Your customer relationship management (CRM) software is more than just a way to store contact information. If you’re using your CRM as though it’s a digital address book, you’re missing out on several key features and aspects of the software. With CRM, you can do much more than just organize your contacts. Here are a few ways you can use CRM to maximize the effectiveness of your sales team:

  1. Establish Automated Actions

Your software should do the work for you, not the other way around. With CRM, you can create automated actions such as reminders or tasks. Because you won’t always be available to take requests or monitor the progress of your contacts, setting reminders with your CRM is an easy way to capitalize on every opportunity. You can also create other automated actions such as sending marketing emails to your contacts. Instead of checking in with each of your contacts every day, you can create an email campaign with automated marketing material to send to interested customers.

  1. Apply Tags

Part of creating an effective email campaign includes understanding what your customers want and what interests them most. With tags, you can keep track of your contacts’ interests. After having a valuable conversation with a customer, you can apply a tag that describes one of their interests, what stage of the buyer’s journey they’re in, demographic information, or any relevant information. When you apply a tag to a contact, you can search for that tag and send an email related specifically to that tag to those contacts. For example, if you’re trying to tell customers in one area about an upcoming sales event, you can search for the area tag. Once you have the list of contacts with the area tag, you can send that group of contacts an email to let them know about the event.

  1. Use a Sales Pipeline

You can improve sales by creating a pipeline for the different stages of the buyer’s journey. If you have an interested customer who’s just looking to learn more about your business, you can put them in an early stage of the buyer’s journey and make a note to send them more information. If you have a customer who responded to one of the marketing emails you sent, you can put them in the next level of your sales pipeline. Creating a sales pipeline system for your CRM is a simple way to maximize the effectiveness of your sales team. You can also customize your pipeline to fit the needs and methods of your sales team for maximum efficiency.
When your sales team uses CRM software to its full potential, you’re sure to see results. Start maximizing the effectiveness of your sales team with Microsoft Dynamics CRM or customized CRM software today! Contact us to learn more!

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