Quick Tips to Clean CRM Data While Working Remote (During COVID-19 Pandemic)

With staying remote becoming the new norm across the globe, in the rise of this COVID-19 Pandemic, sales and support teams across the world are trying to stay in touch with prospects and reassure their customers for business growth. However, while implementing a remote working strategy and holding on to customers, you must make sure that your easy to use CRM is not left on a back-burner with missing data and stale deals. In fact, in research conducted by a global CRM organization of repute, it has been found that more than even 27 percent of business leaders are not sure how much of data stored in their CRM database is inaccurate.

With staying remote becoming the new norm across the globe, in the rise of this COVID-19 Pandemic, sales and support teams across the world are trying to stay in touch with prospects and reassure their customers for business growth.
However, while implementing a remote working strategy and holding on to customers, you must make sure that your easy to use CRM is not left on a back-burner with missing data and stale deals.

In fact, in research conducted by a global CRM organization of repute, it has been found that more than even 27 percent of business leaders are not sure how much of data stored in their CRM database is inaccurate.

28% of Millennials think CRM applications are “extremely critical” to their success, compared to 18% of Generation X and 9% of Baby Boomers - LinkedIn Click To Tweet

Therefore, with your sales and support teams now working remotely from several locations across the globe, there are serious chances that some data might remain in your easy to use CRM software’s database, which will certainly make information that you need for your business become useless because of errors in your CRM data which can slow down your sales growth.

This is the reason as one of the most popular Salesforce Alternative CRM for small and medium businesses we suggest you must maintain clean data in your CRM software which is not only required while are staying remote but even should be considered as a regular process so that your teams do not ignore it for too long.

Now since this is an appropriate and very good time to clean data in your CRM software and thereby avoid all incorrect decisions that might occur because of incorrect information in your easy to use CRM database, here are some of the things that you really need to look out for to maintain a clean database in your business growth technology and tool:

• Disorganized Data
• Duplicates
• Incomplete Information
• Dead Deals

Well, if you are still wondering how to begin this seemingly over-burdening process for cleaning data in your CRM, then as an award-winning CRM for SMB, we have got this for you and for your COVID fear-stricken remote working teams:

Clean Data 101
Data Cleaning Tip #1 – Run a check

The information stored inside your CRM is the lifeline of your business, the most valuable asset of your company.
This is because without leads and customers you do not have anyone that you can sell.

Now, considering this, on any given day should you not want a mint condition data in your CRM?

For this set up a sanity check on a fortnightly, monthly basis to find and remove errors in your CRM database.

Some of your sales or support staff can take up this responsibility to clean the database on a round-robin basis by checking entries, correcting wrong value deals, adding surnames that are missing, or for finding and segregating bounced email addresses.

Clean Data 101
Data Cleaning Tip #2 – Avoid duplicates

The primary step to avoid duplicate data in your CRM starts with your data migration process. Therefore if you are migrating data put a pertinent filter at the very onset of your data migration process, so that your sales reps can evade adding leads as new leads that are already there in the software.

Duplicate entries are sure to create confusion among members in your sales teams. Hence it is imperative to check frequently for redundant entries before deleting them from your database.

Now, as a second step, when you import data from any CSV files into your CRM, you can even skip imports for all duplicates information which will prevent the software from updating records that are already present in the software. There are CRM that can even provide you with a summary of all the skipped records once the task is accomplished.

This process of avoiding duplicate entries implies that each time a new lead is added, the CRM will automatically search your records and look for matches for the following fields:

• Name
• Last Name
• Company Name
• Email
• Mobile Number
• Work Number

Subsequent to this action once the system finds similar contacts or leads, it will automatically merge data (if instructed), which can save your sales team a lot of effort, resources, and time.

Clean Data 101
Data Cleaning Tip #3 – Fill out incomplete information

Most sales teams are always in a hurry to add new leads into the CRM and this is where they make errors in their haste to qualify a lead and close deals. Mostly they fail to update the CRM with all the relevant info they have at hand, which gets misplaced on sticky notes or lost in their spreadsheets.

Therefore, one of the key thumb rules for upholding a clean database in CRM software is to diligently update all the info that your sales reps have at hand and when it flows in as needed.
Now an easy way to let information about leads to get collected into your CRM system is through web forms since web forms reduce the risk of accumulating errors as it does not require salespeople to spend time on data entry. Rather any info that the prospect fills up in the web form gets automatically filled in the CRM software’s database.

Nevertheless, you cannot even treat this webform submission even as a fool-proof method, as there may be cases of bot attacks, which might result in creating junk data inside the CRM. Hence, to prevent this set up a re-CAPTCHA security filter on your website that can protect it from spam or abuses.

Clean Data 101
Data Cleaning Tip #4 – Remove dead deals

Even though it is true that most often sales reps put a lot of effort into their job, and so they might always hold on to rotten deals in the sales pipeline for months, in the hope that they will close someday.
Now, as an owner or a sales manager, you should be able to predict when it is the right time to leave a cold lead on the table and walk away.
Therefore, here are some of the red flags to watch out, which shows when a deal will mostly never work out when your contact:

• Is vague about when they want to start or end the project
• Expects a lot of features outside your product’s capabilities
• Does not have the budget and starts low-balling
• Takes too long to get back with a response (this may vary for each industry)

Clean Data 101
Data Cleaning Tip #5 – Create strong rules

Finally, the ultimate key to a clean CRM database is to have the right rules to get data into your CRM. Therefore, if your easy to use CRM is unable to capture the right kind of data, in such a way that the data that you require is accurate and complete for creating automated emails and tasks, here are some of the rule creation tips:

• The name field should never contain special or numeric characters
• The contact number field should be strictly numeric
• Check if the email is coming from a valid domain, for which you can ask users to enter their corporate email addresses to get on your mailing list.

Conclusion

Even though implementing a regular CRM data cleaning process may initially feel tough and might meet with several resistance from members of your team.
Nevertheless, once your sales and support people realize the benefits of a clean CRM database, then you do not have to look back again.

Hence if you have not implemented this process, why not start it right away during this COVID-19 Pandemic induced remote working process, now.

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How Will Customer Self-Service Look In 2025 In the Post COVID-19 Era

As of today, self-service has already become a key part of delivering a superior customer experience that the present consumers expect from their companies. Now irrespective of whether they help the consumers to make changes to their accounts themselves or provide answers to routine inquiries over self-service systems, the benefits are clear. In fact, consumers today can get faster and more convenient services that value their time using self-service options, while brands are able to deflect mundane questions that would otherwise be answered by a human being using this business growth strategy, which at the end frees up their precious business hours and also increase efficiency. Now, even though we have witnessed a rapid growth in self-service for the customers in the last five years, but what will the next five bring is a matter of concern. Hence in this article based on our experience as one of the most popular vendors of Salesforce Alternative CRM for the SMB organizations, we believe that there are key four areas to focus on as we look ahead in time.

