Login
 Sign Up

Benefits of using CRM

Using a CRM system will boost your team’s productivity by retaining all information in a central location - helping your team close more deals and adopting important business relationships. Have a look at the examples below that explain exactly how this is achieved:

 

Make administrative tasks efficient.

Administrative tasks, such as manual data entry, hunting for email chains, recording conversations, and saving contact information, will be simplified with the implementation of a CRM.

Even though administrative tasks might not directly impact revenue, they impact the schedules of members of your sales team and how much time they spend on working on those tasks versus with leads and prospects.

 

Segment your customers.

Have you ever wanted to create a list of contacts to reach out to based on specific criteria? CRMs allow you to sort contacts by data that you've collected about them over time.

 

Automate data entry.

With a CRM, your team will never have to spend time logging emails, calls, meetings, and interactions — all the information will be automatically collected and aggregated within the system.

 

Create sales reports.

CRMs allow your team to collect and organise data about prospects and deals using reporting features such as sales dashboards and reports. These allow your team to better automate and manage their leads, deals, and contacts. They can also evaluate their personal performance and keep track of their goals and necessary work to reach their goals.

 

 Automate forecasting for your sales performance.

The key to any successful sales organisation is the ability to plan strategically and make informed decisions. With the CRM reports, you can pull in key metrics like monthly recurring revenue (MRR) and year-over-year (YOY) growth which make it easier for sales leaders to identify trends and develop performance-related forecasts.

 

Scale your sales processes over time.

A CRM system will provide your sales team with one place where they can keep track of leads, prospects, and customers over any duration of time. CRMs also allow you to review specific activities like emails, calls, and meetings booked.

Sales managers can then use this data to identify patterns and see which sales processes are working for their team and which ones could be improved — which is how your sales team can use information stored in the CRM to scale your processes as your business grows.