What is CRM software?
CRM is defined as the tool to view all your customer information from one central place. It helps you to nurture relationships with customer and prospects to trigger sales and sustain long term profitability. It also streamlines your processes for a smoother workflow.
Here are the key features of a CRM online software:
Contact Management: Organizes customer data in a centralized location. Contact details, demographics, transactions, customer service interactions, and other customer data are easily saved and retrieved.
Reporting and dashboards: Unifies streams of data in meaningful ways that help you to spot patterns, trends, behaviors, and other market insights. Many CRM solutions can also generate real-time data that makes reporting more timely and accurate.
1. Streamline processes for the sales team
Sales automation software lets you define a sales process, implement it, and layout the process to the entire sales team to follow that process, this way there remains no room for error.
2. Organize your sales cycle
Through sales automation software, it is possible to break your sales cycle into stages such as leads, prospects, and opportunities and define tasks to send automated e-mail follow-ups to complete each stage. Managers can be notified if leads are not converted on time.
3. View all communication in one place
Sales management software acts as a centralized database that stores the complete history of calls, emails, contacts, deals, files, and upcoming tasks and appointments. When a salesperson requires it, he can view the entire lead history with the press of a button. A single navigation screen that holds all the communication in one place.