5 CRM Features Your Company Needs

Looking beyond the dozens of features that various CRM Systems have to offer, there are specific features which your CRM system must adequately provide to ensure your business is able to attract and retain customers successfully.  Here are 5 CRM Features your company needs and should look out for:

Remote Access

Your CRM System should give your employees access to customer information remotely from any location and device. Remote access is critical to obtain real-time information as well as provide your employees a way to update your CRM system with vital information on clients and partners.

Security

If you are a company where there is an overlap between departments in terms of roles and responsibilities, it would be easy for the wrong person to gain access to confidential information from your CRM system. It's important to put in measures which monitor what information is accessed through your CRM system. Additionally, encrypted access and a secure server is important if you're remotely accessing your company's real-time information from your CRM system.

Decision-making Analytics

Your CRM system should aid your company in improving customer service, resolving customer issues, tracking customer behavior, among other areas your company can gain critical insight.

Customization

Your solutions partner should customize your system with all the unique applications and add-ons to fit the growing needs of your company. Bear in mind that your CRM system should last for years and keep pace with modern technology.

Reporting

Your CRM system should be customized to generate reports to help your business make decisions that are based on real-time information and facts. It's important to have a CRM system that will generate reports periodically so that you stay up-to-date on the business activities of your company.

 Considering how to implement a CRM System?

Register for our FREE Webinar today!

Nilofhar Zarif - Kadir, Web Marketing Assistant, WebSan Solutions Inc., a 2014 Ontario Business Achievement Award Winner for Service Excellence

WebSan Solutions Named a 2014 Top 100 VAR Star
5 Reasons to Choose Cloud Computing
WebSan Solutions is a Gold Certified Microsoft Partner

Multi-Award Winning

Gold Microsoft Partner

Microsoft Partner of the Year

Dynamics 365 Business Central

Microsoft Canada Impact Award

Business Applications

Microsoft Inner Circle

Business Applications
WebSan is a Microsoft Solutions Partner

© Copyright 2024 WebSan Solutions Inc.WEBSAN is a trademark of WebSan Solutions Inc. Registered in Canada and other countries.