Knowing your requirements is the first step in choosing the right CRM.
Below, you'll find the key features that any CRM—regardless of each business's specific objective—should have.
A good CRM stores all your customer information centrally and easily. btc database Employees across different departments need to be able to quickly access the data from anywhere, at any time. If someone updates a customer record, the change should be visible to everyone in real time.
Contact management
The main function of a CRM is to capture and organize user information from the moment they are visitors through conversion. This data is typically contact, demographic, or transactional.
Design is essential for this type of platform. It's important that the tool is easy to understand and that the information is organized logically. Remember that achieving good sales requires the participation of various sectors and multiple teams.
Tracking and interaction
The best platforms on the market allow you to view the entire interaction history and document conversations with contacts. This feature facilitates coordination and communication between the different departments involved in a sale.