Tag: Mobile CRM

How Data In Small Business CRM Can Improve Your Sales Pipeline

One of the greatest advantages of using a small business CRM system is access to a centrally located CRM database related to your leads, prospects, and customers. In fact, more than 75% of CRM users say that CRM system indeed offers enhanced access to customer data. In the beginning, sales reps can be resistant to small business CRM implantation, because using a CRM may seem like a lot of work, which can disrupt their current processes. Nevertheless, having an access to historical CRM data pertaining to sales, such as, contact details, buying patterns of the customers, past orders, implies that the key intelligence from your sales pipeline will always be available to your sales team.

One of the greatest advantages of using a small business CRM system is access to a centrally located CRM database related to your leads, prospects, and customers.

In fact, more than 75% of CRM users say that CRM system indeed offers enhanced access to customer data.

In the beginning, sales reps can be resistant to small business CRM system implementation, because using a CRM may seem like a lot of work, which can disrupt their current processes. Nevertheless, having an access to historical CRM data pertaining to sales, such as, contact details, buying patterns of the customers, past orders, implies that the key intelligence from your sales pipeline will always be available to your sales team.

How Data In Small Business CRM Can Improve Your Sales Pipeline Click To Tweet

This key intelligence found from the CRM database is also important because it improves customer experience and therefore allows your sales team members to follow up on leads and prospects, quickly armed with all relevant information.

Here are 3 ways in which you can use your small business CRM data to improve your sales pipeline:

  1. Lead Nurturing

Your small business CRM keep a record of all transactions that will make your sales reps remain informed about the communications with current and potential prospects. It has been found that business establishments that excel at nurturing of the leads generate 50% more sales-ready leads at 33% lesser cost and therefore the opportunity to follow up on leads and prospects is crucial for the growth of any business.

However, for success in lead nurturing, some type of lead scoring criterion is by and large needed that allows the sales reps to prioritize leads relying on how hot or likely they are to close, for without lead scoring often a lot of time is wasted by the salespeople as they chase unqualified opportunities.

Therefore, look for the best small business CRM to fit your organization that will help in simplifying the lead prioritization process, particularly by using automation, to gain control of your sales pipeline.

  1. Accurate Sales Forecasting

Not all CRM platforms provide the same functionalities, so discussing with your CRM vendor about your specific requirements is a critical part of the CRM selection process.

When selecting your best small business CRM, choose a system that comes with reliable reporting options along with good analytics that can aid you to predict sales growth, illustrate conversion rates, and help you to get an idea on the prospect’s journey through the sales pipeline.

Customer data from your small and medium business CRM database is more likely to make your sales forecast reliable and accurate.

This is absolutely necessary if you want to motivate your salespersons to reach their optimal yet achievable targets consistently. Your small business CRM system can not only escalate a sales rep’s productivity, but it can also make your sales process more efficient and therefore contribute to the continued growth of your company.

  1. Smarter Working with CRM Integrations

Proper CRM integrations with other third-party software can go a long way in assisting a busy sales team by aiding them to focus on the right thing at the right time. For instance, calendar, mail, and marketing integrations can automate previously complex tasks, eliminating the requirements for manual CRM data entry across multiple software platforms.

It must be remembered, that small business CRM system like ConvergeHub and others, which can operate nicely on mobile devices is also an added advantage for your sales team.

Research indicates that salespersons those who have mobile access to their CRM are 24 % more likely to achieve their annual targets, where remote access to CRM data is the key to their performance.

As for sales reps, having data from the CRM at their fingertips even when they out of the office and on the go, means that they can follow up on time-sensitive leads and thereby stay away from missed opportunities.

The long and short of it?

The access to sales data in real time by using a mobile enabled small business CRM is really valuable for closing leads at the right time, which is why mobile CRM technology and integration capabilities of any Customer Relationship Management software are the most sought after functionality of all best small and medium business CRM systems nowadays.

Wait! If you have 2 minutes to spare… leave a comment below letting us know what your biggest takeaway was!

5 Ways To Increase Sales Productivity With Mobile CRM App

Every company wants their salespeople to be successful, which means- close more deals.
However, as the completion rises, it is crucial for your sales reps to remain on the top. So how do you do that? What can you do to improve the conditions of your sales and support people, with mobile CRM app so that they can close more sales?

Statistics have proved that easy to use CRM can become one the greatest productivity booster for your sales team.

Mobile CRM increases sales volume and business growth by 15%. - Nucleus Research (2016) Click To Tweet

Sales and marketing CRM platform can not only save hours out of your busy week but also help manage and follow up on your prospects and leads.

