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11 Features to Look for in a CRM

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Different businesses have different needs, but you can’t go wrong with strong customer relationship management software. These are the hallmarks of a great CRM.

Your business can’t live without a CRM. You need it to track leads, monitor relationship management and maintain your contacts. But, with a bevy of CRM platforms on the market, how do you know which one is right for your business? Different CRMs may have distinctly different features that can narrow down your search, such as the ability to customize the platform to your needs or create a reporting structure that fits your business requirements.

We asked 11 entrepreneurs from YEC to share what features they look for the most when selecting a CRM. Here’s what they said.

1. Ease of use

“When deciding on a new CRM system, my initial thought is to analyze the user experience. I know that if the design is intuitive and easy to use, my employees will be able to find information quicker, which could result in them reaching out to more clients.” – Syed BalkhiOptinMonster

2. Integration

“The best feature to look for is integration. The software needs to be integratable to your website, phone and email accounts. It might be time to switch if you’re closing fewer deals and losing clients.” – Andrew SchrageMoney Crashers Personal Finance

3. Revenue tracking

“When choosing a CRM, I focus on which one is going to give me the most visibility when it comes to my revenue tracking. If I am not able to track my revenue, then the CRM isn’t doing me any good. The more I am able to track my data, the better the CRM is. This is why I typically go with Salesforce or HubSpot CRM, because they support data being the core of your business.” – Sweta PatelSilicon Valley Startup Marketing

4. Security

“A good CRM will gather a great deal of pertinent data on our customers. Some services offer more in-depth features than others, but the one aspect that I always prioritize is security. The most damaging action a business can take is losing the trust of their customers, which is why any sensitive data gathered by CRMs need to be encrypted competently. If there’s a leak, it’s time for us to switch.” – Bryce WelkerCPA Exam Guy

5. Role specificity

“There are so many CRMs these days that they have now become role specific. You’re now able to find CRMs specific for PR, real estate, finance and more. Sometimes finding an industry-specific CRM is the way to go, because they already have all the features you would have spent time customizing.” – Jared AtchisonWPForms

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Article Credit: Business

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