Common CRM Features

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Sales Process Automation

Sales process automation is one of the most important features. It automates and streamlines various sales functionalities to standardize business processes. Businesses can customize the application as per requirements. It reduces human error, makes the sales cycle shorter, and improves lead to customer conversion ratio.

Opportunity Management

When a business qualifies for a lead, it becomes an opportunity. An opportunity is a potential revenue-generating contact or account. If the business does not nurture contacts or accounts properly, it will lose its selling opportunity. Opportunity Management enables businesses to manage and monitor the sales funnel and provides necessary info to complete the sales process.

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Quote and Order Management

When a customer is interested to buy a product or service, the salesperson creates a quote with all details. If the customer agrees to buy it at the specified price, an order will be generated. If not, the salesperson either cancels the quote or revises it to meet customer requirements. CRM automates and streamlines this process for business. It improves order processing capability, sales visibility, and relationship with customers.

Account Management

Account Management is another primary feature of CRM software. It captures and organizes company or division or household information and manages relationships

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Campaign Management

Sales process automation is one of the most important features. It automates and streamlines various sales functionalities to standardize business processes. Businesses can customize the application as per requirements. It reduces human error, makes the sales cycle shorter, and improves the lead-to-customer conversion ratio...