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CRM software features

CRM software features

The CRM software experts of Select have compiled a list of the most common features found in CRM applications. Use our online questionnaire to select the CRM software vendors that best meet your requirements. This will help you to narrow down your CRM software selection to a shortlist. In order to make a final selection we recommend you to invite the shortlisted vendors to actually demonstrate their CRM software solution. Select CRM uses the following CRM software features:

Industry focus:
Manufacturing
Construction Industries
Transportation and Logistics
Wholesale and Retail Trade
Finance, Insurance and Real Estate
Service Industries
Public Administration
Customer data:
Create and maintain basic customer details
International address formats
Flexible search feature using all fields in the database
Import external customer data files
Address verification i.e. based on postal codes
Automatic match-up feature preventing identical company records
Organizational structure and charts
Social Networking
Contact management:
Contact management
Calendar functionality
E-mail processing
One-way synchronization into Groupware applications, like Outlook and Lotus Notes
Full two-way synchronization with Groupware applications, like Outlook and Lotus Notes
Marketing:
Mailings
E-mail marketing
Campaign management
Telemarketing
Internet marketing
Sales:
Opportunity Management
Quotation management
Product catalogue
Consolidation
Order management
Pipeline analysis
Visit and route planning
Partner management
Customer value management
Territory management
Incentive and commission management
Service:
Installed base management
(Service) contract management
Service tickets and returns management
Helpdesk support
Service planning
E-service
Service Analytics
General properties:
Multiple language support
Project management
Integrated analysis
Third party analysis software
On premise CRM
Hosted CRM
Web-based
Basic configuration features
Full configuration features
Dynamic data models
Basic configuration of user rights
Full configuration of user rights
Triggers and alerts
Workflows
Technical requirements:
Mobile CRM
Oracle databases
MS-SQL databases
MS-Outlook integration
Lotus Notes integration
XML interface module
Web services module
CTI (Computer Telephony Integration)

Don’t want all

CRM software features

at once!
When the CRM vendors you’ve selected for a demonstration of their application, you’ll be tempted to want it all. In that case, remember to approach a CRM project on a step by step basis. In the end, configuring and tailoring the CRM software features needed is the easy part of the implementation. Making sure your organization inputs all required data and utilizes the system in the most profitable way is the key to success in every CRM project.

Want to know more about how Select CRM can support your exploration of the CRM software market? Then select your CRM software now.