Every day, new businesses rise while others that have already found their feet strive to expand to beat their competitors. But there is a challenge that businesses are now facing; retention of customers is becoming freaking too hard.

On the contrary, it’s an advantage to you as a customer because you have numerous alternatives. You don’t need to stick to a business that can’t handle you with respect. You better be loyal to a business that value you.

But what if you had a superpower that does nearly everything while you sleep; track for you all the information you need about prospective customers? What if you can know what your customers are interested in? What if you can keep an eye on your customers each and every time by interacting with them?

Is that something you’d be interested in? If yes, you are in the right place. Below are the 7 must-have features of sales software:

1. Contact Management

If you are a business that need to succeed, contact management is an important feature that you can’t and shouldn’t ignore. You should ensure that your data is organized such that anybody who needs your customers’ contacts can easily find it.

2. Lead Management

Lead management is one of the best sales feature you can never miss if you want to make more sales. This type of feature not only increases your sales,but also aids in getting you 360-degree access to how your sales are doing. You can always have a lead magnet if you want to use this feature to it’s maximum. You can also level up your business with this sales automation CRM.

3. Dashboard

You may have heard the term dashboard, but don’t know what it does or simply what it is. Well according to Klipfolio, “A data dashboard is an information management tool that visually tracks, analyzes and displays key performance indicators (KPI), metrics and key data points to monitor the health of a business, department or specific process.”

4. Deals and Task

There are a couple of sales management tools that you can use to add, assign or track how far your employees have gone with a project. A good example is Asana that can enable you add, assign and track writing projects.

5. Campaign Management

You can st up your target audience, mechanize the work processes, and measure the results. You can do any of these:

  • Email Management: Email management helps you know how many emails were delivered to your audience, how many were clicked, etc. You can use MailChimp for this.
  • Social Media Management: Social Media Management also abbreviated as SMM can also be used to track the online movement of your target customers.

6. Analytics

As a business, you’ll always be curious to know your stats. You may want to know how many customers were converted in the previous campaigns or how many were able to buy your products. That’s where analytics will help you.

7. Sales Order Management

After converting your customers to loyal buyers, you now need to have a sales order management tool that will help you serve them better. Remember, if you don’t satisfy your customer best, he or she will quit and look for greener pastures where he or she is valued.

A sales order management will help you know what your customers ordered and organize it in the right way the customer placed the order. That way, you will make repeat customers because of the way you handled them in the past.

Bottom Line

In a nutshell, it is better to understand how your business operates. When you have understood how your business runs, you can then go ahead and look for the best features your sales software should have.