Many people think of a CRM as a somewhere you store all your leads and contacts and keep a record of interactions and business opportunities. SharpSpring is much more.
SharpSpring like All Marketing Automation platforms can connect to an established but SharpSpring has its own integrated CRM. The addition of an inbuilt CRM gives SharpSpring an extra dimension and power when it comes to building a truly integrated Sales and Marketing Platform.
So like most leading CRMs, SharpSpring CRM has all the key features you expect, lead synchronisation, status, activities, opportunities, custom fields, lead scoring, notes, reminders and email synchronisation. Using Zapier it can connect to Zoho, Pipedrive, Nimble and most major marketing CRM platforms.
By virtue of its integration with a set Marketing Automation tools, SharpSpring CRM offer a set of powerful features that put it way ahead of its competition. Here are a few:-
Smart Mail
Jointly created Sales and Marketing emails with dynamic content to give a personal touch, provide a vehicle that Sales can use to open up conversations with prospects from within the CRM. The Smart Emails, can be further personalised, scheduled and synchronised and appear as though they came directly out of the Sales persons native email client.
Speed Dialler and Book Online Meetings Instantly
Integrated into the SharpSpring CRM is a Call dialler, so you call prospects directly or use an automated dialler from within the CRM. Agree and book an online meeting with a prospect directly from within the CRM.
Custom Deal Stages aligned to your business model
Create custom deal stages to track the progress of an opportunity from the beginning to the end of the sales cycle. Customize the number, order, name, and description of each deal stage to adapt to your unique business model. Set up automations so opportunities can be added to the pipeline and assigned a lead owner. Set a series of tasks for the lead owner to begin nurturing of the lead. Automate lead progression between stages and alert the lead owner in a timely manner where appropriate to intervene at natural touch points, providing the lead owner with a set of suggested emails that they could send.
Visualize Success with a Bird’s Eye Pipeline View
Use the simple drag-and-drop interface to move opportunities across deal stages. Get an instant overview of each prospect’s progress through the sales cycle. Manage your sales funnel and make decisions with all the relevant information easily in view.
Empower Your Team with Social Notes
Social notes make collaboration simple. Speed up internal communication with avatars, “Mark as Read” tags, and a clear conversation timeline. Make it easier to share tips and track customer interactions than with other customer relationship management systems.
Keep Up The Pace with Reminders
The best CRM platform doesn’t just record information – it helps you plan your sales strategy. Quickly create a Reminder from any page in the CRM platform and never miss a beat. Attach Reminders to opportunities and contacts so that you never forget to follow up on a promising lead. Combine Reminders with Social Notes to assign tasks effectively across your sales and marketing teams.
Get Social
People are more than a name and an email address. Now you can create comprehensive profiles for leads and customers when you add social links to your customer relationship management system. Discover what resonates with your leads and enjoy conversations on multiple platforms with social links on contact pages. Use third-party integrations to connect with your usual social media scheduling and analytics tools.
Detailed Customer Histories with Life of the Lead
Life of the Lead combines tracking, automation, and email to display a timeline of significant events for each contact. View individual buyer’s journeys, and find unique pain points and opportunities for each lead. Use the CRM platform to understand exactly where leads come from and where they want to go.
Actionable CRM Reports
CRM Reports provide all the information you need to measure your current sales success. View your progress and accurately forecast future performance in the CRM platform. Customize reports or focus on specific areas for improvement with interactive reports for Pipeline, Conversion, Activity, Projection and more.
Track Touch Points with Lead Membership
Quickly review all the ways you’re in contact with an individual lead. Use the Memberships tab to scan all of the campaigns, lists, opportunities, workflows, and emails with which a contact is associated.
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