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Digitize Your Sales Team: Boost Commercial Efficiency with CRM Integration

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Digitization is a process that affects all areas of business activity, and the sales team is no exception. In fact, it is one of the departments that is most sensitive to the changes and opportunities offered by technology, since the success of your business depends to a large extent on it.

How can you make the most of the potential of your sales team and optimize its performance? The answer is simple: with a CRM . A CRM is a tool that allows you to efficiently and personalized manage all interactions with your current and potential customers, from the first contact to closing the sale and after-sales service.

With a CRM like Dynamics 365 for Sales , you will be able to digitize your sales team and obtain multiple benefits, such as improving productivity, increasing sales, retaining your customers, reducing operating costs and obtaining a global and detailed vision of your business.

Keep reading to know more!

Marketing and sales: strategic alliance with your CRM

A CRM is a very complete tool for your sales team to manage the relationship with customers , which can be used by both the marketing department, the customer service department and, of course, the sales department.

It is increasingly difficult to make yourself known, the level of competition in the market is growing by the second, therefore, if a client already knows you and has liked the experience with your company, it is very likely that they will repeat. Loyal customers not only represent a long-term source of income, but with a good strategy they can help you attract new customers and thus increase your sales .

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To do this, the marketing and sales departments must work in a united and coordinated way, since if a CRM is dedicated to sales and marketing and makes campaigns that are disconnected from the CRM, it will probably be difficult for us to measure which campaigns are generating better impacts, which ones are failing and in which we have to focus on retaining customers. If we take advantage of technology so that marketing and sales are aligned, we will be able to increase results.

A successful strategy to retain our customers and achieve greater sales through a CRM, should be based on the following points:

1. Personalized relationship: With a D365 customer service CRM, Marketing and sales share the same information. Marketing accesses purchasing history and behaviors and can make personalized communications aimed at specific segments. Until now we segmented by classic criteria (geographical, activity…) and now also by segments based on behaviors.

2. Send post-sale emails: It is one of the strategies that you can carry out with your CRM to retain customers. Get feedback and take advantage of the information provided by the sales department to find out which customers are more productive and which ones provide us with the highest income.

3. Offer quality products and services: You cannot retain a customer with words alone, there are basic elements that every company must comply with, such as offering quality products, professional advice… A CRM allows you to obtain the data with which you can satisfy the needs of customers, as well as develop products and services that meet consumer expectations

CRM Strategy: And the sales team?

A CRM will help you close many more sales, increase the productivity of your sales team , improve the knowledge that customers have of your organization, and, therefore, retain them.

By having all your customer information centralized, a salesperson can easily access it by typing the customer’s name, phone number or any other data in the CRM . In a matter of seconds, you have in front of you all the information about that client, as well as everything that has been discussed with him, whether it was the same salesperson or any other member of your team at any point in time.

Thanks to this easy accessibility to the data, it allows call centers to automatically identify calls from customers who have previously been in contact with the company, which makes it possible to carry out cross selling actions and to be able to suggest products and services. alternative services, as we have previously mentioned.

In this way, the need for calls and emails between colleagues can be reduced, since the immediacy of the CRM means that, if a salesperson receives a call, they are located and know the client and their needs in a few seconds. And this is noteworthy and a lot in customer satisfaction and loyalty.

A CRM solution is essential for any company, regardless of its size and sector. If you don’t know how to boost your sales force with CRM and you need help, send an email to info@dynamicssquare.co.uk or call us at +44 207 193 2502.

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