General CRM Featurelist

General CRM Featurelist


Scenario of large, medium & small industries & CRM for business:

Businesses in India, Australia, Hong Kong, U.S.A, UK & majority of the Europe have innumerable entrepreneurships. The number of world businesses is going to explode by 2020 leaving a lot of competition for the next 3-7 years to come. The urgency for having a smooth saling sales strategy is ever existent & down playing your sales force would be a major setback! Hence, if businesses are looking for excellent sales target management, follow-up regulation & impressive lead conversion a CRM is a solution they should be opting for.
Know the 100+ things that you can do with a CRM in this comprehensive feature list.

 

Feature list of General CRM

Feature list of General CRM

 

Modules of General CRM:

1. Sales Target Module

This module helps you:

– Set, track and monitor sales targets for your business and sales people respectively.

– Monitor your financial growth.

– Monitor & manage the sales performance of your business and sales teams.

 

2. Lead Management Module

This module lets you:

– Add multiple leads.

– See the status of each lead follow-up and prioritize leads to close more deals quicker.

– Categorize and allocate leads as per your desire.

– Foresee your business scope of growth with sales forecasts.

 

3. Follow-up Modules: Call, Email, SMS & Meeting Module

These modules let you:

– Make follow-up calls, emails, sms and meetings with leads.

– Schedule follow-up calls, emails, sms and meetings with leads.

– Set reminders for follow-ups, calls and meetings.

 

4. Quotation Management Module

This module lets you:

– Create and send multiple quotations with comparative pricing charts.

– Know the quotation status, add closing dates, save versions and payment collection details.

– Users can share quotations with other users in the CRM.

– Send quotations to higher authorities of your organization for quotation approvals.

 

5. Client module

This module lets you:

– You can add contact details of clients.

– Assign, categorize, and communicate seamlessly with your clients via calls, emails and sms.

 

6. Products/Services Module

This module lets you:

– Add & manage numerous products or services.

– Specify their dimensions, selling prices & additional taxes.

– Monitor their sales performance in real time.

 

7. Calendar Module

This module lets you:

– Serves as a calendar.

– Let’s you mark important dates relevant to your business, employees, leads and clients.

 

8. Contacts Module

This module lets you:

– Store, modify and delete contact details of clients.

– Save important dates regarding products and services purchased.

– Set reminders for payments, etc.

 

9. Import Data Module

This module lets you:

– Import your existing data clients, contacts, products / services details, etc.

– Know the data importing details.

– Prevent data cloning.

 

10. Announcement Module

This module lets you:

– Make and schedule announcements internally to the people within your organization and system.

 

11. Company Module

This module lets you:

– Add and manage your company and branch details, save and know contact details.

– Add, modify and remove contact details & designations of employees according to departments.

 

12. Tags Module

This module lets you:

– Create & customize tags

 

13. Tasks Module

– This module lets you:

– Add multiple tasks and their descriptions.

– See the completion status, priority and end date of every task.

 

14. Pending Data Module

This module lets you:

– Know exactly what data is pending throughout your leads, clients and contacts.

 

15. Mass Email / Greeting Module

This module lets you:

– Send mass emails to clients and leads.

– Helps you run email marketing campaigns.

 

16. Birthday & Anniversary Module

This module lets you:

– Wish Clients via emails & sms

– Set reminders for the same

 

17. Reports Module

This module lets you:

– Get real-time insights into the finest details of your business sales.

 

18. User Module

This module lets you:

– Add new users in the system.

– Specify and know their roles & titles.

– Grant access permissions to various crm modules.

– Also, categorize the users as per their departments, branches and designations.

 

Conclusion:

 

Resources & Sign up:

Buyers guide for crm software

Buyers guide for crm software

Checklist for buying crm software

Checklist for buying crm software

Top features of crm software

Top features of crm software

Factsheet on crm for business

Factsheet on crm for business

Booklet on crm for sales target management

Booklet on crm for sales target management

Infographic on features & functionalities of crm

Infographic on features & functionalities of crm

Booklet on crm for lead management

Booklet on crm for lead management

5 key crm reports for your business

5 key crm reports for your business

booklet on 11 ways crm can boost your sales

booklet on 11 ways crm can boost your sales

Booklet on 4 ways crm helps scale your business

Booklet on 4 ways crm helps scale your business

360 degree evaluation on the benefits of crm

360 degree evaluation on the benefits of crm

Booklet on why crm selection and execution fails

Booklet on why crm selection and execution fails

How crm can increase profits & productivity

How crm can increase profits & productivity

Feature list of General CRM

Feature list of General CRM

100 plus features of CRM

100 plus features of CRM

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