5 Key Features to Look for When Choosing the Best CRM Platform

Operating a company isn’t without its challenges. Daily tasks include generating leads, cultivating new clients relations, retaining customers, and closing sales. Customer relationship management (CRM) programs make daily tasks easier and streamline operations. The software’s features define which product is most helpful for businesses.

CRM brainstorming session

Knowing what to look for in a CRM — what features best fit your company and it’s customer’s needs is crucial to long term sales and service success.

1. Customer and/or Contact Management Features

Customer or contact management helps you categorize and segment your customer list. The data mining practice shows you key attributes about customers stored in your database. The data bolster advertising strategies and gives you better ways of presenting new products to clients. This feature also provides better customer retention options. Data about the customer tells you how often they buy your goods and products. It also informs you of when to reach out to the clients and offer new content to them about products and services. The feature prevents customers from disappearing into the fray of your database.

2. Lead Scoring and Management

You generate more leads by using the lead scoring and management feature. It generates a list of clients for follow-up communications according to their demographic or explicit psychological or sociological attributes. Lead scoring shows which clients are likely to buy your products at a given time. The features streamline productivity and motivate your sales team.

3. Dashboard and Reporting Features

Dashboard and reporting features help you customize your CRM experience. Business intelligence tools give you a more engaging perspective when managing data. The dashboards give more portals for data comparison and enhance access to info about personnel and sales volumes. Your company makes more data-driven decisions instead of uninformed guesses that lead to near-miss sales. A hubspot salesforce comparison shows how differing CRM platform features work together and enhance your experience.

CRM dashboard

4. Sales Assessment and Automation Features

Marketing campaign assessments help you analyze the success of the efforts. Your company collects information from all sources where you advertise your business, services, or products. It provides reports for traffic to your company website, social media ads, and indirect links including landing pages and guest posts. The results show you when to use email marketing automation and attract more customers. Automation gives you programmable tools that work for you and free up time for more pressing matters. It helps you stay in contact with customers who opted-in for your marketing or advertising materials via email or text.

5. CRM Platform File and Data Storage

CRM platforms optimize file and data storage. Syncing of files enables connections via secured devices and gives you access to specific data. It gives your company proprietary techniques for storing customer and sales data. The platforms offer safeguards that protect information and generates backups for your files. The security schemes block security breaches, prevent data corruption, and give you data recovery opportunities.


CRM platforms offer versatility and customization for businesses. Owners and workers get better control over daily operations tasks and streamline how they conduct business. The features offered with the platforms define the capabilities and how well companies manage customers, data, and sales. Automation, data mining, and analysis give your business greater advantages and proprietary opportunities for enhancing and improving your company. To learn more about CRM platforms and features, read more details about the systems now.


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