crm-features-that-every-business-needsWhile comparing the large variety of options of a CRM system, try to focus on the key features can help improve your business. However, before considering any software solution, you need to make sure that the vendor you are considering can offer you some fundamental capabilities.

Any fundamental CRM system should offer the following list of CRM must-haves:

Easy integration

Why invest in CRM technology if you cannot immerse your workers? An application that is difficult to use or implement into your work kills the team’s motivation to use it. Thus, don’t assume that the best CRM is the one that is most complicated or has the most functions. Choose the system that is very simple and which can be integrated into the software that you already use on a day-to-day basis.

Remote access

Tech solutions that can only be used in the office are very outdated. The information must be shared instantly and should be put into the database from all possible locations: during a customer visit, at industry events as well as from public premises. With more salespeople working in the field, it’s important to be able to access the system from anywhere and at anytime. This enables proper data exchange for tracking tasks and sales with increased agility. A CRM that doesn’t have good mobile features is out of sync with the way companies operate today and you shouldn’t waste your money on it!


Look strategically at its mobilization and how it can support your business and improve its processes. If you expect to expand your business, but if you aren’t certain how fast it will expand or how many users you will need to add annually – it is worth to look at a CRM that allows the opportunity to quickly scale up via a Software as a Service (SaaS) model.


A CRM system should provide business users with access to decision-making analytics. Sales teams that can properly analyze their prospects’ data are more efficient in building their sales strategies. It is not sufficient enough to collect data. There should be proper analytical tools to help analyze all of the customer data and what to do next. For example, by analyzing data and assigning a quality score to each lead, sales people can easily identify which leads to target next, whether they need additional lead nurturing for potential high value customers and which leads to avoid.

Sales, service & marketing modules

CRM solutions should support the key customer-facing processes within an organization. For example, software that aligns all key processes has to include functions such as lead generation, marketing campaign management and customer requests processing. For example, the bpm’online CRM can significantly streamline each stage of the customer journey, from lead to loyalty, by aligning the dots between sales, marketing and customer service.

For today’s business space, the above mentioned features are absolutely essential if you want to run your business efficiently and ensure smooth growth. These CRM features will also help you reduce costs and get rid of the necessity to implement multiple tech solutions. In addition to the features above, companies should make sure to evaluate their current processes and add features that can address other needs. Make sure to find a CRM that is at a reasonable cost and one that has a free trial so that you can see whether or not it can fit within your businesses processes.