A basic set of functions in a CRM system

CRM is a useful and effective tool, which, if used properly, can be of great benefit to your online business. The main audience of customers using CRM systems are online store owners.

Depending on how many products the company sells and what the specifics of the goods offered, different CRM systems with a different set of functions and additional features may be used.

A basic set of functions

The first thing to do is to define a set of functions that the system should perform. Then through the best CRM solution providers you'll be able to find the best option for you and your business. If we talk about small companies, almost all of them use a basic set of functions.

• Work with clients. The software must have the functionality to save all requests and view the history of communication with customers. This provides an excellent opportunity to offer the most suitable products for a particular customer and increase sales;
• Sales funnel tracking. Another necessary feature is tracking the customer's journey from their contact with the company to the transaction. This way you'll be able to understand which ads are attracting customers and which are working less effectively. You'll also be able to find out at which stage the most customers are lost;
• Communication with customers. CRM should have features for fast communication with customers. This way you will be able to respond promptly to messages through different cauldrons, which will prevent you from losing a customer;
• Setting tasks for employees and controlling their execution. The manager through the CRM will be able to set tasks for his employees and monitor each stage of their implementation;
• Tracking the work of each employee. Business owners need to know how much each of his employees processes requests, conducts meetings, and concludes profitable deals. You can see the statistics of the company's income thanks to each employee. This is a great way to get rid of lazy employees and reward those people who work the most actively and bring the most profit to the company.
  

These are basic features that are required as part of a CRM for almost every company that does business online.

But that doesn't mean you won't need advanced functionality. Be sure to consider which of the features might be useful in your situation. Don't forget that your business may gradually evolve. Therefore, the features that you don't need now may come in handy in the future. Many CRMs have the ability to expand functionality as and when you might need it. This, too, is a good metric for a CRM.