Please identify what are the most important items you think your CRM package should offer. (choose your top 10)
Consilidate data
Raise customer satisfaction.
Increase customer retention and reduce marketing expense.
Improve targeted marketing efforts of customers and prospects
Periodically survey customers satisfaction with sales and service.
Provide immediate insight into prospect and customer leads originating from any channel.
Provide deep visibility into the sales pipeline and opportunity details which quickly produce accurate sales forecasts.
Allow for a consistent, informed and personalised customer communication approach, ie. automated emails relevant to the specific customers.
Give sales people and everyone in your business access to a consolidated view of the customer across your organization
Encourage, enforce and track best-practice sales methodologies you want in your sales teams
Encourage, enforce and track best-practice service methodologies you want in your customer service and support teams
Monitor and map effectiveness of automated sales and marketing activities
Streamline and automate those customer activities that can go online, ie. confirmation emails, automatic emails sent out at periodic intervals for things like renewals
Map work in progress with clients and staff allocated to client projects
Have the ability to integrate with your website and keep track of web activity
Support your entire frontline sales and sales lead management team with the right information they need to quickly and efficiently
Deliver knowledge at the point of action
Keep vital customer data in the business whether the sales person stays of leaves thus creating a valuable company asset
Provide sales quotes
Provide sales Invoices
Provide support and help desk functions
Select up to 10 answers.
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