The current state of marketing and CRM makes it so CRM solutions that are poorly implemented or absent can greatly impact the credibility and efficiency of a service. There are many characteristics that go into the proper implementation of CRM functionality, but many specialists agree that companies really only need a handful of features to maintain stability and performance throughout their resolve. A lot of other features currently being tossed around in the market can be passed as mere distractions or unnecessary fluff. In order to assure that you have the most important CRM features locked down, we give you a top of the most important must-have features for your CRM initiative.
Being able to gain access remotely
Companies can suffer greatly from the usage of a CRM solution that appears rudimentary in the sense that it does not support any type of remote access. Remote access is a very important feature that all competent CRM solutions must have. Unlike a CRM tool that only allows access from the office, a remote accessible CRM initiative will allow company members get access to the information they need as well as add new information if required, from virtually any location.
There will often times be situations where people need to leave the office for various reasons like attending a trade show or visiting/inspecting a business related location. Not having access to CRM in those situations will be highly detrimental for productivity and overall results.
Analytical comprehension and reaction
Gathering information and overall collecting data is an important part of the process, but not knowing what those numbers actually mean or how they can be used to your advantage (or worse, how you can use them to prevent a bad situation) will significantly reduce them to a nearly redundant state. It is very important to implement a CRM resolve that features analytical capabilities and more so allows users to take actions based on those analytics. Being able not only to collect data but also to have a button that starts the process of acting on those numbers is crucial.
Customization and reinterpretation
It is very important that your CRM solution comes with customization options. Customization is very important in this context because it allows companies to mold the CRM tool into a company-specific solution that is designed to enhance and help that particular company. Using CRM that isn’t able to do that or doesn’t come with any kind of customization options will result in a company not being able to fully benefit from the advantages of CRM. The full potential will not be met because it will mean that the tool isn’t able to specifically comply to the needs and processes of that company.
