A Customer Relationship Management Software
A CRM is a platform helping you manage customer relationships. They are usually used by Marketing and Sales Teams primarily for stocking and centralizing essential contact data for their prospecting.
A CRM allows you to manage all of your contacts during your sales process (from prospects to converting clients).
It also allows members of a same team to follow each prospect’s journey in the sales funnel. The CRM is therefore a major actor in tracking your sales process.
Among the CRMs currently on the market, HubSpot, Pipedrive, Salesforce, Soho CRM, Sellsy, Monday, or Freshsales are some of the most popular ones.
Main features of a CRM
There are different types of CRMs that can work for all types of companies (Start-Ups, SMBs, big groups, etc.) Features, pricing and tool complexity can vary from one CRM to another, therefore tailoring the CRM experience to each company.
Here are some of the usual CRM features:
Tracking your Sales Funnel
A sales funnel gives an overall view on the progress of your interactions with prospects and clients.
You can also segment them by categories (warm prospect, in the process of converting, acquired clients). This segmentation can also be done based on lead-scoring: you can give a score (for instance between 0 and 10) based on predefined criteria.
This ranking can help you quickly identify the warmest leads, and therefore those who are more likely to convert.
Centralizing contact data
One of the major features of CRMs is the centralization of customer data with the creation of contact cards. These cards hold all of the information Egypt Phone Numbers about a client and all you need to track your past and current interactions. Each card holds:
- Names
- Phone number
- Email address
- Occupation
- Social media profiles
Reports
Most CRMs give reports to their users. These can be presented through dashboards or as csv files.
These reports allow you to compare and visualize the performances of your campaigns to adapt your next ones, so as to boost your converting rate.
Adding automated workflows
You can set up workflows thanks to tools like which bring additional features to your CRM.
For instance, Dropcontact’s native Australia Phone Number List integration with Pipedrive, HubSpot and (soon) Salesforce can automatically enrich your contact database, merge duplicates directly in your CRM, or standardize your data.
