Sales leaders have a lot on their plates, so the more technology developed to make their lives easier, the better. One of the most popular tools available is customer relationship management (CRM) technology, which helps automate several tasks for the sales team. This post will let you in on the secret of how sales leaders using CRM are absolutely killing it. After all, sales teams that adopt CRM reach 47% more prospects, increase their deal size by 30%, and grow sales by 20%.
Organizing and Prioritizing Tasks
CRM is helping sales leaders close more deals by organizing and prioritizing tasks. When you have several prospects in the pipeline, all at different points of the process, it can get tricky to keep track of everything. Good CRM will organize these prospects by the level of importance, a particular date, etc., and prioritize them for you. Sales teams using the right CRM never fail to follow-up with a customer, because they know exactly who to call and when. This saves tons of time and energy that can be redirected towards your actual interactions with customers.
Managing and Automating Callbacks
One of the most useful things CRM provides is the ability to manage and automate callbacks. When you’re dealing with large numbers of prospects and/or customers, having automated callbacks saves you time and lets you reach more people. Once you start using CRM to manage and automate your callbacks, you’ll wonder how you ever lived without it. Game-changing technology tends to do that. By managing your callbacks, CRM frees you up to work on your sales presentations, follow up with your sales team and manager, and maybe even get a moment to yourself. Sales leaders using CRM work smarter, not harder.
Assigning Tasks with Artificial Intelligence
By using AI to effectively assign tasks to the sales team, CRM improves overall performance. Salespeople are assigned tasks by the AI, and sales leaders can manually review and edit if they feel the need to. The sales manager has control over the AI, bt the AI is used to do all the heavy lifting. The AI uses complex algorithms to properly assign leads to the sales team in a fraction of the time it would take a sales or marketing guru. This is especially useful when dealing with a multitude of customers and feel like your brain might explode. (You can thank the sales gods later.)
Integrating Calls, Emails, and Texts
Sales managers love this about CRM, because it keeps everything accessible in a single place. Easy to use and better organized than even the best sales intern, CRM takes all those pesky calls, emails, and texts and sorts them for you so you deal with the most pressing issues first, then work your way down the line. You’ll always be notified and your communications are logged for convenient access at any time. CRM is known to increase response rates, which makes it even easier to stay in touch with those hard-to-reach customers. These features are enough to persuade any sales team to integrate, and if you’re using CRM already, you know what we’re talking about.
Providing Full Visibility
Sales leaders integrate CRM so that they can maintain full visibility over their sales pipeline. This means being able to see all the metrics, from one individual salesperson’s activity to the overall team’s performance, in a single glance. This obviously makes things easier and more efficient for the sales leader, which gives them more time to focus on more important tasks. Sales leaders are then able to work with the team on any issues they may have and find other available opportunities.
Making It Easy On Users
There are a lot of moving parts in the sales pipeline, and automating the workflow can seem daunting at first. Luckily, CRM is easy to use. Consider the simple navigation and drag-and-drop prioritization. You can select which prospects or customers take priority, and you have the ability to easily move around those priorities as needed. Some AI-Powered sales automation CRMs (like Spiro) can even prioritize your prospects for you. CRM is available on any platform, including mobile. It just doesn’t get any more convenient than that, especially for busy salespeople on the go.
Integrating with Your Marketing Tools
Another great aspect of using CRM is that it integrates with all your favorite marketing tools, including lead capture forms, contacts, and email campaign activity. You can also track site visitors and you don’t have to change your email service. CRM is the perfect complement to Pardot, MailChimp, Marketo, and Infusionsoft.
Any sales leaders using CRM already know that it’s the key to absolutely killing it. Help your team to increase sales by checking out a CRM that fits your needs.