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How to choose the right CRM software

12 October 2021
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For many businesses, customer data is the lifeblood of their organization. Customer relationship management (CRM) software organizes that information into a single console, making it easy to access and search to find what you need. Modern CRM software, however, offers much more than just a digital Rolodex. The best CRM tools make it easier to connect with your customers and build their loyalty.

To help you find the best CRM software for your organization, we’ve put together this guide so you can determine the features and considerations that are most important for your business.

Common features of CRM software

The CRM software market is expected to reach $113.46 billion by 2027, according to Fortune Business Insights. This means there is an endless list of CRM vendors competing for your business, and it can sometimes be difficult to feel confident picking the right one for you. The best CRM software options will include these core features.

Contact and lead management

Contact and lead management is perhaps the most fundamental component of any CRM platform. After all, if you can’t store, monitor, and organize your customer data in a way that helps you drive sales and increase customer retention, what’s the point? Choose a CRM that matches your current workflow and sales process, especially if you have a highly complicated or specialized funnel that may require custom fields.

From a sales perspective, the most effective CRM solutions leverage artificial intelligence for predictive lead scoring, so you and your team can prioritize the leads that are most likely to convert to customers. Contact management is helpful for customer service as well. This feature allows you to store notes about all of the interactions you have with each customer, so everyone on your team is on the same page. It will also help you personalize future interactions and deliver consistently excellent customer service.

Read more: How to choose the right CRM software



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