The CRM software could be simplistically described as a combination of multiple business features. Ideally these features should overlap and create an ideal ecosystem to create a productive work environment.
But, most situations don’t see the ideal application of CRM software.
For this, you need to form a clear selective picture of relevant features that could aid and improve your daily processes.
Otherwise, your software API could end-up being an assimilation of wrong features that drains precious business hours.
Feature Fatigue is Real
Businessmen aiming to choose a CRM should ideally answer these following questions.
Does your CRM suffer from feature fatigue? Or does your CRM come so stripped down that it’s barely functional?
If your CRM API has too many manageable features, they could simply end up as reclusive.
When your employees are presented with too many features to manage, it’s seen that general usability of CRM gets dramatically reduced.
On the other hand, if the key features are lacking, your software could rarely get used and end-up becoming a compromise on overall utility.
Here are some basic directives for being smart and selective with your CRM features.
Improves Current Business Model
Rather than trying to brainstorm all requisite features, you could look-onto currently operating business model and its concerned details.
By understanding the basic operations, you could run a check to understand the essential features that aids and improves your current business. These functionalities could vary according to each team.
This could include multiple features such as GPS tracking, Service integration, instant reporting etc.
Further, you could add essential utilities that may superimpose or create a better way of managing your business.
Superimposes multiple Key Business Functions
Any CRM feature that superimposes and handles multiple utilities could become an automatic choice. For instance, the document management system could transmit current business progress and performance reports.
All these improve your current business functions and utilities.
Connects Multiple Teams and Activities
In most scenarios, you could achieve incremental improvements in productivity and output through streamlining multiple activities. At the same time lack of regulations, could mean frequent interruptions and borderline slacking.
For this, you need to understand and connect multiple teams to work towards a single objective.
Integrates Digital Utilities and Functionalities
Most businesses utilize none or primitive digital utility for managing their daily business. These include dabbling between multiple phones, social media etc.
CRM is an ideal way of integrating modern utility and functionalities into your daily business process. This improves your daily business efficiency. You can also seamlessly create new business fronts.
Is Customization the real answer?
In almost all the cases, there isn’t a single cookie-cutter answer for CRM implementation. Most often, the right CRM software comes as a result of team discussions and inputs coming from experience.
Here, the CRM software customization presents a selective experience for each team.