Transcribed

Features To Look For In A Sales CRM

Features to look for in a sales CRM Marketing. automation For marketing automation you need to have the following set of features in your CRM: Lead management (including tools for lead generation, scoring and nurturing), email and event marketing, landing pages, Web and marketing analytics tools and campaign management. Lead imanagement, Email and web Campaign managment marketing P Salesforce automation This includes Contact and opportunity management, workflow automation, territory management, sales forecasting, pipeline analysis and reporting. Customer service and Customer service and support requires: support Trouble ticketing, knowledge management and knowledge base systems, self-service solutions, case management, live chat and surveys. Channel management The channel Additional management involves: Trouble features ticketing, knowledge management and knowledge base systems, self-service solutions, case. management, live chat and Help desk automation Knowledge management surveys. Field service management

Features To Look For In A Sales CRM

shared by Cosmoscrm on Jan 14

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There are many CRM systems available out there but not each one of them is meant for all business types. Entrepreneurs often stumble upon the systems with numerous complex features, oblivious of the f... act that very few of them would actually be useful for their organization. In order to make the right purchase decision people should first jot down the goals they want a CRM system to achieve for them and then move forward with a clear mind. This infographic illustrates the set of features that the entrepreneurs emphasizing on sales should be looking for in a CRM software.

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Cosmos CRM