Historically, sales teams have used pen and paper to gather and qualify leads. They would run around the office without a clear process. For the under-organized, it can be tough to maintain a solid strategy and come out successful on the other end. Those who have adopted a CRM (Customer Relationship Management) or a CRM mapping tool usually have a process established.
Having a dynamics 365 map makes it easier for salespeople to juggle dozens of leads and opportunities, without managing them on paper. Goodbye, paper! However, some CRMs are so complicated that they make it hard for employees to adopt them.
If a system is not implemented with the sales team’s needs in mind, it can quickly turn into an ill-adopted mess that isn’t worth its time or money.
Reasons Why A Sales Team Needs a CRM Mapping Tool
Bringing your business into the CRM implementation process should be easy but not tedious, so let’s check out the 9 Reasons why a Sales Team needs a CRM Mapping Tool.
1. Centralize Data
An ideal customer relationship management system should include a range of features that allow companies to target different audiences, develop intelligent automation based on the activity of a single lead or customer, work proactively with contacts, and maintain relationships. It should also allow departments to provide customers with consistent, personalized service.
The following benefits of a CRM will allow for customer-centric interactions, regardless of a customer’s department or industry: It can provide cross-functional insights into one specific customer in a single view. A dashboard can show data in motion visually. There is much time-saving automation available to clients. Processes can be optimized quickly and collaboratively.
2. Use Integrations
As a business, it is important to find a CRM that integrates well with the other tools you use.
- Email Marketing
Email marketing is an essential component because it allows businesses to connect with potential customers in a more personal way. Data collected by a CRM can be integrated and compiled in one place, making it easier for companies to create tailored messages and increase engagement.
Also, adding a DMARC policy enhances email security, protecting important data against phishing attacks.
For personalized content, integrating your CRM Mapping tool with email is necessary. You’ll also be able to keep track of how emails are doing in real time when they’re sent out. The notification system will provide immediate updates on the recipient’s response when they open or take action on an email which can help you know if it was successful and what you might need to improve next time.
Social Media Integration
A CRM allows you to interact with your customers via social media. It also discovers new prospects by searching for key phrases and hashtags and helps you understand the needs of your niche marketplace. You can even reply to consumers on the platform they prefer.
A CRM Mapping tool with messaging solutions will allow you to interact with your audience and keep their attention on your business. You’ll also have the ability to send automated reminders for upcoming promotions, events, and more. With the help of this service, a variety of corporate objectives can be achieved, such as customer service, customer retention, reduced operating cost, and more.
- Sales intelligence integration
The SalesIntel integration eliminates the need to move data around manually. This lessens the risk of data and time being lost, so users can make informed decisions without delay. You can find your ideal accounts, map the data to CRM fields and push it into the CRM – automatically! The integration also de-dupe records before pushing them into your CRM.
- Calling tools Integration
A CRM system is valuable for any outbound sales outreach. This system speeds the process up, allowing a sales representative to reach a larger audience. The notes accompanying phone calls are detailed, enabling your team to provide better service without slowing down.
3. Automate daily tasks
CRM automation is defined as any system that automates routine processes. This helps businesses grow and keep up with the demands of a rapidly changing industry. There are many ways dynamics 365 map CRM automation can increase efficiency, such as managing data input and contact records as well as:
- Email sequences
- Sales Workflows
- Live Chat
- Assigning Leads to Reps, Reps Lead Nurturing
- Campaign Analytics
4. Create Workflows
A CRM workflow is a set of actions to complete a specific task. To reach your goal, you’ll need to knock down one domino after another. The best dynamics 365 map CRMs have workflows. In order to save you time, CRMs with workflows help bring together all sales, marketing, and service operations into a simple process.
Use workflows if you want to set criteria for records automatically and act accordingly according to your needs. HubSpot makes it easy for you by offering workflows for a variety of tasks based on data points like:
5. Do more in less time
What’s seldom mentioned about CRM Mapping tools is improved productivity. An earlier version of these complicated devices failed to deliver on that promise, but newer versions have come a long way. As long as your salesperson has the right integrations enabled, they can perform multiple activities with hundreds of prospects in a day and never leave the email inbox. And all of this activity will eventually be stored directly in their CRM.
Additionally, things like email templates, sales collateral repositories, and call recording functionality are new features that salespeople expect for their jobs now.
6. Stop manual reporting
Are you filling out daily or weekly activity reports or updating sales forecasts in an Excel spreadsheet? Many companies now use CRM software to improve their operations. As long as your sales team is entering their information and filling out all the relevant fields in CRM, your manager can always access the data they need.
With most platforms, you can pick between pre-configured (canned) reports and ones that are more bespoke. Canned reports are good because they are easy to get: just a few clicks, but they typically only deliver basic industry-standard metrics (sales updates and revenue).
Those insights may not fully reflect the nuances of your company’s needs. Customized reports use unique factors or combine different data sets to identify underlying causes and correlations.
7. Enjoy on-the-go access
Mobile CRM helps sales professionals stay informed on the go. It gives reps the ability to respond immediately to leads and make well-informed judgments with access to critical information like pricing lists, account history, and product information.
