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Sales CRM Software – 10 Must-Have Features
Blog / All About CRM / Mar 5, 2023 / Posted by Nikolaus Kimla / 95

Sales CRM Software – 10 Must-Have Features


If you’re in the market for a robust, powerful, and efficient CRM program, look no further. The top 10 characteristics that any quality sales CRM software are covered in this article. You will know what to look for when selecting your new sales CRM software by the time you finish reading this article.

1. Contact Administration

The first important function every reliable CRM program should have is Contact Management. A unified database that enables you to manage your contacts with ease is necessary. You should be able to keep track of all communications with your clients—including calls, emails, and meetings—using this function.

Contact Management, in its ideal form, needs to be dynamic and visual. You should be able to view opportunities, tasks, notes, social messages, email, and anything else related to that contact, and click on any needed item for more information.

2. Importance of Lead Control

Another key component required of every sales CRM software is lead management. You should be able to track and manage your leads with this feature from the time they are produced until they are turned into sales. This tool makes it simple to rank your leads and concentrate on those who are most likely to convert.

There are several definite stages lead management must have: lead capture, lead tracking, lead scoring, lead distribution, and lead nurturing. A competent CRM solution should enable all of these, and visually enable leads to be assigned, routed and converted to opportunities.

3. Forecasting—Predicting Sales

A sales CRM function called sales forecasting permits you to forecast and plan future sales. It may assist you in determining your top sales representatives, estimating your income, and making wise business decisions. For you to be able to make wise judgements, an effective sales CRM program should offer precise and trustworthy sales forecasting.

Flexibility should be a vital part of sales forecasting. Date ranges should be able to be set for different teams or individuals, different product lines, and more. Companies should also be able to forecast different sales processes, types of sales and other factors as necessary.

4. Reporting and Analytics

Included within a strong sales CRM program should be strong analytics and reporting functions. You should be able to create reports using these capabilities on a variety of variables, including sales performance, pipeline analysis, and lead conversion rates. With the help of these reports, you may learn important things about your company and make informed decisions.

The right CRM utilizes visualization to bring reporting to a whole new level—with the utilization of dashboards, line graphs, bar or pie charts.

5. Workflow Process Automation

Considerable time may be saved, as well as improvement of sales process, through the technology of workflow automation. You may automate monotonous processes like data input, lead assignment, and follow-up emails with this tool. You may then concentrate on duties that are more crucial, like completing business and cultivating connections with your clients.

6. Mobile CRM Access

In today’s fast-paced business environment, mobile access to your sales CRM software is vital. A decent sales CRM program should feature a mobile app that gives you access to your information and CRM functionality whenever and wherever you are. By doing this, you’ll be able to keep on top of your sales operations and quickly attend to the demands of your clients.

7. Integrations with Other Applications

Any sales CRM system must have the capacity to interface with other necessary tools such as marketing automation, email, and a calendar. You may eliminate wasteful effort and streamline your procedures with the aid of this integration. All additional technologies you use in your company should be able to smoothly interface with a competent sales CRM program.

8. Customization Capability

A customization option enables your sales CRM software to handle your unique business requirements. You should be able to alter the design, fields, and data types in a decent sales CRM program to meet your company’s needs. You can make the most of your sales CRM software and make it work for your company with the aid of this customization.

9. Crucial Security

Security is a vital aspect of every sales CRM software solution. You must safeguard your data from unwanted access since it is valuable. Strong security measures that guarantee the protection and privacy of your data should be present in a decent sales CRM program. CRM should be compliant with all top certifications.

10. Customer Service and Support

Top-notch customer assistance and support needs to be a feature of any solid CRM program. Whether it be by phone, email, or chat, you should be able to obtain assistance whenever you need it. A good sales CRM program should include a responsive and competent support staff that can assist you with any problems you could run across. The best CRM solutions also include inline help, right within the application.

In shopping for a sales CRM program, you should take these 10 essential aspects into consideration. You may manage your contacts, prospects, and sales activities more effectively and make wiser business decisions with the aid of these capabilities. The right CRM application is the very heartbeat of your business.

Download the Pipeliner CRM free trial that will empower your sales team with all the above features.


About Author

CEO and partner of and the uptime ITechnologies, which I founded in 1994 and has since played a significant role in the development of the IT-environment. pipeliner is the most innovative sales CRM management solution on the market. Pipeliner was designed by sales professionals for sales professionals and helps close the gap between the requirements of C-level executives for transparency and the day-to-day operational needs of field and inside sales. I am also the founder and Initiator of the independent economic platform GO-AHEAD!, which orientates itself on the principles of a free marketplace in terms of liberal and social responsibility. Connecting people, the trust of business leadership in terms of values such as freedom, self-responsibility, and entrepreneurial spirit, and strengthening their awareness in order to create a dynamic boost within the economy triggered through spontaneity, all stand for the initial ideas surrounding GO-AHEAD! I studied in Los Angeles and Vienna and received my Masters's Degree in 1994. I am married and have 3 children My Specialties are in: Sales Management, Sales CRM Software, CRM Cloud Solutions, SAAS, Business Strategy, Software Development, "Pipeline Management", Social responsibility, outbound sales, b2b sales, inside sales, sales strategy, lead generation, sales process, entrepreneurship, coaching, mentoring, speaker, opportunity management, lead management, Austrian School of Economics

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