{"id":1937,"date":"2021-11-16T07:00:00","date_gmt":"2021-11-16T07:00:00","guid":{"rendered":"https:\/\/www.viennaadvantage.com\/blog\/?p=1937"},"modified":"2024-11-06T14:59:48","modified_gmt":"2024-11-06T14:59:48","slug":"6-features-every-cloud-crm-software-must-have","status":"publish","type":"post","link":"https:\/\/onfinity.io\/blog\/business-hacks\/6-features-every-cloud-crm-software-must-have\/","title":{"rendered":"Cloud CRM Software Solutions: 6 Must Have Features"},"content":{"rendered":"\n

For the modern day enterprise of all sizes, a Customer Relationship Management<\/strong><\/a> (CRM) solution is key to managing the entire order to cash (O2C) process. With cloud-based applications being the norm now, organizations are rapidly moving to a cloud CRM software to leverage the flexibility and scalability offered by such a solution.
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Benefits of Cloud CRM software solutions<\/h4>\n\n\n\n

A cloud CRM software acts as the custodian of all aspects related to customers and how the organization works with them in acquiring, servicing and maintaining a customer. When a CRM software is provisioned as a service, more commonly known as Software as a Service or SaaS model, the overhead of maintaining the application and related infrastructure also goes away. This makes the Cloud CRM software cost efficient and provides a lower total cost of ownership to the organization.<\/p>\n\n\n\n

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Key Features of Cloud CRM Solutions<\/h4>\n\n\n\n

Let us look at a few key features that every cloud CRM software should possess for organizations to derive significant benefits from it.
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#1 Contact and Lead Management<\/strong>
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Individuals within your organization may interact with external business partners in different capacities. This leads to inconsistent leads records and often in ill-maintained, redundant contact information across various systems.
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For a Cloud CRM software, the Contact Management function is at the core and a robust Cloud CRM solution will be able to integrate with various applications that have the organization’s external business partners\u2019 data and reconcile, de-duplicate and streamline contact management into a reliable source of lead data.
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#2 Sales Funnel Management<\/strong> <\/h2>\n\n\n\n

Depending on the kind of customers an organization serves, the sales process may vary across organizations. For instance, the process of acquiring customers for a Direct-to-customer (D2C) brand would be very different from that of Business-to-business (B2B) companies.
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The process of managing various stages of acquisition of customers is known as \u201csales funnel management\u201d. A suitable Cloud CRM software should act as a digital twin of your sales funnel management process and should give your sales teams the ability to record deal origination and monitor the deal progress and closure.
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#3 Campaign Management<\/strong> <\/h2>\n\n\n\n

Campaigns are an integral part of any marketing activity that directly or indirectly results in generation of leads and filing up to the top of your sales funnel. While deciding on a Cloud CRM software, you would want to evaluate various CRM systems<\/a><\/strong> on their ability to define, plan and run a campaign. As the campaign runs, the Cloud CRM software should be able to link the dollar spent on it and provide a return on investment on the campaign throughout the life of a lead generated from the corresponding campaign.
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