{"id":5340,"date":"2022-01-05T10:07:08","date_gmt":"2022-01-05T09:07:08","guid":{"rendered":"https:\/\/norda-advisory.com\/what-are-the-most-valuable-features-a-crm-system-should-have\/"},"modified":"2023-07-07T10:40:00","modified_gmt":"2023-07-07T08:40:00","slug":"what-are-the-most-valuable-features-a-crm-system-should-have","status":"publish","type":"post","link":"https:\/\/norda-advisory.com\/en\/what-are-the-most-valuable-features-a-crm-system-should-have\/","title":{"rendered":"What are the most valuable features a CRM system should have"},"content":{"rendered":"
<\/div>

What are the most valuable features a CRM system should have?<\/p>\n

The overall objectives using a CRM system are:<\/p>\n

\uf0fc Increase transparency,<\/p>\n

\uf0fc Enable business processes technically, and<\/p>\n

\uf0fc Increase revenue.<\/p>\n

Thus, this should be clearly supported by a CRM system.<\/p>\n

As every CRM system is capable of supporting accounts and contacts, calls, e-mails, campaigns, leads, opportunities, service tickets, reporting and many more nowadays, we will not focus on these bread-and-butter functionalities.<\/p>\n

From our Point-of-View the following valuable features should be covered by a CRM system:<\/p>\n

1. Security<\/p>\n

Dealing with firewalls, cloud, and maybe data encryption.<\/p>\n

2. Compliance<\/p>\n

Making sure to comply with<\/p>\n

GDPR: Both from a data center location perspective as well as how to treat personal data: Which data are allowed to be managed, make sure that the allowance from customers to use their data was requested, documented, and is used properly.<\/p>\n

Marketing Opt-In: Make sure that the dedicated allowance from customers to approach them in which circumstances was requested, documented, and is used properly.<\/p>\n

3. Steering and Warning<\/p>\n

The CRM system should steer data and processes and proactively inform users about required actions.<\/p>\n

4. Ease of Use<\/p>\n

A CRM system should be easy to use, the corresponding data and transactions should be easy to create to ensure high data quality and reliability of figures and reports.<\/p>\n

5. User-Experience<\/p>\n

Ensuring a good user-experience. People should like to work with a system to maintain the data that is needed to steer the business. Otherwise, they maybe do not do it. If nobody uses a CRM system, it is useless.<\/p>\n

6. Maintenance<\/p>\n

Making sure that the CRM system<\/p>\n

Can be easily upgraded in a reasonable timeframe,<\/p>\n

Is upgraded and maintained on a regular basis to avoid hick-ups by not upgrading it for a long time.<\/p>\n

7. Adaption and Extension<\/p>\n

Ensuring that the CRM system<\/p>\n

Can be adapted easily,<\/p>\n

Is extended by software-vendor- and client-specific releases on a regular basis, and<\/p>\n

Is embedded and integrated in the entire IT system landscape and end-to-end processes.<\/p>\n

8. Decision-Support<\/p>\n

Providing KPIs and reports as decision-support for the business.<\/p>\n

9. Growth<\/p>\n

Enabling revenue increase and business growth.<\/p>\n<\/div>

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