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Context-sensitive alerts can ease the burden of scattered notes, calendars, day planners, and other disparate organizational tools used throughout your sales team. Judicious use of this feature is something that can really take your CRM strategy to the next level. It will also notify your sales team when a customer or client takes very specific actions, or allow you to set up reminders of key dates related to major deals or milestones in your specific pipeline. A good CRM program will do more than help you keep track of emails. While the primary function that people associate with a CRM system is the ability to store and maintain contacts, the role of alerts and tracking shouldn’t be underestimated. If your system integrates with other programs, like Outlook, make sure you understand the scope of these auxiliary workspaces as well. Make sure to leave nothing on the table by acquainting yourself with these core CRM software features. It’s easy to get wrapped up in the most basic and fundamental features of your CRM system, but getting the most of your investment requires looking at everything. If you operate in a field that doesn’t deal with customers directly, but that forms other types of relationships instead, you can still use CRM software to keep track of - and foster - those connections. Most CRM programs have grown beyond mere contact management and sales tracking.

Using your CRM system for purposes beyond contact data storage and staying abreast of customer needs can help your business stay on top of relationships that matter. Just because it has a specific area where its strategies excel doesn’t mean there aren’t other ways to use the software to your advantage. Most programs that exist today are optimized for performance in this space: essentials like tools for tracking sales and integration with common marketing software tend to squeeze customer relationship management software towards a very narrow function within the overall needs of a business.īut don’t let this fact constrain your thinking on how CRM software can be used. The primary use case for a CRM system is, of course, to manage customer relationships.