How CRM software supports primary sales use cases and offers excellent benefits?
With each passing year, the complications and difficulties in sales are escalating. Sales teams are expected to go beyond the usual playbook for generating leads and revenue. The breakthrough in technology has opened the door to new opportunities. However, the technology you choose and how you use it will make a big difference to your sales. Every industry has different requirements and unique sales use cases.
Most of the sales driven organizations have embraced a CRM technology to deal with the modern sales and business challenges. There are certain areas in which CRM system excels, yet there are many features that remain unexplored. A CRM software has the potential to support your most primary use cases apart from the ones usually addressed. Besides managing your customer contacts and sales deals, there is a lot a CRM software can do. Sometimes minute things can have a significant impact on your bottom line.
“Pay attention to the little things. They’re more important than you think”- Matt Gutierrez
Let’s see how a CRM software support various sales use cases
Use Case #1 — Automatically create activities to save time
I am an industrial sales manager. Due to constant team meetings and product demos, I find it difficult to manage my team’s sales activities.
Solution:
Managing sales deals is a strenuous task and the difficulty level escalates when you need to handle them with your sales activities. There are multiple activities that you need to perform for moving the deal through different stages of a sales pipeline. With the help of sales CRM software, this task is easily automated. Use this high-end tool for creating an organized environment where your ongoing deals and activities are effectively managed and monitored.
How does it work?
Set a workflow that whenever a deal reaches a new stage, a specific activity needs to be performed. So, every time a deal reaches a new stage, the activity will automatically be created. Doing so saves your sales time; decreasing your workload and increasing your efficiency.
Use Case #2 — Identify the stalled deals
I am a sales rep who spends maximum time on the field. Due to that reason, I am unable to manage my deals efficiently. I miss many opportunities as most of the deals lying in the pipeline goes unnoticed and rots.
Solution:
With a CRM software, you can get over this fear of losing a potential deal and keep your sales pipeline flowing. Using Salesmate CRM, set rotting period and identify the stalled deals in real-time. Get notified when a deal is about to rot in a specific stage. You can set different rotting period for each stage.
Don’t give up an opportunity easily; follow-up immediately when you get notified about the rotten deal. Besides you even need to find out the reason for inactivity to avoid clogs in your sales pipeline. No matter where you are, manage your deal efficiently and take timely actions to push them forward quickly.
Use Case #3 — Managing different sales processes with multiple sales pipeline
We are a yarn manufacturing company who have recently diversified into a new sector. Handling the sales process of two different sectors has become quite difficult for us.
Solution:
A CRM system gives you the flexibility to create multiple sales pipeline for managing the sales process of different sectors. Moreover, being a yarn manufacturing company, you might be dealing with buyers from different textile verticals. You can even create multiple sales pipeline for these diverse verticals and add, edit or rename the deal stages as per your business requirements. With Salesmate CRM, you will get a visual indication of whether the deal is open, won, lost or rotten. Avoid the confusion of any type, stay organized and gain access to vital information with a well-managed pipeline.
Use Case #4 — Pin notes for quick reference
As an inside sales rep, I constantly interact with prospects, and sometimes I miss out on important details. With interaction racking up on the customer’s timeline, it is getting a whole lot tougher.
Solution:
With the aid of a CRM software, pin the most-critical notes at the top of your timeline to ensure you don’t’ face any trouble while communicating with your high potential prospects. Quickly make a list of critical points that you need to discuss with the prospect and pin it so that the most important information always stays in front of you. With Salesmate, you can even tag or mention your teammates for keeping them updated with critical information.
Use Case #5 — Make the most of your sales field meeting
As a field sales rep, I mostly travel to different cities for sales meetings. To make the most of my sales visits I need a solution that displays all my clients near the area I am visiting.
Solution:
In such a scenario, a productive sales CRM software that comes with geolocation feature will suit your requirement. So, don’t waste your precious time when a meeting is canceled or postponed. Seamlessly locate nearby contacts in a specific area, check their details and set your new schedule based on individual deal value.
Use Case #6 — Call with local numbers
I am start-up from UAE dealing with clients for the USA. The problem is that companies don’t prefer to answer calls that don’t have their local area code. So, how do I establish my local presence?
Solution:
Don’t let geographical location be a hindrance in your business, get local numbers and call from anywhere. Most of the CRM system now come with built-in calling feature. Using Salesmate CRM software, you can get numbers of 80+ countries and call effortlessly without any third-party integrations. Moreover, you can add notes, record calls and automatically log your calls using this high-end sales tool.
Use Case #7 — Manage and track emails from one platform
Some of the sales reps in my team fail to follow-up with their prospect on time. They are losing deals because of this, and it’s affecting our overall team’s performance.
Solution:
Stay in control of your emails and reach out to your high-potential prospects in real-time. Connect your email accounts with a CRM software to manage all the critical emails from one platform. Get the click and open rate reports to understand which is the right time to follow-up with your prospects. Using a CRM like Salesmate you can create unlimited email templates and even track its effectiveness with insightful reports. Track your sales email conversations with ease and find out which deals are worth pursuing.
Final thoughts
A CRM has great potential if used appropriately. Though some companies invest in CRM software, some sales professionals refuse to use a CRM. Show them the benefits and motivate them to use this advanced sales tool that can help them in achieving their sales targets.
We welcome you to Salesmate! 🙂 A subtle yet systematic and intuitive sales intelligence-based CRM that provides high quality service without blowing a hole in your budget. Want to know more? Start a free 15-day trial, today!
If you are curious to explore how Salesmate CRM can be helpful in making more sales, get in touch with our team, today!
If you are a small business and using calling for your business, then we have a great news for you all!! 🆕 Salesmate CRM is now coming up with the built-in calling 📲 and bulk SMS features. Which means, no more integrations, no add on hardware cost. Just make and receive more sales calls from your CRM system. You can also make use of your smartphone for this feature. Try now!!
