Trying to create sales efficiency with your CRM goes beyond just improving customer service in your company. While it's essential to keep up communication with your sales leads, properly linking up with your sales team is mandatory to help increase profits. Attempting to get every department on the same page was once a Herculean task back in the age before CRM. With more demands and competition, you can't just rely on running from department to department to get everyone coordinated.
Because you work in the merchant service industry, it's essential to keep your team interlinked to avoid mistakes. Here's four ways you can bring more sales efficiency with your CRM through the process of employee communication.
Soon, you'll see how this complements a sales strategy with more clarity for your customers.
#1: Communicate with Your Sales Team
Wires could easily cross with your sales team if they don't realize you've already been in contact with leads. A quality CRM lets you easily connect with all departments, including the sales department. You can do this through the process of file sharing and letting them in on your daily tasks.
Your sales staff needs to know what your schedule is on contacting leads and what your sales pitches are. If they're not aware of these, someone else could end up calling your leads too often or not enough. Mixed signals on calling leads could lead to the loss of a customer.
#2: Share Information with the Sales Manager
The sales manager behind your sales team needs just as much info so they can know what stage a sales lead is in. Since the manager directs the entire sales staff, they need to know what you're doing and what future sales prospects are.
Since file sharing is easy to do with CRM software, you can keep tabs with the sales manager to relay information to the rest of the team. Even so, each person in sales has a role to play. You should continue giving them information if you have no time for daily meetings.
#3: Share Sales Materials with Your Entire Work Staff
Don't just relegate all communication to your sales staff. Share files with everyone in your workforce so they can have access to your best sales materials. Getting everyone in the know about what you're doing and the tools you use can help their own jobs.
Since everyone in your company is possibly developing leads, you need the best communication means possible. If some of your staff work in other locations, CRM is excellent for keeping everyone connected.
#4: Track Your Most Important Contacts
While communicating efficiently with your workforce is mandatory, the same goes for tracking your lead prospects and what they're doing online. You may rely on someone else to do the contacting phase once you need to reach a lead.
Make sure you have that person in contact through your CRM. Through your software, you can track leads on social media as a barometer to whether it's a good time to contact them now or wait.
Contact us here at IRIS CRM to learn more sales efficiency tips by using our own CRM system.