As of today, self-service has already become a key part of delivering a superior customer experience that the present consumers expect from their companies.
Now irrespective of whether they help the consumers to make changes to their accounts themselves or provide answers to routine inquiries over self-service systems, the benefits are clear.
In fact, consumers today can get faster and more convenient services that value their time using self-service options, while brands are able to deflect mundane questions that would otherwise be answered by a human being using this business growth strategy, which at the end frees up their precious business hours and also increase efficiency.

Companies that lead in customer experience outperform laggards by nearly 80% - Forrester Click To Tweet

Now, even though we have witnessed a rapid growth in self-service for the customers in the last five years, but what will the next five bring is a matter of concern.

Hence in this article based on our experience as one of the most popular vendors of Salesforce Alternative CRM for the SMB organizations, we believe that there are key four areas to focus on as we look ahead in time:

1. Superior Use Of More Advanced AI

In the present times, we are already witnessing businesses harnessing AI technologies such as NLP (Natural Language Processing) and Machine Learning in self-service, which either way helps in identifying what questions actually means and thereafter provide the right answers to the customers.

Nowadays this can be delivered either using a Chatbot or a standard web-service question and answer interface.
Nevertheless, what we believe today as one of the best vendors of CRM for small and medium businesses is that AI will develop even further and faster in the days to come.

For example, it will empower self-service to better understand the consumer’s context of an inquiry and use this knowledge to develop a more natural and fuller conversation with the consumers that than engaging in single interactions, like as we find today.

This means Chatbots will be able to provide answers to more difficult, and complex enquires like “Please book me the cheapest flight ticket to Chicago departing today and email me the boarding pass in advance.

Note: It is presumed that NLP engines in the next few years will become more regional and domain-specific, which implies less training will be required to tune these machines and make them faster to deploy in a pre-packaged way.

2. Self-Service Will Become Easier To Roll-Out And Manage

One of the problems that we face with self-service technologies nowadays is that the system relies heavily on humans to create and manage their interactions.

For example, web self-service and Chatbots presently require a team to write, review, and update relevant and important contents with the knowledge base of the business growth technology that constitutes the building blocks of the software.

Nevertheless, Robotic Process Automation (RPA) is gaining its reputation and strength rapidly which will help in human mapping and understanding the processes used by self-service technologies and thereafter identify those areas that can be automated.

Therefore in the near future, it is apprehended that RPA will act as a relief for hard-pressed customer service teams, where the deployment of the system becomes a barrier as they feel that they do not have the time or capacity to create a knowledge base or manually pick processes that demand improvements.

This implies that self-service is presently focusing on facilitating information rather than going deeper into just solving issues for the consumers.

Hence as one of the best vendors of CRM for SMB organizations, we believe that over the next 5 years AI will even help to transform the back-end processes within self-service, which will, in turn, remove much of the load on customer service teams.

For example, by analyzing customer service conversations AI in the near future will be able to flag where there are any gaps in the knowledge base, and then suggest relevant answers that can be reviewed (if needed) by a human before deployment.

Similarly, AI will even integrate with such systems like an easy to use CRM and billing software technologies in order to flag friction points in processes that can be automated and also suggest ways for accomplishing these.

3. Democratizing Self-Service

Even the best self-service deployments presently need resources to tune, manage and update them, which implies that they have tended to be the domain of large and medium-sized businesses that have these resources available within their organization.

Now, the good news for modern customers is that by using AI within the back-end of the self-service systems, businesses can reduce their management overheads significantly, increase ROI, which will, in turn, put self-service options within the grasp of many more startups and small businesses.

Customers will, therefore, receive a significantly improved self-service experience from every brand they deal with, irrespective of its size or industry.

Well, given the present downward trend in customer satisfaction with businesses across the globe, as it has been found by the Institute of Customer Service, this big improvement will be a welcoming step for the entire industry.

4. Self-Service Will Become More Proactive

In the present times self-service is reactive, which implies it provides service or responses only after a customer asks them, which in the near future we as one of the best small and medium business CRM software vendors believe will become more proactive, and will be able to deliver information to the consumers or trigger processes without a question needed to be asked, whereby a human customer may not be required to be involved at all and will be still notified about what is going on automatically.

For example, a vehicle could automatically identify whether it is going to require service, check its owner’s digital diary, and thereafter book a service in the local garage.

Now even though all these might sound like a page from a science fiction novel today, it is an approach that is already being explored by innovators like Tesla.

Therefore, by identifying what consumers are trying to do, self-service will be able to predict the support and the information they need, and thereafter automatically supply it logically.

Conclusion

However, to end this discussion, all these advances rely on one factor- Trust.

Now, customers use self-service today because they trust that self-service options will be capable of delivering the answers that they need and thereby make their lives easier.

Hence, if trust in self-service technologies fails to provide this most necessary payback, consumers will surely abandon the channel, which will reduce efficiency and destruct the customer experience, and so transformations in self-service over the next five years in the ‘post-COVID-19’ era businesses need to ensure that every step they take must revolve around the customer needs if it has to deliver ROI for the companies and improve the satisfaction of the consumers.

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Proven Email Marketing Tips That Works For Small Businesses

Generating a noteworthy email marketing campaign can make your business reach the place where your consumers visit every day- and that is nowhere else other than their “email’s inbox”. We say this because according to an estimated report published by Statista (a German online portal for statistics) it has been stated that there will be approximately 255 million users in the U.S.A by the end of 2020, which is enough data to provide us with an idea as to how much email marketing techniques are going to be beneficial this year and the times ahead for generating new leads. Therefore, irrespective of whether it is an SMB website or an online store, email is not only a great way to retain old customers but it is even a great tool to acquire new ones for consistent business growth. Hence businesses that in 2020 are avoiding email marketing will for certain lose many glorious opportunities of converting new website visitors into loyal customers, for which we have noted down 10 most important email marketing tips exclusively for the benefit of small businesses and startups in this blog.

Generating a noteworthy email marketing campaign can make your business reach the place where your consumers visit every day- and that is nowhere else other than their “email’s inbox”.
We say this because according to an estimated report published by Statista (a German online portal for statistics) it has been stated that there will be approximately 255 million users in the U.S.A by the end of 2020, which is enough data to provide us with an idea as to how much email marketing techniques are going to be beneficial this year and the times ahead for generating new leads.
Therefore, irrespective of whether it is an SMB website or an online store, email is not only a great way to retain old customers but it is even a great tool to acquire new ones for consistent business growth .

