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