IT CRM Feature list

IT Crm Featurelist

 

Scenario of IT Industry & CRM for IT business

The Indian IT sector is a major export contributor from the past 5 – 10 years. The industry has acquired a formidable position on the world map and is continuing to grow its reach. Many projections state the growth of IT sector to continue at a considerable pace till 2020.

At all stages of business cycle, IT companies face challenges. Entering into new markets or sustaining the present one needs high level of strategic planning. To overcome these challenges at a micro level, companies in countries like Australia, UK, USA, Singapore, Hong Kong and many more are moving towards automation of sales and client management activities.

An IT CRM software helps an IT business to manage and organize their and client data in an meaningful manner. It provides dashboards and needful sales metrics to help IT businesses understand their current sales position. IT CRM helps sales teams function smoothly.

 

Booklet on 100 Plus Features of IT CRM

Download Booklet on 100 Plus Features of IT CRM

 

Modules of IT CRM:
1. Sales Target Module

This module helps you:

– Set, trace and reach sales targets for your IT company and sales people respectively.

– Examine your revenue broadening.

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

 

2. Lead Management Module

This module lets you:

– Feed-in diverse leads.

– Know the lead stage, follow-up status & prioritize leads accordingly for improved deal closures.

– Club and allocate potential customers as per your desire.

– Know your probable business 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-ups with leads via calls, emails, sms and meetings.

– Get alerts for follow-ups, calls and meetings.

– Know how follow-ups are faring.

 

4. Quotation Management Module

This module lets you:

– Make and dispatch several quotations.

– Stay updated about the quotation status, add closing dates, save versions and payment collection details.

– Sales people can share quotations with other users in the CRM.

– Get quotations approved internally by higher authorities before sending them.

 

5. Client Module

This module lets you:

– Type-in basic details of clients.

– Allocate, classify and communicate effectively with your clients via calls, emails and sms.

 

6. Products / Services Module

– Add & manage multiple products / services.

– Feed-in specifications of your products / services & added taxes.

– Closely observe their sales in real time.

 

7. Calendar Module

This module lets you:

– Keep a calendar with an organized listing of your tasks.

– Mark prime dates relevant to your company, 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.

– Organize reminders for payments, etc.

 

9. Import Data Module

This module lets you:

– Introduce data of your existing clients, contacts, products / services, etc. into the CRM system.

– Get the importing details.

– Avoid data replication.

 

10. Announcement Module

This module lets you:

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

 

11. Company Module

This module lets you:

– Add and handle your firm’s and branch’s details; save and know basic contact information.

– Add, modify and delete contact particulars & designations of employees according to departments.  

 

12. Tags Module

– This module lets you:

– Prepare & customize tags.

 

13. Tasks Module

This module lets you:

– Add several tasks and their descriptions.

– Stay updated about the completion status, priority and cut-off date for respective tasks.

 

14. Pending Data Module

This module lets you:

– Know exactly what data is pending throughout your leads, clients and contacts in your IT CRM system.

 

15. Newsletter Greeting Module

This module lets you:

– Send out mass emails to clients and leads.

– Relay email marketing programs. 


 

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:

– Have real-time access to the finest details of your business sales through CRM reports.

 

18. User Module

This module lets you:

– Introduce new users in the system.

– Specify and know user roles & titles.

– Allow access permissions to various IT CRM modules.

– Categorize users as per their departments, branches and designations.

 

Conclusion:

We have made an effort to collate the most precise information on IT CRM .

You can read more of our IT CRM blog category.

 

Resources:

Top Features of Information technology CRM Software

Download Booklet Top Features of Information technology CRM Software

Infographic on Features & Functionalities of it CRM

Download Infographic on Features & Functionalities of IT CRM

Factsheet on CRM for IT Business

Download Factsheet on CRM for IT Business

Checklist for Buying Information Technology CRM Software

Download Checklist for Buying Information Technology CRM Software

Buyers Guide for Information Technology CRM Software

Download Buyers Guide for Information Technology CRM Software

Booklet on IT CRM for Sales Target Management

Download Booklet on IT CRM for Sales Target Management

Booklet on IT CRM for Lead Management

Download Booklet on IT CRM for Lead Management

Booklet on 100 Plus Features of IT CRM

Download Booklet on 100 Plus Features of IT CRM

6 Classic Cases for IT CRM Failure

Download a Booklet on 6 Classic Cases for IT CRM Failure

5 Key CRM Reports for IT Business

Download 5 Key CRM Reports for IT Business

 

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