Customer Relationship Management is a technology for managing your company relationships, interactions with customers and potential customers. CRM systems help companies stay connected to customers, streamline the process and improve profitability. CRM solution also helps the organization to focus on the relationship with people – customers, service users, colleagues and suppliers. CRM gives everyone from sales to recruiting a better way to manage the external interactions relationship that derives success. CRM tools help to store customer information, identify sales opportunities.
Why is it important for CRM Software?
Think CRM software is about contact management?? CRM has free tools for everyone on your team. It is 100% free. With easy-to-use hub spot CRM, you have to never manually update reports or window how your team is tracking toward the quota. Get Sales CRM Software.
Get full visibility into your sales pipeline in real time.
Get an up to a minute view of your entire sales pipeline on a clean, visual dashboard. With detailed reports on sales activity, productivity, and individual performance. The sales head would never be in the dark about how the team is tracking toward quota and you have all the data to coach your team to success. Sales CRM software includes features like
- Reporting Dashboard
- Company Insights
- Deal Tracking
- Pipeline Management
Give The Sales Team Time Saving Tools – Your team can close more deals with time saving tools. Less work, friction, and friction from your sales process. The contacts records are automatically enriched with data with over 20 million businesses. The notification would be given to salespeople the minute a prospect can open their mail or visits their Website. They will have all the context which they need to follow up with the right leads at the right time. Connecting with the new prospects had never been easier with meeting scheduling, live chat, email templates, click-to-call functionality, and more. Features that sales team would love
- Email Tracking and Notifications
- Prospect Tracking.
- Meeting Schedules
- Live Chat.
Tracking Your Team Sales Efficiently – Boost your sales team efficiently. Track and manage your field sales team even from miles away. Build a highly productive field workforce. Automate, plan, track and monitor your agent sales routine. Some of the Features of Sales CRM Mobile App are as follows
- Get Automated Day Plans – Planning the day for the sales team. Goals, meetings are designed for them automatically.
- Get Meeting Recommendations – Based on the agent location, the mobile app will identify leads nearby.
- Track The Movement of Agents – Track all their calls and messages on the mobile device and analyse the Productivity.
- Go Fence Their Tasks – The meetings or tasks will not be completed by the agent if they are in the wrong location.
- Location History Of The Team – Get complete geo reporting of all the meetings and tasks. Get the status of the meeting, distance travelled, locations of the meeting.
- Allow Your Agents To Check In Automatically – The team can check in automatically, starting the sales route. If they forgot or are unable to do it automatically , check them in.
- Detecting Fake Location Check-ins – This feature stops agents from check in from the fake location. We can geo-fence their tasks to prevent fraudulent entries.
- Leads As Per The Location – Distributing leads to agents as per the location.
- Leads As Per Pin Code – Distributing leads to agents as per the pin code. Send them the assignment.
- Automatically Navigate The Location – It will give the sales team navigation of the next meeting and give the route of the next meeting.
- Remind The Team To Upload Meeting Notes And Speed Up The Documentation Process – Once a meeting is done, ask the agents to upload the meeting notes so that a decision is taken to make up sales and business decisions. Also to collect customers documents for verification. Your field agents can easily upload multiple documents at one-time for verification. This reduces waste time and improves efficiency.
- Track The Moves Of The Sales Team – Get real time updates of your agents location , number of meetings completed.
CRM Sales Leads Management – Identify the buying potential of prospects with exceptional engagement.
- Lead Management And Tracking Software – Complete sales activities, see detailed company and contact records. Communication history in one place so you can manage leads without the hassle.
- Spend Less Time In Preparing Follow-up – Cut down on the time you spend preparing on the follow ups and preparing to make sales calls or send an email. Automatically publishes emails, recorded calls, sales notes to contact timeline.
- With contact details, company information and historical communication right at your fingertips, you easily receive cold leads that tailor your pitch to new prospects without hunting for an opener.
- Save juggling multiple tools – Access contact details and follow up with the leads all in the same place. Making sales calls, sending emails, and assigning tasks. Automatically assign the new leads to the right sales reps, create follow up tasks, add new deals to your pipeline. CRM leads sales management and logs your sales activities so that one can spend more time through your pipeline.
- Track Sales Activity Across Your Whole Team – Make sure that your leads aren’t slipping through the cracks.
- Free dashboard to see how many calls ,emails sent, meetings held, tasks completed by each sales representative and the team as whole.
- Email Template And Documents – Turn your most effective sales templates into work templates. You can access inside your inbox and share with your entire team.
- Gmail And Outlook Integration – Pool of the big integration with Gmail, G Suite, outlook or office 365 for Windows.
- Facebook Or Instagram Ads – Create lead Ads for Facebook or Instagram that automatically capture contact information.
- Live Chats And Bots– Connect with website visitors in real time to convert new leads, close more deals and provide more support to customers..
- Meeting Schedules – Create a scheduling link you can share with prospects, giving them the power to book time on your sales team calendar.
Sales CRM Solutions – Transform your sales across all channels. Manage all your products, teams, and processes in one platform. Never ever miss a sales opportunity. The benefits are as follows
- Zero Lead Leakage – Capture leads from your channels automatically , managing them intelligently rather then transferring them to higher teams.
- Quick Turnaround – Automate the lead qualification with prioritisation. Right time contact shells out higher conversions.
- Flexible Workflows – Sketch the best possible sales workflow for your different products and teams.
- Workday Planning – Plan the workday of all your customer facing teams.
- Connected Teams – Connect with all your teams and process, multiple processes which let them distribute teams together.
- Ready to Integrate – Integrate with all your apps.
Conclusion – Sales Force CRM Software helps to manage the sales leads, dashboards and lead management in an effective way. Be In touch with your sales executive with the help of Mobile CRM. Use Sales CRM behavioural targeting and personalisation tools to make campaigns feel like 1 O 1 conversation in real time. It sends the right message at the right moment and always make the personalised product recommendations.