Apr 20, 2021

The Benefits Remote Teams Can Gain from a CRM Software

The Benefits Remote Teams Can Gain from a CRM Software

As COVID-19 continues to affect businesses across the globe, companies are adopting remote work conditions. No one said upholding the same work standards is going to be easy. However, the rise of CRM software can undoubtedly pave the way for remote teams to be more productive and drive results.

When it comes to remote management of your business, you need to rely on the collaboration of teams to render optimal customer experience in these tumultuous times. And this is where companies can leverage reliable CRM software to manage remote teams and handle entire business operations.

For more enlightenment, here are the most crucial benefits that remote teams can get from intelligent CRM software:

Lead Management

Salespeople can get leads from numerous sources and then segment the data based on their characteristics automatically. The traits of the leads can involve buying behavior, general tastes, preferences, and demographics.

A lead management module in CRM software, such as Excelerra, provides vital insights that can improve the entire sales process. In fact, you can even tailor the response of every individual lead. Ordinarily, moving leads via the sales funnel is an exhausting task. With the lead management feature, however, the task becomes straightforward.

Centralized Data

When CRM becomes a part of a sales team, sales reps can avail all the essential information related to the customers in a heartbeat before sales calls start. As a result, your salespeople will be able to pinpoint customers’ interests because of the availability of their previous call history. Similarly, it will reduce the call duration and allow sales reps to offer more personalized customer service.

Activity Management

Most CRM solutions come with activity management that makes it easy for sales reps easier to maintain a comprehensive record of their entire activities, such as scheduled and performed tasks. In fact, it is one of the most sought out features in CRM software.

The idea is, of course, to decrease the possibility of missing a potential lead. The activity management enables sales reps to maintain all their calls, complex tasks, and scheduled meetings. In hindsight, it offers a holistic view for sales reps that leaves nothing unattended. The same feature, for instance, allows the integration of calls and designates priority on different tasks.

Sales Forecasting

CRM software can offer management mechanisms with real-time information that can analyze to enhance the current performance parameters of your company. And when you can track data sets such as case times, call volume, revenue for each call, or up-sell rates, your managers get the power to devise new sales strategies to retain valuable clients and further augment sales.

Pipeline Management

Today, sales reps are aware of the fact that a long cycle is undoubtedly one of the biggest challenges that becomes a hindrance to the effectiveness of sales. Pipeline management is a feature that can maximize the overall sales potential and categorize the lead database into separate segments.

Essentially, it facilitates sales reps in planning result-oriented sales strategies to move numerous leads from one sales phase to another quickly. Also, managers get the ability to measure sales reps’ closure rates through visual charts, which makes it easier to identify the completion of weekly or monthly sales goals.

Detailed Reports and Analytics

Apart from standard document sharing and email tracking features, the most defining aspect of great CRM software is how it produces comprehensive reports and flawless analytics. Typically, CRM software can generate sales reports that allow sales managers and sales reps a combined view of entire sales data.

Besides, you get to utilize a personalized and attractive dashboard. It practically allows sales reps to keep an eye on their progress through insightful information. In fact, it’s how sales reps all over the world assign benchmark on the cumulative performance of the sales team and opt for constant improvement.

With visualized analytical data, sales reps can target more individual customers, and even find out which specific customers will generate the most profits in the foreseeable future. In short, better forecasts mean understanding more consumer preferences and resolving common problems that influence numerous business decisions. CRM analytics, after all, also leads to customer retention.

Final Thoughts

Although CRM software is inherently a sales tool, other departments can utilize its benefits as well. That said, mindlessly hopping on the bandwagon of a CRM solution is not the answer. In essence, it all comes down to which CRM solution you pick that can transform your sales team. Apart from consistent confidence, your sales team needs technologically superior CRM software that allows the management to be on the same page.

Moreover, companies shouldn’t go for the most obvious or popular choice. Instead, look for a robust CRM solution such as Excelerra that can close leads and build long-term relationships with your valuable customers. Ideally, salespeople should make the most out of CRM software to usher a new era of success for your company.

Connect with the right prospects at the right time. Every time.

Excelerra’s built-in sales process and real-time analytics provide the deeper insights you need to manage and grow your business. Sign up today and discover how easy it is to streamline your sales process and make smarter decisions.