40 percent of B2B marketers say email newsletters are most critical to their content marketing success. Click To Tweet

Hence businesses that in 2020 are avoiding email marketing will for certain lose many glorious opportunities of converting new website visitors into loyal customers, for which we have noted down 10 most important email marketing tips exclusively for the benefit of small businesses and startups in this blog.

Great 9 Email Marketing Tips for Small Businesses

To get started with email marketing campaigns, creating a high-quality email list in your easy to use CRM that drives in more customers to your company is one of the most important parts to begin an effective email marketing strategy for business growth.
Now even though it might take a long time to grow this list, nevertheless to achieve it early here are nine solid tips that can help you to do so.

1. Create an alluring and easy sign-up form

If you wish to use email for marketing your brand and business, you must build and include a sign-up form which should be incorporated inside your website.
Therefore create an appealing sign-up form and attach it on your website’s homepage, blog pages, Facebook page and other places of the website where customers are likely to visit, and thereafter using the sign-up collect their name, place of origin, birthday and anniversary dates, to offers exclusive discounts or invite them to join a group or a webinar.
Now, irrespective of the fact that whether you plan to send company updates, blog tips, deals, or e-commerce sales discounts it is most essential that you must meet your email campaign’s reader’s expectations for this is the only means they can decide their interest in your offerings.

2. Segment the email campaign’s list

As your email list starts to grow, segment the list according to its marketing needs since you must be having a different and unique proposal to offer for each of your prospective customers for business growth.
For example, the marketing email that you wish to send to an octogenarian customer cannot be the same that you wish to send to a teenager.
Hence segment the list according to your prospect’s gender, age, location preferences, previous purchases made, social values, and more.

3. Design new email templates

Design visually appealing email templates and do not forget to add a business logo on it. Making a great look and feel of these email templates helps in spreading your brand name to the recipients of your emails. Therefore send these logoed email templates that you can easily create once you are using a CRM like Salesforce or any other Salesforce Alternative CRM tools consistently so that your readers become more familiar with your brand name and your business website from the very beginning.
Now according to reports published by Campaign Monitor almost more than 41 percent of the emails in 2019 were opened on a mobile device.
Hence test your email templates design for mobile-friendliness, else you might find a fall in your email campaign’s open rates right from the very beginning.

4. Try to create emails that are easy to read

Stick to email template themes that generate great user experience. For this, try to avoid adding large text data and structure your email contents in a way that becomes easy for perusing by the readers of your emails.
Now as most of your prospective email recipients must be busy people, therefore, provide them a summary of the content ideas using subheadings and images by which your emails will find a greater chance to stand apart from other emails hitting their inbox.

5. Ideate stunning subject lines

Creating catchy and stunning subject lines is one of the most important aspects of building an email. This is because according to statistics in more than 85 percent cases the subject line of your emails is what helps in deciding its open rates.
Now creating a click-bait and engaging subject line is not as easy as you think. Hence, use A/B testing methods after developing a good number of ideas on your email’s subject lines and find which one works the best for the readers of your emails.

6. Add social media links

Now, when users on your website are subscribing to your email campaign’s list, it shows that they are interested in your content.
Hence in the present times for business growth as we all know that social media is a great source for gathering information about your offerings, hence include your businesses’ social media link in the emails so that your subscribers will be able to know more about your brand’s products and services and also help build trust for your company.

7. Encourage personalization

Address the recipients of your emails with their first names, keeping the email style friendly so that it impacts positively on your subscribers.
As such emails are personal communications, therefore the recipients expect a human touch in your emails, since only when you a capable of developing an informal correspondence with your readers it helps in driving strong and long-lasting loyal relationships.

8. Create an editorial calendar

Create a schedule for sending your event details or newsletters on the appropriate time to the subscribers of your email. It is very easy to do this once you are using an easy to use CRM and integrate it with a calendar to plan in advance for all your events.
Remember your subscribers are likely to forget about your brand if they do not hear or get your business emails from time to time.

9. Test, analyze and optimize

Finally, test your emails on different browsers, screens, and devices before sending them the subscribers of your email campaign’s list stored in your best small business CRM software’s database.
Once you have sent your emails there are three key things that you must analyze for your email campaigns, which are open rate, click-through rate and unsubscribe rate, which can be found easily in all best small and medium business CRM software platforms irrespective of whether it is Salesforce or any other Salesforce Alternative CRM that you are using for your SMB for your business growth.

Remember, if you find any particular email that is responsible for generating a high unsubscribe rate, change it immediately and never use that template, content, or subject line in your next upcoming emails.

Conclusion

Therefore even though email marketing campaigns are one of the best ways to boost website traffic, build more social engagements and thereby drive more sales and revenue for small businesses, nevertheless, for optimal performance of your campaigns you must keep your CRM database in order, by cleaning and updating it at a regular interval, so that your emails do not go to the wrong places or get lost for not being able to find the right addresses of your prospective leads and customers.

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Why In Modern Times Using Legacy CRM Solutions Can Erode Your Business Growth

In modern times businesses have shifted drastically and have become digital nowadays in the ways organizations market their brands. Hence in recent years, there has been an explosion of several digital marketing technologies for increasing brand awareness and revenue. Therefore, if you are aware of what is CRM within the context of this business growth technology marketing and sales efforts have been increasingly acquiring a singleness of purpose accompanied by new trends in marketing their offerings. While in the past marketing and sales once had limited interactions between these two departments, these two functional identities have nowadays become much more technologically synergistic and unified, while working towards a common goal. Therefore, today marketers working with organizations using legacy CRM software instead of cloud-based easy to use CRM software<are often frustrated about how manual their processes are, which can be at times even downright exasperating when simple tasks and request have unattainable solutions.

In modern times businesses have shifted drastically and have become digital nowadays in the ways organizations market their brands. Hence in recent years, there has been an explosion of several digital marketing technologies for increasing brand awareness and revenue.
Therefore, if you are aware of what is CRM, within the context of this business growth technology marketing and sales efforts have been increasingly acquiring a singleness of purpose accompanied by new trends in marketing their offerings.

64.2% of businesses view CRM tools as impactful on their bottom line - Finance Online Click To Tweet

While in the past marketing and sales once had limited interactions between these two departments, these two functional identities have nowadays become much more technologically synergistic and unified, while working towards a common goal.

