1. Usability — Simple and easy to learn. No matter how good a software's features are, if it's complicated to use and difficult to operate, it will create strong resistance among sales staff and make implementation difficult, defeating the original purpose of adopting the system.
2. Practicality — Truly solving problems. Feature modules should focus on practicality, effectively addressing management challenges, keeping track of customer needs in real time, and deeply understanding and mining customer needs to make sales management more systematic and effortless.
3. Intelligence — Automatic follow-up reminders. During the business process, it automatically reminds about order conflicts and missed follow-ups, automatically archives customer information, automatically syncs follow-up content, and more — saving time and effort while being thoughtful and delightful.
4. Integration — Connecting the entire business process. Modern enterprises are all promoting digitalization and using different systems such as finance systems, OA, ERP, HR, etc. A truly useful CRM should ideally enable data sharing, so the integration capability of a CRM system is also a point worth considering.
5. Security — Customer information security control. The losses caused by data security breaches and corporate confidentiality leaks are immeasurable, so the security and confidentiality of a CRM system cannot be overlooked.
