When properly implemented, CRM can help enable your salespeople to be superstars, allowing them to focus on selling and building relationships.
Here are some key ways CRM can be leveraged by salespeople and sales management.
Business Intelligence – Get an understanding of why your customers buy from you and learn how to sell to them. Is your Unique Selling Proposition strong enough?
Prospect Qualification- Make sure that your salespeople are talking to the best candidates for your products or services.
Tracking Sales Opportunities – Know what's in your pipeline and where each sale is in the process.
Sales Forecasting – use the sales opportunities to track your forecast of what is going to close and when. Make sure that the pipeline is healthy.
Dashboards – Get a snapshot view of all of your company's key performance indicators.
Activity Tracking – Develop the ratio of activities to sales by tracking how many calls and meetings lead to a successful sale. Easily integrate phone calls and meeting activities with your Outlook Calendar. What was last recorded about the customer's experience?
Call Reports – Turn this dreaded weekly task into a non-event for salespeople and managers. Be able to dynamically view who has been communicating with prospects and customers. (More on No more Call Reports...)
Sales Process Workflow – Systematize your sales process by automating all the steps of your sales cycle.
Quoting – Easily convert sales opportunities into professional quotes.
Heads up on Back office – View a customer's aging balances, open invoices and open sales orders from your accounting ERP system.
Reporting- Keep track of your salespeople in one place… forget about extra reports with Excel.
Cross-selling and up-selling - Increase the average sale of your existing customers.
Automated Campaigns – Create a consistent high touch sales process when engaging with your customer and prospects
Tracking Products – Know what products and services have been previously purchased.
Outbound Call Handling- Create a sales call center and focus your telesales efforts.
Survey customers – Obtain useful and immediate feedback from customer surveys.
Can your salespeople benefit from any of the above benefits? If so, let's talk. Ready for taking Next Step?
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