Why Salespeople Need a CRM

3 min read

How would your business change if your salespeople were better informed about your potential (and current) customers?

Your salespeople must foster relationships to generate sales. Far too often, without a CRM, your salespeople are caught without the optimal information to do that.

Active, informed and efficient salespeople keep your business growing. That’s why a simple, straight-forward system which is easy to keep updated becomes a real asset.

LoTops mobile

The Necessity of Mobile CRM

Mobile CRM access is critical for sales. 48% of CRM users access this tool by using their smartphone, while another 45% say that they use a tablet.

In 2008, only 12% of businesses used cloud-based CRM.  Today it’s estimated at over 90%.

Although laptop and desktop access are still the most popular way to access a CRM, salespeople are finding that instant data access and input makes it easier to communicate with their customer and the office.

Key moments might include the time immediately after a purchase. It might also be right after a complaint is made about your product or service.

Recognizing the importance of a customer is the first step of a journey that leads toward loyalty. Without loyalty, your business won’t benefit from repetitive customers.

That’s why CRM systems are such an important tool for your salespeople. When the contact information for each customer is kept up-to-date, anyone in your company can serve as a point of contact at this specific time.

What happens if your customer contacts your company through a representative that is away from the office?

Cloud CRMs change this dynamic. If your salesperson (or other point of contact) as a mobile device on them, they can still access the CRM. That allows them to hold a meaningful interaction with your customers at these times of importance.

And let’s face it: most salespeople prefer to be out in the field instead of stuck at the office. People in sales thrive by creating new relationships and deepening existing ones. Do you really want to force your people back into the office just to document their touchpoints?

With an on-premise CRM system, that’s exactly what you’re forced to do. Not with a cloud-based CRM.

When salespeople can access CRMs remotely, they are able to include meetings, phone calls, voicemails, and other contacts immediately. That keeps the information fresh, which means you’re operating in real-time.

LoTops file sharing

There is also a hidden advantage with a cloud-based CRM which allows for file uploads. Your team can work remotely, collaborate freely, and operate in real-time with one another, no matter where they happen to be.

You can upload contracts and other important documents that become instantly accessible to every authorized person on your team. That means you spend less time on paperwork, and more time closing deals.

6 CRM Benefits for Salespeople

There are two primary challenges that salespeople face in the modern marketplace today. They need to qualify, then follow-up on leads, while being able to prioritize their sales activities. With a CRM, these challenges are resolved.

You’ll also benefit from these specific benefits when a CRM system is available for use.

Your Data Doesn’t Get Lost

Your salespeople receive a centralized storage area for all their contacts, opportunities, and activities. The database offers uninterrupted access to this information, from any authorized location, even if you have someone out of the office for the day. That means fewer lost opportunities.

Schedules Get Optimized

A CRM helps your salespeople be able to organize their schedules effectively. That ensures your key leads receive a contact within an optimal time period. You are given more opportunities to close deals because fewer leads fall through the cracks.

Prepare Reports When They’re Needed

You won’t need to block out protected time commitments to generate reports with a CRM. Your salespeople can create the information they need about their activities in just a few clicks. That gives you more insights into the progress being made toward daily, weekly, or monthly goals.

Keep Your Data Organized

Instead of sourcing information from multiple locations, your salespeople have centralized access to their information. That makes it easier to segment markets, identify opportunities, and contact future customers.

Everyone Stays Updated

Your entire team becomes a united force when a CRM is in place. From email integration to activity trackers, you’ll find that the amount of effective communication within your will workplace increase dramatically.

Your Time Is Better Used

Your CRM will store product details, pricing strategies, contact reminders, marketing efforts, and many other forms of data. It gives your salespeople a chance to experience each step of your sales funnel, allowing them to maximize their efforts with your prospects along the way.

2018-07-16T08:12:20+00:00