6 Use-cases in sales and how CRM solutions can help

6 Use-cases in sales and how CRM solutions can help

Customer relationships are crucial to the expansion of your business, therefore you must manage them as effectively and efficiently as you can. Using CRM solutions, your business can perform better, develop bigger and quicker than before, and engage with customers more effectively.

People that use CRM platforms find it difficult to picture life without them. A benefit of CRM software for those who value structure and organization is that it can preserve all of the information necessary for managing your customer connections, including data, notes, KPIs, and more, in one location.

A CRM platform enables businesses to target various audiences, create scores and alerts depending on the activities of each lead or customer, communicate with contacts in a proactive manner, and uphold connections. 

The best aspect is that a CRM system can be utilized across departments to make sure that all teams that interact with customers have access to the correct information to deliver amazing customer experiences.

Let’s discover 6 use cases in sales that CRM can help your business:

Automate mundane tasks

6 Use-cases in sales and how CRM solutions can help

CRMs typically give representatives the ability to design email templates with unique placeholders and customized messages. You can add this email to your “workflow” as the next step. An if-then sequence that is activated based on a trigger is a workflow. 

Both the trigger and the reaction to the trigger are definable. In this specific procedure, you may direct the CRM solutions to deliver a welcome email each time a new leader joins the trigger.

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Prioritize leads

In CRM software, rules can be established to “score” a lead. The guidelines could be based on fundamental factors (such as job title, location, and industry) or more sophisticated triggers (like when a lead opens an email). Therefore, you can design a rule to automatically grant your lead 15 points if, for example, they are the CTO of a startup. Hopefully, they will read your email. They are awarded 10 more points.

It is simpler to discern who needs your immediate attention when the score is higher because the higher the score, the greater the lead; the hotter the lead, the closer they are to conversion; and the closer they are, the more essential they become to you.

Identify the deal’s ’age insights

6 Use-cases in sales and how CRM solutions can help

The average amount of time it takes for each rep to close a deal is provided when you build a sales cycle report in the CRM. You’ll discover that one person can close in 19 days compared to the other’s 28 days. Reports on sales velocity go one level further.

They analyze the average of each rep in detail and break down a deal’s duration into its many stages. Therefore, one understands where he needs to put in more effort if it takes him 15 days to move a new transaction into the demo stage but only 8 days to move it into evaluation.

Build sustainable relationships

You may establish a solid relationship based on trust and mutual success by developing a thorough grasp of a customer’s business, starting with a full understanding of their history with your organization.

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6 Use-cases in sales and how CRM solutions can help

An organization can explore its difficulties with the aid of CRM solutions. After each transaction, they will determine what matters to your clients and ensure that you have a follow-up action. So that you can start up where you left off with a quick review the following time, save these notes in your CRM system.

Rationalize sales moves

CRM makes the entire sales process more efficient, which helps you close opportunities in your pipeline and accelerate team goals for everyone. Sales teams can save manufacturing costs and boost sales revenue since order processing and creating quotes are automated in CRM.


Plan and time-manage

CRM enables sales representatives to prioritize work and organize their daily agendas to avoid ignoring customers and reach important prospects on time. In reality, CRM enables sales representatives to interact with clients more, which results in more deals being closed and a larger customer base.

What has been your experience in recruiting sales teams to adopt CRM? Contact us If you’re interested in finding out more about how CRM solutions might benefit your sales force.

SmartOSC DX là đơn vị cung cấp chuyển đổi số hàng đầu tại Việt Nam. Là động cơ thúc đẩy sự thành công trong quá trình chuyển đổi số của Baemin, Daikin hay VDI, bộ giải pháp của chúng tôi được tạo ra để phát hy tối đa giá trị của từng doanh nghiệp trong kỉ nguyên số

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