Items of Interest

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Extra CRM Features

Most CRM programs include contact management and some form of campaign tracking.

The following is a list of additional features you may want to look for when deciding which CRM system to use:

- Web-based system that allows anytime, anywhere access and reduces IT costs

- Easy-to-use interfaces

- Configurable for your particular industry

- High Level of Technical support

- Advanced user permissions for management

- Automated data backups

- Marketing Automation; Craft and coordinate multi-step marketing sequences that include email, direct mail, fax, voice broadcast and tasks.

- Sales Force Automation; customizable sales pipeline.

- Ability to Set up sales teams, automatically distribute leads and build automated triggers into your sales process to ensure that your leads are being followed up on time.

- Email Management; Manage newsletters, auto-responders and broadcasts.

- Email deliverability Assurance programs to ensure that your emails bypass spam filters.

- Contact Management; that allows you to track all emails, faxes, appointments, tasks and phone correspondence in one place.

- Affiliate Tracking; allow partners to view their referrals and commissions, set up tracking links and download resources.

- E-commerce; integrated shopping cart that allows for up-sells, cross-sells, specials, pay plans and custom html to maximize your online sales.

- Process credit cards automatically through your existing merchant account or via Paypal.

- List Management that allows you to segment your customers and prospects into meaningful lists.

- Billing & Accounting; sales and accounting reports, custom reports, automate your recurring billing programs, notifications for failed credit cards or other important indicators.

- Ability to integrate with 3rd party accounting programs.

- Calendaring & Tasks; Access your information at home or on the road with any web-enabled desktop, laptop, PDA or cell phone.

- Help Desk; Handle support requests, ability to create ticket stages to track and manage customer support issues and set triggers to automatically initiate required actions throughout the ticket process.

One of the best CRM programs we have found in our research is the Infusion CRM.  Click here for a FREE DEMO of the Infusion Software CRM