Need a CRM System? 6 Must Have Features In 2023 For Your Business To Thrive

If you’re looking for a CRM system for your business it can be difficult to cut through the noise and find the best one to suit your needs. Here at Expert Market we’ve put together this list of must-have features to include so you know what to look for, and what the right software can do for you.

1. Accurate, Reliable Revenue Forecasting

Real time data offers valuable insights into your business. That means better forecasting so you know what to expect when it comes to returns on your efforts. Dashboards give quick, deep insights to keep your KPIs in check.

2. Security You Can Trust

Protecting your data is a top priority to protect your business. Find a quote for a CRM system with Cloud compliance to keep your data in your hands only. And for Medical CRM Software, HIPAA compliance is a must.

3. Customise and Cultivate Your Data in the Cloud

Data is useless if your team can’t access it. A good CRM system helps you link up your data in the cloud, so whether it’s managing leads or responding to customers, you have all the information you need at your fingertips. No more bloated spreadsheets.

4. Master Mobile CRM

It’s never been more important to stay connected. With the right CRM Software, you can integrate your current processes into calendars and social media apps you already use. And on mobile, call, respond to hot leads and dive into data anytime, anywhere.

5. Streamline Your Work With Process Automation

The last thing you want is a leaky sales funnel. Repair those leaks by automating processes that waste your team’s time, axing admin and finding more focus. What’s more with click to close tracking, you can put extra focus on customers while your CRM supports your customer journey.

6. 360° Account Overviews For Complete Opportunity Tracking

When you’ve got total pipeline visibility, you know where the opportunities are. What’s more, you’re faster: lock in leads with accurate information, share knowledge across teams, and reply to customers rapidly for better retention.