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When you are looking to promote your business through a marketing strategy, the days of writing down your plans on pen and paper are definitely over.

Most businesses these days use specially dedicated customer relationship management (CRM) software in order to make sure that they are a success. The question that remains is knowing what your CRM software should actually include in order to work best for your business. If you are interested in getting the best software for your buck, it is worth reading this especially created guide in order to learn more. Take a look now to get the full overview.

Storage of Contact Details

As the name suggests, CRM tools are all about how you navigate your relationship with your customers. As a result, after making sure that you comply with the law and properly ask for consent, your CRM software should definitely be storing your customer’s contact details, including their phone number, email, and social media accounts. This means that you have as many different options as possible to get in contact with your customers.

Email Integration

As the rise of journalist-led newsletters has shown, newsletters (which come in several forms) are incredibly popular. They should be used by your business in order to make sure that you get in contact with your customers on a regular basis. The best CRM software actually integrates with a variety of different email servers (including Gmail, Yahoo, Apple Mail, and more) and can quickly get in contact with your list of customers.

Drag-and-Drop Columns

People are visual creatures. By being able to see their plans in lots of colour and with drag-and-drop columns – as well as a variety of different, easily accessible subtasks – they are more likely to be able to see how they can succeed when it comes to executing their marketing strategies.  You want to make sure that when you purchase your CRM software, that all of these options are available. You can get this type of technology easily at monday.com.

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Easy Document Management

When it comes to sharing files, this shouldn’t be communicated over email – which has long outrun its course and is disliked by many. Instead, when you want to access documents, they should be easily storable and sendable on your CRM software. Look around for a provider that is able to allow for the quick upload of files, has no storage limits, and can allow quick download times. By integrating this software, you will find your marketing plans will be quickly sped up.

Workflow Notifications

When people want to get their work done, it helps when they are reminded every now and again. That’s why its best to get software that sends employees an email when they are assigned a task. This can be coupled with reminders about deadlines as well as containing information in the email message so employees can quickly understand what they need to do. Make sure to look for a provider that has these wonderfully awesome features.

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