Little Known CRM Features

chart tablet Little Known CRM Features

If you work with a customer relationship management software on a daily basis, there is a chance that you use it for the same functions. Often times, the software offers so much more than what businesses use it for, leaving many features left untapped. It is always important to make sure that you are getting the most out of your software, knowing the complete ends and outs of it, so that your company maximizes its use, getting your money’s worth.

In today’s blog post, we will discuss a few of its features that tend to be left behind during its daily functions. Read below to learn more about your software and how these unknown features could potentially benefit your business.

Sales and Lead Generation

For all businesses, especially those in the retail and sales industries, having a CRM software that caters to lead generation is a given. However, not all software solutions have a sales and lead generation functionality. Implementing software that meets your needs is important, but what is even better? Playing the long game and thinking ahead when it comes to your business. Growth. You want a customer relationship management software that can help prepare your business for its (hopeful) expansion throughout the years. Considering sales and lead generation as part of your software is a must, especially is expansion is on your mind and part of your business plan.

Multiple Forms of Access to Software

As we have covered in our previous blog posts, there are different ways to access your software, whether it is on premise, through cloud and even with mobile integration. Many businesses do not know that there are so many options when implementing CRM software, which is why research is incredibly important. Being able to access your software no matter where you are, is an investment worth taking. With cloud and mobile integration, you have all of the information you need at the palm of your hand, no matter where you are in the world. Depending on what your business is looking for, the different options for software can help make your daily life much easier and more convenient.

Voice Memos

A great software feature, and one that often goes unmentioned, is voice notes. During phone calls with customers, taking note of important information helps you recall the conversation, but many things can happen while manually taking notes. Bad penmanship and missing important details are just a few things that could potentially go wrong when writing down notes. There is no need to worry about that anymore since CRM allows for phone calls to be recorded up to a certain length of time. This feature helps you to cut down on note taking completely, sense you are able to recall and listen to an entire conversation through a recording. It is the little details that we tend not to think about that make our jobs easier.

There are many other features in customer relationship management software that we didn’t cover, but are there for you to utilize and enjoy. What is most important is finding a software that works best for your company, its current and future needs. Researching before the implementation process allows for you to truly consider what it is your company needs in an effort to make your work life easier and less stressful.

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