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Top 10 features to look for in a CRM
While everyone has their preferences of what are the most important features to them, the following should be basic requirements for everyone. Each of the following is a topic which I have written about extensively in my book, but the following is a brief description of each.
E-mail stored with the contact record – This is a major issue about which I have written an entire article in the past. Please click here to see that article. Bulk e-mail – If you don't already do a periodic e-mailing to your sphere of influence, you should. It must have a good perceived value if you expect it to be opened, and you can't overdo it. You can do this with any number of third party solutions such as Constant Contact or others, but that requires maintaining two separate databases which is a waste of time. Your CRM should allow you to either send that out through their servers, or have a relationship with a third party solution that allows you to mail directly through them without maintaining two databases. Document storage – Paperless is good, but we still have to retain the documents for potential future retrieval. Your CRM should provide the ... more

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