Therefore, today marketers working with organizations using legacy CRM software instead of cloud-based easy to use CRM software are often frustrated about how manual their processes are, which can be at times even downright exasperating when simple tasks and request have unattainable solutions.

Here are some of the key factors that cause marketers within these companies to often suffer in silence since there is nothing that can be done to alleviate the pain points faced by these employees within their current business environment, whereby the management fails to understand that there are many Salesforce Alternative CRM software platforms in the marketplace, which are economic and efficient for automating tasks and help marketers generate more leads and revenue.

1. Leads, Prospects, and Customers Are All Mixed Together

In most legacy CRM and old contact management systems there was no opportunity to import unqualified leads inside a bucket that can separate these leads from customers and prospects in the funnel, which eventually cluttered the CRM database and marketing teams were often blamed for dumping worthless contacts into the CRM software’s database over several years, which not only compromised the performance of the software but even resulted in a loss of substantial work hours spend and revenue.

2. There Is No Way for Generating Web-Form HTML

In most legacy CRM software platforms unlike cloud-based easy to use CRM software solutions, after website form submissions they are distributed as simple emails in legacy CRM software environments, whereby these lead information needs to be manually fed into the CRM system. Which often than not never gets entered or procrastinated until these leads get misplaced or fall through the crack.
However, with modern best small business CRM software platforms like many Salesforce Alternative CRM software solutions Web-Form HTML helps to directly submit leads into the easy to use CRM software, seamlessly.

3. Requires Lead Assignment Rules to be Coded

In many legacy CRM software, you will mostly find that there are no admin-friendly means to set up lead assignment rules. Whereby, you need developers to code the rules that will help to determine how leads are to be assigned to specific sales reps in an organization, based on criteria like company size, location, vertical markets, and others.

4. Non-Existent or Basic Campaign Management functionalities

Monitoring and managing marketing campaigns are one of the most offered features in most contemporary easy to use CRM software platforms.
Nevertheless, traditional contact management systems and CRM tools are either devoid or have none of these campaign management features which have the important functionalities that are highly sought after by modern marketers nowadays.

5. Limited or No Integration

Most traditional CRM tools are devoid of integrations with email service providers, third-party databases, marketing automation systems, or online accounting applications which are found with most modern CRM software tools.

Per say, nowadays many best CRM for small business offers integrations with a plethora of third-party applications, which also include financial accounting software, as there are several CRM solutions today which are popularly known as QuickBooks CRM software that offers seamless integration of these business growth tools.

Additionally, marketers need the ability to segment leads, prospect, and customers based on their past behaviors for lead scoring, send targeted email marketing messages, trigger lead nurturing campaigns, develop landing pages, enrich lead records from third-party databases, or collect information about new visitors on their web page.

Although all these functionalities can be easily done by integrating third-party apps with easy to use CRM software and several other Salesforce Alternative CRM software built for SMBs, integrating these third-party applications with outdated legacy CRM systems can be exorbitantly costly and also difficult in most traditional on-premise CRM apps.

6. ROI Metrics Cannot Be Extracted Easily

Marketing, Sales, Support, and Accounts are the four key departments that are most associated with the influence of easy to use CRM systems.
Therefore metrics and KPIs pertaining to user adoption, business performance and customer perception of your brand not only helps to manage your existing customers, but it even aids in streamlining support operations and sell more to your customers efficiently.

Now even though there are some legacy CRM tools that can collect many of this information, nevertheless they lack appropriate reporting tools to make it easy for the user of the software to get the right type of reports that are needed for analyzing their business growth.

Conclusion

Hence, as sales, marketing, and support efforts are becoming increasingly intertwined, it is becoming more important to provide these teams with easy to use CRM software technology, that supports a close coupling of activities, as we find with all-in-one CRM software solutions, which alleviates most of the pains that users do experience using an outdated and on-premise legacy CRM system and tools.

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Buy CRM And Create Your Business Plan For Stellar Revenue Growth

Planning is the golden key to any business. Hence, it is imperative that you must review your current business performance on a regular basis to identify the most likely areas for your business growth. This is because, once your progress in the key growth areas of your business is identified, you can revisit your business growth plan, make it a road map to the next successive stages, and grow your business to the next level. Therefore, this concise guide explains how you can change your business from a ‘one-off’ printed document into a lively enterprise that will help your business to carry on and thrive in this competitive world.

Planning is the golden key to any business. Hence, it is imperative that you must review your current business performance on a regular basis to identify the most likely areas for your business growth.

Nearly 60% of organizations expect to increase IT spending in 2019. And it remains the same in 2020 - Super Office Click To Tweet

This is because, once your progress in the key growth areas of your business is identified, you can revisit your business growth plan, make it a road map to the next successive stages, and grow your business to the next level.
Therefore, this concise guide explains how you can change your business from a ‘one-off’ printed document into a lively enterprise that will help your business to carry on and thrive in this competitive world.

The Need for Ongoing Business Planning

Ongoing business planning for your brand’s growth means that you need to monitor whether you are successfully achieving your company’s objectives on a day-to-day, monthly, or quarterly basis.

Business growth plan can be used as a tool for identifying where you stand now and in which direction you want to grow your business in the days to come.

Planning also ensures that you meet up with certain predefined key targets and is able to manage business priorities for your company’s growth.
Adopting, a continuous and regular business planning cycle maximizes your chances for success. However, you must at all times keep your business plan up to date. It is worthwhile stating over here that your plan should also include conducting regular business planning meetings involving key people in your company.

It is only by regularly assessing your SMB businesses’ performance against the targets you have set for yourself in your business growth plan; you are more likely to meet your desired objectives. Furthermore, doing this exercise can also act as a sign-post as to where and why you and your employees are going astray.

This assessment of your progress every three to six months will even help you in conducting discussions with investors, banks, and potential buyers of your products or services.

Moreover, regular review of business objectives is indeed a good vehicle for defining your businesses’ purpose and illustrating your commitment to employees, customers, and suppliers.

Next, once by following your business growth plan if you are capable of growing your business to encompass a series of departments and divisions within your organization, draw up a more sophisticated business plan, whereby you should render each division and departments with its own target and objectives.

Although it is a complex exercise, nevertheless it is vital that although each business units in your organization must tread different growth path, and their individual business plans should integrate into a single strategy which you have documented for your entire organization.

Hence, it is important for each department in your organization to feel that they are stakeholders in your overall business plan and they should remain clear on how their individual departmental plans fit in with that of the wider organizational growth.

Lastly, it is also important to be clear on how you will allocate your resources to make your strategy work, especially if you are an SMB or a start-up.

