CRM Tools

Having a CRM can change everything. Research shows that this valuable tool can boost sales by as much as 29%, increase productivity by 34% and give businesses of all sizes better access to key customer data. Pretty impressive potential, right?

Well, here’s the thing: Not all CRM platforms are created equally. And there are lots of options out there. But when you evaluate potential CRMs based on what they have to offer, you can quickly weed out the ones that don’t meet your needs to find the CRM that gives you all the game-changing tools you need to level up in your business.

The right CRM is like a power-packed toolbox. Not sure which tools you really need? We think these are the most important ones:

Communication Tools

Many CRMs are designed to work in addition to your other systems. We think it’s important to have a CRM that does it all. Look for a debt collection CRM for a platform that can replace your phone system in addition to giving you CRM features. Some of the best communication tools of a call center cloud-CRM hybrid include:

  • Click-to-call, which lets you contact more customers and prospects in less time
  • IVR, which routes calls to the right people on the team for increased efficiency
  • Voicemail drop, which saves reps time leaving messages
  • Local presence dialing, which has the power to boost your contact rate by up to 400%

Leads Search Screen

Internal and B2B Chat

It’s hard to beat the power of chat for creating an amazing environment built on teamwork. The best CRMs deliver internal chat to bolster collaboration while also providing B2B chat functionality that you can switch to seamlessly with the click of a button. In both cases, you want a chat that lets you create public and private channels and one-on-one chat. Not only does this make it easier to communicate with clients and coworkers, but it also gives your team a centralized spot to share ideas, files, and images.  

Power Dialer Call

Email and SMS

No matter what business you’re in, a worthy CRM is the one that gives you a unified solution that not only lets you make calls right from your browser, but also comes loaded with email templates and SMS texting capabilities so you can reach more people and increase your response rate. Look for a CRM that has inbound and outbound email along with the capability of tracking emails and scheduling them to go out at your preferred time and date. Research shows that around 98% of text messages are opened compared to 22% of emails, so you definitely want SMS in your toolbox.

Email & SMS

Real-Time Visitor Tracking

Understanding your clients and customers is priceless. Having real-time visitor tracking built right into your CRM gives you powerful information that lets you step up your conversations. You’ll know more about what they’re looking at on your website, what they’re interests are and what their potential pain points may be. And it all pops right up on your screen — no logging into a separate system to see what happened hours ago. You get the information when you need it and while it’s happening.

Customer-Service Oriented Tools

Building a customer-oriented culture is at the top of most businesses’ priorities. The right CRM makes it easier by giving you the ability to deliver outstanding service to your clients. Having a built-in helpdesk lets you track issues from the moment a ticket comes in until the issue is resolved. And that’s how you ensure fast, efficient service.

Simple, Transparent Pricing

Look for a CRM with no hidden fees. There’s a CRM that gives you all that and more — CRMDialer. This game-changing power dialer CRM is fully loaded with the features you need to streamline your business and boost your bottom line. 

For more information on CRMDialer’s robust customer and lead management software, or on any of the platform’s built-in sales and productivity features. You can schedule a free demonstration, reach out to our team, or, better yet, start your free trial today!