Essential Features to Look For in CRM

A resident of Murfreesboro, Tennessee, Rebekah Luellen works in management for a home construction and renovations company. As a project manager, Rebekah Luellen's responsibilities include using customer relationship management (CRM).

CRM is an essential part of any business, and the more customers a business has, the more difficult that task becomes. CRM software is available for businesses to help make the job of managing customers manageable for the business. This software requires several essential features to be effective.

When a company onboards a new client, it is crucial that the client and their information are recorded for future reference. Good CRM software will have a streamlined onboarding process that ensures that each new client is entered into the system the same way with all the pertinent information.

CRM software must also offer communication features. Whether through email, text messaging, video chat, or phone calls, all of the information must be centralized. The right software will offer communication channels and ways to store the communication for later use.

Workflow automation is a feature that will increase efficiency in customer relationship management. Software should automatically designate certain tasks to the right people when clients make queries or requests. This saves labor and increases the speed of customer service.

Effectively Coordinating a Team

Since 2015, Rebekah Luellen has served as the project manager for Martin Construction and Restoration in Tennessee. In this capacity, she supported the launch of the organization and two new business enterprises under its umbrella. Rebekah Luellen is also responsible for coordinating all processes, projects, and people for the construction company. Good team coordination is essential for promoting hard work and keeping people motivated. Here are several things that foster good coordination:

Create well-defined roles: On a team, you don’t want different members competing or putting one another down. Avoid this issue by giving each team member a specific role. Clarify their personal objective and illustrate how each individual helps move the team closer to a group goal.

Foster communication: Whether you are coordinating with international teams or just working with a smaller group each day, the value of clear communication is high. Effective communication ensures you clearly define the objective and address any potential issues as they arise. It also involves creating an environment where your team is comfortable going to you with any issues or problems they have.

Know the big picture: Before you can effectively plan your team’s operations, you must be familiar with the team’s overall goal. Understanding where you are going ensures you correctly communicate the objective with your team. It also helps with finding the specific roles you need filled in order to accomplish your team objective.