Necessary Features Of A CRM Software For Small Business

Small businesses tend to be unstable and fragmented. At this stage, you are still struggling to find the good or not the best things for your business. So it’s pointless to put your business into a complex system that still needs to be reviewed and improved in the next one or two months. However, you should still have a CRM software to accompany with the development of this scale, and the basic features below are indispensable of a CRM software for small business.

1. Store information

Most CRM solutions have the ability to store customer information including name, phone number, email address, and other basic information. If your company has special information fields to capture the behavior of potential customers and easily retain customers in the future, make sure your software has the functionality to create those additional fields.

2. Track emails and calls

Even if you have only one salesperson, you still need to control the call from start to finish. Make sure that your sales staff update the interactions they already have with customers on the CRM system. Capturing the full history of interacting with potential customers is easier if you do it right from the start – try to fill in your gap with leads and complete your customer profile.

3. Note

This is an indispensable feature, taking notes really gives the customer new horizons. A profile of the five previous calls that were true to outsiders without the clear notes below about what was discussed with the previous customer and a few lines of the reminder about the next steps.

This is a very necessary feature when expanding the size of the business. Not only is it useful for beginners, it is also good for delivering leads to new employees as the size of the company grows and the sales force begins to grow.

4. Customize the stages to close deals

You may not have a complete sales process, but until you have a process, you will need a customer relationship management software capable of segmenting sales to categorize deals and views more accurately.

5. Track the progress of the sales staff in a specific way

The simplest and quickest way to track the sales team’s performance is to look at their step-by-step metrics. There are a number of ways to look at these numbers – you can look at the metrics in each team step, in order, by territory and so on. These will help you understand the quality of your work. The staff in the palm of your hand and easy to consider when you want to upgrade software later.

The Last Words

If you’re starting small, make sure the customer relationship management software you’re using has functionality for dashboards, where you can track progress and metrics of each sales staff. That way, you do not necessarily have access to each record of the deals to make predictions later



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