One of the most frequently asked question these days have been how are you using the CRM tool?
The truth behind it is that CRM software is not just a place where the contact details of all the customers and potential clients, but it can also help the sales team to be more productive and successful in their approach towards business.
According to a recent survey, there is a clear link between the implementing technology and also enhancing productivity sales and client service. Now, we will take a close look at the different ways CRM tool can prove helpful for a firm to enhance the sales productivity.
- Maintaining more interactions with the potential clients
CRM tool lets the sales team keep a close track of all the communications, interactions, offers and also the orders throughout the sales cycle. A sales executive enjoys the capability to take every potential customer via a pre-planned sales process, finding the essential opportunities for connecting with every potential customer on basis of their requirements along with the outcome of the past interactions.
- Strengthening the quality of the interactions
CRM tool helps the sales personnel to boost the quality of the interactions with their potential clients by offering them 360 degree view of the client’s profile, history of the communications, preferences, etc. Moreover, segmentation tools can prove helpful for the sales executives to find out which services are likely to be the best for every potential client apart from streamlining of their communications throughout the sales process.
- Relevance of filters and web forms
It is a known fact that both filters and web forms are considered as efficient ways for isolating the noise apart from making sure that only the data at hand is being utilized.
Web forms are one of the possible ways for collecting details from any HTML webpage that gets collected into the CRM database. This is an easy way for collecting data and having it integrated into the present records and dashboards automatically.
While, filters allow a company to carry out customization of the views so that we are able to maintain our stress on the important details of the task in hand. Study has claimed that the users make use of just 20% of the features in an out of the box generic software tool. When the ability to carry out customize applications is merged along with the capability to filter out fields which are not presently used, it helps in saving time by getting rid of it.
- Reducing time allotted to administrative work
A CRM tool can be a great way for helping the sales personnel to lower the time spent on the administrative functions such as order processing, generating reports and helping them to focus on selling and convincing the clients.
- Why mobile access
A CRM tool with the option for a mobile app or mobile web access will be offering the sales team the capability to see the details of the potential clients and also the relevant details while available in the field. This can be the possible way to lower the down time making progress on the sales cycle, enhancing the net productivity.
- Lead scoring assumes significance
One of the major advantages of using a CRM tool is the efficient lead management. CRM tool has been helping the sales personnel to give a scoring to a specific lead, which allows them to give their attention on the potential clients on that are most likely to become part of the clientele base.
- Offering individualized views of dashboards and reports
Allowing the viewing of the reports within the CRM allows the sales personnel to see the real time projections, net sales performance and also the pipeline reports that help in brining improvement in financial planning. Dashboards can prove helpful in visualizing the essential performance indicators along with zeroing on important data. It is a great way to carry out an effective analysis of the existent sales funnel and also find the relevant opportunities for boosting growth and revenue.
- Storing data on cloud
Cloud CRM lets the sales team to see the system online from any device practically. It does not make any difference if they are present in office or in field meeting a client, they will enjoy round the clock access to the potential clients’ details. Since all data can be updated and also worked upon from anywhere, cloud proves helpful in lowering the data integrity.
-Centralization of the document management
Document sharing within the CRM software helps the sales team to access all the functionalities that are required in one place. The capability to quickly see the potential client’s recent offer or the client’s last order form has proved helpful for the sales personnel to get rid of their endless search and serving the clients better.
Moreover, essential documents such as marketing collateral, contracts cam be stored in the CRM.
- Bringing improvement in partnership between the team players
A CRM helps the team to offer assistance each other with the potential clients. When a particular sales personnel is not available, the follow up won’t stop. A team player can see the data and take necessary action to close the deal.
- Altering the excel spreadsheets into interactive apps hosted on cloud
One of the other relevant feature of a CRM is that it allows the users to place the excel spreadsheets in the cloud and also making them the framework for playing the role of an interactive app.
It helps in getting rid of the requirement for local data storage space, introduces the sales team to the varied benefits of the cloud computing apart from enhancing the communications between team members and simplifying the workflow.
- Automated of the manual work
It is believed that the capability to automate relevant things like reports, tasks and also reminders helps in fastening the sales cycle. Other features such as database notifications allow automated notification when the record is ready for the possible next step in a specific workflow sequence, tracking the constant processes and apart from the inter-team checks and balances.
As you are allowed to receive notifications either by text or mail, it also helps in the creation of seamless work environment.