According to a study by Gartner, a well-implemented and affordable CRM software can increase business revenue by a whopping 41% for every sales rep working with any business.

How to stay productive while being away from office

Those work in sales would all agree that there is one magic formula for closing any deals. It is about being in the right place at the right time.

To get most out of your CRM, it is important that you log every single information and interactions with your customers, as you will certainly benefit from accessing those data when it is needed.

But what happens if you are away from your office desk?

As a successful and active salesperson, it is natural that you can mostly remain out on customer calls when a prospect reaches out to you. Turning on your laptop for browsing on information while you are on the go is not an option, which is convenient nor is it advisable to tell your prospects that you get back to them after you return back to your office.

Surely, you as a businessperson or as a salesperson will never want to consider your traveling hours as a nonperforming downtime or a window of complete ‘communication brownout’. Rather, you will always want to come up at a meeting equipped with all relevant and vital information that you require to nail down a sales-ready prospect, as well as be capable to update and record actions while traveling.

If you find this true, then say “hello” to a Mobile CRM app, which allows you to stay on the top.

Hence, having your team prepared with a mobile CRM provides flexibility and it is even a great way to enhance the numbers of your sales.

According to a research done by Innoppl Technologies in the USA, 68% of salespersons who work with businesses that have said yes to Mobile CRM adoption have reached their sales targets, as opposed to 21% of sales team members from non-mobile CRM oriented companies.

Moreover, in a study done by Nucleus Research, it has been found that mobile CRM increases sales volume and business growth by 15%.

Aided by a Mobile CRM app, you not only get the access to all CRM data you require but also with cloud based CRM tool you can speed up your abilities to act, respond and increase your conversion rates,

If you are still thinking about how this can be done, then here are 5 key benefits of using a mobile CRM on the go:

#1. Stay well prepared and focused all the time

You can always assume that you have everything under your control. Yet, this cannot be refuted that having your dairies, calendar, and contacts integrated into the mobile CRM is a huge time-saver. Using a mobile CRM, you can not only get yourself notified of an upcoming meeting but also have all the notes and information on the customer on the palm of your hand.

Mobile CRM gives a direct access to your customer’s database in the CRM so that you can get an immediate access to all the vital information that your company has on the customers, partners, prospects, suppliers and even your colleagues.

With a Mobile CRM, you can confidently leave your office knowing that you have access to all information that you might require whenever you need.

#2. Close more sales in less time

Mobile CRM helps you to close more deals with lesser interactions, which can provide you more time to work on new prospects or new sales opportunities.

Imagine you are out of your office and a prospect calls you whom you have been chasing down for a month and the prospect is willing to close the deal, provided you can give a quick summary of all the options that you can offer to the prospect before closing the deal. In this case, “I will email you the details tomorrow” will certainly not be a good way to respond. You know you have all the prospect’s offers and quotes stored in the database at your office, but unfortunately, you are miles away from your office desk right now. So when you are on the clock and trying to close a sale ASAP, having a mobile CRM system where can find all the vital information of the prospects is an ideal weapon to win the sale, as the CRM software can take care of the entire process via your mobile device.

#3. Capture new opportunities

Mobile CRM is an excellent tool to interact with customers and update all their information at the source. When you are in a middle of a meeting it may not be that convenient to open your laptop, but then again if you are incapable of entering the data immediately, there are chances that you may forget several crucial information at the end of the day.

Moreover, if you are on the go, and receive a phone call from your prospect or from your office staffs about changes regarding the sale in progress, you can even update the quote as you go. There is no need to delay it until u get back to your desk.

In the same manner, if you meet someone important on the road, you can add them to your contact list, create networking events, book appointments, or plan activities using a mobile CRM straight away.

#4. Share information across your team

Mobile CRM helps you to share information across your sales, marketing, billing, and customer support departments when contacting a customer or a lead.

For example, if you come across some important information or discover new opportunities during a customer meeting and then the information needs to be circulated quickly to your team, just in case the new prospect decides to contact you or your colleagues, having a mobile CRM can be extremely helpful under this circumstance. Since if your colleagues at the office do not know what you are doing, you may miss out on your next big opportunity.

#5. Stay on track and keep your management informed

With every new sale and contacts, you are gathering valuable information. Mobile CRM app lets everyone involved in the sales and marketing process to access information that they need and most importantly in real-time. Moreover, it also helps the user of the app to organize and present the data in a clear way.

