+91 40 6622 0800 (INDIA), 954 603-2959 (USA) marketing@leadprime.com

Tuesday, 23 September 2014

Must have ingredients of a CRM

9/23/2014 11:59:00 am

Share it Please
At some point of time, all businesses opt for investing in a CRM. Although, making an investment in a CRM tool is considered as a good way to enhance the business activities, there are certain platforms that are considered better as compared to others.  If you are facing trouble on deciding which CRM to opt for, here are certain features to look for in a CRM tool.

- Capturing of leads 
Few of the most advanced CRM tool makes it possible to easily capture leads from the business website. When someone visits your portal, they can be asked to fill in their personal details and this information can flow into the CRM database. It helps in bagging most bucks when investments are made in advertising about your website.

-Tracking of communications
One of the other features that you must focus on in a CRM tool is its ability to track all the various ways through which you can communicate with the clients. For instance, when you are dealing with large number of clients, it becomes difficult to keep track of all the conversations via email or phone calls. Only a good CRM tool will help in effective tracking of clients as monitoring of individual interactions will become possible. Staying organized and taking individualistic approach towards interactions will become possible.

- Prompt about reminders 
When purchasing a CRM tool, one must opt for the one that provides option for reminders in a format that is most suitable for your business. If you are required to carry out a follow up with a client, only a CRM will remind you on time. It is possible to receive reminders via SMS or email, depending what is best for you.

- Social media link 
In some places, it will become possible to link the client profile to social media accounts as well. When the personal details of a client will be filled in, then automatically the CRM will get linked to their Facebook, Twitter, LinkedIn profiles. It helps in keeping a track of what is happening in the client’s live and also enhancing relationships with them for a long term.

It has been found that most of the CRM platforms provide a series of features that will help in making life easier.

So, if you are a business owner and planning to bring a CRM review the above mentioned features and select the platform which meets all your requirements without any hassles.

0 comments:

Post a Comment