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What Do You Need in a CRM?

If you've been looking for a CRM, there are a few things that you should be looking for. For instance, your hosting needs should be one of the first areas you look into. Your business may need a hosted system, or it may be able to work with a locally served system. If your business has a relatively big network that each employee can access, installing your CRM on your own network may work best for you. Others still yet best utilize systems that are installed on the CRM company server, so that any internet access can provide access. This is also a great option if you need back ups of that data. As you shop for a CRM, you'll notice that there are some that are very complex, and others are quite simple. Most are very modular and this makes it so that you only really have to concern yourself with those modules that you'll use. The core features of most CRM systems are sales force automation, customer service and campaign management. Customer service modules need to effectively give each member of your customer service team real-time customer history involving everything from orders to payment and shipping. Campaign management on the other hand, will work with marketing modules that enable you to quickly create email and other online campaigns, track their success and also work with your mailing lists. Sales force automation modules are the most requested and most often used module on many CRMs. This is because an effective CRM will not only track prospective clients and customers, but it can also often track leads, store the history of your clients and customers, help you to create proposals, track client communications and even purchase orders. This is usually where you'll store your price lists, your product lists, and inventory information. Most are linked to your accounting department so that any order will automatically set up the billing process for you. Another one of the many facets of an effective CRM's sales force module is that it will often involve the tracking, integration and even the analysis of data. This will help businesses to identify various issues and opportunities, help set and organize sales goals, track revenue from present to pipeline, and give access to all of this information to authorized users. These are only a few of the core functions of an effective CRM, based on your company's needs you can usually customize your system to best benefit you.

Transparency at the speed you do business!