CRM solutions for sales driven organisations
Many sales driven organisations still use tools such as Microsoft Excel where lists of leads, visitors to an events, etc are maintained. This is not an easy way to collaborate as a sales team as there are limitations such as keeping track of activities and to-do’s. Relying on manual methods such as spreadsheets or paper-based systems can be time-consuming and prone to errors leading to missed opportunities or even lost sales.
Studies have shown that sales spend up to 20% of their time with administrative tasks, therefore not performing tasks involved with building their pipeline or working towards closing deals. Reducing the amount of time that sales representatives spend on administrative tasks can be critical to improving their productivity and effectiveness. By using a CRM system, sales organizations can help their sales representatives focus on selling and building relationships with customers, rather than on time-consuming administrative tasks.
Focus on selling and building relationships with customers
A CRM (Customer Relationship Management) system based on Microsoft Dynamics 365 Sales can provide many benefits for sales organizations.
Improved customer experience
A CRM system can help sales organizations improve their customer experience by enabling them to better understand their customers’ needs and preferences. Sales representatives can access customer data such as purchase history, preferences, and communication history, which helps them personalize their interactions and create more meaningful relationships with their customers.
A CRM system can automate many of the repetitive tasks that sales representatives perform, such as data entry, appointment scheduling, and lead management. This allows them to spend more time selling and building relationships with customers, which can ultimately lead to increased revenue.
A CRM system can improve collaboration among sales teams by providing a centralized platform where sales representatives can share information, collaborate on deals, and track progress. This can help reduce duplication of effort and improve overall efficiency.
More accurate forecasting
A CRM system can help sales organizations make more accurate revenue forecasts by providing real-time data on sales pipeline, deal progress, and customer behaviour. This can help sales representatives identify areas where they can improve and make more informed decisions.
A CRM system can provide detailed reports on sales activities, customer behaviour, and other important metrics. This can help sales organizations identify trends, measure performance, and make data-driven decisions. It can also help sales representatives identify areas where they need to improve their skills or processes.