Higher quality leads help your Sales reps increase conversion rates and shorten the sales cycle. A good CRM solution can also automate manual tasks, keeping administrative activities to a minimum so Sales reps can spend more time selling and less time making updates. A CRM system can also set reminders to follow-up, configure quotes and send them for approval, route documents for signature, and allow Sales reps to perform all their daily functions from their phones when they’re on the go.
You may have different product lines that follow different sales processes and/or require different information to be gathered. In the fast-paced sales world, it’s easy for reps to forget a step or miss collecting a piece of information along the way. Your CRM will allow you to configure different sales processes for different products and validate that critical information is entered before progressing to the next phase. This will also ensure that all the information is entered in the CRM – not on a post-it note, spreadsheet, or discussed but not documented at all.
Once you have all the information in your integrated CRM, you can get rid of your spreadsheets and manually created reports. Your CRM can produce the metrics you need to determine how your business is doing and highlight where you need to focus attention.