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