CRM systems can turn your sales calls from so-so to memorable and meaningful. The CRM stands for Customer Relationship Management and in order to build better relationships with your customers it is well worth investing in this software.
Used properly by your team, the CRM will be a brilliant tool for storing every scrap of information you have about clients and potential leads. Of course a CRM system is only effective if everyone uses it. If you do take the plunge, you will:
Never forget a call with a CRM
Can you always remember to make an important call – even if it is several weeks down the line? A potential client may say they can’t decide on a piece of work until after their AGM next month. How do you ensure you call back on the right day? Yes, you could put it on your calendar, but your CRM will help you remember the finer details that could clinch the deal including notes from previous calls and emails.
If you schedule the appointment in your CRM you will be reminded and have all that data to hand. This method gives you the confidence that no opportunities will be missed. Your telesales department will be more efficient as a result.
Improve your success rate with a CRM
Being organised when you collect your data is one of the key markers for success in sales, even more so than an extrovert personality, as Mercedes found out with their top sales people.
Integrate all of your information
If you feel overwhelmed by your database, using a CRM system can organise it into a much more manageable format. A CRM system is interactive and simple to use compared with hundreds of spreadsheets with no meaningful links between them. All of the information about your clients, projects, suppliers, etc. is kept in one database which can be accessed from anywhere in the world.
Make your clients feel valued
A great use of your CRM is to add little notes about your conversation onto the lead’s file every time you chat to them. Are they planning a major holiday or do they have a special birthday coming up? A note will help you remember this information next time you call them and can add depth to your conversation. The customer will appreciate your attention to detail and you won’t have to rely on memory alone to support your conversations.
Keep continuity when a staff member leaves
Never again will you face the nightmare of trying to pick up a project when a staff member is sick or leaves. All of the information about the project, the emails and the notes about telephone conversations should be stored in one place in your CRM. That means you can pick up where they left off without the need for a long hand over note.
We work with various CRM systems and can help you find the right fit for your company. If you want to kick start your sales calls and are looking for an unbiased view as to which CRM will work for you, please get in touch via email: firstname.lastname@example.org or phone 01638 741830. We would love to have that conversation with you.