5 ways CRM can transform your sales performance

Using the right CRM system can drastically boost sales productivity – discover 5 key benefits of using an advanced CRM like Dynamics 365.

Dynamics 365 provides a CRM solution that can be easily adapted to suit your organisation, no matter the industry. With an array of CRM tools that can be integrated to create a strong CRM system, using Dynamics 365 can go further than sales force automation to build better customer relationships and engagement.

Here are 5 reasons to use CRM to boost sales productivity:

1 – Save time with CRM

One key benefit of using a CRM system is the time saved through automated tasks – allowing sales teams to maximise the time spent selling. For example, using Dynamics 365 Sales to track where your leads are in your sales funnel and automatically updating their progress saves time in lead monitoring.

CRM can also provide an outline of proven phrases and dialogue to effectively execute sales calls, saving sales managers from having to trial and error call scripts. This means that for routine sales calls, minimal preparation is required. CRM can also automate admin tasks by providing email templates and a routing system to automatically forward emails to the correct person, giving your sales team more time to focus on building engaging client relationships.

2 – CRM helps you manage your team more effectively

For managers, CRM makes life easier by creating increased visibility within teams, giving insight into the work carried out and how it is carried out. This provides opportunities to observe and give feedback to team members and shout about any successes. Through monitoring the most profitable sales team members and their approach to sales, lessons learned and best practice methods can be shared with the rest of the team. To facilitate healthy sales competition, a progress bar can be set up within CRM systems too – keeping everyone on the same page and improving the sales role and department. Similarly, CRM allows you to track targets – whether these are companywide, departmental or individual. As long as targets are achievable, this can be a key way to motivate your team.

3 – Use CRM to monitor trends

To remain competitive, keeping one step ahead is key. Advanced CRM tool capabilities such as artificial intelligence (AI) and machine learning can track customer buying history, giving sales teams valuable insight into trends and sales patterns. This allows sales teams to contact leads in advance of competitors, building better relationships with customers through this attention to detail. Upselling opportunities can also be identified by monitoring customer buying patterns, showcasing that the beauty of CRM is that it goes beyond just data on a spreadsheet.

4 – Manage your sales funnel

Investing in an advanced CRM system like Dynamics 365 Sales allows organisations to organically nurture leads through the sales funnel (or sales pipeline). By making the most of the wealth of information provided with CRM, sales pitches can be appropriately adapted to distinct stages of the funnel. Using the integrated LinkedIn Sales Navigator, everything the sales team needs to know about their target audience is available, allowing them to engage on a more personal level.

Similarly, the information accessible via Dynamics 365 Sales can be used to design and implement a companywide sales strategy, based on selling to those in different parts of the funnel. The CRM system can also give insight into where leads are being lost within the funnel, allowing your organisation to make strategic amendments to retain leads, leading to more sales opportunities.

5 – Real-time updates with the cloud

Finally, integrating Dynamics 365 for CRM with the Microsoft Cloud Platform can not only reduce operating costs but can also streamline deployment throughout the organisational digital infrastructure. Cloud compatibility means that information on customers and prospects is always up to date and can be accessed from anywhere, anytime. This is particularly useful for sales teams who are on the go, and the Microsoft Dynamics mobile app caters to this.

Dynamics 365 does not only just benefit the sales team – check out this blog to find out how Dynamics 365 can benefit the wider business, empowering organisations to make better-informed decisions. If you would like to find out more about the full potential of Dynamics 365, get in touch today.

The post 5 ways CRM can transform your sales performance appeared first on Incremental Group.