Hence, Mobile CRM enables both the sales reps and their managers to take control over the sales pipelines and update sales forecasts with a few clicks, making you always ready to plan and answer the question about your sales targets at any moment or provide valuable sales coaching to your team on the go.

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Conclusion

Therefore, to conclude, mobile CRM helps the users to keep in touch with a higher number of prospects and use the same tools that you have on your office desktop, which increases your own productivity with ease while you are away.

Do you use a mobile CRM app? If so let us know by leaving a quick comment below.

Why mobile CRM is Crucial for Your SMB

We all are aware how indispensable CRM strategies are in today’s business world. From reduced marketing expenditures to superior customer retention rates- the benefits of CRM are never-ending. With the speedy rise in telecommunication and mobile technology, mobile CRM is a perfect tool for those who are on-the-go, since mobile CRM provides essential access to sophisticated data and customized information on the field. According to the U.S. Bureau of Labor Statistics, more than 24% of employees did their work from home in 2015, which shows a formidable rise of more than 20% since 2003. According to the same source, BLS predicts that more than 106 million Americans will telecommute within 2020.

We all are aware how indispensable CRM strategies are in today’s business world. From reduced marketing expenditures to superior customer retention rates- the benefits of CRM are never-ending. With the speedy rise in telecommunication and mobile technology, mobile CRM is a perfect tool for those who are on-the-go, since mobile CRM provides essential access to sophisticated data and customized information on the field.

According to the U.S. Bureau of Labor Statistics, more than 24% of employees did their work from home in 2015, which shows a formidable rise of more than 20% since 2003. According to the same source, BLS predicts that more than 106 million Americans will telecommute within 2020.

The great news from these stats is that ConvergeHub CRM offers both Android and iOS app for SMBs. However, if you are still indecisive and sitting on the fence about downloading our CRM app from iTunes or Android stores, here are four solid reasons why you should not wait for anymore.

More Work Completed

Constant and seamless access to customer information means that time away from the office does not necessarily mean you have to be “away from the office.”

Being able to be connected to CRM software from remote locations allow your team to be far more productive than ever before.

In a recent study done by Nuclear Research (an information technology research firm specializing in investigative research) is of the opinion that mobile access to a CRM increases team productivity in SMBs by more than 14.6% with a further 4 in 10 mobile users of mobile CRM reporting improvement in productivity by more than 22%.

So how are teams using ConvergeHub on the go?

Using our app, users can update information and notes in between meetings or on the road, and assign tasks to their colleagues straight from their device. Moreover, if needed, users can also tag their bosses to make them remain in the loop on all events of the day.

Close More Deals

At the end of the day with all businesses, a more productive sales team signifies a healthier sales pipeline.

In a research conducted by Forrester, it has been found that more than 70% sales reps employed with companies those who have invested in CRM technology have successfully accomplished their sales targets, as opposed to just 21% of sales reps working in non-mobile Customer Relationship Management enabled companies.

With tools to respond fast along with customer data always at your fingertips, mobile CRM helps employees close more deals with fewer interactions and less time.

This allows sales reps to spend more time prospecting or find new avenues for exploring untouched sales opportunities.

Find Real-Time Information

In the present times, many companies allow their employees to work on the go or complete tasks while they are away from the office.

This could have meant in the past, that any information about a deal is not updated until the sales reps get back and log his or her activities on the CRM platform.

Mobile CRM prevents this from happening. With the help of cloud technology, any interaction an employee has with the prospect or customer can be now documented immediately in the mobile CRM. Hence, users of mobile CRM do not have to wait for information to be uploaded on site.

For an example, if a sales rep is out of the office, every other rep working in the organization will readily have access to the customer’s updated data as the rep who is out can log these changes while on the go.

Users can also refer to their contact activity feeds in the ConvergeHub app, before heading for a meeting, which helps in refreshing their memory on previous interactions with the customer making them fully prepared for strategizing a rewarding meeting plan.

Faster Data Collection

Before the age of mobile CRM technology, orders taken on the road had either to be called-in or put on hold until the orders could be entered at the office.

Now with the advent of mobile CRM, you can place orders remotely right into the system as soon as the customer agrees to the deal.

This, in turn, helps the production and shipping departments to get immediately started so that the customers can receive their products or services just in time.

Hence, we see as CRM has made its way to mobile, so businesses that hope to grow most must make a move with it.

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Therefore, not to ignore important business trends, download the ConvergeHub mobile CRM app before you scale up any more lost opportunities and get your team on the path to success now.