Now that you know what advantages a CRM offers, check out what the best online CRM tools should have and learn how to choose the best platform.
Possibility of integrating other management tools
This Integration represents the process of connecting third-party applications and tools with your CRM to merge functions into one platform. Thus, it should allow these activities to be carried out, because the more systems you connect, the more streamlined your activities will be.
And with your CRM integrated with other applications, you’ll have a unified view of your business. This visibility promotes better decision-making and improves strategy.
Optimization of activity flow and follow-up
The tool also needs to optimize the flow of salespeople's activities , gmx email list alerting them, for example, about the next steps to be taken for the negotiation to move forward.
Check out some follow-up tips from Kesley Henrique:
Some examples of how CRM can streamline processes include reducing the time it takes to send emails and nurture leads with drip campaigns, scoring leads with parameters so your team can prioritize qualified leads, and transitioning from MQL to SQL .
This way, the marketing department can focus on campaigns that engage their audience , based on data and testing different strategies. Sales can focus on selling the right product/service to customers . Customer service can focus on customers who have more complex questions. So, everyone wins!
Smart routes
For the salesperson working in external sales , it is very useful when the CRM platform provides a visit route, based on the geographic location of the customers.
Here, it acts as a record of conversations, interactions, needs, notes, and contact information.
It’s worth noting that some CRM platforms have built-in collaboration tools , allowing multiple people to work on a file simultaneously, or track the progress of a document. This helps ensure that the rest of the team is working with the latest details and to the best of their ability.