For this, you can buy an easy to use CRM which is one of the best business growth technology and tools that can help you in planning your business by measuring the different KPIs that are needed for evaluating marketing, sales and support metrics for the growth of your brand.

Takeaway

To conclude, here is a list of some of the key questions that your business growth plan should answer, which includes:

1. What is unique about your business and is it protected?
2. What are the buyer personas who will buy your product and services and why?
3. What will it cost to deliver and how much you will take to sell your products or services?
4. Which are your competitors, and how you are going to tackle them?
5. When will your business start generating income and when it will break even?

Always remember that a business plan is one of the most vital planning tools as it provides a solid foundation for building a successful company.

Therefore, if you have been putting off or have not updated your business plan for the last couple of months, buy CRM for your business and carve out a few hours this month, we can promise as one of the leading vendors of small business CRM software solutions that you will definitely finish the exercise with more confidence and clarity about the future of your business.

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How CRM Software Can Boost Sales And Relationships In Alternative Lending Industry

Every business starts and ends with their customers. That implies how the customers are treated from beginning to end and throughout their customer journey needs to be a high priority issue for all organizations, which can also be easily handled using an Alternative Lending CRM software in the Lending businesses, like Peer-to-Peer (P2P) Lending, Merchant Cash Advance (MCA) and more.

Every business starts and ends with their customers. That implies how the customers are treated from beginning to end and throughout their customer journey needs to be a high priority issue for all organizations, which can also be easily handled using an Alternative Lending CRM software in the Lending businesses, like Peer-to-Peer (P2P) Lending, Merchant Cash Advance (MCA) and more.

Total transaction value in the Alternative Lending segment amounts to US$291,474.5m in 2020 - Statista Click To Tweet

According to a recent Tweet by Qualtrics (a privately held experience management company based in the United States.), it was found that:
78% of consumers have bailed on a transaction or not made an intended purchase because of poor service experience.

Definitely, that is not a piece of hot news; however, it does illuminate the manifold use of adopting an easy to use CRM software platform to improve upon customer support, relationships and more.

Hence, here are some of the ways business growth technology solutions like CRM for Alternative Lending companies can help the lending industry to generate more sales and revenue and provide enhanced customer experience to the consumers of their services:

Build Better Relationships

Have you ever run into that fast-talking salesman who starts talking like your long lost friend just after he meets you?

In the modern information-driven world, this is not an uncommon or far-fetched scenario as being portrayed above.

This is because if you are in any industry the right CRM can do the job of learning and storing years’ worth of relationship-building data with a few short interactions with your customers.

For example, in the lending sector, an efficient CRM for Alternative Lending industry can empower relationship building skills by storing updated and rich contact details, documents, emails, notes, transaction histories, activities, social media updates, and more in the CRM database, which is an ‘easy to find’ repository and the ‘only source of truth’ for all your employees.

This kind of information will not only foster a warm connection throughout the life of your customers, but it will also encourage more deal closures with up-selling and cross-selling activities.

Therefore, using CRM for Alternative Lending companies in lending businesses to nurture the customers throughout their buyer’s journey can guarantee a stellar increase in sales and consequentially rapid business growth.

Stay Connected And Close More Deals

Secondly, using an Alternative Lending CRM to stay plugged in with your customers more often, longer, and from different locations (once you are using a mobile CRM software) will result in not missing the golden opportunities for closing your deals.

Once you use a mobile CRM, you can be sure, that this kind of 24/7 availability and connection rarely goes unnoticed even by your customers that is crucial in the lending businesses which helps to further establish the confidence and trust of your customers for your Alternative Lending brand.

In a study done by Nucleus Research, recently it was found that:
Mobile access to CRM increases sales force productivity by an average of 14.6%.

Since, if your easy to use CRM goes wherever you and your sales reps go, it will enable your sales teams to be more productive, from anywhere they work, be it your office, home or the road.

Therefore, using a CRM for Alternative Lending companies for your financing business means that your sales teams working on that big leads (which might even be a game-changer for your company) will not ever be at risk of missing that one vital email, message, text, or phone call.

Find More Efficiency

Even waiting for a salesperson to pull-up your files, find a credit score, maximum loan availability status and so on can become really irritating and can get aggravated quickly, which can put a dent on your relationship with your customers.

However connecting your easy to use Alternative Lending CRM with popular business apps like QuickBooks Online, DocuSign, Zapier, PieSync, and other integrations can help to solve this issue.

Per se, as one of the most acclaimed QuickBooks CRM software ConvergeHub is a CRM tool that provides QuickBooks CRM integration free and is considered the best QuickBooks CRM for sales teams.

Therefore, integrating the third-party apps with your CRM will make your reps look more efficient and smart and hence leave your customers impressed with your services.

This is because; there is more you need to provide to your customers in modern times than just being polite and friendly. You need to be helpful, fast, and available to make your services count, as your sales numbers and relationship with your customers are all built on delivering effective and efficient service to your customers that can make or break your business in this competitive lender’s marketplace.

CRM for Alternative Lending Industry and Better Business

Delivering excellent customer support is the fastest way to make your business grow and it should be what your business is already doing- right?

Hence, using an Alternative Lending CRM software only extends that very service into better customer relationships but it will even improve your already great customer support operations while increasing sales.

In a gist, running a profitable business venture in the Alternative Lending industry must encompass a business strategy that involves adopting an easy to use CRM which foretells better revenue growth.

Now, if you want to learn more about how you can improve your sales or re-evaluate your customer relationship strategy in the lending industry, you can contact us after reading our page on Alternative Lending CRM which promises to GROW YOUR REVENUE BY 40% IN 12 MONTHS.

For the past few years, we have worked with thousands of small and mid-size businesses to help them with their business growth strategies, since the main purpose of customer engagement for a business or brand is to form a long-term relationship with the customer.

CRM is a cutting-edge software solution that not only help increase conversions of prospects but also ensures long-term customer loyalty that increases chances of customers becoming repeat consumers and eventually advocates of your brand.

Always remember, using Alternative Lending CRM means running a better lending business that is good for you and your customer.
So, why wait!

Buy CRM from ConvergeHub- the award-winning CRM for Alternative Lending industry for small and medium businesses right today!

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Six Inexpensive Strategies For Lead Generation To Follow For Small Businesses

Generation of leads is basic as well as one of the most important stages of a sales cycle for consistent business growth. In fact, lead generation can be termed as the “sales engine” that helps in the growth of any business. This is because the strategies used for lead generation that followed at this stage reflects directly on the sales revenue. Since, if the generated leads are not of superior quality, which means if they are not appropriate for your brand’s profile of an ‘ideal customer’, your sales funnel and the pipeline could end up to be extremely frail and vulnerable resulting in a dent in your company’s bottom line. Hence lead generation incorporates the technique of accumulating a database of potential leads along with their contact information. Now since, for SMB organizations strategies circles around the principals of spending less and gaining more, hence lead generation strategies for small businesses and startups should never become an uneasy overhead for your company.

