Customer Relationship Management (CRM) helps manage a company’s relationships and interactions with their customers and potential customers. With CRM technology relevant data is brought together with data that helps create visibility throughout a business. It also helps control a team’s workflow and productivity which is beneficial to all departments. With all the actionability of CRM systems, business owners will want to implement it across all departments in their business – here’s why.
Find the Right Clients
Out of those not using a CRM system about 79% of their marketing leads will never convert to sales. This means that the time and resources an owner has spent attracting and generating new leads is wasted. Even if they get passed on to the sales team, the sales reps may not know which opportunities are the hottest. Time is of the essence – especially if a small, rapidly growing business. The owner needs to make the most of their marketing tools by connecting them to a CRM platform so both sales and marketing teams have a complete view of leads and prospects when they’re creating and targeting communications in hopes of turning prospects into customers and quickly reaching key decision makers.
Share Data with Your Entire Sales Team
When a business has a lot of employees who are responsible for maintaining their own information, it’s easy for mistakes to happen. Amaxra says the best way to avoid the resulting embarrassment is to have a CRM in place that tracks everything. With this system in place, everyone knows what’s currently happening. Once a team member works on an account they simply update the information – something that’s so easy to do it’s even possible to do so through Outlook. Any team will appreciate this “extra step” isn’t difficult so they’ll have no “excuse” to avoid it.
Maintain Consistent Internal Operations
Sending out time sensitive contracts and making sure clients receive key marketing collateral is also possible since a CRM can handle document storage and provide the business data exchange with boilerplate content and email templates. Never worry about these things being accurate either since the CRM has a system of checks and reminders in place that also ensure compliance with the company’s standards throughout the sales cycle.
Streamline the Sales Processes
The CRM can also define a company’s sales process, which reduces room for human error and empowers your salespeople. This is possible because they now have clear guidelines and processes regarding how they should perform their job. This enables them to exercise their power to quickly resolve problems with your clients. It also makes sure that the data your employees need to monitor sales and growth are collected at the appropriate time and in the correct fashion.
Increase Employee Productivity
Once installed, about 52% of high-performing salespeople will start taking full advantage of the technology. This frees them up from process-heavy tasks (e.g. hunting for contact information, entering data) so they have more time to connect with your customers – talking to prospective customers, strengthening relationships with existing ones, and ultimately making more sales.
Offer Better Customer Service to Improve Overall Customer Satisfaction
When talking to customers business owners also find that about 55% of them will admit that they’re willing to pay more money for a better customer experience. After all, the best product is only as good as the service that accompanies it – both before and after the sale. They don’t want to be hit up with multiple marketing promotions, have the ball dropped after a sale, or otherwise be “mistreated.” This results in wasted the time and effort on your part too. However, there is no need to worry about these things happening when the whole team has immediate access to a customer’s complete history. Instead, everyone has the right resources so they can quickly provide personalized messages and solutions. In other words, interactions will go smoother, which builds trust in business and encourages repeat business.
The Harvard Business Review says simply reducing the customer’s “defection” by 5% is enough to increase profits by 25% – 85%. The team can also easily proactively address at-risk accounts while also presenting satisfied customers with new opportunities at just the right moment. Transparency when it comes to customer histories, active campaigns, and open cases provides customers with more satisfying purchases and service experiences so they keep coming back for more. This is a wise investment of time that will pay dividends for many years into the future.
CRM Gmail Integration
Integrating Gmail accounts with a CRM tool results in some key benefits for any business. According to Converge Hub these benefits include:
- The ability to quickly manage all your Google emails from a central location
- Being able to manage client and partner relationships better happens because you have a consolidated view of all your email communications
- You can promptly respond to emails and follow-up from a central location
- Your entire team can easily collaborate and share of Gmail information since it’s all centrally located
When one pairs gmail with their CRM they’ll gain even more benefits. This works better when the business syncs things both ways because then this tool can add more meaning to G Suite. This happens as each time a team member opens an email in Gmail, the tool is able to load the sender’s contact data and any necessary context. When this information doesn’t already exist, the CRM can create a new “file.” These can then be sorted into entries for leads, projects, support cases, and other activities. The business owner can also use the information contained within the email to make any necessary updates. Some of the other benefits you’ll receive by syncing prosperworks with Gmail include:
- Track custom data in any activity simply by setting granular permissions that are based on employees, roles, or modules.
- Capture clients’ histories (including conversations and activities you’ve worked on with them) so everyone on your team can see them.
- This app can be integrated with a website so forms the business uses to turn new entries into leads, contacts, or support cases.
