6 Things You Didn't Know About CRM

CRM not only assists in creating an effective relationship with the customer but also have lots of other features. In this context, 6 amazing features related to CRM, have described which you didn’t know before. Through this, you will be able to compile a list of important features that you should look in best CRM software while purchasing it.

All-in-one feature

All-in-One features of CRM system allows the entire team of the organization to cross-collaborate on activities such as projects, support tickets, billing, sales leads, etc. This feature will assist you to manage different activities on a single platform. At the same time, you will be able to link an activity to any other activity without relying on third-party integration. Additionally, it will assist you to keep complete customer information, employee activities, and business data in one system.

Navigation

Navigation feature assists to work from different areas of a CRM. Nowadays intuitive navigation tool is available with CRM application which assists you to fast find out whatever you are looking for. You can easily save important items to a bookmark or favorite list in a quick access manner. Moreover, it also assists to give a quick jump up or down several levels deep within a complex sale. Additionally, recent CRM navigation system offers the facility of easy accessibility over recent pages & activity.

Project Management

Current CRM has the capability to manage more than just customer data. At the same time, it assists in managing tasks & timesheet to allow easier integration. You can track your projects for setting milestones for each deliverable and can also assign tasks for each milestone. Moreover, it will support you to check what has exactly done and to keep the project moving as per the schedule and budget.

 Beautify your Newsletters

CRM assists you to create eye-catching & interactive newsletters. So that you will be able to get the attention of your recipients and also you can encourage them to open your future emails too. CRM assist you to send colorful, innovative & dynamic emails which enable the customer attraction over your emails.

Improve Customer Service

CRM assists you to improve the customer service by connecting a brand with Google integrated services which include Gmail, Calendar, Google Contacts and Drive for the purpose of bringing all the contact points together. So there is no need not to waste your time on searching the contact information in different programs.

Make Notes

You can keep yourself on track with Evernote to collect and file everything with all types of notes. These notes can be audio, text, photos or any other to further use the information.