- Workflow Automation – is used for designing and implementing business processes that provide a positive customer experience and enhance operational efficiency. it is widely used to automate repetitive tasks such as updating or closing a case.
- Customization – designates a process of adding new or altering existing CRM features in order to make it a better fit for the needs of each particular business.
- Third Party Integration – results in automated actions that expand the functionality of your software , eliminating the need to toggle back and forth between systems.
- Customer Service – helps keep track of customer requests, automate certain customer support tasks , generate reports, route the right request to the right person ,collate customer information in one place and prioritize customer requests.
- Employee Tracking – CRM gives a great way to track employee activity and performance.
- Lead Management – helps you to identify your leads and the actions they have taken along the sales cycle .
- Real Time data – can identify about the products and services that can generate the most revenue and which generate the least.
- CRM Analytics – helps to take better decisions about the types of products , services , marketing and overall communications that you distribute to the customers.
- Social Media – Integration between your customer relationship management software and social media channels. This empowers your teams to understand and engage customers ,gain market insights and provide better customer service.
- Reporting – brings the results of your sales and marketing efforts.
- Sales Forecasting – helps sales teams accurately predict future sales growth and also helps to fine tune the selling strategy.
- E mail – helps keep your sales representatives organized and productive . They can automatically pull in email templates so that representative spend less time crafting email content.