CRM Software Functions: Essential Kit for Your Automation System

Working automatically is the best way to help you focus on your task. Following this reason, CRM software is coming to the rescue to help you and your company do automation related to databases. CRM software functions have been holding such a huge advantageous benefit for you. What are those functions?

CRM Software Functions

Even though the main function of CRM software is to work on automation databases, it also is functional on other occasions. Here is the list of CRM software functions.

1. Marketing Management

The most important thing about CRM software functions is related to the marketing management system. In the marketing area, the CRM system would examine marketing-related stuff such as segmenting and developing the leads and stand by for marketing campaign preparation and launching moments. 

Other than that, the CRM system also tracks campaign optimization and works on social media marketing. CRM software will be functional to cover marketing elements, including content marketing, marketing resource management, and marketing automation.

2. Pipeline Management

Pipeline management is a combination of sales pipeline and deal management that makes the dealing system easier and faster. The way it works easily can improve the pipeline management of the company. 

CRM software functions toward pipeline and deal management to make it possible to send multiple emails to customers to have a deal. In addition, the sales pipelines will be improved when you know the differentiation between one and two sold products. 

The CRM tools system will notify you using the automation to show the best insight into the dealing system, which needs more action to take over. For instance, if one product has a higher score on sales, the pipeline management would know it is the priority.

3. Contact Management

Contact management within CRM software functions is an important element to manage automatically. This function would categorize all your customer contacts into an accessible database. 

Moreover, CRM software provides an accessible database for you to show customer information that is affiliated with your business. In this case, when you need to send bulk messages to your customers, you can ask the CRM system to prepare the databases. Regardless, this system also prevents any internal database losses. 

4. Workflows

Good workflows by CRM software functions can help you and your co-workers set daily tasks, including welcome and signup emails, automatically. Additionally, it also helps you to have a more productive daily basis. Moreover, everything is already an automated system, and you can focus on your activity. 

5. Customer Service

Furthermore, as the key function of CRM software is to manage customer-related management, it works well on customer service. CRM software function of customer service would be able to maintain good relationships between your company and your loyal customers. 

In this case, it is necessary to use a CRM system that provides a customer service automation function to keep your communication good. It will help you to improve the customer satisfaction report. 

CRM systems will automatically respond to any customer message, including complaints, frequent questions asked, and so on. Customer service can also be your main representative to show good capability in customer response.

6. Integration

Otherwise, having a system that can’t collaborate with other applications is a huge struggle for you and your team. In this case, the CRM system function comes to the rescue to provide a solution for you with an integrated program. 

For instance, if you need to meet with your client, you might need an application to hold the meeting online. Mentioning Zoom, Skype, and Teams as the applications you can use to hold a meeting with your client. Furthermore, the CRM system will contact your client to have a one-on-one meeting using the automation system.

In addition, the integration of the CRM system is to be able to work with Google Calendar as well. Both systems combined to give you a scope of automated schedule making.

7. Forecasting and Reporting

Sales performance is the necessary element of your business that should always be on track and at a high level. On this occasion, sales evaluation is a must action to be taken to know which factor has a big influence on the changes.

CRM system would help you to evaluate and test all possible scenarios that might occur in your business. In this case, you could be more aware of how to process all data to achieve great results. Moreover, you can also create new strategies to improve sales performance.

In addition, CRM also will be reporting the result of data analysis. By this report form, the strategies you take will help a lot to your fund. The great result from trends analysis would notify you what you should do to improve for your next plan campaign. 

8. Communication

Build a good way of communicating with your customer using CRM software functions that would be useful for you. It takes too much time to waste if you switch devices and take notes on your phone during a meeting. CRM systems come to assist you and make it an easier way to do your task.

This system also provides a program to record phone calls with your customers that can be referred to for you, your clients, and leads. It can save all call logs, and you can access this data anytime.

In addition, if you want to send emails to your customers, CRM provides email templates for you. You could choose any template that suits your purpose of notifying your clients.

Do CRM Software Functions Work Well for Marketing?

CRM system is one of the programs that run as customer relationship management, which means it is preferred to customer-related stuff. Many companies are already using this program to build good relationships with customers. However, some CRM software functions do not promote good usage in certain areas.

Still, this program has many useful features in marketing, sales, digital marketing, etc. Additionally, in the marketing area, it would help you to manage your stuff, starting from marketing management up to forecasting your future campaign. So, never doubt using a CRM system from now on!