Underutilised Features In Your Sales CRM You Need To Be Using | DMA

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Underutilised Features In Your Sales CRM You Need To Be Using


A CRM is an invaluable tool for sales and marketing teams, and has many features that businesses might not be aware of. Here are some of the most underused CRM features that could impact your company’s results:

  1. Email integration

If your CRM system has email integration, it could make managing business communications more efficient. Many people still rely on email as a means of communication, and integrating it with your CRM will save a lot of time and effort. You can sync your contacts (so you don’t have to enter customer information twice), customise your feed, and keep all your important emails in one place.

  1. Dashboards and reports

Dashboards give C-level executives insight into what’s going on in the company. Instead of having to navigate your reports tool, you can turn your report into a dashboard. Dashboards and reports allow you to view everything in one centralised location, which will help you get richer data insights and make informed business decisions. With a click of a button, you can see the metrics you need, and will no longer need to manually create graphs and charts.

  1. Predictive analytics

Predictive analytics will help companies identify quality leads earlier in the buying cycle. Usually, sales teams spend a lot of time working through contact lists with little or no information about whether they’re a fit for your product or service. Predictive analytics takes your data and creates highly-segmented lists of prospects based on similarities from your current customer data and ideal customers. If you have an AI-enabled CRM, predictive analytics is a tool you should definitely be taking advantage of.

  1. Website visitor tracking

Certain CRMs will allow you to track who is visiting your website, what pages they’re viewing, and how long they stayed on your site. This can be done by embedding a snippet of code in the header of your webpage. You can use these insights to engage with prospects in real-time and measure visitor interest.

  1. Branded email templates

Does your sales CRM allow you to customise email templates? It might seem like a simple trick, but it’s great for creating a consistent look and feel and creating brand awareness. Certain CRMs will give you step-by-step instructions in order to create HTML email templates, as well as an option for advanced HTML users.

A CRM is probably one of the most valuable tools a business can implement. In order for your company to keep up with the ever-changing trends, you should consider how an AI enabled CRM could help you with a solid lead generation and lead management strategy. GCL can help ensure your lead generation strategies are bringing in the most qualified leads. Download our guide to see our review of AI enabled CRMs.

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