Salesforce Solution Providers: 8 CRM features you should include

Hire Salesforce Solutions Providers is an effective way to boost your company’s productivity. However, if … Read more Salesforce Solution Providers: 8 CRM features you should include

Hire Salesforce Solutions Providers is an effective way to boost your company’s productivity. However, if you’ve decided to introduce a CRM system for your business, you should think carefully about the features your system should include.

This is a significant undertaking as you do not want to overlook the essential features to automatize business processes, including those of account managers representatives and account managers, and not waste time and cash on features that will not be utilized.

This article will detail the eight most essential characteristics of CRM solutions that you must incorporate into your solution.


CRM software applications are utilized to track operations and make forecasts and predictions about what strategies work best for your business in light of the analysis and research of your interactions with your customers.

This is why you shouldn’t overlook implementing this feature in the development of your CRM application. For example, you can implement it into a plan or project management board where you can assign goals for your managers and enable them to schedule reminders, make appointments, schedule meetings, and emails to leads and customers on their profiles.

It allows you to establish targets for your employees and, consequently, reduce stress and reduce your business time and resources.


For more efficient planning, you require data that can be used as a basis for it. The CRM software you use offers automated analytics and data processing and provides you with a clear understanding of your business’s workflow and customer relationships.

A basic CRM system can assist you in obtaining data like KPI, sales amount, etc. Then, when you’ve got the data from an analytical perspective, you can utilize it for various reasons.
So, you can assess the performance of each employee, determine the priority for each customer and lead, determine the tasks and then adjust your methods of managing human resources.

It can be used to present your shareholders or board of directors.

In this blog, CRM application development for mobile and web is an excellent option for conducting various research and analysis.


This is particularly important for companies with multiple offices spread across different countries. Take into consideration your employees and ensure that you include the localization of your CRM application during development.

You’ll want everyone in your business development, sales and accounts managers to perform at the most efficient level possible, So you need to ensure that their workflow is as simple as is possible.

English is a globally spoken language in the modern world. However, creating a CRM solution specific to all your employees regardless of geographical location is a good idea. Therefore, ensure that you include different versions of your CRM in your CRM program.


Templates can help you reduce time and, consequently, cash. Since the time you spend is money. You can use templates for email, call scripts, business plans and workflow algorithms to handle different situations that could arise during communications with your leads and customers.

It is especially beneficial and beneficial for those new to the field of employment by your company. This will assist them in learning the work faster and can also make it easier to transfer knowledge. For employees with more experience, This will speed up and improve their workflow.


Marketing via email and phone calls can be a powerful tool for creating leads and gaining customers. However, you need to use various lists that contain details on each person you call or email.

Suppose the listing management is not adequately organized. In that case, it can be not very clear. It is difficult to avoid getting caught up with all the information available and avoid mixing the domains of responsibility of various managers.

If you are using an app for CRM that allows you to synchronize this information to avoid scenarios where two managers have to be required to “deal” with the same client while another client or lead is left unnoticed.

Integration of calls

As previously mentioned calling is an excellent tool for sales and is crucial to managing accounts and dealing with your customers. Your managers may use any calls software they like or even a genuine phone. Perhaps you are employing a particular software that handles all calls for your business.

If you’re planning to adopt CRM software, you must be aware that it’s a fantastic way to streamline the processes in your business. It is, in fact, now possible to include a tool to facilitate calling in the CRM application development.

The system can schedule, conduct and record calls on its own, monitor them, and permit your supervisors to provide brief remarks throughout the conversation. Thanks to this automated system, reduces the time that has to be completed manually is diminished.

Integration of services from third parties

This scenario has a lot in common with the first one. You likely use various applications in your company to achieve multiple purposes, such as the Document Management System, time and project management tools, as in ERP or BPA systems.

Integrating all of these systems is quite beneficial since it reduces the amount of confusion and time consumed. In addition, this integration will enable you to exchange and transfer data and information quickly within your business.

Implementation of this feature could be a significant issue when using a complete program, so the development of CRM apps for custom is a great solution.

Mobile version

Last but certainly not least, mobile. Smartphones have become an element of our daily lives. They have utilized both in the B2C as well as B2B sectors. If you’re looking to improve the capacity of your CRM, you should think about the mobile application development that you can incorporate into Your CRM program.

So, your employees will be able to access the system from wherever they are and on any device they are using at their side. It is, therefore, practical to include a mobile version of your CRM in addition to a web application.

The most widely used CRM software option is the Salesforce platform that provides CRM software that can automate and improve various business processes.

It also offers three highly efficient products, including Salesforce Cloud, Service Cloud, and ExactTarget (Marketing Cloud). You will find further details on Salesforce apps and CRM in our post on the six aspects of Salesforce applications development.

But, many options and technologies are suitable to create and integrate CRM software.

Tkxel software development team will always be available to offer you intelligent suggestions for your project and options for business. This includes web and mobile application development.

Check out the case study we created of Our developing CRM applications for Sony if you’re interested in the development process, processes, techniques employed, and so on.

Source: DEV Community

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