Today’s CRM systems include integrations that foster collaboration and centralize data access. With the right technology, businesses can reach diverse audiences, automate based on lead or client behavior, and engage contacts proactively. More importantly, all departments can now provide consistent, personalized service.
Here are four reasons why sales departments often invest in a CRM first:
- Organize Data
- Automate Daily Tasks
- Make Workflows
- Ensure Early Stage Leads Don’t Slip Through the Cracks
1. Organize Data
Connections make CRM tools easier to use while also centralizing data. An ideal CRM should allow organizations to target multiple audiences, automate based on a single lead or client’s activity, and maintain relationships. More importantly, all departments can now provide consistent, personalized service.
Regardless of department or industry, a CRM allows for customer-centric interactions.
- Individual customer cross-functional insights in one view.
- Dashboards that show data in motion.
- Automatism saves time.
- process Optimization
- Streamlined teamwork
2. Automate Daily Tasks
CRM automation refers to a CRM’s ability to automate manual tasks to streamline operations and increase productivity. CRM can automate marketing, sales, and customer service.
Automating routine tasks allows you to focus on more important tasks. Customer relationship management (CRM) automation can include:
- Sales Email Sequences
- Sales workflows
- Live chat
- Assigning leads to sales reps
- Lead nurturing
- Campaign analytics
3. Make Workflows
It includes actions such as completing a sale or responding to a customer complaint. Imagine a CRM process as a series of dominoes that must be knocked down one by one.
Workflows are a must in CRM. Workflows streamline sales, marketing, and service operations to save you time. In addition, workflows allow you to set criteria to automatically enrol records and perform actions.
Workflows can be created in CRMs like HubSpot based on data points like:
4. Ensure Early Stage Leads Don’t Slip Through the Cracks
Not all leads are buy-ready. Most salespeople are focused on the next month or quarter. Long-term items lack urgency and may be delayed in favor of more urgent deals. But what about the next quarter? How does the sales team keep a long-term pipeline?
Marketing cannot nurture your leads. Marketers need to sell, too. Prospect nurturing and follow-up calls are now easier than ever with CRM solutions. Many allow salespeople to create custom lead nurturing email sequences.