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July 15, 2021 | By RGR Marketing Blog

What Should High-Quality Customer Relationship Management (CRM) Software Include?

Buy Solar LeadsCustomer Relationship Management (CRM) software offers an easy and efficient way to organize, manage, and track your leads. But not all CRM systems are the same and if you are not careful, you could easily find yourself using one that is not equipped to meet all your needs.

If you are looking to save time and money by adopting a high-quality CRM software system, then here are nine features your software should include at the very least.


Automation is one of the most beneficial features in CRM software because it allows you to create custom rules, so certain actions are taken whenever triggered by certain events. An example of this would be when a sales rep automatically receives a lead capture notice whenever a potential customer completes the contact form on your website. These things happen automatically, thus alleviating your team’s need to complete tedious sales tasks and instead allowing them to be more productive in other important areas.


Most CRM software is designed to work with any type of business in any industry. But to be effective it needs to offer ways to customize its processes. Therefore, any CRM you are considering should include features that allow you to customize it to your unique business needs.

Lead Management

Being able to track the progress of your leads as they move through your sales funnel is an essential feature you will want in your CRM software package. This feature makes it easy for your team to identify your leads and see all the actions they have taken along the sales cycle. Having a good lead management system helps you avoid wasting time and resources pursuing dead leads and increases your conversion rate.

Customer Analytics

Customer analytics is a valuable feature in CRM software because it provides essential insight into customer data. Having this data helps you make better marketing decisions because it helps you identify which products, services, and communications will work best with your prospects.

Real-Time Data

A CRM system doesn’t only help you understand the past, it helps you see what is happening right now with real-time data. This feature gives you an instant snapshot at market demand, so you can adjust your marketing messages accordingly. It will also help you identify which products and services are generating the most revenue and which may need more attention in your marketing.

Third-Party Integration

If you have other sales and marketing solution in place, such as email marketing or accounting software, then being able to integrate your CRM software with them will save you time and money. While most CRM programs offer some version of third-party integration; it is important to ensure that the one you are purchasing is compatible with the software you currently use. Ease of use is also important, so make sure your CRM is easy to integrate if you do not have an internal IT department.

Customer Service

Being able to provide your customers with excellent customer service is one of the most important and effective ways to increase customer satisfaction and retention. Therefore, your CRM software should feature customer service elements designed to help your sales reps meet the needs of your customers.


You want your CRM software to be able to provide you with quality reporting, so you can see how well your sales and marketing efforts are working together. While most CRMs come with certain types of reporting, you want to make sure your CRM is equipped to provide you with the reports that make the most sense for your business. For instance, you may want reporting that covers the number of outbound calls being made, lead generation results, number of sales generated, email effectiveness, and more.


If your sales reps are using traditional email inboxes to manage their conversations with prospects, this can quickly get overwhelming and confusing. By choosing a CRM with a built-in email feature, your sales reps will be more organized and productive. An email feature also offers your team the flexibility to use email templates, so they can respond quicker by not having to craft unique email content.

Need Leads to Fill Your CRM? Contact RGR Marketing Today

CRM software is a tool that almost every business regardless of size can benefit from, but choosing the one with the right features and the ability to scale with your needs is all-important. Keep the above features in mind when shopping for CRM solutions and you will be starting in the right direction.

If you need leads to fill your CRM software, then RGR Marketing can help. We have over 20 years of experience providing companies in the solar or mortgage, industries with the leads they need to succeed. Our leads are verified for accuracy, fully scalable, easy to integrate into just about any lead management system, and exclusive to you.

Fill your CRM with high-quality leads that will make a difference in your sales conversions. Contact RGR Marketing today.

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