How Your CRM to Improve Phone Sales?

PostedOn: 2018-10-03 14:59:09

Your CRM phone system is considered a powerful tool in today’s sales arena. When you bind this technology effectively, you’ve taken the first step towards increased sales and happier customers.

At the core of CRM and CTI is the customer, how you gain and retain them.

1. CRM allows you to keep track of leads and customers at all stages of their buyer’s journey.

There’s a lot to keep track of when it comes to your customers that is, before and after they become your customers. Remember that the R in CRM stands for a relationship so dealing with them does not end once you’ve made the sale.

CRM lets you put together an information-rich profile of each of your prospects and clients. This can help you manage your engagements with these clients through data that lets you know their location, call history, purchases or queried products, and pain points.

In the hands of a well-trained customer support agent, this can help provide timely and adequate customer service. Customers are happy and they will likely stay loyal to your brand.

In the hands of an amazing salesperson, this can help close sales faster. It also creates the foundation of the relationship the basis of your customer’s loyalty and continued patronage.

2. Use your CRM for notifications on your prospect’s progress.

If you spend your day making tons of calls to leads and clients, it can become difficult to keep yourself updated on the needs of each one of them. Use your CRM phone system to send you reminders.

Is prospect A ready for a follow-up call? Do you need to touch base with prospect B via email to send them a link to your online product brochures? Is prospect C waiting for you to return their call? Your CRM phone integration system can let you know.

3. Gathering and sharing information, and team collaboration becomes easier.

Let’s face it. You’re not always going to be around for your prospects and customers. You’re going to give yourself a break, go home or even take a couple of days off. This shouldn’t make the clients you’re working with feel neglected. That can ruin your chances of making the sale. It may even cause them to switch to a competitor brand.

Information gathering and sharing pool together important data about what each salesperson is working on. This customer database is your reference for each point of contact, regardless of who gets the call.

For instance, you take a week off to visit family in another state. You won’t have to worry about follow-up inquiries from prospects you’ve talked to. They’re in the CRM database, and a salesperson at work can entertain your lead up until you come back.

CRM phone integration lets you provide consistent service and availability. As long as someone’s manning the ship, your sales department can cruise along, confident that they can engage each prospect and client as required.

4. CRM telephony provides a comprehensive sales department management tool. 

According to Roger Cole, a consultant with reseller CPiO, The big benefit of CRM is the visibility of everything relating to customers going on in your company. If you want to provide a better service to your customer, you have to be able to manage everything from complaints to sales opportunities.

5. Streamline your sales process.

One of the hindrances to a well-oiled top-earning sales department is the many administrative tasks that come with the job.