Embarking on the journey to enhance your business’s revenue potential, you’ve wisely chosen to invest in a customer relationship management (CRM) platform. Well done! You’re now poised to take a significant step towards boosting your company’s profitability.However, the next critical choice lies ahead: selecting the right CRM platform for your needs. Concerned about the essential features to consider? We’re here to guide you.Continue reading to uncover the key features of CRM software that are essential for maximizing your sales and revenue.P.S. Seeking to commence with one of the finest CRMs immediately? Look no further than Nutshell! Nutshell empowers you to monitor audience behavior and data, transforming enduring relationships into substantial revenue streams!Perplexed about selecting a CRM? Explore our comprehensive list of the top CRM software features to watch out for below:
Contact management
Workflow automation
Third-party integration
Lead management
Real-time data
Reporting
Sales forecasting
Email integration
Meeting scheduling
Pipeline management
At the forefront of our CRM software feature list is contact management. To foster robust relationships with your prospects and customers, understanding their contact details—such as email addresses and phone numbers—is paramount.Armed with this information, you can deliver targeted content designed to facilitate conversions.
Ensure your chosen platform facilitates the collection and storage of essential contact information from your audience. The added advantage? Your CRM software will automatically gather this data, streamlining your team’s efforts.Marketing automation is a game-changer, saving considerable time and resources. Thus, workflow automation is a standout feature in CRM software, boosting productivity and efficiency.Workflow automation capabilities include:
Alerts for completed quote or contact form submissions
Preset responses to customer messages or emails
Follow-up messages for unresponsive prospects
Logging and tracking audience interactions with your brand
And moreThese automated processes simplify time-consuming tasks, allowing your team to tackle a greater number of daily tasks.
Next on our CRM feature priority list is third-party integration. It’s imperative to connect your CRM platform with your website and existing tools.For instance, integrating your CRM with your email marketing platform and other marketing tools, including accounting software and social media monitoring tools, is a strategic move.By integrating your CRM with other applications, you can synchronize data across channels and automate various marketing tasks, enhancing efficiency. Therefore, third-party integration is a crucial CRM feature to consider.Maximizing conversions and sales necessitates effective lead management, which is why this feature is indispensable in CRM software.Lead management capabilities enable you to identify, score, and monitor leads as they progress through your sales funnel, ensuring you pinpoint high-quality leads that will deliver the most value to your business.By providing these leads with the necessary information for conversion, you’ll see an increase in revenue for your company.Our CRM features list continues with real-time data, offering an instant overview of your audience’s interactions and behaviors on your website.With real-time data insights, you can monitor the following about your audience:
Visited pages
Most-viewed content
Time spent on your website
And moreThis information allows you to understand how your audience interacts with your website and identifies the marketing channels and messages they respond to most.For those seeking to eliminate the manual labor involved in data analysis and trend identification, opting for a CRM that generates reports is essential.After all, the insights provided by your CRM are pivotal for closing more deals and increasing sales.
A CRM reporting feature enables you to compile all the data your CRM offers into a concise, easy-to-understand report. Consequently, you can swiftly identify trends to optimize and enhance your sales and marketing strategies.Forecasting future sales is a crucial task. It aids in adjusting your marketing messages and allocating funds to appropriate channels and CRM strategies. Hence, sales forecasting is a standout feature in CRM software you should not overlook.A sales forecasting feature allows you to predict future sales based on historical data from your sales pipeline. For instance, it may predict increased popularity for a particular product next month. With this knowledge, you can allocate resources to promote this product and drive more sales for your business.For sales teams that send numerous emails to prospects and existing customers, ensuring your CRM has email integration is crucial.Email integration capabilities include:
Accessing past conversations with prospects
Sending follow-up emails
Creating and accessing email templates
And moreThis feature aids in keeping your sales team organized and productive, allowing for effective engagement with prospects and customers.Next on our CRM features list is meeting scheduling. Your sales team may spend a considerable amount of time scheduling meetings and sales pitches with prospects. Wouldn’t it be ideal if your CRM platform could assist with this task as well?Fortunately, many CRMs come with a convenient meeting scheduling tool, enabling prospects and team members to book and set reminders for appointments.This feature syncs your calendar with your CRM platform, allowing you to share your availability and facilitate prospects in booking the most convenient time.Lastly, our CRM features list includes pipeline management. Effective sales pipeline management is essential to move more prospects through your funnel and close more deals.Pipeline management offers a comprehensive view of your entire sales funnel. With these insights, you can view:
Each prospect’s current stage in your sales funnel
Lead count within your pipeline
Where leads entered your sales funnel
Where leads exited or dropped out of your pipeline
Which interactions led to a prospect’s conversion
A pipeline management feature helps you identify gaps in your sales funnel, allowing for optimizations to prevent prospects from falling through the cracks.Seeking the best CRM for small businesses that encompasses all necessary CRM functions and features? Your search concludes with Nutshell.Nutshell is our premium CRM platform, driving over $600 million in annual sales for clients. It enables you to:
Examine the entire lifecycle of your leads from initial awareness to conversion
Track your return on investment (ROI) to allocate funds to strategies that deliver results
Collect valuable audience behavioral data
Store prospect and customer contact details
And moreCurious to learn how this powerful software can propel your business’s sales and revenue? Speak with one of our strategists by calling 888-601-5359 or contacting us online! We eagerly await your inquiry!
