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3 Things You Can Accomplish With Contact Management Software

By Steve Stroz on Jun 6, 2019 4:30:00 PM

Contact Management Software

Implementing contact management software affects several facets of your business. Your sales and marketing departments, as well as your management, will be able to refer to the software and the data it provides. Here are a few specific things you can accomplish with the software:

Organize your customer data

Organizing your customer data is one of the most effective things you can do in regard to your sales process. Just by keeping things organized, you can have a better idea of your customers and when they'll be ready for another order.

Motivate your sales team

It's easier to motivate your sales team with contact management software. The software provides statistics related to your sales and customers, so you can create contests to encourage sales representatives to work harder. According to a recent Business 2 Community article, there are several different types of competitions you can set up with contact management software:

"Motivating your sales team will encourage them to work harder at achieving their goals and hitting their numbers. In addition to setting up leaderboards, you can also run hourly, daily, weekly or even monthly contests to do this. Motivating calls or generating and converting leads — even data clean-up can be turned into a competition."

Refer to metrics and statistics

And finally, the metrics and statistics provided by contact management software can help you improve your business operations. By looking at the data, you'll find certain inefficiencies in your processes that are holding your company back. You can also measure things like customer loyalty, which is important for the long-term health of your business.

Contact management software isn't just an investment in your sales team. It can provide insight into several areas of your business so you can make your processes more efficient. To talk more about contact management software, or anything else, contact us today.

Topics: CRM Optimization
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Enhancing Your Sales Software Utilization

By Steve Stroz on Sep 13, 2018 3:00:00 PM

Having the best tool at your disposal is critical in this fast-paced ultra-competitive environment. It seems every business is feverishly looking for an edge on the competition. Finding, implementing and fully integrating a tool that can be a sustainable competitive advantage is difficult but well worth the effort since it can be the difference between atrophy and growth. Utilizing superior sales tracking software will help your staff close more sales and be more productive. . .a sustainable competitive advantage that can't be beat. Once you've found that superior sales software that fits your business, the next step is establishing best practices that will optimize usage and performance.

Developing best practices around efficient processes is essential. Having a tool that is intuitive, therefore, is paramount. One great way of uncovering efficient processes is to have staff members conduct friendly competitions using different methodologies for the same task. Also, you could have multiple teams collaborate and compete to see which team can come up with the most efficient and/or quality results for a given task.

Once efficient best practices have been established it is important to insist on consistency. This ensures quality control but also enhances productivity. If there is a steady stream of turnover in the sales staff this also allows for smooth transitions when there is new personnel coming on board. It also gives the training department or mentors the opportunity to teach new members best practices quickly. Finally, this strategy makes it possible for staff to cover for each other in case someone is temporarily out of the office (ill, doctor appointment, etc.) or you decide to permanently rearrange sales teams.

Last but not least is the importance of repetition. The old saying "practice makes perfect" is not accurate. What is correct is "PERFECT practice makes perfect." Having staff members repeat these sales tracking software best practices consistently during every single interaction will help them achieve proficiency. Balancing the art and science of sales can be tricky, so allowing sales staff to incorporate their own style into the mix is critical for employee satisfaction and performance. Having the right tool will make it much more likely that they will actually use the tool and best practices.

One of the main things sales staff will complain about is their sales tracking software. Equipping them with a superior tool will improve employee morale and performance. Once equipped with a superior tool, it becomes so much easier and more enjoyable to collaboratively develop best practices as a team. If you're looking for a superior tool to build best practices around, please contact us; we have what your sales staff wants.

For any questions on CRM software or anything else, contact us. Thanks.

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