Features and Benefits of CRM


In general, sales managers easily see the benefits of adopting a Customer Relationship Management (CRM) system. They appreciate that in CRM their sales data will be centrally stored and presented in an easy-to-follow format, allowing them to track sales processes, staff performance and, as a result, optimize the sales.

Characteristics of a CRM Software

CRM-management-customer-Relationship Miscellaneous CRM solutions will have different sets of features, but they usually include these major applications to help businesses manage their customer relationships. These are the main functions of the best CRMs you want to focus on when evaluating a solution. The following are standard parts in this type of software:

Contacts Management

This module is used to record customer data. This includes their contact information, past transactions, calls, e-mails, etc. The software can aggregate all this information and show companies certain trends and trends to better understand them.

Lead Management

Companies must engage prospects appropriately to convince them to make the purchase. Lead management helps marketers track all communication efforts and lead-related activities to see how leads are progressing. The goal of lead management is to win the business at the end. A good example of an effective lead management tool is where a salesperson can clearly follow a visual pipeline from “lead intact” to “established contacts” and “submitted proposals” and “in negotiation”. Marketers can create their own steps based on their process.

Marketing Campaign Management

This module helps companies to run email marketing or advertising campaigns. It is also connected to the prospect management module, where new leads generated by the campaign are entered. More importantly, this module can help evaluate the success of a campaign. Marketers must be able to set goals to measure the success of the campaign. Goals can be set in stages, such as website visits, potential customers and converted customers.


This automates the company’s predictable marketing tasks. These modules include administrative processes such as entering information into the customer database or scheduling e-mail transmissions. Companies can set the software to perform specific tasks to be free to do other important things. Similarly, automation can accelerate service delivery. For example, a campaign that promises to send a free eBook can be automated once the settings are met. Automation can also accelerate customer service, especially in resolving FAQs.

Reports and Dashboards

This module generates reports based on the data collected in the other modules. The reports give companies insights into market trends or customer buying behavior and a summary of the company’s performance. On the other hand, the dashboards allow managers to have an overview of the reports without having to search the files.

Why make a CRM Available to your Sellers?

  • Some of the biggest challenges that sellers face is:
  • The qualification and follow-up of prospects,
  • The prioritization of sales activities.

CRM is a Tool that helps to Solve these Key Problems in Addition to other Elements:

Save Money

Even though CRM systems are not cheap, they help you save money! At vendors, it’s about reducing errors (for example, in orders or quotes) that CRM can help.

Finally, it is also about saving money on these cumbersome and often missing post-it notes, since any new information can be stored safely in the system.

Secure Data Storage

CRM helps sellers securely and centrally store their contacts, sales opportunities, planned activities and plans in one place, and have uninterrupted access to the database from multiple locations. Rest assured that your data will not only be lost.

Planning and Time Management

CRM helps salespeople optimize their daily schedules and prioritize tasks to ensure that customers are not ignored and key leads are contacted on time. In fact, CRM allows salespeople to spend more time with customers, leading to more successful deals and a stronger customer base.

Reduction of Administrative Tasks

CRM frees sales teams from most administrative tasks by reducing and even eliminating some of the repetitive, time-consuming but unprofitable actions. CRM stores product and pricing details, raises reminders for activities, and guides salespeople step-by-step through the sales pipeline.

A CRM helps sellers to easily prepare their weekly or monthly reports for management. The process is automated and transparent, and it only takes a few clicks to inform others of current sales.

Know the Needs of Customers

Because all customer data is stored in CRM, it helps salespeople analyze customer needs and even anticipate problems – all at the right time. All of this increases customer satisfaction and loyalty while increasing profit margins.

Sales Improvement

By tracking all communications with customers, CRM helps salespeople know exactly when customers need to be contacted, for example, to replace a product, renew a contract, or resell a product. All of this increases your chances of closing a sale.

CRM also streamlines the entire sales cycle, resulting in the completion of business in your sales pipeline and helps all team members achieve their goals faster. With order processing and quote preparation automated in CRM, sales teams can reduce production costs and increase revenue.


If adopted and used correctly, the CRM will improve the performance of the entire sales team and will help salespeople excel in 4 areas that are critical for them:

  • Better search, sort and qualify leads
  • Ensure systematic and timely monitoring of sales opportunities
  • Prioritize and streamline monitoring activities
  • To increase rates of achievement more quickly

However, the improvements brought by the CRM do not come without effort, understanding and determination on the part of the sales staff. Sales representatives must understand unanimously that updating the CRM is essential to their success.

In addition, sales teams need to synchronize their activities and base them on best practices. This will allow for better information sharing and more efficient work with CRM.

Finally, CRM improves the mobility of salespeople, because the database and all your professional activities are accessible on several devices and from different sites.


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