Automation is the buzzword today. Every business is striving hard to automate the sales process. The sole reason behind this is sales automation makes sales process faster, easier and much more result oriented. Sales automation of course does not replace humans but helps them perform better and faster.
If you are still using a CRM that needs a lot of manual intervention or is time consuming, you need to switch to a new CRM immediately as you are wasting your sales team more than 50% of productive time.
Let’s check out the best advantages of switching to an automated CRM solution:-
1] Automate almost every boring task:-
The first boring task is data entry. This is time consuming, repetitive and boring. An automated CRM can integrate with your website, social media and also with other offline mediums and can get you all the contact/lead list in the CRM. You can further easily start working on this data and say goodbye to manual data entry.
The second step after data entry is calling/sending mails to this lead list. And updating all the communication that takes place with customers and prospects. If the volume of contacts/leads is high, it is highly impossible to get in touch with each lead manually or send emails. Your auto CRM can help you with this as well. You can add your email account with the CRM and sync all your email communication. All the mails you receive and that you send will be synced with the contact so you will never need to add any communication manually.
You can also manage all your bulk email communication by scheduling bulk email campaign in the CRM itself. You can also create custom email templates and track the emails you send.
The third element is your task and follow-up management. Whenever sales team has to follow-up, they will set a task reminder or follow-up reminder. Setting up these tasks can actually be tedious. In such a situation, you can create a task right when a contact is created or there are even CRMs that auto suggest you follow-ups after a certain duration. This automation is the most effective because you do not miss to follow-up with any contact and this raises your chances to win new business every month.
2] Focus more in deal closing:-
Seeing deals as per stages is highly important as that will decide the priority of which deal can be closed the fastest. An automated CRM can help you manage this easily with easy customization, you can also see which deals can be closed every month.
3] DIY customization and automatic workflow:-
Every business has different process and to fit this process in CRM , you need Do it Yourself customization feature. This helps you in being independent and customizing the CRM as per your needs without depending on development team or support team. This customization can make your job much simpler as you do not need to make those extra clicks and dig for data you require. Sales team can get more time closing deals than spending it on data mining. Plus with customization you can also integrate more than 1000 apps using Zapier and Piesync making all processes come together under one platform.
This was with account customization, but you can also create custom workflow in just few clicks and automate most of your tasks from sales process.
Key takeaways:-
Using automated CRM can help your sales team to spend more time with customers than on updating CRM and spreadsheets. This can win you more deals every month and take your business to a next level.
Author:
Abhishek Agrawal is the Founder & CEO at CompanyHub CRM. A technology lover and a writer who loves to give simple solutions on making sales teams lives easier. You can get in touch with him on Linkedin