Generation of leads is basic as well as one of the most important stages of a sales cycle for consistent business growth.

In fact, lead generation can be termed as the “sales engine” that helps in the growth of any business. This is because the strategies used for lead generation that followed at this stage reflects directly on the sales revenue. Since, if the generated leads are not of superior quality, which means if they are not appropriate for your brand’s profile of an ‘ideal customer’, your sales funnel and the pipeline could end up to be extremely frail and vulnerable resulting in a dent in your company’s bottom line.

Increasing quality leads is the top priority for 68% of B2B professionals, followed by increasing lead volume (at 55%.) - B2B Technology Marketing Community (2019) Click To Tweet

Hence lead generation incorporates the technique of accumulating a database of potential leads along with their contact information.
Now since, for SMB organizations strategies circles around the principals of spending less and gaining more, hence lead generation strategies for small businesses and startups should never become an uneasy overhead for your company.

As a procedure, lead generation helps to move focused prospects into your sales funnel whereby you can target those leads for nurturing and eventually generate a sale for business growth.

Therefore keeping in mind the budgetary constraints faced by small businesses here are a few low budget lead generation ideas for SMB organizations, which we found interesting enough to share for your business growth:

#1. Exit-intent popup

Designing and creating an exit-intent popup for your business website hardly requires no more than 10 to 15 minutes. Exit intent popup helps brands to monitor the movement of the visitors on the website and mobile application users by providing an opt-in form when they are about to leave your website.
Once you find your website visitor is leaving your site, by creating exit intent pop-up, without taking any action on a CTA (Click to Action) button like registering or buying, you can easily butt-in and interrupt your visitor and re-direct them to take a specific action.
Several large organizations have been using this technique for long and have achieved exemplary results by implementing this as a part of their marketing strategy for business growth.
Therefore, following their strategies you can even make use of exit-intent popup when people are leaving your landing page, pricing page or abandoning your shopping cart, because these sections of your website are the places where people take their most important decisions before buying your offerings.

#2. Add call-to-action button

In general, known as CTA, call-to-action buttons are created for luring people to make use of a particular product, application, or service. CTA is meant for provoking instant responses. For example, they provide the consumers with compelling reasons to make an immediate purchase with click-bait verbiage like- “This offer expires in the next 2 hours”.
You can incorporate call-to-action buttons in your catalogs, digital brochures, emails, and other forms of outbound communications. Hence, a CTA needs to be designed in an effective manner that incorporates click-worthy content. For instance, you can include in your CTA content what your products or services can offer and how the consumer can actually sign-up and use your offerings for free.
Always make sure that your “Sign up for Free” button in the CTA should be jazzy enough to stand out as a predominant and highlighted element over everything else on the web-page.

#3. Share best practices or success stories

The majority of your consumers would always be happy to know if your offerings really stand up for what you claim or can it rightly deliver the solution your customers are looking for.
The ideal way to answer this query is to showcase and provide proof of what your brand did even before for your customers, and how their business benefitted by purchasing your products or services.
Therefore, while sharing your success stories, write a small compelling introduction, with a CTA that requires your prospects to fill in their details, once they want to download them.
This way, you will understand that your prospects are trying to find a solution to the challenges you noted in your story and might be interested in purchasing your products or services for solving their issues.

#4. Guest blogging

Guest blogging is a roundabout way for generating leads and storing them in your best small and medium business CRM software platform’s database.
Guest blogging on other people’s even websites boosts your web traffic dramatically and thereby introduces new prospects to your solutions, by using back-links placed within the blog contents to redirect traffic to your website.
Guest blogs are mostly published on high DA (Domain Authority) websites that attract a very large footfall of traffic.
However, even before you begin blogging on different websites here are a few points that you need to remember:
• Deliver contents that are compelling and focused only on your niche
• Publish contents only on those popular websites where the audience exactly fits your niche
• Ensure that the owner or editor of the blog is proactive on social media websites

#5. Add testimonials

Testimonials are similar to success stories but while success stories are written from your end, testimonials are provided directly by your customers, in their own words.
Therefore, you shall often find consumers who reach out on social media to appreciate different products, customer support endeavors, or even an organization.
Now once your business has a social media presence, you can always leverage and take advantage of these testimonials and publish them on your business website for business growth.
Illustrating testimonials are a highly effectual way of showing your success that can help your potential leads and customers to decide on making a purchase.

#6. Add social proof

According to a report published by Nielsen Survey, it states that: “84 percent of US consumers have faith and trust the recommendations made by their friends, colleagues, and relatives.”
Hence, word of mouth marketing done on social media platforms is one of the most successful ways of generating leads. There are many web portals that permit you to get connected to your potential leads and the most popular among them is LinkedIn.
In LinkedIn, once you are connected with the leads and have perceived their level of interest, you can initiate a conversation with the prospective leads or even create LinkedIn Groups, which permits people with likewise interests and tastes to react or comment on your postings on the group.

Conclusion

Therefore if you are using a CRM for small and medium businesses to augment your lead generation skills using these inexpensive strategies for your small business or startup can boost your lead generation process and thereby increase sales which will consequentially lead to rapid business growth.

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How To Manage Increasing Volume Of Customer Queries In These COVID-19 Turbulent Times

In a recent survey done by Eptica, it was found that more than 88 percent of consumers who responded to the survey said that they now contact businesses more often, with greater than 16 percent getting in touch with their preferred companies over twice as much. This is happening as consumers nowadays are demanding more detailed and better answers from brands, or they say that they will move to the competition and 91 percent in the said survey said that they can get annoyed and can be less loyal if a brand fails to answer questions to their satisfaction, which can eventually hampers the brand’sbusiness growth. Now, this huge explosion in the volume of incoming calls for the customers in the recent times across a growing number of channels naturally eats up a lot of company resources and even puts pressure on the customer support teams- which is especially true in this Pandemic times.

In a recent survey done by Eptica, it was found that more than 88 percent of consumers who responded to the survey said that they now contact businesses more often, with greater than 16 percent getting in touch with their preferred companies over twice as much.
This is happening as consumers nowadays are demanding more detailed and better answers from brands, or they say that they will move to the competition and 91 percent in the said survey said that they can get annoyed and can be less loyal if a brand fails to answer questions to their satisfaction, which can eventually hampers the brand’s business growth.

