If you want faster, simpler and more efficient processes for your company, there is a simple solution, a “CRM system”. The decision to introduce a CRM system into your company can increase internal communication, communication with customers, productivity and sales figures enormously. In the long term, it also improves employee and management satisfaction. There are more and more options on the market, making it particularly difficult for newcomers to decide between the many options and determine which system is best suited to their company. This makes it all the more important to know the most important functions of a CRM system. These should be geared towards the end user so that the CRM system
In order for the CRM system to develop its full potential and make the desired contribution to increasing productivity and sales for your company, it should in any case enable the following functions, regardless of the specific needs of your company.
Contact management
This feature, which can be used to manage and maintain customer data, is available in almost every CRM system. It should provide users with a complete overview of every customer, partner or prospective customer across all departments. The entry of contact data should be optimized by this tool and designed to be user-friendly. Every interaction should be created quickly and be easy to access.
Dashboard
The dashboard provides a quick and clear insight into relevant data, deadlines, orders and upcoming activities. It should adapt to your individual requirements and be as clear and easy to understand as possible.
Phase overview
A good CRM system should be able to adapt to the defined sales phases in your company, regardless of whether there are only three or 10 of them. It should ensure optimal lead management and make it easy to move deals from one phase to the next.
Task management
With larger projects, it is often difficult to keep track of the individual tasks. With the help of a CRM system with an integrated task management feature, it is possible to assign, coordinate and process tasks. This means that every team member is familiar with the tasks and responsibilities of their colleagues and is always up to date with the progress of the project.
Reports
By automatically evaluating the data entered, a CRM system should make it possible to evaluate the data using various criteria , analyze sales activities and easily export meaningful reports and forecasts .
Automated data acquisition
A CRM system should facilitate data collection. One of the most important functions of a CRM system is the improved tracking of leads or customer contacts. Make sure that the CRM system has automated logging of calls and emails. The result of this feature is a huge time saving, as your employees no longer need to manually upload emails or calls made to the CRM system. This information is automatically assigned to the respective lead or customer. In addition, many CRM systems allow follow-up emails to be sent automatically. All this information and data is stored in the system and is available to your employees at all times.
Mobile version
For field staff in particular, it is a great advantage if the CRM system also has a mobile version as an app that can also be accessed outside the office. This means that your employees can access the necessary documents or contact data anytime and anywhere, either from their notebook, smartphone or tablet, and without delay. The mobile version also makes it possible for a company’s management to access the required data, appointments or evaluations at any time.
Save templates
Sales employees spend a lot of time creating sales emails or information material for potential or existing customers. If a CRM system has an integrated content inventory, this feature makes it possible to save email templates or information material so that it is easily accessible to every employee. This saves your employees time and means they don’t have to rewrite every email.
Integration in marketing automation
Most CRM systems offer the possibility to organize and control online and offline marketing activities. Marketing automation is software that is used to send personalized messages to customers and leads. If you already use marketing automation software in your company, you should make sure that the marketing software can be integrated into the CRM software before selecting a CRM system.
You can also find all the functions listed in the CRM software 1Tool. Our team will support you with your CRM project – starting with the planning of an individual CRM strategy, through holistic CRM implementation, to CRM training and ongoing maintenance.
We work with you
to develop a CRM strategy to systematically shape your
customer relationships.
With us, implementing and switching from old systems to 1Tool is child’s play.
