What are the best practices for CRM Data Entry & Quality?

The 7 must-have custom CRM views for your sales team are as follows:

• Contact management
• Predictive analytics
• Mobile CRM
• Automation
• Lead management
• Scalability
• Customization

The four main types of CRM systems are:
1) Operational CRM: Automates sales, marketing, and service tasks.
2) Analytical CRM: Analyses customer data for insights.
3) Collaborative CRM: Enhances team collaboration.
4) Campaign Management CRM: Focuses on managing and tracking marketing campaigns.

Some of the top CRM tools for 2024 include Salesforce (highly customizable), HubSpot (user-friendly with strong marketing features), Zoho CRM (affordable and flexible), Pipedrive (focused on sales pipeline management), and Freshsales (easy to use with AI-powered features).

Marketing automation in CRM refers to using software to automate marketing tasks like sending personalized emails, running lead nurturing campaigns, and segmenting customers based on behavior and demographics. It saves time and ensures consistent messaging.

When changing CRM platforms, assess your current needs, ensure smooth data migration, and thoroughly train your team on the new system. Plan the transition during a low-traffic period, set clear timelines, and maintain ongoing support throughout the process.