Are you getting the most out of your customer relationship management (CRM) software? If your small or large business aligns with the statistics, chances are, you’re not using it fully. 

Let’s delve into the more complex features of CRM

The reasons are different, but the common denominator is this: it is very difficult to learn about new technologies, and even more difficult to know how a new tool will offer you benefits until you’ve had time to use it. If you’ve had your CRM for a while but still feel like you’re missing something, this may be time for a deeper look into some of the features your solution has to offer.

The Best-Kept CRM Secrets

Your CRM is not just a place to store contact information and send automated emails to your customers. It’s a sales as well as a marketing hub, and when utilized to its full potential, it can actually save you and your team a lot of time.

If your business and sales staff struggle to get much use out of your CRM, it’s time to understand some of the more niche features that might be exactly what your specific business requires. And although they are not exactly secrets, they certainly seem that way, given that so some businesses take advantage of them.

So, explore CRM development best practices and the best-kept CRM secrets and put them to good use.

Automatic Lead Scoring

Your business may keep track of how cold or hot your prospects are using tags, notes, or other data – but with some CRM software, you can automate the lead-scoring procedures. Assign points to various user behaviors to indicate how serious they are about buying. 

Contact top-rated CRM software development company such as Code Garage Tech.

For example, low-scoring aspects might include clicking a display ad, downloading a lead magnet, or visiting your blog. High-scoring behaviors would include calling a sales rep, downloading a lead magnet, or booking a demo. CRM software with API integration is best.

Alternate Views

The main dashboard of your CRM may be where you spend all of your time, which makes sense of course: it’s the first thing you see when you open your software. It’s good to get a big picture of what’s happening with your existing contacts or new contacts, and what is generally happening with your email campaigns. But several CRM programs offer numerous views, where you can filter your data to show specific information. We offer CRM software for financial services. 

Project Management Across Teams

Do you use another software solution for creating projects, tasks, and assigning them to team members? Well, your CRM might be able to do this for you. It keeps all of your marketing and sales projects in a single place. Assign tasks to your sales team, remind deadlines, and get notified upon the completion of specific milestones. Best CRM development services in the USA.

Form Creation

There are a billion and one ways to capture leads on your website: WordPress plugins, third-party services, and form creation tools built-in to popular website creation tools like Squarespace and Wix. However, these often need manual or clunky workarounds to get your leads moved over to your CRM. If this sounds similar to you, cut out the middleman. Explore if your CRM has an option for form creation on your website, so you can import leads automatically (and immediately!) to your contacts list. We offer CRM solutions for customer service teams.

Custom Reporting

Is there a need to justify marketing or ad spent to your boss, or client? Do you want to track quarterly email performance, or compare the activity of different members of your sales team? Numerous CRMs have built-in custom reporting, so you can generate the information you need exactly for your business use case. Code Garage- Custom CRM solutions provider

If you’re using your CRM the old way you’d use an Excel spreadsheet, we want to tell you that you can do so much more! So contact Code Garage Tech and take your business to the next level with our CRM software Development solutions.