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so what is sales automation crm or customer relationship management for small business so in this video i'm going to share with you what are the crm features you need or you don't need for your small business dx your life and business helping you in digital transformation thank you so much for stopping by my name is dennis ilayo and i give you my best thoughts and tips about business process automation digital transformation and productivity for your small business if you're new here kindly consider subscribing and smash the like button so it can help me reach out more people like you so customer relationship management is a sales automation tool to manage your sales or your sales process in your organization especially when interacting with customers your leads your contacts and whatnot so it's also a tool to manage your sales team in their sales pipelines set targets forecast revenues and achieve your revenue goals some commonly used crm in the market is of course salesforce.com uh fresh sales zoho crm bittrex 24 hubspot hootsuite and pipedrive so let's go through different features of crm what features you need and you don't need first is contacts accounts deal management and pipeline management so these databases help you manage and nurture your business contacts and foster like healthy relationships with your leads and customers you can make calls send emails within the tool or the software track your end to ncs activities and stay on top of your tasks and appointments basically contacts are the specific individual who represents an organization or an account so account is the organization deal management is all about the proposals and quotations you have sent and the status of each deal and the pipeline management is pretty much your sales funnel one specific feature about sales pipeline or sales funnel is having multiple sets of sales funnels especially if you have multiple sales teams or multiple products so each pipeline represents a specific market or product or a sales team okay before proceeding with the next feature i'd like to quickly introduce my accounting starter digital course for a small business it's a seven module course that teaches you the basics of accounting and it comes with a free access with our online accounting software as a tool for you to learn accounting and you can use for your business but in any case i also provide digital transformation or business process automation workshops just feel free to email or contact me in the below description next feature is email integration so it lets you automatically capture your messages and from your contacts to your account activities one setup any message exchanges between your crm users and your crm contacts are recorded to the account timeline so this is for you if you want to keep track of the email exchanges between your team and your customers bug email or email marketing is the act of sending one email campaign to a large group of contacts marketing messages newsletters updates or coupons promos or invitations typically comprise pug emails so it's synonymous with mass email or email blasts so if you wish to update your leisure customers on a regular basis so this feature is really for you the next feature is sales goals and assignments so if you want to set kpis or key result areas within your organization especially in your sales team you can keep track you can set goals like number of leads per period number of meetings per week or calls per period you can also set up kpis and monitor the performance of your sales team and in effect that brings accountability within your organization next feature is sales sequences so this will allow you to set up automated and email sequences personalize emails track the effectiveness of the sequence and follow up with prospects based on their behaviors a typical example would be of a prospecting campaign for an outbound sales teamer in the sales agent sends a set of email and ads follow-ups on specific days till the prospect or the lead responds next feature is workflow automation so it allows you to automate certain actions as soon as an event triggers or of course you can automatically update field properties and email alerts create follow-up tasks and also send notification to third-party applications or web books one use case or example is if you get a status update of a lead to like qualified so an automatic tasks to follow up in three days will be added automatically so the last feature is reports and forecasting this is actually the end result of any business process automation tools so in crm sales automation you you'll get reports like lead pipelines like how many are your hot leads your warm leads or your cold leads you can also see sales performances per salesperson for territory a specific period in a week you know in a month or in a year you can also see reports like forecasted or target versus actual you also get the information about the different sources of your leads is it coming from facebook ads coming from email marketing is coming from offline events and whatnot and of course you'll get detailed information about different sales activities within your organization all right that is it for now in any case i strongly recommend that you check out some of the crm tools i mentioned earlier in this video this can really help out your organization in terms of automating your sales process uh monitoring your performance and in effect achieving revenue goals so if you like this video again kindly consider subscribing and smashing the like button so you can help out my channel reach more people like you so that is it for now thank you so much for watching the actual life in business have a great day