Choose the Right CRM Integrations for Your Firm
If you need to manage many projects and potential deals that are in various stages of the sales process, you need a good way to do it --- a way that eliminates lost opportunities due to inaction and a way that gives you an opportunity to be as proactive and productive as possible. Business tools for Outlook can offer great opportunities for you because they help you manage your workload, keep track of opportunities, and the right tool can also help you learn from past wins and losses, too. Regardless of how good your manual system has served you in the past, there’s nothing as effective as an automated CRM for streamlining your to-do list, for prioritization, and for sales metrics. CRM isn’t optional --- not if you want to retain your customers and continually boost your win rate.
Busy is Good; Chaos is Not
A busy business is a good thing but if you’re not using business tools for Outlook you are leaving things to chance. Spreadsheets can get lost or corrupted. Paper to-do lists can get lost. A growing team and/or growing customer list leaves things to chance! Salespeople or assistants with details in their head can quit or could get hit by a bus. You need a central repository of information. And you need it in more than a spreadsheet format. You need it in a way that propels you to action data in order of importance. A good CRM can transform your work life from chaos to organized. It can help sales teams collaborate and it can help customers see how competent your company really is.
Sales Reps Need Reporting
If you use a multitude of tools and methods to track deals and contacts, you and / or your salespeople can’t possibly have access to useful reports unless they take the time to piece them together manually. Conversely, if you keep everything in a central location then reports can be quickly and easily generated. Reports from business tools for Outlook can be detailed or simple and they can be designed for a multitude of uses throughout an organization. Data is a vital element of success in your industry and a good CRM solution can make your salespeople more productive and more able to continually boost their success rate.
You Can’t Afford to Not Try Zendesk Sell
Whether your business is small, large, or small but has big plans to become large…your CRM can help get you where you want and need to be. Through invaluable insights, productivity tools, and reporting that can help you better manage your day, your deals, and your customers this is one of the best business tools for Outlook out there. One of the great things about Zendesk Sell is that it’s easy to implement, very cost-effective, and that it’s customizable to your needs. Another great thing about Zendesk Sell is that you can sign up right here, right now and see how it could transform the way you work --- for the better. Zendesk Sell is also mobile-friendly so you can use it wherever you are and count on it being sync’d, secure, and up-to-date.