When you are out choosing a CRM tool for your business, there is one thing that you don’t have to ever worry about and that’s options. There is no shortage, whatsoever, of options from which to pick and choose whatever best suits your needs. Even with so many options flooding the market, however, it is still a difficult decision when it comes to choosing the right one.
Most modern CRM solutions are capable of being customized and personalized, allowing your sales teams to have the features that are most useful to them in the front and centre of the system.
Here are some methods and techniques that your sales team can utilize in order to customize the CRM software service to suit their more specific needs.
Every individual member of your sales team has their own way of taking the lead through the funnel of the sales process. Customization of the workflow allows for individual team members to go through their own specific workflow instead of having to adopt someone else’s workflow. This can be easily accomplished by providing them with a workflow template that they can adjust to their own personal preferences, such as adding or removing steps, fine-tuning existing features, updating and assigning orders and bookings etc..
The automation of your business processes will lead to your sales team not having to intervene manually. This frees up a lot of mundane responsibilities from their plate, allowing them to focus on using this freed-up time to reach out to potential leads and helping existing customers. The automated processes can be easily tied up into the personalized workflow of the sales agents, ensuring that the boring and repetitive tasks are easily handled by the CRM software. If new business processes are being added into the company, managing the workload becomes even easier for your sales team through CRM.
Information is useful only when it’s relevant to what your sales managers are looking for. CRM sales solutions that are poorly optimized end up delivering data that is irrelevant for the entire team. An information overload will not only make it difficult for your team to find the relevant data but also affect their productivity.
Adopting a CRM system that is able to deliver specific information in accordance with what your sales executives need is extremely beneficial for the business image in the long run. This allows your sales managers to have a top-down view of the sales performance thereby facilitating each member to focus on their assigned prospects.
The only way to use a CRM solution productively is by customizing the UI to suit your own sales purpose. Having an unintuitive CRM at your disposal will lead to unnecessary difficulty when trying to deal with any solution productively. There’s absolutely no point bringing in a system that requires excessive efforts to get to the necessary functions or a system that keeps getting in the way of the employees.
While some customization options may come across as superficial, like the ability to change the interface colors, other options will empower you to virtually change almost every aspect of the interface.
The idea of a CRM software solution should be about allowing your sales team to meet their lead management and customer conversion needs. Customization and personalization empowers you to allow your sales team to have a CRM experience that can exponentially improve productivity.