Basic features of a sales CRM


In general, CRMs streamline and improve the sales process, marketing campaigns, and customer service (not to mention customer interactions in general). They do this by rationalizing and simplifying workflow, building a sales pipeline, automating tasks, and analyzing data.

If your particular concern is sales, you’ll definitely be seeking a CRM that manages your customer-facing voice, chat, social media, and email touchpoints in one place. Doing so results in improved efficiency throughout your business, and dramatically increased visibility on your team’s performance, your customer base, and the market at large.

Sales automation sorts information across channels and rationalizes your workflow. Sales inventory tracking gets rid of a lot of manual data entry, and agent performance tracking tools incentivize best practice, helps schedule team members, and plan for busy periods.

A sales CRM lets you better identify a sales lead with lead tracking and other tools that offer visibility on all available sales opportunities.

Lead management and contact management features aggregate information across channels like LinkedIn, Facebook, telephone, website chat, and email. That gives you easy visibility on who’s who in relation to your business, and where they’re at in the sales cycle. You’ll be able to nurture leads with personalized, relevant information over time, building up an individual rapport and brand visibility to win loyal customers.

Accounts management tools automatically put client information in one place for easy access, including their activity, pending deals, associated contacts, and payment status.

Quotation management lets you generate quick quotes and keep track of those already in play. This is super useful for forecasting sales, addressing your business’s overall production and operational needs, and segmenting customers and leads to further refine your sales funnel.

Opportunity management allows you to spot potential sales as they develop, providing you with the ability to respond and capitalize right away while proposal management tools keep track of projects, quotes, letters, contracts, and messages.