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.