At the same time, CRM should allow searching using these tags and fields present on your contacts. Be wary of using too many tags though as over time they’d be difficult to manage and probably conflict too. You could use tags for a range of fields you’d like to track on your contact apart from the fields already available. All of this, however, is possible only if you have this data entered into each contact’s profile on your CRM. reaching out to your prospects as well as developing and distributing your marketing communication. You could use these personas for your outbound sales efforts i.e. what domains they are from, what designations they hold, what their requirement specifics are and so on. Segmentation of your contacts helps in analyzing your lead/customer personas i.e. Segmenting your leads/customers is key to any effective sales and marketing process. For example, you’d want to add few more stages like “Followup” or “Churned” in your pipeline stages and your CRM should allow that level of customization. Look for a tool that allows you to add all the 3 levels of information from one point- profile, company and opportunity/deal.Īs banal as the statement “one size does not fit all” gets, it’s equally hackneyed to say that a CRM should provide enough leverage for settings and literature that match your sales cycle. A good CRM is one that represents all information related to a contact at a single place, despite featuring exclusive sections for the same. Among other things on a user’s plate, asking them to navigate to multiple pages for data entry, even if the data points are related to different database tables in your backend, would cheese them off.
Single point creation for all contact related dataįrom a product’s standpoint, usability is key to a good user experience. At PromptCloud though, we have written a smarter script that identifies the contact’s email among others and creates contacts using the CRM’s API.Ī CRM aids efficiency only if it allows users to collaborate over a common database to create contacts, access them across contact owners, add deals to contacts, move deals through various stages in your funnel, email contacts from the CRM and so on.
Life is easier when CRMs have a smart bcc feature using which any email to your sales group gets automatically logged into your CRM. This is so high in this list only because you don’t want to be creating contacts each time someone sends an email or later import contacts in batches. Smart Bcc, IMAP features and SES integration After much research, we came up with the following set of requirements which should aid as a checklist when making your purchase decision too. More so, it was a daunting task to come up with an exhaustive list of requirements because we knew we were going to be stuck with the tool for a long time so we’d better be wise. There were endless choices in the market, each one claiming itself better than the other. When we were making this choice recently at PromptCloud, it took way longer than we had desired. But with innumerous such tools in the market today, it’s another task to pick one that suits your needs best. They help track and maintain sales cycle apart from enabling single point communication with clients and leads. Maintaining this data can be extremely useful for segmentation analysis and even nurturing your leads through the sales cycle. But as you grow your successful business, and inquiries and customers start pouring in, you’d like to track them all from top to bottom. All of us have gone through this phase of adding monthly leads into excel sheets, color coding them as per their qualification and stage. The next in row is tracking inbound queries that you receive from your landing pages or forms on your website. When it comes to managing customers, every business starts off with an excel, listing current customers along with their contact details.
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