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blog | March 27, 2018

Must Have CRM Features

Customer relationship management software is designed to help strengthen the bond between a business and its customers. Through consistently updating the software with customer information such as their name,...

By Courtney Perry

Customer relationship management software is designed to help strengthen the bond between a business and its customers. Through consistently updating the software with customer information such as their name, address and each time they make contact with your business, you can learn exactly who your customers are.

While CRM software is extremely important, you may never get the most out of it if you are not familiar with the ins and outs of the software. In today’s blog, we will discuss some of the must have features of customer relationship management software, what they do and how it can help build a bridge that connects you as a business to the customers that support you. Continue reading to learn more about these features.

Feature #1: QuickBooks Integration

WorkWise’s OnContact CRM software has the ability to integrate with QuickBooks. If you are not familiar, QuickBooks is a popular accounting solutions for small and mid-sized businesses. It gives you the ability to manage bills, record and create recurring payments, creates checks and pay multiple vendors and bills at the same time.

With this integration you can eliminate double data entry, granting you more time to be productive at work. You also have the ability to view customer information alongside financial data. Companies have the ability to save time and money with our fluid and secure synchronization. OnContact CRM supports integration of QuickBooks with both online and desktop computers. All of these actions can be done without ever leaving your OnContact customer relationship management software application. Having access to QuickBooks through our CRM software creates a seamless, less cluttered working experience for CRM and QuickBooks users.

Feature #2: Sales Automation

Have you or your sales team ever found themselves:

This is where sales automation, a CRM feature, can help to eliminate those problems. What is sales automation? It takes manual, time consuming tasks that sales reps, managers and leaders complete on a daily basis and automates them.

OnContact CRM sales automation assists your sales team with streamlining your sales organization, earning more customers while keeping them satisfied. It also supports sales reps throughout the entire sales cycle, guiding them through their daily activities such as managing their pipeline and having access to data and analytics. All of the work that is typically done manually, can be done through the automation feature which gives your sales reps more opportunities to search for leads and close deals.

Feature #3: Social Media Integration

Social CRM adds a social media dimension to the way businesses think about the relationship they have with their customers. Adding the social media integration to your customer relationship management software, you have the ability to combine what you already know about your customers with their social media activity. If a customer chooses Twitter or Facebook to contact your business, you can track the conversation, providing another avenue for you to respond more efficiently to the needs of your customers.

With social media integration from OnContact, you can link social media profiles to your CRM contacts. Once linked, you can view your contacts public profile and newsfeed and engage with them by sending tweets, messages and comments. All of which can be done without ever leaving the application.

Other features include:

As you can see, CRM helps establish a stronger relationship between a business and its customers. It is possible because of its features. When searching for a CRM vendor, take the time to learn all about the features they offer and how it can help your business moving forward. Contact us today to learn more about OnContact CRM.

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