Any business which values customer service has almost definitely looked into CRM software by now. It’s being used all over the place, from big multinational corporations to small independent retailers. Of course, we all know the value of customer service and sales. Without one, you fail to retain any customers and your business sinks. Without the other, you fail to get customers in the first place and once again, your business is down the drain. This is why AI enhanced software is making such an impact in the business world because it affects both sales and customer service directly.
Thing is that there are all sorts of products available and the power of a piece of software can vary a lot. Strong sales automation CRM software tends to have a few specific features which make them more useful and appealing to a lot of business owners though, so we’re going to focus on these today as a kind of cheat sheet when choosing your next software.
Remember this software is supposed to help you, not hinder you. What’s the point if you have to keep stopping to figure out how to use the thing in the first place? Or if it takes you half an hour to find anything whenever you need it?
What you want from a sales CRM platform is an easily accessible interface. You should be able to find your way around to any information or settings without much hassle. It may take a bit of guidance at first but you should be able to get around quite intuitively within a couple days of using any CRM software – if not, it’s too clunky and complicated to be properly useful.
A lot of software has extended functionality for scheduling, reminders and other reasons. Again these should be easy to set up and use.
Customer support isn’t only something you provide, it’s something you expect from the services you use. Tech support for your software should be quick and effective. This is important because software always needs updating or patching over time. When this happens there can be glitches. Likewise, computer systems are always open to technical difficulties, and you can do without these problems affecting your own customer base. Good customer support is a must.
The big reason that AI software is even getting a push in the first place is that of the AI – the ‘artificial intelligence’. This is an intelligent software program, so it should be expected to do more than just log all of the details your sales team provides it with. It should also be able to analyze this data and chart it in a way that makes interpreting the results easy for your team. By accomplishing this, you are making the best use of intelligence and getting the best results in terms of sales. The program should be able to recommend decisions based on this information, thereby becoming a guide to any salesperson on your team.