Think about your local grocery store.
You walk in and the owner or staff greets you by name, knows your usual purchases and even remembers your last conversation!
This personalized experience keeps you coming back again and again.
What if your sales team could offer that same level of personalized service to your customers?
You’ve worked tirelessly to build a solid sales team. But as you grow, managing and scaling up the team becomes increasingly difficult. You may challenges such as:
- Multiple salespeople talking to the same lead.
- Difficulty keeping track of each lead’s status.
- Ensure that they are being followed up promptly.
- Lastly, monitoring the performance of individual salespeople.
As a result, it becomes highly important to have a proper system in place. Which can help you streamline the entire sales process, assign leads to specific salespeople, and track each person’s performance.
You can’t just rely on one or two-star players to carry the whole squad!
If you want to meet your targets and achieve growth, You need a team- that aligns well!
Now let’s explore how actually can a CRM benefit your sales team!
Increased Team Productivity:
By automating routine tasks and providing a centralized platform for tracking leads, a CRM system frees up your sales team’s time and helps them focus on closing deals. This can boost productivity and drive better results.
CRM software allows your sales team to have a bird’s eye view of what everyone is doing, which means you can work together and more efficiently to close deals faster.
With a CRM system, you can eliminate the confusion and miscommunication that often takes place within the sales team
You can have a clear picture of each team member’s progress and can work together seamlessly.
No more wasted time catching up and figuring out where things were.
A CRM system holds every member of the sales team accountable for their actions. There’s no hiding behind excuses or finger-pointing. You can track every lead, every interaction, and every follow-up to ensure that every team member is doing their part to close deals and ensure that every lead is handled with care. You’ll know who’s doing what, when, and how, making it easier to assign tasks, identify areas for improvement, and celebrate successes.
It’s a win-win situation – your team becomes more responsible and your customers receive better service.
Better lead prioritization:
A CRM system empowers your sales team to prioritize leads strategically. By evaluating each lead based on their position in the sales process and potential value, your team can assign ratings and focus their efforts on the most promising leads. This active approach to lead management ensures that your team’s time and resources are used effectively, resulting in increased efficiency and more closed deals. With a streamlined lead management process, your team can work smarter and achieve greater success in their sales efforts.
Enhanced Customer Insight:
A CRM system can provide your sales team with a more comprehensive view of each customer, including their history, preferences, and interactions with your company. This can help your team personalize their approach, anticipate customer needs, and build stronger relationships over time.
Features to Look for in a CRM for a Sales Team
Complete Contact Management:
1. Tracking lead history:
Don’t let information lapse and lose you a sale. Just imagine how your prospect would feel if you mention something he said six months back. With TeleCRM you can deliver that very experience!
Track every conversation with a lead, from the point it comes into your system to a call that took place seconds back!
2. Lead scoring:
Well! If on an odd day, your team calls 100 odd people. I presume 40 would be interested and 60 will not align with what you’ve got to offer! And now from those 40 interested leads, some might be very excited to make their purchase while others might show some kind of aversion.
So, how would it be if you could map it all, and see it in a single glance?
That is exactly what TeleCRM does for you. You can mark the interest level of each lead so that the next time you give them a call you know what exactly to say.
3. Lead sharing:
Got questions about a lead? What is the status? No more sharing of long screenshots among team members!
Collaborate better and enjoy a seamless experience by transferring lead history with just one click.
1. Lead capture:
Lead capture enables you to capture leads from various sources instantly into one consolidated platform.
This helps to prevent not just lead leakage and allows your sales team to focus on warm leads rather than wasting time on uninterested ones.
2. Automatic Lead distribution:
You don’t have to waste your time manually assigning leads from a bunch of 10 different places. That’s not your job! Automatically capture leads from all sources and distribute them to your sales team. That way, they can get in touch with potential customers ASAP and close more deals.
3. Lead Filtering:
Cut through the clutter of endless leads! Manual sifting can be frustrating and time-consuming. Simply segregate using CRM filters. It can be any criteria of your choice like location, industry, and recency of contact.
Look for a feature that can help spark up a little friendly competition among your sales team.
See who’s bossing the sales game and who’s slacking off. A single look at the leaderboard will help you know which team member has done how much work.
It tracks the number of calls made, the number of deals closed and the total time spent on calls.
Click to call from the web:
Eliminate wasted time between calls for your sales team. After each call, your team have to add notes or search for the next lead to call. But they can simply click the dial button on their PC and work in completely hands-free mode with their headphones on
1- click WhatsApp:
What do you do after a client asks for a quotation or details on WhatsApp? manually saving the number, typing the text and attaching the document could take minutes.
Send those texts or quotations within 5 seconds with just 2 clicks!
Triggers and workflows:
When your sales team can save precious hours during the day, why waste them on repetitive tasks?
