Media & Advertising CRM featurelist

 

Media & Advertising CRM Featurelist

 

Scenario of the Media & Advertising industry & CRM for Media & Advertising  business:

With the evolution of technology & increasing participants, the Media & Advertising Industry is gaining momentum. The Social media bubble, increasing use of technology to reach target audience has laid a roadmap of growth for Media & Advertising businesses till 2020! In the next 3 – 5 years, Industry experts anticipate some major upward shift in the Media & Advertising sector.

The main concern for Media & Advertising businesses is to make sure that all the stages of sales & client management are completed smoothly. Communicating the requisite information with leads & clients helps to build customer satisfaction. A Media & Advertising CRM software helps businesses to overcome this concern effectively.

UK, USA, Hong Kong, Singapore, India, Australia and many more are the prominent  countries opting for Media & Advertising CRM to ensure quick lead conversions.

Know the 100+ things that you can do with a Media & Advertising  CRM in this detailed feature list.

 

booklet-on-100-plus-features-of-media-and-advertising-crm

booklet-on-100-plus-features-of-media-and-advertising-crm

 

Modules of Media & Advertising CRM:

1. Sales Target Module

This module helps you:

– Set, track and monitor sales targets for your business and sales representatives individually.

– Monitor your financial upscaling.

– Know & manage the sales performance of your company and sales troops.

 

2. Lead Management Module

This module lets you:

– Add numerous leads.

– Stay updated about the lead status, follow-up feedbacks and prioritize leads for more deal closures.

– Club and allocate leads as per your desire.

– Get sales forecasts to know your business’ growth trend.

 

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

These modules let you:

– Do sales follow-ups from a single dashboard via calls, emails, sms and meetings.

– Streamline follow-up calls, emails, sms and meetings with prospective customers.

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

 

4. Quotation Management Module

This module lets you:

– Prepare and send multiple quotations.

– View the quotation status, closing dates & store versions.

– Share quotations among other CRM users in your company.

– Send quotations to higher officials of your organization for approvals.

 

5. Client Module

This module lets you:

– Comprise all your clients’ contact details.

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

 

6. Products / Services Module

– Add & manage numerous products / services.

– Mention their specifications, attach documents & specify added charges.

– Watch their real time sale.

 

7. Calendar Module

This module lets you:

– Have a task calendar.

– Demarcate prime dates relevant to your business, staff, leads & 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:

– Pull-in your prevailing data, contacts, policies, renewals, etc.

– Know who imported the data.

– Prevent data duplication.

 

10. Announcement Module

This module lets you:

– Prepare & automate announcements for internal employees.

 

11. Company module

This module lets you:

– Feed-in details of your company & manage your branch details; save & view basic contact details.

– Add, modify & 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:

– Precisely spot the data which is pending across all your leads, clients and contacts in your system.

 

15. Newsletter Greeting Module

This module lets you:

– Dispatch mass mails to clients and leads.

– Execute 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 minutest details of your business sales.

 

18. User Module

This module lets you:

– Add new users in the CRM system.

– Specify and know their roles & titles.

– Grant access permissions to various modules.

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

 

Conclusion:

You can try a demo here!

If you want to read more posts: Media & Advertising CRM


Resources on CRM for Media & Advertising business:

 Booklet on 5 key reports on Media and & Advertising

Booklet on 5 key reports on Media and & Advertising

Booklet on 100 plus features of Media & Advertising

Booklet on 100 plus features of Media & Advertising

 Booklet on Media & advertising for Lead management

Booklet on Media & advertising for Lead management

Booklet on Media & Advertising CRM for Sales target management

Booklet on Media & Advertising CRM for Sales target management

Buyer's guide for Media & Advertising CRM

Buyer’s guide for Media & Advertising CRM

Can Media & Advertising CRM carry profits and productivity

Can Media & Advertising CRM carry profits and productivity

 Checklist for buying Media & Advertising CRM software

Checklist for buying Media & Advertising CRM software

Factsheet on CRM for Media & Advertising Business

Factsheet on CRM for Media & Advertising Business

Infographic on features & functionalities of Media & Advertising CRM

Infographic on features & functionalities of Media & Advertising CRM

Top 13 features about Media & Advertising CRM

Top 13 features about Media & Advertising CRM

 

 

 

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