A good CRM software will open up fantastic opportunities for both small and large businesses. Working with customers is an ongoing process that can get very challenging at times. Staying in touch with all of your contacts, accurately diagnosing problems and maintaining the satisfaction of your audience is one of the main activities of every customer relations team. Not to mention that these are not even half of the activities a customer relationship representative will need to execute perfectly if a company wants to see good results.

Luckily, there are numerous customer relationship management software (CRM) solutions that tremendously help teams like these with their workload. A good CRM Software for Contractors will open up fantastic opportunities for both small and large businesses. That’s why all these companies need to manage their prospects and customers with care and having a CRM software helps them to truly make the most of it. But, if you want to achieve customer satisfaction that leads to great sales results, you will need to find a platform that has the CRM Software features you’re looking for.

Below, you can check our list of 7 key features of a CRM software that every business can benefit from.

1. Reporting and Dashboards

This feature will help you use analytics to interpret your customer data more accurately. With reporting, you can make better decisions or deal better with recent market trends and customer behavioral changes. You should look for a CRM software that has numerous visual widgets as it will help you present your reports much more efficient.

2. Contact Management

A great CRM software should help you manage your customer data in a centralized place which provides you with an entire overview of all of your customers. Contact management is vital because you can even organize your customer’s personal information, interactions, demographics and transactions in a way that will contribute significantly to your processes.

3 Lead Management

Lead management helps you manage all your leads from the first step to the last one. This feature is following your path to conversion so you can always take a look at how well your business is performing. Lead management tremendously helps your sales team with follow-ups, tracking and other repetitive tasks that take a lot of their time.

Moving Prospects Across Various Sales Stages

Without lead management, don’t expect your sales pipelines to run. CRM Software for Contractors is fed with leads and it automates these admin tasks to help you improve your entire sales process but also increase customer satisfaction. This feature allows you to track prospect status and activities of your sales representative to move them across various stages of sales.

4. Campaign Management

With campaign management, you can also define a metric for numerous channels, take out the insights which are generated by your post-campaign analytics and focus on your new campaign. If you have all your sales and marketing data in one platform, it’s much easier to plan and manage your campaign structure. You can also automate your recurring outreach efforts which allows you to send customized content to your contacts based on their interest.

5. Email Management

Integrating your CRM software with popular email platforms will provide you with numerous options when it comes to email marketing. You can capture email messages and go through important details which can then be saved in your contacts or synced with your other leads.

This feature allows you to track activities such as opened emails, forwarded emails, downloaded files and clicked links. These emails can be qualified for prospecting as well. Your CRM can process your email communication through sales analytics to help you with your lead scoring.

6. Deals and Tasks

Deals and tasks are very closely connected with leads. After all, deals are leads that are still at the negotiating stage so you must keep a close eye on them if you wish to successfully convert them. CRM solutions with this feature will allow you to track deals with real-time data which will help you to further engage your prospects base on their current buying interest. Moreover, you can track deals and tasks across all the sales stages when viewing a contact or simply analyzing your sales pipeline.

7. Social Media Management

One feature you should also look for your CRM software to have is integrated social media management. With it, you can see all of your different social media accounts from one CRM’s interface which makes it easy for you to manage all these accounts.

There are many other CRM software features you can benefit from while purchasing your CRM software, but these seven will be enough for you to start noticing big improvements when it comes to your sales result. Make sure you test each of them to find the one that will help you grow your businesses and lead your company to success!