Every time the market goes down by 20% or more it roughly takes 536 days to recover. And we don’t even know how far down we will go or when the bottom will be.- Neil Patel Blog Click To Tweet

Now, this huge explosion in the volume of incoming calls for the customers in the recent times across a growing number of channels naturally eats up a lot of company resources and even puts pressure on the customer support teams- which is especially true in this Pandemic times.

Therefore here are five suggestions to help reduce the number of incoming contacts and ensure that your customer support executives are not overwhelmed during these turbulent social-distancing COVID-19 times:

Deflect with self-service

According to the said survey done by Eptica, it has also been found that 83 percent of the consumers across the globe are happy to use self-service and among them, 64 percent of the consumers are fine with using Chatbots to ask questions for resolving their issues.

Now self-service is a tactic that benefits everyone since over here consumers can ask questions in their own words and even receive clear and fast answers without even feeling the urge to pick up the phone, send an email or use social media to establish contact with the company.
Moreover, brand self-service options make businesses gain efficiency while freeing up support agents to handle more critical issues that require human interventions.

Empower your agents

Provide your agents the right tools like an easy to use CRM to do their job quickly and effectively so that they feel happier being empowered and therefore become more engaged with the customers.

Here are some of the ways you can help your business to achieve this:

• Once you use a business growth technology like Salesforce or even any other Salesforce Alternative CRM tool that provides access to a centralized knowledge base that is perennially updated with the latest information, your support agents can quickly and confidently find most of the answers they require to respond to their customers, irrespective of whether they are answering over digital channels or phone.

• Use automation in easy to use CRM solutions to analyze incoming problems and issues and automatically route them to the agents who have the best knowledge and expertise to solve them, which as a result will help in speeding up your responses.

• There are several CRM tools that come with integrated AI (Artificial Intelligence) nowadays which can be deployed to analyze the tome of the customer’s digital communications in order to prioritize the most pressing needs and better understand the customers. Using this technology helps support agents to get engaged more effectively with the customers who send them messages flagging disappointment or anger in their interactions.
This is necessary since there are several customer service interactions (especially about critical issues) that call for agents to be empathetic with the customers while providing the consumers with reassurance and support, and use human skills for developing more in-depth conversations that help in building trust on behalf of your company.

Use feedback to drive change

Another remarkable way to lower incoming query values without neglecting satisfaction is to identify the problems and issues right within the customer journey that trigger recurring questions of the part of the consumers since if you can improve or adapt those areas, it can be acknowledged as a smart way to decrease the number of questions at the source.
For example, if the consumers of your brand are consistently asking questions at check out about your businesses’ delivery time, then it can be assumed that there is an obvious need to make this information more visible and up-front.
Now, one of the best ways to identify this problem triggering points is to analyze your customer’s feedbacks and interactions stored inside your easy to use CRM software tool and thereafter use the VOC (Voice of the Customer) insight to drive real change.

Avoid them having to ask questions at all

Just imagine how you would feel like a support agent if you could predict the typical issues and problems that consumers will ask at various points in their customer journey?

The good news is that now this is also possible.

Nowadays using an easy to use CRM tool with analytical capabilities you can develop an in-depth understanding of the customer’s journey and find out the much-needed information your customers will need at each stage and thereafter automatically provide contextual information, like on-screen help or through Chatbots. This is a process by which you can make your self-service process even more convenient as consumers find relevant answers even before they ask it over the phone or online.

Removing the duplicates

In modern times more so with raging these Pandemic consumers are increasingly becoming impatient.
Hence if a brand does not provide a quick reply to their questions they might email once more or try and ask the same question over Facebook or Twitter, and now even on WhatApp groups.
Now, what happens for this is that customer service teams often get flooded with a deluge of duplicate answers, which take up times and resources.

Therefore to avoid this scenario, respond to the first message of the customer and let them know a genuine timeframe by which they can find a solution or reply.

It has been found by a study done by a CRM for SMB organizations that even less than 46 percent of businesses do not send an email acknowledgment to confirm that they have received the message, and among those who do only 28 percent provides an expected time of reply.
Nevertheless, not doing these basic things forces customers to initiate contact once again which as a result increases the workload.
It has been also found in the said study that while more than 23 percent of the consumers said that they would resume contact on the same channel for finding a resolution to their issue, greater than 30 percent said that they will switch to some of the more expensive channels like a phone.

Conclusion

Therefore it is true that as the consumers have a huge range of digital channels today that they can use to contact brands, there it is no surprise the number of the contact is on arise, especially during this Pandemic, when consumers want more detailed answers than before, and the key of managing that lies in using innovative business growth technology along with smart planning and employing well-trained teams to make the most of the resources at their disposal, and help deliver the right customer experience time after time.

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What All Can Make Customers Opt For Your Brand Even In This Pandemic World

For reaching your business growth goals you must have made New Year’s resolution once again in 2020, just two months back, but fear to lose them because of this COVID-19 Pandemic, Never mind! Why? This is because researches say that resolutions do not work. Nevertheless, paradoxically, if you do not make them, chances are there you may be more likely to achieve and maintain your goals.

For reaching your business growth goals you must have made New Year’s resolution once again in 2020, just two months back, but fear to lose them because of this COVID-19 Pandemic.

Never mind!
Why?
This is because researches say that resolutions do not work.

People don’t buy what you do; they buy why you do it. - Simon Sinek Click To Tweet

Nevertheless, paradoxically, if you do not make them, chances are there you may be more likely to achieve and maintain your goals.

According to Statistic Brain Research Institute based in California, USA:

“41% of Americans make New Year’s resolutions in the first place. But here’s the thing — only 9.2% of us are successful in achieving them.”

Therefore, before pressing on the ‘reset’ button for scaling up your business growth, understand the simple truth quoted by Simon Sinek, the author of the book Start and Why:
“People don’t buy what you do; they buy why you do it.”
A quote that you make you think differently now, behind why a consumer of your offerings chooses to do business with an organization.

Although there are plenty of reasons to consider, however as the award-winning vendor of one of the best small business CRM software solution, here we are putting together a very short list of some of these ‘Whys’:

1. Price

Let us clear this factor out of the way first. There are several individuals who chose pricing as a primary factor before deciding on their purchases. However, those companies that get customers just because of the low price will lose customers when someone else has a cheaper price.
Therefore, the loyalty of these customers to the company is because of price, not the brand itself.

