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TOP 40 CRM FEATURES
CONTEXT:
INTRODUCTION40 CRM FEATURESCONCLUSIONS
INTRODUCTIONA CRM solution along with its native integrations into key marketing technologies like marketing automation make for an amazing opportunity for small businesses and large enterprises to thrive.
Contact ManagementOrganize your contacts into groups and into any context that you see fit.
Sales Team and Customer Opportunity ManagementYou can now locate the customers that are most likely to convert using this technology.
Lead Management for determining high-quality leadsAllows a business to determine the best customers to follow up with based upon
demographic and psychographic factors.
Reports and DashboardsUsers can view statistics in a highly visual, engaging perspective using customized
reports and dashboards.
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CRMFEATURES
Customizable Home Screen and LayoutsThe UI of the program is flexible enough to accommodate the visual perspective of
everything including the home screen.
Sales AnalyticsCreate better sales campaigns in the future by analyzing the hard data of past
campaigns.
Mobile CRM including a Mobile App and AlertsTake customer relationship management on a remote device using mobile CRM
programs.
Sales Force AutomationYour CRM platform has the ability to automate certain aspects of your sales.
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CRMFEATURES
Sales ForecastingForecasting lets you know a benchmark by which you can determine whether your
results are actually the part of your effort.
Sales CollaborationYou can attract more sales by putting together people who work well together by the
numbers.
Email Client IntegrationGain all of the automation and the organization of a dedicated email client inside of
your CRM user interface.
Workflow and ApprovalsA good program will be able to tell the difference between a good and bad workflow.
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CRMFEATURES
Territory ManagementOrganize leads lists by geographic location and assign to respective sales
representatives.
Sales DataYour CRM program will organize your sales and customer data into manageable
chunks.
CRM Data / File StorageCRM program can pull up the data in an efficient manner.
Files Sync and ShareCRM functions as the synchronization platform for many of your outside programs.
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CRMFEATURES
Inside Sales ConsoleThe platform for increasing sales performance through a more efficient UI is known as
the inside sales console.
Sales Performance ManagementA manager can easily see what aspects of the sales team are performing well and which
need improvement.
Partner ManagementYou can also manage the performance of sales partners from the platform.
Marketing Automation IntegrationYou can control the terms of automating parts of your marketing program .
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CRMFEATURES
Chat integrationYou can chat with employees, partners and provide customer support from the UI
directly.
Call Center Automation and IntegrationControl your call center from your CRM UI and integrate any third party program into a
single platform.
Web Analytics Integration Check the stats behind your website on your UI.
Support automationControl the output of your customer support features from your UI.
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CRMFEATURES
Web-based / Cloud-Based CRMUse your CRM online through your desktop or mobile browser/app.
Online Support EnvironmentsGain support not only from downloaded FAQs, but also from real-time message boards
and online FAQs and chats.
Product Level QuotesKeep up with quotes for the products that you sell individually.
Role-based ViewsControl what different users see within your CRM.
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CRMFEATURES
API AccessAttach your CRM to various platforms that extend capabilities.
Open SourceUpdates come more quickly when all programmers can add to the system.
SQL-Based Reporting AccessIntegrate CRM data into SQL-based reporting environments.
Testing EnvironmentTest functionalities and strategies before rolling them out.
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CRMFEATURES
3rd Party IntegrationsAttach other programs to your CRM for added functionality.
Web Forms, Web-to-LeadCreate embeddable web forms without hassle.
Campaign ManagementManage your entire sales campaign from a single UI.
Customization optionsThe more customization, the more CRM flexibility available.
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CRMFEATURES
ERP integrationIncrease your efficiency by connecting your enterprise resource planning into your
CRM.
Social Media Management Integration Dedicated SMM efforts can be managed from the CRM UI.
Case Management / Customer SatisfactionManage each customer case individually and efficiently to improve customer
satisfaction levels.
Collaboration software integrationIncrease your ability to collaborate within your organization
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CRMFEATURES
CONCLUSIONCRM Systems like Infor CRM, Salesforce CRM, Microsoft Dynamics CRM, Zoho CRM, and more
often have these CRM features.
Presented By: ARISTA INFOTECH