3 CRM features you should definitely know about

CRM software, although a big initial investment, is the best way to organize and streamline customer relations by keeping contact details up to date. When you utilize CRM software for your business, you open the door to boost sales and enjoy customer loyalty.

When you’re shopping around for a CRM system, you’re going to be presented with an overwhelming amount of features, and some of them are more expensive, so it’s important to know which features benefit your business the most. We recommend the features listed below, especially if this is your first time using a CRM system:

1. Workflow automation

When new customers visit your website for the first time and are interested in your product or service, they are going to place an order or fill out a contact form to learn more information. If your CRM software is set up correctly, that customer information is automatically given to a sales representative or department.

When the customer service or sales representative follows up quickly, you’re more likely to close sales and generate repeat sales, leading to more revenue for your business. Another convenient feature of workflow automation is the ability to re-engage customers with little to no effort on your end. For example, if a customer does not respond to your message, a follow-up email is sent within two business days.

2. Sales Forecasting

Being able to predict how quarterly and yearly sales are likely to turn out is a game changer for business owners across all industries. To make this goal a reality, business owners must have a tool like CRM software that generates prediction reports based on real-time data.

With access to new forecasting data, you’re able to make more informed decisions for a better future without your opinion being swayed by emotions.

3. Third Party Integration

Salesforce integrates with tools you may already be using for marketing, ERP, or accounting. This is a huge perk and if you’re not using any of the third party integration tools yet, it’s time to start. Salesforce provides a list of integrations with popular apps on their Appexchange. By integrating these tools, you can reduce double data entry, speed up the fulfillment of orders, or even automate the population of marketing lists.

If you are new to the CRM world and need help integrating your software correctly, check out the team at 17 Grapes. They have the right tools to help you increase sales and make informed decisions to grow your business with confidence. Click here or call 801-245-0500 to receive a free quote.