Tools such as our CRM software help increase productivity, better manage leads and improve the overall quality of the customer profile and profile management. Marketing can also easily pass qualified leads to sales, or commerce and customer service can more easily provide for an individual end-user.
CRM system puts all departments on a single system so everyone has direct and sometimes immediate access to the same customer information, creating valuable opportunities for team collaboration and reducing silos among the teams.
Streamlined Sales Process
An improved sales process will lead to more sales, save time, make you more efficient and provide a better customer experience – as well as allow you to identify problems as they arise.
Sales process optimization essentially involves the concrete steps for improving your sales process, such as creating a pipeline, providing automation tools, and encouraging consistent conversation between the sales personnel. Our tools for sales process improvement cover every step of potential sales processes from lead generation to all the way to the closing of a sale transaction.
Describe each sales step in detail, and make that description available to everyone on the team. Individuals can then understand the role and expectations clearly, the process can be codified, and documented sales data over time become much more useful in decision making. Employ automation tools to help create efficiencies. Whatever requires manual data entry from an account rep should be avoided, as that is not conducive to building a relationship with a human customer, nor will it provide a great experience. Make sure the customer is hearing the same story on the back end from customer support as is being told on the front end by marketing. This becomes especially important for sellers with multiple sales channels, eg, companies selling both direct and through an ecommerce website, or through a relationship manager as well as hiring an agent.
Better Customer Service
Based on every interaction, companies can now get a clear picture of who their customers are, and what their purchase history looks like. Today’s CRM software is able to tell a brand when an order is being delivered, and even let managers know what issues a customer might be having. This allows brands to find faster ways to service customers’ queries and complaints, and, ultimately handle them with a higher level of satisfaction. Studies have shown that when companies take the time to address customer grievances, they are rewarded with brand loyalty and increased sales.
With a powerful CRM in place, you can ensure rapid and painless integration with your existing tech stack, equipping your team of reps with a single pane of glass – all of the cultural infrastructure that your team uses, from impenetrable data streams to clean actionable information – that will have near to all of your organisation’s departments singing a happy tune, from marketing to sales to customer service to ecommerce.
Teams can then harness the power of every prospect and customer to create better marketing programmes and digital journeys. Sales reps can process more customers from a cleaner pipeline with more accurate forecasting. B2C/B2B commerce ecommerce sites can then quickly bring to market a top-tier customer experience before, during and after every transaction.
Automated Reporting
A CRM can automate reporting. A CRM can capture all the needed data and generate reports on a specified schedule that can be made available to a user.
Information will be available at the click of a finger and can be easily interpreted like this making it easier for the company to follow up the employees growth index and also to provide the management with proper reports indicating where a particular department of the organisation needs to be beefed up.
CRM systems also make it easy to manage leads and customers – everything from making call and email log updates totally hands-free to formatting invoices based on order data to sending payment statements and customer notifications also happens automatically, cutting down on the time (and chance of error) spent on follow-up calls and paperwork for a sales rep.
Increased Retention
CRM systems are not merely useful for sales, they can be important tools for customer retention. It’s much easier and cheaper to retain customers than it is to continually try to acquire new ones, so any team that communicates with customers should be using one.
CRMs give salespeople the ability to speak more directly to customers, and incorporate more personal notes into emails and calls, as all pertinent customer information is in the same repository, and each customer and prospect can be pulled up at a moment’s notice, or transferred between salespeople instantly.
By applying sales forecasting functionality within a CRM system, you can anticipate which areas of a business could suffer from a backlog, and plan ways to enhance sales productivity so that each member of a sales organisation uses their time effectively to maximise their individual sales performance.
