What is Sales CRM?

  1. Home
  2. What is Sales CRM
What is Sales CRM?

What is a Sales CRM?

The Sales CRM is a cloud Based Saas solution that helps companies manage and automate their key operations and sales activities. In every business scenario, ever before a sale is made, a customer first needs to trust you before he gives you his moolah, the sales CRM can help you create systems that will help you build this level of trust in the mind of your customer.

While selling you need metrics to guide you towards your goal. This why a CRM is a great addition to your selling toolkit. ‘What is a CRM?’. A CRM or a customer relationship management software is a cloud based platform that you can use to automate operations like sales, marketing and customer support.

If you are wondering how is it that you would create these metrics – the right question you should be asking yourself is – ‘What is a Sales CRM”?. You need to constantly be measuring and remeasuring your progress so you can take effective action that will lead you to your sales goal. The Sales CRM can track and coordinate your activities between different department like pre sales, sales and marketing.

To give you an idea of What is A Sales CRM Software, The Sales CRM brings accountability and effectiveness to both your sales process and your sales team along with this it also helps you;

What is Sales Management Software

Better search, sort and qualification of the acquired leads

What is Sales CRM Software

Makes it easy to follow up on sales opportunities systematically and saves time

What is a Sales CRM?

Sales CRM can prioritize follow up activities

manage multiple sales activities

Increases the rate of reaching your targets

The Sales CRM helps you manage multiple sales activities from a unified dashboard, you can also get a complete visibility of your customer history, orders and important data.

What are some Sales CRM Software Tools

What are some Sales CRM Software Tools ?

The Sales Lead Thermometer is a feature of the CRM that lets salespersons indicate the interest level of the prospect that they just visited – via the dashboard or the mobile CRM app. This tool helps them in tagging the interest level of their prospect so that they can focus on the truly hot prospects that wan’t to make a purchase now.

Sales Lead Thermometer

The Sales Lead Thermometer is a feature of the CRM that lets salespersons indicate the interest level of the prospect that they just visited – via the dashboard or the mobile CRM app. This tool helps them in tagging the interest level of their prospect so that they can focus on the truly hot prospects that wan’t to make a purchase now.

features of the CRM

Another tool is the Sales Reporting Tool. The Sales Reporting tool lets you automate the process of Sending out sms’s and email’s about end of day sales performances. You can also view the number of calls made versus the number of calls planned. To ensure that you are hitting your sales targets consistently you can view reports of the number of sales made versus your projects sales growth.

What is Sales Reporting Tool

The Field Sales Management tool is closely intertwined with the Mobile CRM. Using this tool your sales agents can remotely mark their attendance using the mobile CRM giving you an update when they reach their clients location. The sales manager can also use the daily planner tool to set up tasks which can be allocated to each agent via updates on their smartphone through the Mobile CRM App. You can also track field sales movements which shows you how far away your agent is from the client’s destination. The mobile CRM also gives you the flexibility to upload product catalogues and brochures into the Mobile CRM helping your sales agents effectively educate your customers on every aspect of your product.

What are the benefits of a Sales Management Software?

The payment and quotations tool lets you create customized invoices and quotations. The customized invoices can also be branded with your company’s logo. What’s more, you can create automated emails with inbuilt templates from the Sales CRM –which let’s you send out your invoices and quotations on time without any hassle.

What is the Sales CRM Platform?

What is the Sales CRM Platform?

What is a Sales CRM platform?The Sales CRM is a SaaS solution which basically means that there is no need to invest time and money into infrastructure for the software. The CRM is stored in the provider’s cloud through which you will receive a link. Using this link – with a healthy net connection – you can get started using the software immediately.

This solution also creates an element of location freedom because you can use this software from anywhere with just an internet connection.

What are the uses of a Sales CRM?

What are the uses of a Sales CRM? A Sales CRM can help you automate all round operations related to sales. Some of the uses of the Sales CRM include;

  • The Sales CRM is a software that has been designed to carefully give you analytics on each of your sales operations.
  • Using the Sales CRM you can delegate daily plans and schedules for your sales team by sending them updates on the Mobile CRM.
  • The Mobile CRM lets you closely track the movements of your sales team – so you can get instant updates on their location.
  • The Mobile CRM also lets Salespeople immediately update the outbound team on the results of their meetings.
  • The Sales reporting feature gives you the reports that you need to analyzed your sales goal and see if they are matching your projections.
  • The mobile CRM acts like an office in a smartphone allowing your salespeople to easily update you on EOD’S and MOM’S after their meeting.
What is the Sales CRM Tool?
What is the Sales CRM System?

What are the benefits of a Sales Management Software?

What are the benefits of A Sales Management Software? If you’ve been running a business for a long enough period – you know that your business thrives on new leads being generated.

Imagine a scenario where you just generated 10090 new leads and your outbound team begins selling. Each time they update the spreadsheet – it gets progressively more messy and disorganized. Your follow up appointments get lost in a series of rows and columns effectively sabotaging your sales process.

A Sales CRM brings much needed order to this chaos. As soon as a lead is generated it gets auto allocated to your sales person. All you leads are neatly organized on a single dashboard, what’s more you can tag these leads based on their interest and even set up follow up reminders within the CRM itself.

The Mobile CRM brings a level of accountability o your sales team. They fact that they need to mark their attendance and add all the necessary information on their mobile CRM after the meeting helps you analyze the effectiveness of your sales team.

CONCLUSION

Peter Drucker Author of the bestselling book on “ The Effective Manager” has a great quote which says that “ If you can’t measure it, you can’t manage it”.

To effectively hit your revenue targets – you need a system to measure your progress. Sticky notes, excel sheets and notepads are great, but you need something that gives you cold numbers – because it is easy to trick oneself into believing that progress is being made. But when you have cold hard numbers staring at you – it gives you a sense of responsibility. The Sales CRM is the system that you can use to organize your revenue goals into hard numbers for your sales team to chase.

What are the uses of a Sales CRM?