Why do managers and sales need a CRM system?

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The software gives the manager the opportunity to:

Record important information about the buyer:

reasons for interest and services requested;

contact details;

organization details.

Determine the stage of sale the medicare leads email list consumer is at.

Plan your actions:

collection of information;

calls;

letters;

meetings;

other actions.

Save information in a single space:

commercial offers;

correspondence with clients;

recordings of telephone conversations;

other documents.

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Why do you need a CRM system in sales management? Why do managers and sales need a CRM system?

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It helps:

maintain the customer base;

fix the lead attraction channel;

record the sales business process;

evaluate the effectiveness of a manager's work with a specific customer;

assess the overall activity and forecast for the implementation plan;

evaluate the quality of execution of actions aimed at attracting a specific lead;

perform analytics by consumer categories/product items/manager;

evaluate the overall activity of the seller (quantitative analysis of the actions performed);

calculate the total amounts attracted by each employee;

evaluate the overall productivity of passing all stages of sales.

An example of why a CRM system is needed
Why do you need a CRM system? We can talk and write about its impact on business for quite a long time. Instead, let's give an example.

Imagine a company "A" whose activities are not automated. It has a great team of specialists, and the sales department consists of six experienced employees. At the same time, the manager has set the following rules: after talking with a potential buyer, the manager must send him a letter and set tasks for the next call.

The competitor of this organization is firm "B", which is a start-up with a team of young specialists. The manager does not have the opportunity to hire experienced professionals, so he focuses on new automated customer service systems - CRM.

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Both organizations provide dance training services.

Let's say there's a person who really wants to learn to dance. He leaves applications to both companies. How will things develop?

An employee of the first company takes the call, identifies the client's needs, presents the product to him, arranges the next call and after the conversation sends him a commercial proposal. Result: the specialist spends 18 minutes (10 on the conversation, 5 on preparing the commercial proposal, 3 on entering data into Excel and planning).

An employee of the second company takes the call and simultaneously records the data in the CRM, then uses the "Send CP template" function, and after the conversation, sets tasks for the next call in two clicks. Result: 10 minutes spent on work.

So, the difference in one call is eight minutes - almost half the specialist's time for one request.

Now do you understand why you need a CRM system? Even compared to the best "manual" sales system, automation wins due to the ability to use modern marketing tools, speed and response.