{"id":3530,"date":"2021-07-22T11:02:23","date_gmt":"2021-07-22T11:02:23","guid":{"rendered":"https:\/\/www.helloleads.io\/blog\/?p=3530"},"modified":"2022-09-20T05:36:57","modified_gmt":"2022-09-20T05:36:57","slug":"top-10-crm-features-that-every-small-business-should-need","status":"publish","type":"post","link":"https:\/\/www.helloleads.io\/blog\/all\/business-benefits\/top-10-crm-features-that-every-small-business-should-need\/","title":{"rendered":"Top 10 CRM features that every small business should need"},"content":{"rendered":"\n
\"Top<\/figure>\n\n\n\n

Many small businesses have started using CRM<\/strong><\/a> to improve their sales and productivity. In the last five years, CRM usage has been increased from 55% to 75%.<\/p>\n\n\n\n

Over thousands of CRMs in the market, with hundreds of features and functionalities, aids in running a successful business.  CRM software<\/strong><\/a> not only helps you to solve the problem of tracking and connecting with customers but also helps in getting all your leads in one place through integrations and other means.<\/p>\n\n\n\n

CRM software lets your small business collect, analyze, and retrieve all the vital information associated with the customer base and manage them with ease. All CRMs possess a few standard core features and many other which are peripheral. Not every feature will be useful for you and for your team to manage the leads. However, here are the top 10 essential features that you should have in your CRM tech stack. <\/p>\n\n\n\n

  1. Contact management<\/li>
  2. Lead management<\/strong><\/a><\/li>
  3. Email integration<\/li>
  4. Document management<\/li>
  5. Workflow automation<\/li>
  6. Reporting & analytics<\/li>
  7. Sales forecasting<\/li>
  8. Customization<\/li>
  9. Social media<\/li>
  10. Third-party integration<\/li><\/ol>\n\n\n\n

    1.Contact management<\/strong> <\/p>\n\n\n\n

    \"Contact<\/figure><\/div>\n\n\n\n

    CRM\u2019s major function is to maintain all the\ninformation of the leads and customers in a single place. One of the important\ninformation about the lead is their contact information. <\/p>\n\n\n\n

    Contact management involves storing customer\u2019s contact information such as names, phone numbers, addresses, and social media account links in a quickly searchable and retrievable manner. This information will come in handy when you want to reach your potential customers, any time and from anywhere. <\/p>\n\n\n\n

    2. Lead Management<\/strong><\/p>\n\n\n\n

    Lead management is one of the vital functionalities, every business need from their CRM. It is also important to manage all your leads under one roof to convert your potential leads into customers. Leads are those who have expressed some level of interest in your product or offering but have not been qualified to determine if they fit the ideal buyer persona. Your CRM<\/strong><\/a> should be able to help you to track and manage such leads to convert them into paying customers. <\/p>\n\n\n\n