Contact Management Contact management, an element of CRM that sometimes goes by customer management software, is a vital CRM capability. It allows users to segment your contacts into groups to organize and better cater to them. With this CRM capability, youâll be able to gather crucial customer data and bolster your marketing strategies when introducing new products. It also improves the personalization of all contacts with customers, making them feel important and catered to. This is a key factor in customer satisfaction!
Sales Team and Customer Opportunity Management Quantifying the opportunities that your sales team has with customers is a relatively basic feature of CRM. Referred to as lead scoring, it allows users to identify the customers that are most likely to convert. This helps streamline sales/marketing teams, improve efficiency and optimize your sales process.