Among other CRM system features, sales performance management offers a range of benefits to sales teams. Managers can easily see what aspects of the sales team are performing well and which need improvement. Data can be organized by sales rep or by other quantifiers. You can manage the performance of sales partners from the platform to ensure your team is performing at its best. By identifying problem areas with concrete data, they can be more efficiently addressed.

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