Blog Series Part 1: CRM solutions for sales managers
This three-part blog series is brought to you by Intelestream and Riva CRM Integration. Intelestream and Riva are both proud sponsors of SugarCon 2017 in San Francisco, September 25-28. There is still time to register. We hope to see you there!
This blog is courtesy of Intelestream and originally appeared on their blog.
Sales managers are an integral part of your team. They oversee the company’s sales strategy and methodology, coach and mentor sales executives, monitor performance, and make corrections as needed to achieve team and individual sales targets.
Anything that can help streamline sales management processes is useful. That’s where a customer relationship management (CRM) system comes in. A CRM stores all customer data in one place, which makes it much quicker and easier to identify and track sales trends, top customers, top sales performers, customers coming up for renewal, and many more sales metrics that are important to individual sales reps and the sales manager.
Both Intelestream and Riva develop solutions that can be incorporated into your CRM platform. Get the most from your CRM system by customizing it to meet your needs and by adding Intelestream and Riva solutions to drive additional ROI and value.
Here are the biggest CRM benefits for sales managers:
No matter if a sales manager has two salespeople or 100, they need to be able to track the progress of their team.
CRM systems enable sales teams to log where they left off with customers and prospects. They can document every call, email, and face-to-face conversation. Need to know when a contract was signed? Or when a renewal is up? All this information is available in one place.
Without a unified customer relationship management system, it’s difficult to centrally manage customers and collaborate as a team on the customer data. With a CRM system in place, the entire team has immediate access to customer data and it’s much easier for marketing, sales, service, and management to glean the data they need.
CRM systems also allow sales managers to check in on individual sales members’ activity. Sales managers can quickly discover which team members are working in the CRM and who is not. Having information in one place ultimately makes your sales reporting quicker and easier.
Improve sales meetings
We have all been in that meeting. The one that seems to go on forever without a purpose. When you have a CRM-driven sales meeting, you are more likely to have productive, data-oriented sales meetings.
You can pull a sales pipeline report from your CRM system to get a quick snapshot of deals you’ve won, deals you’ve lost, and deals in the pipeline for the upcoming quarter. You can also filter sales opportunities in your CRM by product, region, city, sales stage, size, partner, or any other selection criterion that is important to you. Then you can ask representatives about the status of specific opportunities and determine strategies to move the opportunity to the next step.
If one salesperson seems to be closing more deals that the others, take a look at their process. Review your best practices and adjust as needed.
Are you interested in learning how CRM systems help sales managers, account executives, and your IT department? Check back next week for the continuation of the CRM solutions blog series.