The Best CRM System - Conduct Real Time Status Reports

by Perry Balzer Marketing Manager

Enhance Productivity

Focusing on an efficient sales team is becoming more important and valuable than concentrating efforts on customer relationship management (CRM), where the focus has traditionally been. The best CRM systems in the sales industry today place the emphasis on managing a sales team so that each member is working to the best of his or her capabilities.

The Information You Need, When You Need It

By integrating more advanced, yet easier to use management systems, it is now possible for team leaders to gauge the following:

Sales performance in relation to custom targets;
Close ratios related to the job performed;
The specific strengths and weaknesses of every sales representative; and
Bench-marking insights among representatives.

Understanding where the strengths and weaknesses of each sales representative lies, allows managers to assign tasks, client accounts and prospects accordingly. For example, some representatives are particularly strong in making cold calls, while others are excellent in person. Identifying this information allows managers to delegate accordingly.

Enhance Sales Performances

Using a CRM system such as https://www.creatio.com/ that is capable of indicating the strengths and weaknesses of each sales person enables team leaders to provide helpful training and constructive performance reviews in order to help their staff succeed. It also keeps managers aware of upcoming dates in each sales representative's calendar and gives them the ability to sync with Microsoft Outlook, allowing for more accurate sales forecast metrics.

One of the main challenges that each organization faces is the number of hours that sales representatives spend creating sales reports and keeping them updated and organized. Many team leaders, sales managers and CEOs are unaware of what their staff has been doing with their time until the end of the day, week or even until the end of the month, when the sales report is filed.

The inability to effectively maintain sales report data is the downfall of many sales organizations. A sales representative's time is better spent making sales calls, attending meetings and closing deals. Sales managers who have little to no knowledge of how their sales staff is spending their time, are unable to effectively guide their team.

New mobile-based sales report systems allow members of a sales team to use their smartphones and laptops to update their reports in a matter of seconds using customized activity cards and coding. By entering in a brief code via SMS text messaging, updates can be created from any location using only ten to fifteen strokes of a finger.

Sales is an industry that is often time sensitive, meaning that updating and communicating with upper management in a short timeframe could result in more deals being closed. It also prevents the competition from luring away potential clients while your representatives are otherwise occupied updating client and meeting statuses at their desks.

By integrating new, cost-efficient and easy-to-use CRM systems that are focused on representative relationship management, , you can get the edge on your competitors increasing productivity, sales and overall morale.