CRM Benefits

How Can a CRM Help?

Spreadsheets and email can only take you so far. Here’s how CRM can turn your sales team into a well-oiled machine.

What is CRM?

CRM—or Customer Relationship Management—is business software that organizes customer contacts and manages lead pipelines. More advanced CRMs come with a number of specialized features that help sales teams sell products and services more effectively.

Get your whole team on the same page

Feeling disorganized? When valuable information about customers, prospects, and order details is scattered across spreadsheets and email accounts, it can be impossible to find what you need. CRM software centralizes that information and makes it accessible to your entire sales team.

Improve your sales process

Is your team dropping balls? CRM software helps you prioritize your most promising and important deals, assign leads as they come in, and set up automated reminders to follow up. Staying on top of things ensures that important prospects don’t slip away.

See your pipeline, sales, and forecasts

Need more visibility into your performance? CRM reports let you review your team’s sales numbers, pipeline, and activities. With many CRM platforms, you can compare actual sales to quotas and easily pull up your sales history, lead volume, and the common traits of stalled deals.

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