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IntelliCRM: Top Five Features

Categories CRM

IntelliCRM is a new age sales CRM. It is a free CRM software and has been diligently created to enable your sales team to focus on the opportunities and tasks that are most important and ensure every prospect is followed up until qualified. As such, it dramatically increases sales results. It has some of the most advanced features that let you automate your sales process and make your sales figures soar through increased customer engagement, higher productivity, and increased revenue. These features include:

• Integrated Telephony
• Email Integration
• Sales Pipeline Management
• Sales Cadence
• Reports for Higher Performance
• Ease of Use
• Closes Deals Faster

Integrated Telephony

The CRM telephony integration allows salespeople to start their sessions with a single click. It is because IntelliCRM prioritizes their contact list and starts dialing automatically. The intelligent dialer prompts you to dial the hot prospects helping you to bag more sales. It also minimizes cost as integrating a dialing software entails additional cost. Moreover, IntelliCRM allows you to use the local presence option, which helps in increasing the answer rate.

• Customizable campaigns and sessions
• Local presence
• Play and Go feature
• Call recording for training and monitoring purposes
• Easy sales activity management

Email Integration

With the option to integrate your email within the CRM, you can easily link your email provider to be able to send an email to a Lead or Contact with a single click. Emails are sent like normal, and the activity is logged automatically to the related record. You can also set up templates using placeholders and determine what messaging gets the best response rate. It lets your salespeople do the right things at the right time as the IntelliCRM prioritizes the daily tasks with reminders allowing no opportunity to slip from their hands. Moreover, the feature enables you to

• Automatically log emails
• Setup Templates
• Use Placeholders

Easy Sales Pipeline Management

IntelliCRM helps you to know which of your prospects are hot with easy to use pipeline management tools. You can take the productivity of your sales team sky-high as performance management becomes easy with IntelliCRM showing the win rate at each stage of the sales funnel. Pipeline management is even more comfortable with time-wise segmentation and stage-wise classification.

The performance management of the sales personnel also becomes easy as the IntelliCRM provides you with the win rate at each stage of the sales funnel with the different classifications. This also helps any organization to understand the process lags and implement best practices.

• Self-explanatory stage-wise classification
• Ready-to-use analytical stats
• Periodic classification of sales data for effective planning
• Prompts you what to do next
• Easy sales cycle management

Sales Cadence

IntelliCRM lets your salespeople do the right things at the right time as the IntelliCRM prioritizes the daily tasks with reminders allowing no opportunity to slip from their hands. The CRM has all the tools and apparatus to put a process in place. The daily tasks of the salespeople are prioritized with reminders for them to do the right things at the right time. The best practices of the salespeople of diverse industries are inculcated in the IntelliCRM. For instance, the campaign-wise segmentation allows you to create and operate your campaigns effectively. The session wise segmentation allows easy functioning in any particular session of customer communication or dialing.

The reports of all these activities help organizations to frame and formulate better strategies with better data analytics. Moreover, the tools provided by the IntelliCRM can help organizations in customizing their own processes according to their needs.

• Sets a process in place
• Prioritization of daily tasks
• Brings synergy in the sales process
• Easy execution
• Helps to maintain warm customer relations
• Notifications for sales follow up

Reports for Higher Performance

Salespeople can pull up the detailed report for all activities of the salespersons and monitor your sales team with a never before precision. Reports on activities and opportunities by stages help you to understand improvement areas better and coach your sales team with a higher success rate.

From such a detailed report, which is easy to interpret, it’s quite easy to understand where a sales team is going wrong in its efforts and also identify the improvement areas.

• Detailed analytics of all sales activities
• Detailed reports for effective pipeline management
• Periodic classification of sales data for effective planning
• Detailed analysis of each activity for effective productivity management

Ease of Usability

IntelliCRM is easy to use and understand and includes reporting tools and techniques that improve sales KPIs quickly. Your sales representatives would love to use IntelliCRM with features designed to enrich user experience. Get all the required data and tools at one place with easy navigation and let IntelliCRM automatically sync all your activities.

The industry best practices have been imbibed in the IntelliCRM with highly enriched user experience features. This allows the user to get all the required data and tools in one place with easy navigation.

This also helps organizations to implement IntelliCRM without much investment and prior training of staff. The features of the IntelliCRM are self-explanatory, prompting the user, what to do next. Intelliverse IntelliCRM is accessible through all devices like tablets, smartphones, desktops, and laptops, increasing ease of use and flexibility. Customization to all devices allows you to be in touch with your clients while on the go.

• Easy maneuverability and access to data
• Access through multiple devices
• Easy Click-to-dial
• Easy to understand call dispositions and Analytics

Closes Deals Faster

IntelliCRM will equip you with an effective selling process and the ways to execute transactions in an easy and faster manner. It also helps you to keep the relationship with your prospects warm and refreshing and let the sales team do the right job at the right time, closing more deals quicker than before. It helps you to close deals faster by:

• Maintaining warm client relations
• Helping in sales follow-up
• Prompting to take the right action at the right time