Standardize and Automate CRM to Increase Results
Whether you have one salesperson or a whole team of them, you’ll always find that different people have varied ways of getting things done. But companies that implement standards based on proven CRM methods see great results. In the case of customer relationship management, it’s smart to come up with a standardized method of capturing lead info, tracking deals, and managing to-do lists. Having a centralized repository of this information can help your company in more ways than one! Business tools for Gmail can help sales reps on a daily basis as well as help management, too. By automating CRM, you reduce the likelihood of forgotten deals and increase the likelihood of customer retention and referrals. You’ll have the ability to be more productive and proactive and you can use the CRM tool to measure performance by customer, by sales rep, and more.
Busy? You Need Automated CRM
Those who manage relationships need help keeping things straight. Manual CRM deal tracking methods and separate contact management databases functions that have to be done across a multitude of internal tools means that there’s too much room for errors, for omissions, and for problems and that there’s certainly no collaboration going on. Business tools for Gmail that keep everything centralized doesn’t just mean that you can see everything you need to manage your customers and your deals in one place; it also means that you can gain valuable insights from that data in the form of reporting. Using an online CRM that’s secure and accessible from anywhere makes a huge difference to productivity!
Measuring for Performance and Strategizing for Growth
Business tools for Gmail help you with your day-to-day tasks but they also help you plan for future growth. Beyond getting more productive and proactive today you’ll also be able to see how to improve and streamline things even further for the days ahead. Automated customer relationship management can provide awesome reports that help you see where your efforts have brought you and where they could bring you to, in future. Do you have details about your wins by month, by client? Do you have details about your losses by month, by client, and by deal stage? Do you know how far through the process your largest dollar value lead got last week? Is there an obvious trend of where most losses seem to occur in the process? CRM can provide amazing sales reporting that can fuel improvements and growth for customers and salespeople, too.
What about Zendesk Sell?
What is it about Zendesk Sell that results in more productive salespeople and happier customers? It’s amazing business tools for Gmail with robust features and benefits that can be customized to any industry. It’s a sales productivity tool that offers a centralized visual pipeline, excellent reporting capabilities, and salespeople find it simple to use. In fact, they like using it, which is a big change from CRM systems of the past. When looking at whether or not CRM automation is the next logical step in your company’s success plan please consider test driving Zendesk Sell. We’d be happy to set you up with a free version right here. Sign up now.