A CRM has always been a tough nut to crack for businesses. It has always been tricky to choose the right CRM and to know how to use it. With so many different CRMs in the market, it’s hard to choose the right one. This blog will look at different aspects of CRMs with an emphasis on how you can choose the right one for your startup.

Why do startups need CRM?

Sales. Without sales, your business is dead in the water. For start-ups or small businesses, sales are the lifeblood of a company. Without sales, you don’t have revenue. Without revenue, you can’t survive. Without sales, your business is doomed. It’s that simple. So how do you survive as a startup? The way you survive is by making sales. But how do you make sales? How do you get customers? You do it through marketing. But how do you market effectively? You market effectively by knowing your customers and knowing your sales funnel. That’s where a CRM comes in. A CRM, or customer relationship management system is the best way to organize your customers and sales funnel.

Let’s see what are the features you should look for in the CRM for your startup.

Automated Lead Capturing

Almost all modern CRM softwares include a feature called Lead Capture that automatically captures leads from various sources and adds them to your CRM database. Lead Capture can be configured to capture leads from your website, social media, and even offline sources such as trade shows and events. Once captured, leads can be assigned to sales reps, nurtured with marketing campaigns, and converted into customers.

Automated lead capture in CRM systems is a powerful tool that can help businesses streamline their sales process. By automatically capturing leads from various sources and channels, businesses can save time and resources that would otherwise be spent on manually entering lead information. Additionally, automated lead capture can help businesses keep track of leads more effectively and efficiently, providing valuable insights into customer behavior.

Auto Lead Assignment

There are a few different ways that auto lead assignment can work. The most common is probably a first-come, first-served basis. This means that the first person to contact a lead will be the one who is assigned to that lead. Another common method is to assign leads based on geographical location. This can be helpful if you have salespeople in different parts of the country or even the world. You can also assign leads based on the type of product or service they are interested in.

The auto lead assignment feature is a powerful tool that can help you keep track of your leads and follow up with them in a timely manner. This feature allows you to automatically assign new leads to specific sales reps based on criteria that you set. For example, you can set it up so that new leads are automatically assigned to the sales rep who is closest to their location. This can help you make sure that your leads are being followed up on in a timely manner and that your sales reps are not getting overwhelmed.

CRM Sales Pipeline

A CRM sales pipeline is a sales process that is used to track and manage potential customer leads. It is a critical tool for sales teams as it allows them to see where a lead is in the sales process and what needs to be done to close the deal.

The sales pipeline typically starts with a lead being generated, either through marketing efforts or through a cold call. Once a lead is generated, the sales team will then work to qualify the lead. This involves determining whether the lead is a good fit for the product or service being sold. Once a lead is qualified, the sales team will then work to nurture the lead and close the deal.

The sales pipeline is a critical tool for sales teams as it allows them to track their progress with potential customers. It also helps to ensure that leads are being followed up on in a timely manner and that deals are being closed in a timely manner.

Ability to create Teams and Projects

In a CRM system, teams and projects are often closely linked. A team may be responsible for a specific project, or a project may be associated with a particular team. In either case, the team and project information is typically stored in the CRM system so that it can be easily accessed and managed.

The team information may include the team members, their contact information, and their roles on the team. The project information may include the project name, description, start and end dates, and the project budget. Both the team and project information can be used to track progress and ensure that the project is on track.

The team and project information can also be used to generate reports. For example, a team report may show the progress of the team on a specific project, or a project report may show the status of a project. These reports can be used to identify problems and make corrections as needed.

Informative dashboard

Your startup CRM should have an informative dashboard. Informative dashboards in CRM can help managers keep track of customer interactions and sales pipeline statuses. By visualizing data in an easy-to-understand format, managers can quickly identify areas that need attention and make informed decisions about where to allocate resources. Additionally, dashboards can be customized to track specific metrics that are important to a particular business, making them an essential tool for effective CRM.

CRM Dashboard – Lead Source Performance

Lead sources are a key part of any marketing or sales strategy. Without them, it would be difficult to generate new leads and convert them into customers. That’s why it’s important to track the performance of your lead sources so you can see which ones are generating the most leads and which ones are converting the most leads into customers.

There are a number of ways to track the performance of your lead sources. One way is to track the number of leads that each lead source generates. Another way is to track the conversion rate of each lead source, which is the number of leads that each lead source generates that are converted into customers.

To get the most accurate picture of lead source performance, it’s important to track both the number of leads generated and the conversion rate. This will give you a good idea of which lead sources are the most effective and which ones need to be improved.

User Management in CRM

In any CRM system, user management is a critical component. CRM systems typically have a large number of users, with each user having different roles and permissions. As such, it is important to have a robust user management system in place to ensure that everyone has the appropriate access to the system.

The user management system in a CRM system should allow for the creation of new users, the modification of existing users, and the deletion of users who are no longer needed. It should also allow for the assignment of roles and permissions to users, so that they can only access the areas of the system that they need to.

A well-designed user management system will make it easy to add, modify, and delete users, as well as to assign roles and permissions. This will help to keep the CRM system organized and efficient, and will ensure that only those who need access to the system have it.

CRMs with Chatbot

Chabot is a type of artificial intelligence that can be used to automate customer relations management (CRM). CRMs with chabot can help businesses to improve customer satisfaction and engagement, as well as reducing the need for human resources. Chabot can be used to handle a range of tasks, including customer service, sales, and marketing. In addition, chabot can be used to provide personalized recommendations and content to customers.

The customer relationship management software with chabot can help businesses keep track of their customer interactions and enquiries. It can also automate customer service tasks, such as responding to common questions or providing support. Chabot can make it easier for businesses to provide a high level of customer service, as it can help to free up time for staff to deal with more complex enquiries.

CRM Mobile App

CRM mobile app is a powerful tool that helps sales teams stay connected to their customers and prospects while on the go. The app gives users access to their CRM account, allowing them to view customer information, create and edit opportunities, and track their sales pipeline. The app also includes features like push notifications and a built-in calendar, making it easy to stay up-to-date on new leads and opportunities.

CRM with WhatsApp Integration

WhatsApp is one of the most popular messaging platforms in the world, with over 1.5 billion monthly active users. And with the recent addition of WhatsApp Business, businesses can now use the platform to communicate with customers.

But what if your business could do more than just send messages on WhatsApp? What if you could use WhatsApp to manage your customer relationships?

That’s where CRM with WhatsApp integration comes in.

CRM with WhatsApp integration allows businesses to track, manage, and engage with their customers using WhatsApp. With CRM, businesses can automate messages, create customer profiles, and track customer engagement.

WhatsApp integration also allows businesses to send automated messages, such as appointment reminders or shipping updates. And with the ability to create customer profiles, businesses can segment their customers and send targeted messages.

CRM with WhatsApp integration is a powerful tool for businesses looking to improve their customer relationships. If you’re not using WhatsApp for your business yet, now is the time to start.

CRM Pricing Models

CRM pricing models can be divided into two main categories: subscription-based and pay-as-you-go. Subscription-based CRM pricing is typically charged monthly or annually, and includes access to all features and updates. Pay-as-you-go CRM pricing is usage-based, and charges are typically based on the number of contacts, users, or transactions.

The subscription-based pricing model is generally more expensive up front, but can be more cost-effective in the long run. The pay-as-you-go model is usually less expensive up front, but can end up being more expensive over time.

The best pricing model for a particular business will depend on a number of factors, including the size of the business, the frequency of use, and the level of customization required.