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CRM Features / Functionality List

Contact Management
This feature allows you to organize your contacts into groups and into any context that you see fit.

Sales Team and Customer Opportunity Management
Quantifying the opportunities that your sales team has with customers is a relatively new feature that is now available for business. You can now locate the customers that are most likely to convert using this technology.

Lead Management for determining high-quality leads
The technology now allows a business to determine the best customers to follow up with based upon demographic and pyschographic factors.

Reports and Dashboards
Users can view statistics in a highly visual, engaging perspective using customized reports and dashboards.

 

Sales Analytics
Create better sales campaigns in the future by analyzing the hard data of past campaigns.

Sales Forecasting
A large part of customer relationship management is determining a metric for success. Forecasting lets you know a benchmark by which you can determine whether your results are actually on par with your efforts.

Sales Collaboration
Do business with the best associates through the collaboration features within your management program. You can attract more sales by putting together people who work well together by the numbers.

 

Workflow and Approvals
One of the ways in which your company will instantly increase its efficiency is through critique of lines of workflow. A good program will be able to tell the difference between a good and bad workflow.

Territory Management
Organize leads lists by geographic location and assign to respective sales representatives.

Sales Data
Your CRM program will organize your sales and customer data into manageable chunks that can be used to inform all of the other data that you need to make decisions. You will be able to quantify measures that otherwise would have no data to consider.

CRM Data / File Storage
In order to maximize the organization of data, it must be properly stored. You gain a proprietary method of data storage so that the CRM program can pull up the data in an efficient manner.

Sales Performance Management
With this platform, a manager can easily see what aspects of the sales team are performing well and which need improvement. Data can be organized by salesperson or by other data.

Partner Management
You can also manage the performance of sales partners from the platform.

 

Web-based / Cloud-Based CRM or on-premise CRM deployment
Use your CRM online through your desktop or mobile browser/app.

Role-based Views
Control what different users see within your CRM.

API Access
Attach your CRM to various platforms that extend capabilities.