Time is saved automatically as CRM mobile users no longer need to look for contacts or remember details from previous chats. For instance, imagine you’re at a client site getting an update on a lead assignment via CRM on your phone. The lead is in the area and you have the opportunity to meet one-on-one.
8. Improve pipeline management
A long sales cycle can be a huge obstacle to sales efficiency. That’s why it’s important to have your pipeline organized and tracked with a CRM. All your data will be categorized and in one place, making it much easier to track leads and see where they stand in the entire process.
Not only will you be able to easily view the status of every lead, but you’ll also know when they advance to the next level of the pipeline. This way you can manage potential outcomes and end up with none of them as surprises at the end of a quarter.
9. Enable marketing coordination
Customers expect an unrivaled level of service, which is only possible when marketing and sales work together. Sales and marketing teams must align in order to grow your business by maintaining current customers and attracting new ones.
CRM marketing automation tools enable marketers to send leads to the sales team when they are ready without a manual review. This allows the sales staff to reach out and contact leads before another competitor does. With the benefits mentioned above, CRM software becomes an integral part of any sales strategy. However, it’s not enough to just have CRM software—you need to use it.
How to get the most out of your CRM?
Marketing, sales, and customer service teams can all benefit from CRM. They can all use these universal features to achieve the same goal.
Integrate your email account
Atlassian’s CRM Mapping tool integrates your team’s email with the platform, and you no longer have to manually enter the IPs for all of your team members. Instead, Atlassian records every outgoing email within the system, whether it was sent from a desktop computer, tablet, or smartphone.
This improves productivity for your sales team by removing unnecessary steps from their workflow. It is especially advantageous for outside sales staff as they can now send, track, and log emails even when they are not in the system.
Set up a meeting scheduler
When it comes to scheduling, our calendar scheduling links make it easy for both you and your clients. All they need to do is click and they can schedule meetings at a time that works for them. It’s so much more convenient than going back and forth via emails and phone calls.
Create email templates
The time constraints in the world of sales can make it difficult to come up with emails. With email templates, you’ll spend less time writing emails and more time doing what really matters: closing deals. Email templates also help your marketing efforts by preserving your company’s branding and voice.
This helps you to have the best performance possible when it comes to emailing prospective clients.
Create a Sequence
A Sequence feature lets you automatically generate a series of emails and tasks for follow-up. This process helps to streamline the sales process and prevents prospective clients from slipping through the cracks.
It also frees up time for the sales team to work on closing deals that are more qualified, while they focus on personalizing their sequence with contact and company details where necessary. The best CRMs include personalization tokens that can be applied throughout a sequence of emails in order to tailor them even more.
With a snippet, sales professionals can insert commonly-used phrases and paragraphs into emails, live chat conversations, customer notes, invoices, etc. It’s a time-saver for anyone in sales and it helps management too.
Develop lead statuses
Sales teams need a way to keep track of prospects they’re working with and are commonly divided into lead statuses. Leads start at the highest level of value, but as your relationship moves forward, so too can their status. Examples include New Leads, Qualified Leads, and Lost Opportunities.
Identify properties or data fields
Properties or data fields hold specific data points about prospects, customers, people you’ve interacted with, etc. These properties can be automatically collected throughout the marketing process as well, such as name, email address, company, social media profile and content downloaded. Different property types include:
- Single-line text
- Multi-line text
- Dropdown selects
- Multiple checkboxes
- Single Checkbox
- Data picker
Best benefits of a CRM when it comes to sales teams
A CRM is best for business owners who need central storage space for customers’ information and data. Your sales team will benefit from using a CRM, whether you’re a B2B or B2C company.
Greater organization of customer records
Your sales team will have a centralized database of all interactions with customers. This includes interactions from marketing and customer service teams, providing your salespeople with a complete picture of what’s happening with everyone on your customer list. No more blind-sides or unknown conversations that could affect their future conversions.
Enhanced Communication and productivity
All communications with customers and leads, including both past and present conversations, are available from any location with internet connectivity. This is possible through the CRM that is accessible anywhere you have a connection to the web.
Automation of tasks and data entry
Sales teams save time logging emails and calls, creating, updating, and following up on tasks all from one place. This allows your sales team to focus on closing deals more efficiently.
Enhanced customer experience
All of your customer’s information and their interactions with your company are organized in one place. Your sales team can use this information to personalize the experience for each customer. This helps them understand their interests and how they have engaged with your business.
In turn, this data allows your sales team to communicate in a more valuable way, which will help them sell more opportunities and provide a better customer experience.
Summing it up
With a CRM Mapping tool, every team member is given the tools needed to grow your business. All data is aggregated into one place and presented in a comprehensible way. With this streamlined data presentation, you can better understand your customers and their needs.
More importantly, automation allows you to provide great customer service while focusing on other aspects of your business.
Apart from this, If Looking for a free CRM admin template to boost your business, then this collection of CRM admin templates you can download for free.