So, you are in the search for the right CRM (Customer Relationship Management) software. Certainly, taking a CRM demo should always be an initial step before you decide. This can help you understand whether the chosen system will help align with your business goals.
In this blog, we will reveal the essential features that you need to look for during a CRM system demo. In the age of AI, you need to ensure that your CRM should be equipped with AI-based functional capabilities. Here are what features you need to look for in the CRM system demo:
Top Features to Look for in a CRM Demo
AI-based lead/opportunity scoring
Since customer acquisition is the hourly need for every business. Thus, AI-based lead scoring/opportunity scoring helps in acquiring a new customer base. With the help of AI-based lead/opportunity scoring, you can know which customers are more likely to be converted. Thus, you can prioritize following up with those customers.
Sentiment analysis
Improving customer experience is crucial for every business. Here, the sentiment analysis feature in CRM can help. Thus, while taking a CRM system demo, consider this feature as a vital feature. With this, you can get sentiments for each customer conversation such as positive, negative, and neutral. Based on these sentiments, you can improve your customer relationships.
Generative AI-based email writing
Often, your sales, support, and service team spend a lot of time writing customer emails. With a Generative AI-based email writing tool, your sales, support, and service team can generate the required emails. This can enable them to focus on generating more sales, ensuring better customer service, and providing instant support instead of getting reserved in writing customer emails manually.
Workflow Automation
If you want to increase the efficiency of your workforce, consider the workflow automation feature while taking a CRM demo. Yes, it allows you to automate your workflows. You can create and run event-based or time-based workflows depending on your business needs.
Saved Searches
Need to make more informed decisions to support your business, you need customized reports. The Saved Searches feature is such a powerful feature that enables you to generate customized reports empowering decision-makers to make more informed decisions.
Global Search
Global search is the powerful feature in the CRM that you need to look for during the CRM system demo. This functional capability helps to quickly navigate toward the required feature from one module to inside any module. Thus, it ensures seamless user adoption.
Wrapping Up!
Choosing the right CRM system can ensure customer success and effective business growth. Thus, ask your potential vendors if they provide all such features while availing of a CRM demo. To get more information, schedule a LionO360 CRM system demo with LionOBytes.