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Files and contacts related to the customer and his company: proposals sent, content and case studies downloaded, videos viewed and contracts already signed Statistics and analytics, all the numbers to calculate the performance of the sales force Ability to add an integration to the site with an instant chat Tools for creating quotes and estimates We could go on for a long time, because digital technology offers news on a daily basis, but for now we'll stop here and move on to the next point of the guide. 3. Prioritization We have seen what the potential of CRM software is, now it's time to define the priorities for your company.

The essential functions are the ones you must have, even if they require an extra cost, while the optional ones wedding photo editing service can be left aside temporarily and possibly added later. The advice is to create a list of necessary functions, in strict order of priority. Obviously, the entire commercial team must be involved in this phase, the people who will have to work in the CRM system on a daily basis. Download the ebook Taking the example of the HubSpot platform , the integrated CRM is able to capture information and save data from external sources connected to the software, without.



The need for manual entry by the salesperson. A significant advantage, both for the operations of the sellers and for the profitability of the team who can dedicate themselves to selling instead of staying in the office doing data entry. Another rather important feature is mobile accessibility, especially for the sales force who should spend more time out of the office than in front of the PC screen. Now that you have identified your needs, it's time to compare the different solutions offered by the market, let's see how in the next paragraph.