Why a CRM Is Needed
Data is valuable. Everything is vital and a piece of the larger picture when it comes to sales tracking. Data input is imperative to the quality of data output. Understanding how your sales are generated and moved through the pipeline will assist you in gaining more sales and increasing your bottom line. Without a CRM platform, tracking the origination of transactions can be difficult. A software platform will allow you to see the full picture. Understand the process from beginning to end.
The traditional spreadsheet method of tracking sales may work fine for a small business with only a few customers, but as the company grows a spreadsheet will have a hard time keeping up.
Spreadsheets are time-consuming, don’t sync with other programs and cause the user to waste time on calculations and creating graphs. It doesn’t give the full picture. Sales tracking includes what happens before, during and after the sale. A spreadsheet is incapable of tracking all of this information.
Something more is needed.
The answer is a Customer Relationship Management software (CRM).
Why is Salesforce the Superior CRM?
There are many CRM platforms available today. However, Salesforce stands apart for many reasons. Compared to others, Salesforce is user-friendly, intuitive and easily adaptable to the specific needs of your business. Salesforce is the full package. Beginning to end, and all the pieces in-between. This platform will show you sales tracking starting with leads all the way to completion of transactions; analysing every step of the process.
Salesforce will assist you the entire way, starting with your leads and ending with an analysis of the entire sales cycle. This allows you to see what works and what doesn’t. What part of the sales process needs finetuning.
Communication is key. Especially internally.
Salesforce will allow for data collaboration between departments. Every piece of information about a client or lead will all be in one place. Allowing everyone, regardless of the department, the ability to see what they need at any given time. This software is the ultimate solution to collaboration across all channels of your business.
With all sales data in one place, it is easier to define your target market. Salesforce will allow you to segment data to find opportunities, which will ultimately lead your business to create a more organised and efficient pipeline.
Be more productive with time.
Reduce administrative tasks with automation. Create a standardisation of methods. The platform provides tools to manage pipeline more efficiently, generate reports and close the sale.
Customisable to fit exactly what you need to track for your business. Once you have your components in place for your reports, you won’t have to dig for the data that you need. It will be easily accessible. Most importantly, customisation is easy. You do not have to be technologically advanced or understand coding to customise Salesforce.
Make sales activities visible. With Salesforce tracking in place, you’ll have insight into sales activities. A visible picture of performance. The comparison can be year to year, month to month, week to week. Whichever way you need to look at your sales data, it is there, allowing you to set realistic and obtainable goals. What are the trends you’ve seen over the past 12 months? Use these to forecast the next year’s goals.
The cutting edge of technology across all platforms – social, mobile, cloud and AI. Salesforce Einstein will provide predictions about sales and even recommend next steps for each of your leads, allowing sales reps more time to sell.
Speed is an absolute necessity when keeping up in a fast-paced, technology-filled world. Salesforce is at the top of the game when it comes to speed and syncing. This platform design is for multiple users, and it holds up to handling all the data input coming from different sources.
Mobility is Essential
As a business owner, you’re not able to clock out at 5 pm. Salesforce will continue with you throughout your day to wherever you may go, all with the ease of use from your phone. You will have all the necessary information at your fingertips.
Bottom line: Salesforce will connect all aspects of your business. Putting all sales data In one place will assist with discovering new sales opportunities, streamlining communication, creating an efficient pipeline and ultimately closing more sales.