Important features every CRM software should have

In today's fast and busy life, it is difficult to manage business. Relationship with customers are special and need to be managed more carefully. It requires a lot of attention and continuous collaboration with customers. For that, CRM technology is the best solution.

What does CRM software mean?

CRM = Customers + Relationship + Management

CRM software helps manage existing customers and find new ones. It is a basic and essential element for business nowadays which helps improve performance of the company in every department be it HR or Finance or any other department. Each CRM system has different features and functions. It becomes difficult to find the perfect CRM system according to user requirements. It is upon the user to choose an essential and  effective system for business according to their requirements.

There are many different effective features for CRM systems. Some are given below:

• Simple and easy to use:

When finding a solution for a problem, if the solution is as difficult as the problem then it doesn't make any sense. If the system is complicated then it kills the motivation of the user to use it. A simple and basic structure is required to operate daily routine of business.

• Remote access:

In today's world of modern technology, the need of remote access is increasing. CRM software requires the ability to be operated from anywhere.

• Contact management:

The system should manage the contact details in order to create a mutual relationship with customers, manage the profiles and past records of the company relations with customers.  

• Mobile access:

As according to the remote access, the system also demanded to be operated by handheld devices. It is generally important for the field personnel who requires contact information, system data and organizational schedule to complete the task. It is useful for them to operate from anywhere through their phones. In 1999 Siebel released first Mobile CRM- Siebel sales. ( source: history of CRM software )

• Integrated analytics:

After collecting data, it should be necessary to analyse data before its applications. The system should provide decision making analytics for easy and frequent tasking. The system should also give the real time data and product availability before placing the order.

• Partner management:

Every CRM system does not contain these feature but it helps to connect the two companies and channels, improve their communication and maintain their relationship with a profitable business.

• Opportunity management:

The system provides feature to assign and manage the task given to the employees based on their skills and performance.

• Task management:

CRM system should provide the feature of management of multiple lists. It can handle the accounts of the company in order to organize information and manage relationship.

• Sales process analysis:

The system organize and manage the process for business. It collects and analyzes customers data from various sources in order to create strategy for profitable business.

• Reports and analysis:

The system provides features that analyse the business data and provide a analytical and statistical structure report with graphics and audio - visual aids to improve and manage the performance of the company.

• Mobility:

For the effective performance of the system, it requires a support system which should be stronger and available through more than one channel. So that employees and members can use the system effectively for the better performance of the company.

As towards the conclusion, there are many CRM software available and every software has it's own unique features and function. But it is important to choose a perfect and effective software according to the requirement to avoid the negative phrase and achieve the positive and profitable growth in business.