subject: Top Must-Haves In A Web Based CRM Software [print this page] Top Must-Haves In A Web Based CRM Software
So you're looking to upgrade to a Web Based CRM Software. You know that this software will assist you in changing the way your business functions when it comes to customer relationships. The question is, do you know what to look for in a CRM software? Probably not if you've never used such a system, however, below is a few of the top things you may want to look out for:
Comprehensive Contact Management
You want a program that offers you the ability to store comprehensive contact information when it comes to your customers. You should be able to store more then one email address as well as physical addresses. In addition, you want the ability to be able to store contacts based on allocation such as Supplier, Lead,etc.
Comprehensive Lead Management
Your system should allow you to manage your leads in the most effective manner. This means it should have a comprehensive system for lead management that includes converting the lead to a customer upon sale. It should allow you to be able to see opportunities to connect with your customers when it comes to their needs. It should track your activity. The system should be able to interlink customer with the referral considering that current customer referrals are based on leads. This is a great way to see how much "word of mouth" advertising you're getting from your current customer base. Not only that, it would also allow you to view the lead sources that normally do not come by way of referral.
Comprehensive Opportunity Management
Every opportunity you have to make a sale is important. Being able to follow up on those opportunities is just as vital. Your system should allow you to automatically see conversions won, lost and pending. You should be able to see leads connected to several areas such as your sales teams, referral source, accounts and more. Additionally, it should provide you with a dashboard in graphic presentation.
Product Tracking
A great CRM software will allow you the ability to track your products against the clients who purchase them as well as the ability to track your customer's sales history.
Web based CRM software are designed to make the job of Customer Relationship Management a simple one. It should enhance the way you do business. Undeniably, customers are unintentionally neglected somewhere through the sales process. It could be in the beginning when you're trying to convert them from a prospect to a customer or it could be after you've already obtained them as a customer.
Either way, the truth is that customers sometimes get lost in the process. Things are ever-changing in sales and this is the last thing that you want to happen to you. It's easy to forget where you left off in the sales process or it's even easier to forget to follow up once you've converted them into a customer. There is obviously no business without sales and sales is about customers.
This is why a Web based CRM software can assist your business in being more proactive when it comes to customer relations. It can elevate the power of your business and increase your sales revenue greatly. You'll want to find a system that works as hard as you do.
This article stresses a few of the key features you may be looking for. While not every part of the system will be something you need, you at least want to make sure that your investment in this system will provide the key features you need. Review this list and then compare it to your business. Then you'll create a powerful marketing tool for your company.
