Key Features of the Best CRMs

First of all, a CRM must have the most important functions well resolved. The rest are add-ons.

Contact manager
You can save customer information, suppliers… any person or company with which you have a relationship. And save as much information as you want: calls, notes, documents…

See Also – Dynamics 365 Business Central Pricing

Sales phases
In most B2B sales, the client goes through a series of phases before buying, unique for each business: first contact, presentation of the offer, evaluation, closing… You must be able to configure your own phases to know in each moment in which phase you are and above all to have much more powerful reports.

Daily control panel
Users must have a simple and very visual panel where they can see the tasks of each day: what phase is each client in, what tasks do they have for today… and the directors must see an aggregate of all that information to know how your team is doing.

Task Manager Salespeople
should be able to manage their tasks directly from the CRM so they don’t have to work with multiple systems.

See Also – Dynamics 365 Customer Engagement

Reporting
Generating useful and actionable information based on all the data is essential. The CRM should provide an easy way to create reports to discover trends.

Mobile access
Many salespeople have to travel and spend a lot of time away from the office. It is very annoying that they can only work with the CRM in the office. Any quality CRM system offers mobile access to the CRM.

Integration with marketing systems
It is very common to send email marketing campaigns, or surveys, analytics… to our clients. The CRM must be integrated with the services that we are using so that the data is automatically synchronized between them.

Check Also – Microsoft Dynamics 365 support Services