The CRM Matrix - Small Business CRM Resource Centre

The CRM Matrix

Evaluating suspects, prospects and also-ran CRM Systems

CRM Feature List

Features

Explanation

Sign up

Free trial

Free forever plan

Free trial period

Free trial limitations

Limit on number of users, or features

Dashboard(s)/Homepage

Real time summary of all business activities

Review and manage your priorities of the day

Search

Saved searches

Save a search term to use it time and again

Communicate with your colleagues

View your company's organigram

Hierarchal organizational chart

All unread correspondence & item updates at a glance

Create new items & enter data on-the-fly

RSS Feeds module

Syndicated content from within the system

Drag-and-drop widgets for every module To customize the dashboard

Quick links to bookmarks, help resources

Custom fields

Add/remove, edit custom fields as per your business requirements

Important upcoming tasks

? 2014 Perry Norgarb and Michael Britton

Page 1

The CRM Matrix

Evaluating suspects, prospects and also-ran CRM Systems

CRM Feature List

Features

Explanation

View your department and company directory

Contact management

Quick link to add new contact

Multiple criteria used to create list for mail merge

Mass import/export

In different formats e.g. CSV, vCard, Excel spreadsheet

Automatic match-up feature

To prevent identical company records

Mass update noting all clients that were updated

Multiple addresses per contact

Identify potential duplicates for new contact

Sync contacts with other apps and devices e.g. with your blackberry or smartphone

Audit trail

Users who accessed the record, and changes they made

Date and person making the change

Address verification based on postal code tables

Unlimited follow-ups with contact

Unlimited notes per contact with date/time stamp

Search for embedded text in notes

Two steps to delete contact

Click del and confirm

? 2014 Perry Norgarb and Michael Britton

Page 2

The CRM Matrix

Evaluating suspects, prospects and also-ran CRM Systems

CRM Feature List

Features

Explanation

Internet lead capture

Via opt-in forms

Advanced Search

Access contact's social media profiles (Facebook, Twitter, LinkedIn, Google+)

History of the contact

Tags

Group contacts

Add contacts through wizard

Automatically merge contacts and their company's info

Send email to contacts from the contacts menu directly

Send text messages from the contacts menu

Video/Audio Calling

Chat with contact through the system

Receive emails

In dropbox or via integration with POP3 email service

Categorize

View and assign ownership of the contact

View/Set time zone of the contact

Filter contacts by time zone

Source

Where you found the contact

Referrer

Contact's headshot

? 2014 Perry Norgarb and Michael Britton

Page 3

The CRM Matrix

Evaluating suspects, prospects and also-ran CRM Systems

CRM Feature List

Features

Explanation

Convert contacts into leads or customers Contact identifier Link files/documents View contact with its company's full details Mark favorite contacts Add personal contacts Convert personal contacts into business contacts Create complex relationships Manage organizational hierarchies Merge, delete, archive contacts View contacts geo locations Share contact info with other element users Unlimited custom fields

Task Management Quick link to add new task Unique task number Auto extend deadline Status

Completion percentage Task type

A unique number for each contact To your contacts

On Google Maps Add/remove, edit custom fields as per your business requirements

Not started, In progress, Completed, Deffered, etc

? 2014 Perry Norgarb and Michael Britton

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