Here are the essential parts of a well -designed personalized CRM:
Contact and leader administration
Store customer information, follow the process from the first contact for sale and manage pipelines.
Sales automation
Automatically manage offers, invoices, follow -up, highs and workflows.
Reports and analysis:
Create diagrams and information on sales, customer behavior and performance.
Customer assistance equipment
Help includes office features, ticket monitoring and chatbots.
Mobile access
Let the teams work as you go, reach the downline data and respond quickly.
AI and predictive analysis
Use AI to mark prospects, provide sales and offer automated responses.
Data security and security
Apply a strong encryption, from two factors connections and comply with rules such as the GDPR.
Integrations
Connect with mail, ERP, marketing tools, social media and IoT devices.
