If you are having small business, then finding a right CRM solution is important. Every vendor is going to offer you with entire features and different packages and claim that their software is the best. The truth is that your small business is having some needs and you will need exact features that only some of the vendors are going to provide you. The major goal of the companies is to have a solution that can enhance and support their current operations. Here are the crm database features that you are going to need.
Features you will need
Import and export
This might seem basic to you, but you will be surprised to know that how much a CRM solution can botch on this feature. This feature is important in case you are sampling out the CRM solution and find that you need to switch now. The software you choose must have import and export to the new system without any errors. So, make sure that your software is having this feature.
Cloud support
In today’s competitive environment, you will need a positive CRM and web-based solution in the cloud. You must be able to access your features of the software anytime from all the devices and it is required for your small business. Especially if you are the owner of any business and plan to go to meetings with your clients etc. in such a case you will have to have access to your software all the time.
Lead management
All the prospects that come to your website or store needs to be properly managed. Lead management is one another solution that your crm database must have. It is important because this way you can score all the prospects, as they are ready to cross sell, sell, up sell and it needs to be saved or nurtured for future. Lead management feature can aid you running your marketing and other sales program more effectively and it makes sure that you get hottest leads in priority.
Tracking sales pipeline
Another great aspect of CRM software is the potential to track the pipeline sales. Your CRM software must have the feature especially so that it can track your leads and contacts all through pipeline sales as this become a huge opportunity with the associated that value of them to the end of lifecycle as they can turn into your potential customer. Every step you take is track able through the aid of the software.
Email management and campaignsIf you are not contacting with your prospects and customers via email, then it is hard to imagine how your business is floating. Your Sales CRM software must have email management and tracking feature. This will ensure that communication that you send through email is tracked with the details of your customers and you know what transpired exactly in all the conversation happening with you customers. Your crm database must have the feature of email marketing campaigns at some level and it is necessary to have feature.
