The main objective for any CRM software is to integrate and manage all business processes. A successful CRM software system will boost employee productivity effectively and efficiently, allowing your workforce to take on greater volumes with less hands available, tracking opportunities within the sales process and calculating incoming revenue. So what should you be looking for in CRM software for South African businesses?
Contact Management And Customer Relations
An effective CRM software system will work alongside an automated contact management feature that diarizes scheduled appointments and tasks. This feature keeps everybody in the loop.
It is important for any business to operate in alignment with their customer base and target market. So, it is equally important for the CRM software system to operate in favour of the relationship between the business and the customer, organizing your existing and potential customers by type, industry, area and group and also going as far as assigning your customers to branches in their areas.
Activity And Diary Management
A CRM software system should manage the daily, weekly and monthly scopes of all members of staff in a diary that is easily accessible. When an appointment is made, a successful CRM software system will create a corresponding appointment in a default emailing program, and then generate and send a meeting request to the invitee in a simplified, streamlined process.
Opportunity tracking allows businesses to get an overview of how best they can bring in business and keep accurate track of their progress to gauge what works and what doesn’t. The opportunity tracking feature of a CRM software system keeps tabs on all sales enquiries and follows up effectively. The CRM software also generates business forecasts based on expected order dates and sales probability percentages. You can stay on top of each individual salesperson on your team, keeping track of their progress and tasks.
A performance dashboard could be one of the most beneficial features in a CRM software system for South African businesses, organizing and simplifying every process within the business. A performance dashboard is a visual indication of business standpoints in every department. It includes recent opportunities, any and all business activities, contacts and companies that you have dealt with and the list surely goes on.
These are but a fraction of the useful features of a quality CRM software system for South African businesses, improving work environments, highlighting key areas for growth and helping you remain on top of each and every business process.