Modern VAR businesses are technology-driven. They have a lot of customer data that needs to be organized and made accessible. The nature and quantity of this data change from business to business. This is why you need to choose your CRM software wisely to suit your professional services.
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CRM features to look for in 2022
A software solution that is unique today, becomes a part of the crowd tomorrow. There are multiple software products that serve similar requirements. CRM systems are no different.
So which CRM software is the right fit for your VAR business?
In this blog, we will cover some of the most important CRM features to look for before you go ahead with a purchase or a subscription.
Customer Management
Customer relationship management (CRM) helps in managing all your company’s relationships and interactions with existing customers and prospects. Look for this feature in detail as it manages all aspects of customer relationships, including finding new customers, winning their business, and providing ongoing support.
The goal is simple: Improve business relationships to grow your business. It connects you to the customers in a way that they become acquaintances. With personalization as the benchmark of business success nowadays, CRM becomes a very important tool.
Lead Management
Leads are opportunities and if you are a growing business you just can’t afford to lose them. Lead management comprises all the steps you take to move potential customers through your sales pipeline. CRM software that helps automate several key lead management processes and centralize all your information is the one to look out for. Call records, mail records, follow-ups, and other similar data are managed under this feature.
Marketing and advertising
When you know your customers so well through CRM software for VARs, how about using this information for personalizing marketing and advertising? Find out if the CRM has features that help in targeted marketing. Your marketing team can use this feature to use the customer information for creating effective marketing campaigns.
Automation
CRM software should offer an automation feature that allows users to automate all customer-related tasks. This allows the sales team to focus more on building a network than doing manual work like data entry. Marketing happens to be one of the crucial parts of a growing business, so they should look for CRM software with marketing automation features.
Cloud-Based
Small businesses can benefit from cloud-based customer relationship management (CRM) software, which is less expensive as compared to server-based software solutions. Cloud-based CRM solution allow sales reps to use them whenever and wherever necessary. User-friendly software of this nature makes them the go-to option for many businesses. Scaling a business is the main objective of such CRMs; they are also designed to let you add features and products to handle a greater number of people.
Collaborations
CRM and eCommerce are made for each other. It acts as a unified platform for customer information for your entire workforce and facilitates collaboration. Simplification of workflow through systemic leveling is the main motto of such CRM software. It also creates transparency amongst the organization’s teams.
Optimizing customer service by involving the whole company in achieving a common goal is possible through collaborative CRM. CRM integration with other software like quoting solutions and real-time updates assist every department with relevant customer information.
Seamless Task Management
The primary goal of the sales team is to meet customer needs; this is why the sales team uses CRM software to streamline business processes. Task management helps the sales staff focus on customers more, which contributes to a smooth function of the business. This feature is very helpful to streamline operations.
AI Capabilities
In the data-driven business world, CRM with artificial intelligence capabilities provides companies with an edge over competitors. These CRMs help businesses gain valuable insights by reading and interpreting data. These insights can be used to predict outcomes and also improve customer experience.
User friendly
The whole purpose of working with CRM software for resellers gets defeated with complicated designs and functions. If you or your team requires a considerable amount of time to learn the nitty-gritty of this software there will be more time spent on data management.
CRM functionalities that are easy to understand and navigate allow users to experiment with different strategies.
Conclusion
Earlier used as a tool to store and manage customer data, CRM has come a long way. Now, it is your go-to software not only for customer service and sales, but also for marketing, advertising, operations, and finance.
With multiple options and versions of CRM available today, which one is the right choice for you?
