Find out what a good CRM needs to have

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Think about buying a car. It must have some basic elements for it to perform well: engine, power steering, electric locks, sturdy wheels. Buying a CRM follows the same principle: there are essential features to consider when buying. Take a look below:

Integration
In a company you have different departments: sales, HR and finance, for example. All areas need to talk to each other and understand how the activities of one influence the performance of the other.

Let's suppose that the financial department, in order to pay the salaries of the employees, must botim datacalculate how many sales are necessary to carry out the task. CRM facilitates the transaction of information within the organization, so that each sector knows what its goals are and how to act to generate better results.

In addition to internal integration, a good CRM should offer integration with other tools such as email , marketing automation , connections, social networks, among others that can make the lives of employees easier.

A salesperson, for example, can optimize their work time, be more productive and improve their relationship with the customer if they have access on a single screen to the entire history of the relationship between the organization and the consumer.

Personalization
Every company has a different sales strategy and metrics, you can do B2B sales or B2C sales, for example. Therefore, when choosing a CRM, you should choose a system with a customizable dashboard.

So, instead of wasting time gathering loose sheets and looking at each metric separately, you can create filters with the most important elements to track and gather them in one place.

In practice, having everything organized your way means having faster access to data, the option to change your goals, defining which employees can see certain features, among other benefits.