2. Convenience

Who does not want a frictionless and easy buying experience? Moreover, customers are often willing to pay higher prices if their customer experience is convenient.
Therefore if you know what is CRM, use an easy to use CRM software like ConvergeHub to enhance your customer experience and skyrocket your revenue this year.

3. Customer Service

When your employees are friendly, quick to respond, and knowledgeable, your customers will the way you treat them.
They will understand that like they are there to take care of your brand, you are also taking care of them by doing business with them and providing them service as per their unique needs.

4. The Culture

Every organization has its own culture, whether by default or by design. The culture is the personality of your brand and your company. It is the sum of your organization’s beliefs, expectations, ethics, values, mission, and goals for business growth.
According to an article published in Forbes, it states that a great corporate culture that engages employees is a drug for improving customer experience since customers want to remain affiliated with organizations when their values are congruent with their brands.

5. A Cause

You should believe in what your customers believe in. At a level this ties into your organization’s values and culture. However, this is also about giving back and your company’s community involvement in events which can be your organization’s participation in a charity event or any other cause that is important to you, everything from saving Rhinos to alleviating world hunger.

6. Trust

Trust your customers and do what they say, every time. This is because if your consumers do not trust your brand, they would probably not be doing business with your company anyway.

7. Reputation

Your consumers may have heard good things about your organization. Maybe it is just from their colleagues at work or friends, or maybe there are plenty of good reviews about your brand on the internet. Whatever be it, your company’s reputation plays a big part in securing the decision of your customers.

8. Consistency

Consistency is most often tied with the reputation and trust of your customers for your organization. Outside of lying, if there is something that erodes the trust of your consumers quicker than anything, is your businesses lack consistency.
Therefore, if you want your customers to use the word ‘always’ to describe their customer experience with your brand, like ‘They are always knowledgeable, helpful and friendly..’ remain consistent with your good behavior the customers.

9. The Way

The way you do your business is one of the many reasons why customers chose to come back. This is all about your business policies, processes, the hours you remain open, your location and more. Although these are mostly tangible reasons, nevertheless, these factors count to get a customer in your door.

Finally- The Why

Let us end this article where we started with Simon Sinek’s quote:
“People don’t buy what you do; they buy why you do it.”
Although all these reasons (and more) may contribute to the decision as to why a customer may choose your brand over others this year, figuring out a customer’s ‘Why’ and scaling it to meet their reasons can help you bring customers back again and again after this 2020’s Pandemic and for many more years to come for business growth.

Using a small business CRM software that provides a 360-degree view of your customers stored in its CRM database, is an ideal tool for measuring your customer journey and thereby increase CLV (Customer Lifetime Value) as it is often quoted that:

“Acquiring new customers costs 5 to 10 times more than selling to a current customer, and current customers spend 67% more on average than those who are new to your business.”

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Most Essential Skills Needed By Sales Managers To Lead Their Teams

We have often heard even in the in easy to use CRM business this popular saying that the skills needed to make someone a star salesperson is never guaranteed to make the same person an effective and efficient sales manager with outstanding sales team management skills. In a gist here are the most important traits every sales manager needs, of which we shall detail in the article below.

We have often heard even in the in easy to use CRM business this popular saying that the skills needed to make someone a star salesperson is never guaranteed to make the same person an effective and efficient sales manager with outstanding sales team management skills.

Spending on software as a service (SaaS) will reach approximately $42 billion and represent 75% of total customer relationship management (CRM) software spend by 2020 - SuperOffice Click To Tweet

In a gist here are the most important traits every sales manager needs, of which we shall detail in the article below:

• The right aptitude to coach salespeople
• The right skills to motivate salespeople
• The capability to hold salespeople accountable
• Talent to recruit new people in sales
• Skills for managing the sales pipeline
• The skills needed for building relationships
• Sales process skills
• Sales closing skills
• Easy to use CRM using skills
• Skills needed for social selling
• Ability to control emotions
• Ability to not need approval
• Establish a supportive buy cycle
• Ability to converse about money
• Nurture a positive outlook
• Ability to take responsibility
• Have strong motivational skills

All these attributes are even more applicable in this present times as today’s sales managers must not only understand how to manage the sales process but also lead the sales team for finding higher engagements apart from monitoring routine performance-driven sales activities using easy to use CRM software such as supervising number of calls made, wins and, quotas.
Modern sales managers nowadays have to understand each rep individually and stand away from the one size fits all coaching approaches, which is never, the best approach for empowering a team.

Furthermore, team sales management in this digital era must also incorporate the use of new technologies like enforcing CRM rules, such as having all interactions with customers and prospects properly logged into the easy to use CRM.

Here are some of the primary concepts that sales managers can adopt in the present sales scenario, to ensure that their sales team becomes more effective in finding, converting and retain clients online.

LEAD BY EXAMPLE

Well to be truthful, selling more than others on the sales team, can never make sales managers lead by setting an example of his or her performance.
Here is how you can use the acronym “LEAD” to illustrate how sales managers should lead by example for sales team management in this modern world.

L = Loyalty
Now this implies that managers in sales should always remain loyal to their company, brand and service, since if they lose faith in any one of these three elements or even worse stop believing in their organization’s sales processes, their sales reps will soon follow suit, which will eventually lead to failure in lead generation and revenue growth for their company.

E = Ethics
Managers in sales must never put up with any sort of misrepresentation, exaggeration, or fabrications that are made by the salespersons in their teams.
That means, creating and upholding steadfast work ethics is yet another most essential criterion for leadership in sales in their sales management skills.

A = Attitude
In any organization, the sales departments might as well be the most volatile and stressful place in the company where several reps tend to get fatigued, depressed and burnt out, which can regrettably inculcate pessimism with the rank. Hence, to be a strong sales leader, one needs to radiate positive energy and keep up with their encouraging and optimistic attitude regardless of the conditions happening on the sales floor.

D = Done-It
Sales leaders, who are higher up in their sales team management ladders, are sales pioneers who are never surprised or taken aback even by quotas that they personally had not to meet up as a sales rep in the past. That means efficient leaders in sales must cultivate an enterprising go-getter attitude and talk in a language that is capable of echoing the “been there and done it” feeling in their words.

Additionally, managers in sales of any company should most essentially ensure that they can provide their salespersons with the necessary and relevant business growth tools that they require for their success in sales, like the use of CRM software solutions be it Salesforce or any other Salesforce Alternative CRM platforms that can help in utilizing the sales reps best abilities while selling their offerings.

Conclusion

Last but not the least, sales leaders should also understand the thin line between coaching and micromanaging their team, for if the sales managers spend more than necessary hours pushing their salespersons through their sales funnels, their sales reps will for sure never ever learn to fly.

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