- Introducing the best and relevant practices across the sales team
It is believed that the sales team is considered as most efficient when all the players know about each and every detail in depth. A CRM tool lets the firms to customize the complete system on the basis of their own sales process, which pushed the sales personnel to follow a set path instead of creating their own, which leads to confusion.
- Maintaining workflows
It is believed that workflow management helps a firm in automating varied processes such as sales, marketing and support. Client details are given or even transferred from one user to other for quick action as per the pre-defined rules. This helps in bringing improvement in efficiency levels by getting rid of unwanted steps for updating records and also improving control with the standardization of the working methods and significantly bringing down the operating costs.
- Taking the right rote in sales dialogs
Any company’s sales pitch can be integrated into the CRM, which will help them to better focus on deal closures effectively.
- Streamlining monitoring of targets
The CRM tool lets the firms to give a proper definition and also monitor the sales quotas at varied levels such as individual, team, territory and organizational.
- Report generation
The CRM allows the individual sales personnel to opt for quick and easy dynamic report generation that will help them to judge in a better manner. In the old tools, it becomes difficult for the sales executives to gauge their performance till a report is being generated which do not allow them to make changes on the sales process to enhance the productivity levels.
But, this allows the sales personnel to have a real time understanding of how they are performing in comparison to their peers so that changes can be made as and when needed.
- Efficient management of the sales team
Enjoying the ease of report generation along with real time team partnership abilities helps the sales to better manage their team. Moreover, user permissions and change tracking help the personnel to maintain a better control of the data and find out who committed the mistakes.
This kind of monitoring allows the management to enjoy the needed control over the data and also team performance.
- Pushing the marketing message in the right direction
When all the team members are allowed to place their details in one place, streamlining of the data presentation becomes achievable. It also allows the marketing team to undertake a quick analysis of the feedback received from the leads. When the marketing team will be able to get the right information, refinement of message becomes easy along with targeting of leads.
- Sharing of data across teams
It has been found that the successful firms do not usually work in silos. Teams such as sales client servicing and marketing should have the ability for sharing data. It allows for all the teams to have updated details about the client or potential clients without any delays which will improving the experience levels for employees and clients both.
It has been found that implementation of CRM is a great way to improve organizational productivity. With enjoying access to the quality data in your hand, the sales team will be able to face the challenges more confidently. It has been found that client loyalty and enhancement in sales are attainable with a well deployed CRM.
The truth behind it is that CRM software is not just a place where the contact details of all the customers and potential clients, but it can also help the sales team to be more productive and successful in their approach towards business.
According to a recent survey, there is a clear link between the implementing technology and also enhancing productivity sales and client service. Now, we will take a close look at the different ways CRM tool can prove helpful for a firm to enhance the sales productivity.
- Maintaining more interactions with the potential clients
CRM tool lets the sales team keep a close track of all the communications, interactions, offers and also the orders throughout the sales cycle. A sales executive enjoys the capability to take every potential customer via a pre-planned sales process, finding the essential opportunities for connecting with every potential customer on basis of their requirements along with the outcome of the past interactions.
- Strengthening the quality of the interactions
CRM tool helps the sales personnel to boost the quality of the interactions with their potential clients by offering them 360 degree view of the client’s profile, history of the communications, preferences, etc. Moreover, segmentation tools can prove helpful for the sales executives to find out which services are likely to be the best for every potential client apart from streamlining of their communications throughout the sales process.
- Relevance of filters and web forms
It is a known fact that both filters and web forms are considered as efficient ways for isolating the noise apart from making sure that only the data at hand is being utilized.
Web forms are one of the possible ways for collecting details from any HTML webpage that gets collected into the CRM database. This is an easy way for collecting data and having it integrated into the present records and dashboards automatically.
While, filters allow a company to carry out customization of the views so that we are able to maintain our stress on the important details of the task in hand. Study has claimed that the users make use of just 20% of the features in an out of the box generic software tool. When the ability to carry out customize applications is merged along with the capability to filter out fields which are not presently used, it helps in saving time by getting rid of it.
- Reducing time allotted to administrative work
A CRM tool can be a great way for helping the sales personnel to lower the time spent on the administrative functions such as order processing, generating reports and helping them to focus on selling and convincing the clients.
- Why mobile access
A CRM tool with the option for a mobile app or mobile web access will be offering the sales team the capability to see the details of the potential clients and also the relevant details while available in the field. This can be the possible way to lower the down time making progress on the sales cycle, enhancing the net productivity.
