Top 10 Features of CRM Software

What is CRM?

Customer relationship management (CRM) software is the best way to increase sales while keeping track of clients and prospects.

With CRM, you’ll never miss a lead again and can always count on support when needed.

CRM enables organizations to establish client relationships, which encourages client retention.

Since customer loyalty and revenue are two factors that affect a company’s revenue, CRM is a management strategy that increases a company’s earnings.

Need for CRM software

Through dependable systems and processes, customer relationship management (CRM) software helps your company manage customer contacts, offer support, and preserve relationships.

It also connects organizational procedures from marketing, sales, and customer service by incorporating features and functionalities that may strategically support important projects across departments.

Let’s discuss the top benefits of CRM software

Automation to streamline the sales process

CRM software automates the sales processes and also enables users to standardize workflows and procedures related to sales, marketing, and customer service to enhance team cooperation.

Easy access to data

Systems for managing customer relationships have searchable databases that users can utilize to obtain client and prospect information while in meetings.

Additionally, the most recent consumer information is available from any access point thanks to some solutions that enable customers to sync data across different devices.

Business performance

Information that can be used to change customer as well as business behavior.

In order to develop customized dashboards and reports based on client data, certain CRM software manufacturers include analytics functionality.

These reports support managing marketing campaigns, revenue tracking, and also consumer segmentation.

Let’s have look at the Top 10 features of CRM Software

1. Sales Management

Elate CRM automates time-consuming routine sales, marketing, and also support tasks to free up more of your time to focus on your clients.

It also creates efficient processes to reduce human data entry, get rid of duplication, and accelerate the entire process.

Sales managers may enter leads, access the leads and turn them into opportunities, view all sales opportunities at once, or filter by sales stages, status, amount, and probability of close using Elate CRM.

For the leads, it can also generate bids and orders.

2. CRM Dashboards

The Customer Relationship Management (CRM) Dashboard will offer you a brief overview of all the significant sales statistics and metrics, goals to be met, and the productivity of all of your company’s sales leaders.

Your potential clients, current clients, and their orders will all be listed in detail in the overview widgets that are generated on the dashboard panel.

Dashboard includes

• Dashboard Widgets
• Widgets for new customers as well as support.
• Order Monitoring.
• widgets for leads
• Tracking and Reminders for Follow-Ups

3. Lead Management

CRM’s lead management feature collects all of your leads in one location to keep your pipeline clear and also deal-focused.

Effective communication and also nurturing are essential for converting leads into potential customers.

Elate CRM’s lead management tool provides adequate follow-up to move your leads through the sales pipeline from lead creation through scoring to conversion.

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