If you want your business to run faster, easier, and more efficiently, there's a simple solution, a “CRM system”. The decision to introduce a CRM system into the company can enormously increase internal communication, communication with customers, productivity and sales figures. In the long term, it also improves the satisfaction of employees and managers. With a growing number of choices in the market place, it is difficult for beginners, especially, to choose between the many options and determine which system is best for their business. It is 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 be able to develop its full potential and to provide your company with the desired contribution to increasing productivity and sales, it should definitely enable the following functions, regardless of the specific needs of your company.
Contact management
Almost every CRM system offers this feature, with which you can manage and maintain customer data. It should give users complete Facilitate an overview of every customer, partner or prospect across departments. The input of contact data should be optimized and user-friendly designed by this tool. Each interaction should be quick to create and easy to access.
Dashboard
The dashboard enables 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, whether there are only three or 10 of them. It should ensure optimal lead management and enable in a simple way that Leading 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 Assigning, coordinating and completing tasks. In this way, every team member is familiar with the tasks and responsibilities of their colleagues and is always up-to-date with them project progress.
Reports
Through the automated evaluation of the data entered, a CRM system should make it possible, based on various criteria, evaluate the data, analyze sales activities and the possibility meaningful reports and forecasts easy to export.
Automated data collection
A CRM system should make data collection easier. One of the most important features of a CRM system is better tracking of leads or customer contacts. Make sure that the CRM system has a automated logging of calls and emails. The result of this feature is enormous time savings, because your employees no longer need to manually upload e-mails or calls made to the CRM system. This information will automatically assigned to the respective lead or customer. In addition, many CRM systems enable the automatic sending of follow-up mails. All this information and data is stored in the system and is available to your employees at all times.
Mobile Version
It is a great advantage, especially for field staff, if the CRM system also has a mobile Version as app features, which can also be accessed outside of the office. In this way, 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 the management of a company to access desired data, appointments or evaluations to have insight at any time.
Save templates
Sales reps spend a lot of time creating sales emails or informational material for potential or existing customers. If a CRM system has an integrated content inventory, this feature enables that save e-mail templates or information material, making it easily accessible to every employee. In this way, your employees save time and do not have to rewrite every email.
Integration with Marketing Automation
Most CRM systems offer the possibility to organize and control online and offline marketing activities. Marketing automation is software used to send personalized messages to customers and leads. If you already use marketing automation software in your company, before choosing a CRM system, you should make sure that the Marketing software can be integrated into the CRM software.
You will also find all the functions listed in the CRM software 1Tool. Our team accompanies you in your CRM project - starting with the Planning an individual CRM strategy, over the holistic CRM implementation, up to CRM training and running Maintenance.
Together with you
we develop a CRM strategy for the systematic design of your
Customer relationships.
With us, the implementation and the Switching from old systems to 1Tool child's play.