How to use a CRM in 3 steps
Posted: Thu Dec 05, 2024 6:14 am
More and more sales teams are deciding to adopt a CRM as a support tool. This is shown in Zendesk's sales report :
30% of sales teams planned to purchase a CRM last year ;
38% of sales teams plan to purchase a CRM this year.
The advantages of a sales CRM are many and you probably already know some of them, but do you know how to use a CRM?
If you are one of the teams that decided to acquire a sales CRM, but you don't know exactly how it works, you've come to the right post!
To understand how to use CRM, you list of uzbekistan consumer email need to understand what it is and how it is used in businesses.
CRM is a software that helps in the management of companies, as it is responsible for managing and optimizing customer relationships. As its name in English indicates, Customer Relationship Management, this tool is used in companies to manage and organize information about the customer portfolio, streamlining the sales process and helping teams to better visualize the sales pipeline .
With this brief explanation of what CRM is, you will now see how it is used.
How does CRM work in a company?
A CRM is not just a contact platform, but its main benefit is the way it manages the information of those contacts.
CRM collects and organizes information about leads or prospects that reach your sales funnel. It also records and analyzes your customers' conversation and purchase history. This way, your sales agents can see the tastes and preferences of your contacts according to their stage in the sales cycle and personalize the offer.
Additionally, it optimizes internal and external communication by unifying all conversations into a single channel.
Do you now understand a little more about how to use a CRM? A study on user experience shows that 71% of customers expect companies to collaborate internally so that they don't have to repeat information.
Take this example. A customer contacts your agents and asks about a product. As the process progresses, the customer decides to buy and must be directed to another sales agent who will be responsible for closing and processing the payment. The new agent only needs to review the customer's profile and will know what questions the customer asked and what information they provided. This frees the customer from having to repeat information and the sales process is streamlined.
How can CRM be applied in a company?
Follow this step by step and learn how CRM can be successfully applied in a company:
Once you have your goals defined, choose which type of CRM can help you achieve them. Remember that there are 3 options: operational, collaborative and analytical.
But don't forget to pay attention to the tools and applications you already use. The CRM you choose should integrate with them and with your internal processes. The goal is to optimize processes and not make it a new difficulty if some application is not compatible with the CRM you adopt.
Are you confused? Don't worry, we've got 6 key questions about CRM to help you choose the best one for your company.
3. Train your agents in the correct use of CRM
Train your agents and make sure your teams understand how to use a CRM. Keep in mind that 22 % of salespeople don’t know what a CRM is , and focus on not only teaching them the technical side of it, but why you’re implementing it.
For this last point, it will be useful to show you the 3 steps that you can implement with the use of a CRM:
CRM makes it easy to read the sales funnel - from lead generation to customer loyalty - through 3 stages. Learn how to use a CRM with these 3 points:
Stage 1: Knowledge
This stage focuses on getting your prospects to discover your product and the value you offer in order to acquire new customers. Managing these contacts correctly will make the difference in attracting and retaining customers.
A Zendesk user experience report showed that more than 60% of customers say last year’s crisis has made them more demanding.
A CRM helps your teams visualize what your customers are looking for and how you can meet their needs with personalized offers.
Stage 2: Increase
At this stage, CRM data management helps your agents detect key moments to close or increase sales. Sales strategies – cross-selling and up-selling – are used to complement the purchase of a product with others that improve the customer experience.
For example, a customer who decides to buy a sofa for the living room can be offered a coffee table that improves the experience when using the sofa.
Want to know how these strategies work? Read what cross-selling and up-selling are and how to apply them to your strategy.
30% of sales teams planned to purchase a CRM last year ;
38% of sales teams plan to purchase a CRM this year.
The advantages of a sales CRM are many and you probably already know some of them, but do you know how to use a CRM?
If you are one of the teams that decided to acquire a sales CRM, but you don't know exactly how it works, you've come to the right post!
To understand how to use CRM, you list of uzbekistan consumer email need to understand what it is and how it is used in businesses.
CRM is a software that helps in the management of companies, as it is responsible for managing and optimizing customer relationships. As its name in English indicates, Customer Relationship Management, this tool is used in companies to manage and organize information about the customer portfolio, streamlining the sales process and helping teams to better visualize the sales pipeline .
With this brief explanation of what CRM is, you will now see how it is used.
How does CRM work in a company?
A CRM is not just a contact platform, but its main benefit is the way it manages the information of those contacts.
CRM collects and organizes information about leads or prospects that reach your sales funnel. It also records and analyzes your customers' conversation and purchase history. This way, your sales agents can see the tastes and preferences of your contacts according to their stage in the sales cycle and personalize the offer.
Additionally, it optimizes internal and external communication by unifying all conversations into a single channel.
Do you now understand a little more about how to use a CRM? A study on user experience shows that 71% of customers expect companies to collaborate internally so that they don't have to repeat information.
Take this example. A customer contacts your agents and asks about a product. As the process progresses, the customer decides to buy and must be directed to another sales agent who will be responsible for closing and processing the payment. The new agent only needs to review the customer's profile and will know what questions the customer asked and what information they provided. This frees the customer from having to repeat information and the sales process is streamlined.
How can CRM be applied in a company?
Follow this step by step and learn how CRM can be successfully applied in a company:
Once you have your goals defined, choose which type of CRM can help you achieve them. Remember that there are 3 options: operational, collaborative and analytical.
But don't forget to pay attention to the tools and applications you already use. The CRM you choose should integrate with them and with your internal processes. The goal is to optimize processes and not make it a new difficulty if some application is not compatible with the CRM you adopt.
Are you confused? Don't worry, we've got 6 key questions about CRM to help you choose the best one for your company.
3. Train your agents in the correct use of CRM
Train your agents and make sure your teams understand how to use a CRM. Keep in mind that 22 % of salespeople don’t know what a CRM is , and focus on not only teaching them the technical side of it, but why you’re implementing it.
For this last point, it will be useful to show you the 3 steps that you can implement with the use of a CRM:
CRM makes it easy to read the sales funnel - from lead generation to customer loyalty - through 3 stages. Learn how to use a CRM with these 3 points:
Stage 1: Knowledge
This stage focuses on getting your prospects to discover your product and the value you offer in order to acquire new customers. Managing these contacts correctly will make the difference in attracting and retaining customers.
A Zendesk user experience report showed that more than 60% of customers say last year’s crisis has made them more demanding.
A CRM helps your teams visualize what your customers are looking for and how you can meet their needs with personalized offers.
Stage 2: Increase
At this stage, CRM data management helps your agents detect key moments to close or increase sales. Sales strategies – cross-selling and up-selling – are used to complement the purchase of a product with others that improve the customer experience.
For example, a customer who decides to buy a sofa for the living room can be offered a coffee table that improves the experience when using the sofa.
Want to know how these strategies work? Read what cross-selling and up-selling are and how to apply them to your strategy.