Alexa Tips To Turn Your Easy To Use CRM Into a Money Making Machine

Tips to Turn Your Easy To Use CRM Into a Money Making Machine

CRM | by Patricia Jones

It is needless to say that if you know what is CRM and is using a robust and enterprise-level CRM like Salesforce or other Salesforce Alternative CRM which are mostly used by SMB organizations, a business growth technology like an easy to use CRM is always a smart investment.

Every dollar spent on CRM implementation returns as much as $8.71 in sales revenue - Nucleus Research (2014) Click To Tweet

Hence everyone wants a positive return out of it, whereby businesses invest their money in easy to use CRM expecting a positive effect on their business (maybe even to increase their money by multiple folds).

Nevertheless, several people forget that even before expecting your CRM to become a game-changer and money-making machine for your company, there are a few things that you need to take care of to make this business growth technology perform at its best.

Therefore here are few tips on how you can make the most of this cutting-edge technology and turn your easy to use CRM into a money-making machine which predicts phenomenal revenue growth:

Information is Gold

Irrespective of which CRM you use be it Salesforce or any Salesforce Alternative CRM platform, how complicated or easy you think it is, there is no denying the fact, that CRM software presents to you a database which you might as well consider to have its value in gold.
In other words, a CRM consists of the information related to hundreds and thousands of leads and customers and is nothing less than a Black Friday jackpot that aids in the systematical arrangement of that data in one place.

Hence if you make the right use of this data stored in the CRM database, there is so much more you can do and achieve with this software tool.

Now if you will look a little deep and put on your thinking cap, you will realize that once you adopt an easy to use CRM software for your business it is far more easier to go after the customers with unique demands, and proactively remain in touch with your prospective leads at their proffered time or even keep all your sales, marketing, and support teams remain up-to-date with the latest things happening in your company.

The trick over here is to make someone from your teams responsible for managing all the data, someone who should be the one who should be trained even to take up necessary steps if any data issue or compliance is found in the software.

Still, You Are Using Spreadsheets?

Contrary to popular beliefs by many, everything that can be performed on a spreadsheet can be also accomplished in a CRM, and for that matter a lot better than a spreadsheet too.

Hence, if you are still living in the past and is using the age-old way of managing all your customer data using spreadsheets, just imagine how much time you are killing that you could have utilized in better ways for boosting your sales revenue and business growth.

Therefore, set your database once, and then enjoy everything that an easy to use CRM can do for you which even includes finding automated insightful reports on your sales, marketing and support teams, and the best way to start this is with your sales pipeline reports.

Hence, throw away that spreadsheet of yours into the trash and list all your leads and contacts in the CRM, you can count on us as one of the leading vendors of the best small and medium business CRM software , that you will not miss the spreadsheet for even a second once you start using this cutting-edge business growth tool.

Do More With Integration

Once you are convinced that easy to use CRM software platforms are your key for streamlining your sales pipeline, it is unfair on your part to expect a basic CRM to perform tasks like generating invoices, sending mass emails, automate your marketing efforts or make calls to your prospective leads.

However, the good thing is that there is a workaround.

Now if you are using a cloud-based CRM software, most of the third-party application providers nowadays provide APIs to integrate other business applications to your CRM.

In fact, to make things easier most of the CRM vendors provide these integrations by themselves.

Hence pick all the third-party apps like Gmail, Outlook, QuickBooks Online for accounting, PieSync, MailChimp, Zapier and more and look for their APIs for integration.

This is because once you integrate the easy to use CRM with these third-party tools there is no limit to what you can achieve with your CRM.

Now your easy to use CRM may not be your one-stop solution from the very first day you start using the software, but then again we all must remember that Rome was not even built in a day.

Embrace Automation

Like our saying or not, most people in this present world of digitalization is becoming more and lazier every passing day.

We expect our factories to run by themselves, our care to drive on their own. Rather say why leave a CRM behind when we expect robotics to do it for us, everything that is doable?

Now, most of the major CRM provides now offers marketing automation at an advanced level. Therefore modern CRM software solutions irrespective of whether it is Salesforce or any other Salesforce Alternative CRM platforms take some burden off your shoulders by automating processes and workflows using Sales Force Automation (SFA) integrated into the software.


Hence to conclude even though there is no guaranteed path to success while using an easy to use CRM software, nevertheless the above points do help a lot in making your CRM a successful investment and enjoy using the software for rapid business growth.

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