CRM helps sales
Sell smarter
CRM software allows sales reps to manage their deals and conduct all their sales communications from one central location. By integrating your CRM with your organization’s business tools—including email, calendar, and marketing automation software—your sellers don’t have to waste time and effort switching back and forth between programs.
CRM software also provides full insight into the status of every deal in progress, and helps sales managers coach their team, establish quotas, and track individual sales rep performance.
Never drop the ball
With a CRM, you can automate reminders for your team to reach out to leads at the right time so that potential customers are never lost. Seeing the upcoming actions for every deal removes the guesswork and stress from a sales rep’s day.
Stay in the loop
Modern cloud-based CRM platforms can be accessed from any device, which means your deals aren’t all stuck in the office. With mobile CRM access and smartphone notifications, salespeople won’t miss anything important, whether they’re on a plane, at a client site, or walking into a meeting.
Invest in what’s working, and stop what’s not
Instead of guessing, a sales manager can track the reasons for why deals are won or lost. By analyzing their CRM’s customer data patterns and sales reports, sales managers can determine which methods are effective and which need to be improved.
CRM helps marketing
Know how prospective customers are finding you
CRM helps you track how prospects find your business—through online searches, trade shows, or specific marketing campaigns—so that you can determine where you’re getting the biggest return on your marketing investment.
By having access to your company’s sales interactions, your marketing team can better understand your prospects’ concerns and commonly asked questions, and use this information to create more relevant content.
Keep customers engaged
CRMs capture a wealth of valuable data that your marketing team can use to nurture prospects into customers and customers into advocates.
Modern CRMs also integrate with numerous marketing tools so that marketers can create effective email nurturing campaigns, landing pages, forms, and advertisements to keep prospects moving steadily through the funnel.
CRM helps customer support
Personalize the customer experience
Knowing the history of previous conversations with each customer enables your support team to deliver excellent customer service every time. By providing access to detailed customer notes and interactions, CRM lets your support team see the person behind each ticket.
Solve customer issues faster
Faster response times to support requests means a more enjoyable and satisfying customer experience. In order for that to happen, customer data needs to be a click away.
CRM links important customer information—including products purchased, customer history, and previous interactions—to each support ticket so that you can solve your customers’ issues quickly and more effectively.
Consolidate all customer communications
In addition to logging email conversations and phone calls, CRM can be integrated with online chat tools so that all support-related customer chats are saved in your CRM. Your support team can review these saved chats in the future, or send saved chat summaries to customers after completing service requests.
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