CRM Features to Be Thankful For This Thanksgiving

This is the time of year to be thankful for that which is most important to us. Unsurprisingly, family, friends, good health, and stability round out the tops of most folks’ list of things to be grateful for obvious reasons. But there’s plenty to be thankful for in the wide wonderful world of software. Sometimes we take for granted the technologies that make our jobs both possible and manageable, and we think it’s high time we take a moment and appreciate the CRM features that help us do what we do best every day.

Contact Management

Think of your contact management as your thanksgiving turkey; it’s the centerpiece of the meal, the main course, and you’d be hard-pressed to call it a proper Thanksgiving meal without one. Your contact management is the main course of your CRM and it’s the pillar on which the other functionalities center around.  Thanks to your contact management, you can store all the relevant contact information of your customers, prospects, and partners in one place, giving you a better overview of your clients. Without it, your teams would be stuck in a perpetual spreadsheet nightmare, juggling names, phone numbers, and email history like walking dirty dishes back to the kitchen.

Pipeline Management

Pipeline management is the side dish to your contact management Thanksgiving turkey; possibly the best side dish there is. The stuffing, if you’ll further indulge the metaphor. It’s there to help you manage all of your deals and opportunities in one place. It allows you to centralize data about every stage of a deal from introduction, qualification, negotiation, close, and post-sale follow up so that everyone involved with the deal can be on the same page every step of the way.

Analytics & Reporting

Is it really Thanksgiving if you’re not enjoying leftovers for a few days? Analytics and Reporting are critical to any CRM solution. Data is the lifeblood of your company and without it, you’re not making solid, information-backed decisions about your company’s future. Without them, you’re basically shooting from the hip with your decision making, which is a fast track to disaster.

Want to learn more about your CRM and the features it offers? Or maybe you just want to start a search for a new software that’ll serve you better? Give us a call today and see why your business technology is something to be thankful for!