When your business first started, tracking customers by email, address books and spreadsheets made sense.
But now your company is growing—and more growth means more opportunity to change how you run your business. Right now:
Spreadsheets are hard to update, interpret, and keep in sync with your team.
Valuable customer information hides in your employees’ inboxes.
Notes get lost or thrown away.
Customer communication is inconsistent between your employees.
The real problem is that your most important data is spread across multiple systems and people, making it difficult to leverage your information and collaborate on sales.
1. Consolidate all your data into one easy-to-access location
CRM software centralizes your customer data so that everyone at your company can access all the information they need from one platform.
Contact information
Look up customer email addresses, phone numbers, mailing addresses, websites, and social media accounts.
Communication history
Track all interactions through email, phone calls, online chats, and customer support tickets.
Customer history
Reference the length of customer relationships, purchasing history, and how customers find your business.
2. Sell more, faster
Having to do manual data entry is one of the biggest productivity-killers for sales reps. CRM automates many of these repetitive admin tasks so your team can spend less time typing and more time selling.
CRM also helps you build a standardized sales process, which gives your team a step-by-step roadmap for closing deals and helps to reduce the length of your sales cycles.
Constantly improve your sales methods.
Sales processes provide the data you need to identify the root cause of stalled deals, take steps to address the problems, and ensure that your team focuses its efforts on the activities that generate the most revenue.
Accurately predict your sales
Having a more accurate sense of your win rate allows sales managers to dependably forecast how many sales their team will close from a given number of leads and set realistic revenue goals.
Get new hires up to speed quickly
A standardized sales process makes training sales reps fast, simple, and nearly foolproof, by showing salespeople what they need to do at every stage of the sale. Even rookie sellers can make an immediate impact once they learn the basic steps in your sales process.
Provide a better customer experience
When a sales rep rushes a prospect into a sales stage they’re not anticipating, it can can kill the deal and damage the relationship with the buyer. A sales process ensures that sellers don’t advance the sale until the buyer is ready to move forward.
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