1. Contact Management
Contact management, an element of CRM that sometimes goes by customer management software, is a vital
CRM capability. It allows users to segment your contacts into groups to organize and better cater to them. With
this CRM capability, you’ll be able to gather crucial customer data and bolster your marketing strategies when
introducing new products. It also improves the personalization of all contacts with customers, making them feel
important and catered to. This is a key factor in customer satisfaction!
2. Sales Team and Customer Opportunity Management
Quantifying the opportunities that your sales team has with customers is a relatively basic feature of CRM.
Referred to as lead scoring, it allows users to identify the customers that are most likely to convert. This helps
streamline sales/marketing teams, improve efficiency and optimize your sales process.

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