Phillips Campbell en IT - Information Technology, Marketing, Business Marketing Manager • ROLUSTECH 16/11/2016 · 1 min de lectura · +400

5 CRM features every business needs

5 CRM features every business needs


“Information technology and business are becoming inextricably interwoven. I don’t think anybody can talk meaningfully about one without the talking about the other.”  -Bill Gates . Customer Relationship Management (CRM) software assists integration of Information Technology and businesses. If you are an organisation, you must be looking for a CRM! However, there are innumerable CRMs in the market, making the process of choosing CRM a tedious one.  Rolustech can help you identify the best CRM features for your business, and as a starter, we will list down 5 CRM features that your business needs.


Easy to integrate, Simple to Use

It should not be a burden to integrate your CRM and your business processes. CRM must be compatible with the technology you are using currently.  Lesser the effort required for integration, the better choice you have made.

Ease of use for your employees is another factor  you should look for in your CRM features. If your CRM has an unfriendly interface, it might lead to your employees being demotivated to use the software, and this would lead to your CRM proving useless or ineffective irrespective of all other features it possesses.

To sum up, first steps to choosing a CRM for your business are:

How easy will be integration with your business?

How simple is it to use CRM?


Accessibility

Accessibility of data at various locations cannot be missing in list of CRM features. A CRM must be accessible at various locations – at customer sites, at trade shows, from partners’ premises and the version that is accessible at remote locations must not be a dumbed-down version of your CRM. Accessibility of your IT solution is going the boost the productivity and efficiency of your business.

Till now, we have talked about accessibility via computer screens. Nevertheless, your CRMs must be accessible through mobile devices. Mounting use of mobiles means accessibility via mobile device must exist on your CRM features list.  To summarize, accessibility at all possible locations is a MUST!


Ease of Customization

Coming up with a list of CRM features that meets all your present and future business requirements is like painting the whole world. Also, a CRM is a long term investment. Keeping these factors in mind, your CRM must be easily customizable. We at Rolustech have done over 500 customizations, and when we recommend you to choose a customizable CRM, we mean it. Syncing of your emails and calendars with your CRM, visualization of your clients on the world map and making and receiving calls via your CRM is one of the very few features you might require and not many CRM are going to have these features. So keep ease of customization on your list of CRM features.


Analytics

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Hassan Aman 16/11/2016 · #1

Number 4 has always been my favorite and yes, totally, ease of customization and analytics are KEY.!

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