Now that you just’ve set your targets and gathered enter out of your crew, it’s time to make a checklist of important options in your CRM system.

What do you want the CRM to do? This can rely upon the particular wants of your small business.

At Small Enterprise Bonfire, we prioritize the next options:

• Contact administration & scoring
• Workflow automation
• Customizable pipeline administration
• Third-party integrations

Once more, it will fluctuate relying in your particular kind of enterprise.

CRM Characteristic Examples

Let’s get into some particular examples. We’ll give a quick description of every characteristic and spotlight why it may probably be necessary for your small business.

Contact Administration & Scoring

This characteristic lets you arrange and maintain observe of all of your contacts in a single place.

You may as well assign scores to every contact in order that it’s simpler to prioritize leads. Some CRMs have AI-powered scoring that can mechanically prioritize leads based mostly on their engagement ranges.

This characteristic is nice for gross sales and advertising groups who wish to goal high-value leads.

Reporting and Dashboards

Reporting and dashboards allow you to observe the efficiency of your crew, campaigns, and different metrics. That is particularly helpful in case you’re seeking to maximize effectivity or get a greater understanding of buyer habits.

This characteristic additionally makes it simple so that you can analyze information and make knowledgeable selections based mostly on the outcomes.

Gross sales Workflow Automation

This characteristic lets you automate your gross sales course of and be certain that every step is accomplished in a well timed method. You may as well arrange automated emails, duties, and reminders to maintain your crew on observe.

Automation will save time and make it simpler so that you can keep consistency throughout all phases of the gross sales cycle.

Lead Administration

Lead administration options will show you how to maintain observe of leads and prioritize them based mostly on their potential worth. 

This is a vital characteristic for any enterprise that desires to maximize conversions and ensure they’re focusing on the suitable prospects.

Territory Administration

In case you’re managing a geographically dispersed gross sales crew, territory administration options will show you how to observe every crew member’s efficiency. This can make it simpler so that you can determine underperforming territories and regulate your technique accordingly.

E mail Advertising

E mail advertising options let you simply create and ship automated emails to prospects. 

This may be a good way to spice up engagement and maintain your prospects knowledgeable about new services or products.

Gross sales Forecasting

Gross sales forecasting options show you how to predict future gross sales and observe efficiency in opposition to targets. 

This can let you regulate your technique accordingly and be certain that you’re on observe to fulfill your targets.

Integrations

Most CRMs have a variety of integrations with fashionable enterprise software program comparable to QuickBooks, Zendesk, Slack, and extra.

This characteristic is a must have, in our opinion, as a result of it lets you take information from a number of sources and combine it into one streamlined system. This makes it simpler so that you can make selections rapidly and effectively.

Cross Platform Capabilities

It’s necessary to decide on a CRM that has cross-platform capabilities. This can guarantee that you could entry your information and insights from any machine or platform.

That is particularly helpful in case you’re operating a global enterprise, because it permits everybody within the group to keep linked no matter their location.

Customizations

You’ll wish to guarantee that your CRM has customization choices. This can let you tailor the system to fulfill the particular wants of your small business.

For instance, you might want so as to add extra fields or create customized stories and dashboards. Customizations will assist be certain that your CRM is optimized for max effectivity.

A Cell App

A terrific cellular app could make an enormous distinction in the way you work together along with your CRM.

Having an app will let you entry information and insights on the go, serving to you keep linked and knowledgeable even while you’re away out of your desk.

If this can be a must-have characteristic for your small business, we suggest testing Freshworks. The CRM device affords 3 separate apps for gross sales, customer support, and chat.