This blog series is brought to you by Intelestream and Riva CRM Integration
Sales managers are an integral part of your team. They need to oversee a lot of facets, including their team, what products or services are popular and what may need to be tweaked.
Anything that can streamline processes for sales managers is useful. That’s where a customer relationship management (CRM) system comes in.
Whether you have a simple solution or you integrate plug-ins, a CRM can house all customer data in one place, helping to streamline processes and to create an easy-to-access information base.
Both Intelestream and Riva work to build solutions that can be incorporated into your CRM platform. Get the most from your CRM system by customizing it to your needs.
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Here are the biggest CRM benefits for sales managers:
No matter if a sales manager has two salespeople or 100, they need to be able to track the progress of their team.
CRM systems allow your team to log where they left off with customers and prospects. They can document every call, email, and face-to-face conversation. Need to know when a contract was signed? Or when a renewal is up? All this information is in one place.
Without a unified system, it’s difficult to manage contacts. With a CRM system, you have accessibility to information with smooth transitions.
Not only do you have easy access to your contacts, but you can seamlessly connect them to your marketing initiatives.
Sales managers can also check in on individual sales members’ activity. You can quickly discover which team members are working in the CRM and who is not. Having information in one place ultimately makes your sales reporting quicker and easier.
Improve sales meetings
We have all been in that meeting. The one that seems to go on forever without a purpose. When you have a CRM-drive sales meeting, you have a productive sales meeting.
You can pull a sales pipeline report from your CRM system. Take time to look at the overview before the meeting and see what areas you need a full status report on.
Then you can ask specific representatives of individual opportunities and learn what specific stage within the sales pipeline they are in.
If one salesperson seems to be closing the deal more than others, take a look at their process. Review your best practices and adjust as needed.
Are you interested in learning how CRM systems help sales representatives and your IT department? Check back next week for the continuation of the CRM solutions blog series.