- Lead scoring assumes significance
One of the major advantages of using a CRM tool is the efficient lead management. CRM tool has been helping the sales personnel to give a scoring to a specific lead, which allows them to give their attention on the potential clients on that are most likely to become part of the clientele base.
- Offering individualized views of dashboards and reports
Allowing the viewing of the reports within the CRM allows the sales personnel to see the real time projections, net sales performance and also the pipeline reports that help in brining improvement in financial planning. Dashboards can prove helpful in visualizing the essential performance indicators along with zeroing on important data. It is a great way to carry out an effective analysis of the existent sales funnel and also find the relevant opportunities for boosting growth and revenue.
- Storing data on cloud
Cloud CRM lets the sales team to see the system online from any device practically. It does not make any difference if they are present in office or in field meeting a client, they will enjoy round the clock access to the potential clients’ details. Since all data can be updated and also worked upon from anywhere, cloud proves helpful in lowering the data integrity.
-Centralization of the document management
Document sharing within the CRM software helps the sales team to access all the functionalities that are required in one place. The capability to quickly see the potential client’s recent offer or the client’s last order form has proved helpful for the sales personnel to get rid of their endless search and serving the clients better.
Moreover, essential documents such as marketing collateral, contracts cam be stored in the CRM.
- Bringing improvement in partnership between the team players
A CRM helps the team to offer assistance each other with the potential clients. When a particular sales personnel is not available, the follow up won’t stop. A team player can see the data and take necessary action to close the deal.
- Altering the excel spreadsheets into interactive apps hosted on cloud
One of the other relevant feature of a CRM is that it allows the users to place the excel spreadsheets in the cloud and also making them the framework for playing the role of an interactive app.
It helps in getting rid of the requirement for local data storage space, introduces the sales team to the varied benefits of the cloud computing apart from enhancing the communications between team members and simplifying the workflow.
- Automated of the manual work
It is believed that the capability to automate relevant things like reports, tasks and also reminders helps in fastening the sales cycle. Other features such as database notifications allow automated notification when the record is ready for the possible next step in a specific workflow sequence, tracking the constant processes and apart from the inter-team checks and balances.
As you are allowed to receive notifications either by text or mail, it also helps in the creation of seamless work environment.
- Introducing the best and relevant practices across the sales team
It is believed that the sales team is considered as most efficient when all the players know about each and every detail in depth. A CRM tool lets the firms to customize the complete system on the basis of their own sales process, which pushed the sales personnel to follow a set path instead of creating their own, which leads to confusion.
- Maintaining workflows
It is believed that workflow management helps a firm in automating varied processes such as sales, marketing and support. Client details are given or even transferred from one user to other for quick action as per the pre-defined rules. This helps in bringing improvement in efficiency levels by getting rid of unwanted steps for updating records and also improving control with the standardization of the working methods and significantly bringing down the operating costs.
- Taking the right rote in sales dialogs
Any company’s sales pitch can be integrated into the CRM, which will help them to better focus on deal closures effectively.
- Streamlining monitoring of targets
The CRM tool lets the firms to give a proper definition and also monitor the sales quotas at varied levels such as individual, team, territory and organizational.
- Report generation
The CRM allows the individual sales personnel to opt for quick and easy dynamic report generation that will help them to judge in a better manner. In the old tools, it becomes difficult for the sales executives to gauge their performance till a report is being generated which do not allow them to make changes on the sales process to enhance the productivity levels.
But, this allows the sales personnel to have a real time understanding of how they are performing in comparison to their peers so that changes can be made as and when needed.
- Efficient management of the sales team
Enjoying the ease of report generation along with real time team partnership abilities helps the sales to better manage their team. Moreover, user permissions and change tracking help the personnel to maintain a better control of the data and find out who committed the mistakes.
This kind of monitoring allows the management to enjoy the needed control over the data and also team performance.
- Pushing the marketing message in the right direction
When all the team members are allowed to place their details in one place, streamlining of the data presentation becomes achievable. It also allows the marketing team to undertake a quick analysis of the feedback received from the leads. When the marketing team will be able to get the right information, refinement of message becomes easy along with targeting of leads.
- Sharing of data across teams
It has been found that the successful firms do not usually work in silos. Teams such as sales client servicing and marketing should have the ability for sharing data. It allows for all the teams to have updated details about the client or potential clients without any delays which will improving the experience levels for employees and clients both.
It has been found that implementation of CRM is a great way to improve organizational productivity. With enjoying access to the quality data in your hand, the sales team will be able to face the challenges more confidently. It has been found that client loyalty and enhancement in sales are attainable with a well deployed CRM.