Sales are what keep your business healthy and strong.
Use CRM for sales to turn relationships into business and sell smarter.
CRM for sales: What Features to Look For?
Customer contact management is the most basic, but also the most useful feature of a CRM. Ensure that the CRM you choose has all the possibilities of tracking communications with a customer (new and existing).
Any new leads going into the CRM should have full tracking, the ability to identify actions taken, a history on qualified leads, and salesperson identity. These are some of the basic features which will be beneficial to your business.
Check that the CRM supports maps interface. It is very useful when you or your sales team are planning to visit customers in the field, and would like to create an optimised travel plan, reducing the time in the car versus the time in front of the customer.
Tracking and recording travel expenses can be a daunting task. Your CRM can support expense management to make this an easier task.
Calculation of sales incentives and commissions can be a difficult task, even if you have a simple commission structure. A CRM can help you calculate it easily and report it on a weekly or monthly basis.
Once you have received a few leads in the organisation, management of the sales pipeline is a very important task – not only for the sales team but also for planning and production purposes.
Do you have multiple sales people, partners or distributors who receive leads from a company’s generic pool of leads? Use automated lead assignment rules to make it easier, and quicker to assign leads to them.
In today’s world, it’s a waste of resources if you are picking up a CRM without a mobile app or mobile interface. Make sure your field sales team can update the data in the CRM as easily as your inside sales team.