Automate robotic tedious tasks and spend those hours wisely on things that matter!
Send those texts or quotations within 5 seconds with just 2 clicks!
Integration with other platforms:
Integrate your CRM with all the other software you’re using. So that your leads are not scattered in 10 different places. look for a CRM that offers integration to a plethora of platforms you use. and eliminate any possibilities of lead leakage.
Business happens on phone. And your sales team needs a CRM that is accessible anytime from anywhere!
With a Mobile CRM, your team can be connected with customers, manage tasks, and update notes on the go!
5 questions you should ask yourself before you pick a CRM:
1. Is it user-friendly?
A complicated CRM does no good. Your team hesitates to adopt it, which leads to low usage and poor ROI. Carefully choose a CRM that is intuitive and easy to use, so that your team can hit the ground running. Consider features like autodialing, customizable dashboards, and a clean user interface. A user-friendly CRM boosts team morale and leads to better results.
2. Is it Customizable?
Choose a CRM that is customizable according to your needs. Because as you grow your needs may change slightly.
Can the CRM in question accommodate those changes? Or does the growth of your business depend completely on its development schedule?
3. Is it scalable?
As your business grows, your CRM needs may change. It’s essential to choose a CRM that can scale with your business needs. A scalable CRM ensures that you won’t outgrow the software and have to switch to a different solution.
4. How’s the support?
Customer support is crucial when choosing a CRM. It can impact the effectiveness of the software. Look for a provider that offers training resources and a dedicated support team that is available and responsive. Check the types of support offered, such as Phone, WhatsApp and Zoom calls. Good support can make a significant difference in CRM adoption and effectiveness.
5. Is it secure?
Your CRM contains sensitive data, such as customer information and financial data. Therefore, it’s crucial to choose a security system that protects your data from cyber threats. Look for a CRM with robust security measures in place, such as encryption and regular security updates.
Challenges of implementing a CRM for sales teams and How to overcome those:
1. Importing existing data:
Importing existing data into a new CRM can feel like trying to fit a square peg into a round hole. Often, organizations have vast amounts of customer data stored in various formats and locations, making it difficult to consolidate and import into a new system.
However, it is essential to ensure that the sales team can work efficiently without having to switch between multiple tools.
One way to overcome this challenge is to choose a CRM system that offers easy integration with other tools commonly used by the sales team.
When implementing a new system, there will be resistance from your sales team. This is mainly because:
- They don’t want any disruption in their existing process
- Secondly, they fear being tracked all the time.
To overcome these challenges, it’s important to:
- To show them the benefits of the new system.
- Show them how the system can improve their workflows, save time, and help them close deals faster.
- Involve them in the implementation process and seek their feedback and incorporate them diligently.
Implementing a CRM system for a small business can be a double-edged sword! On one hand, you can end up buying a cheap Rs.200 CRM that is not up to the mark and is a complete waste of money. On the other hand, you could also end up with a fancy Rs.2000 CRM loaded with features that you don’t even need, resulting in unnecessary expenditure. Choosing the right CRM software that offers the best value for your money is crucial.
Don’t just blindly invest in any CRM system without proper research. Take advantage of the free trials and demos to test the system before committing any financial resources.
4. Lack of technical knowledge:
No matter how exceptional your CRM system is, if your sales team doesn’t have the knowledge to use it, it’s like a beautiful car without a driver’s license–useless!
A lack of knowledge and training can make your sales team feel overwhelmed and frustrated, leading to resistance to change.
To avoid this, make sure to provide your sales team with the proper tools and training they need to use the CRM system effectively.
To ensure a successful implementation, involve your sales team in the process, encourage their feedback, and make them feel valued. After all, they are the ones who will be using the system day in and day out.
Still not convinced
I understand that you are super busy, and drastic changes don’t happen in any business overnight.
Here’s a simple 3 step process that you can use to get started without any commitment.
- Identify what changes you want to implement in your process.
- Get on a call with our consultant and let him help you figure out if TeleCRM is the right choice for you to implement those changes.
- Give it a try for 1 or 2 days and see the difference for yourself.
Book a free demo
See TeleCRM live in action
Well! Now that you’ve explored how a CRM can benefit your sales team and go through the essential features that can make your sales team efficient. You know that by implementing a CRM, you’ll be able to take your sales team’s performance to the next level and drive more revenue for your business.
So, why wait any longer? It’s time to take action and invest!
- Start by researching different CRM options available in the market,
- Evaluate their features, and
- Choose the one that aligns with your business goals.
We highly recommend giving TeleCRM a try. With its intuitive interface and advanced features, it can efficiently solve your sales problems and help your team achieve better results.
And the best part? You can try it out for free without any commitments. So, don’t hesitate to give TeleCRM a try and see how it can take your sales team’s performance to the next level!