CRM Features - CRM Software For Small Business
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CRM Features
There are many methods of implementing CRM software; off-the-shelf, managed, outsourced or even bespoke but the primary features are largely the same.
Let’s look at the individual sections of CRM and the typically associated features.
Sales Force Automation
- Opportunity Management
- Contact Management
- Account Management
- Forecasting
- Quotes & Contracts
- Outlook Plug-In
- Mobile Solutions
- Dashboards
Customer Support
- Case Management
- Inbound Email
- Knowledgebase
- Bug Tracking
- Self-Service Portal
Reporting
- Marketing Analytics
- Dashboards
- Sales Trends
- Customer Profiles
- Case Reports
Marketing Automation
- Multi-Channel Campaigns
- Campaign Wizard
- Email Marketing
- Web-to-Lead Forms
- Lead Management
- Marketing Analytics
Collaboration
- Email Client
- Project Management
- Outlook Plug-In
- Mobile Solutions
- Activity Management
Platform
- Team Management
- Access Control
- Workflow Management
- Layout Editor
- Custom Fields
- Module Builder
- Module Loader
- Homepage Layout
- Dashlets
- Exchange Apps