Mistakes which ruin CRM and sales process

1. Mistakes which ruin CRM and sales process

2. Contact Us: M: +91 9611 171 345 A business starts with a hope of success and prosperity. And “business failure” is not that you think about when you start the business. Though it is one of those harsh realities in the present business world. You might have heard en number of startups and businesses not being able to compete with their competitors for various other reasons. There were mistakes which you committed without even being aware of them. Have ever tried to analyze them? Or did you just blame the en number of strategies you tried over your business? Though online CRM software is widely used by many business firms to enhance their business activities and increase revenue, there is still an argument over “whether or not to use CRM”. Website: www.salesbabu.com Email: sales@salesbabu.com

3. Contact Us: M: +91 9611 171 345 Customer Relationship Management is an approach in order to manage the company’s interaction with the current customer. It is one such management process in which the companies can maintain a good relationship and stay connected to the customers. In turn it also improves the profitability of the company. This tool is an online software which helps you to keep a track on the sales activities as well as the customer interactions, thus known as an online CRM software. Website: www.salesbabu.com Email: sales@salesbabu.com

4. Contact Us: M: +91 9611 171 345 Mistakes which may ruin the CRM and your sales process. 1. Loaded pipelines A CRM application provides a sales pipeline which is an extensive visual display of the opportunities at different stages of your sales process. It helps you to keep track of every deal as and when it moves through the sales pipeline. But if your online CRM is loaded with pipelines, it can be a challenging task to collect the relevant data and get an overall outlook of the sales. You can differentiate the leads by their sources if there are too many pipelines. Custom fields will help you to differentiate leads instead of creating a new pipeline. Website: www.salesbabu.com Email: sales@salesbabu.com

5. Contact Us: M: +91 9611 171 345 2. Involvement of excessive steps in each pipeline Basically in a sales cycle, the main agenda of sales person is to rely on the stages which promotes close of deals. During the sales cycle there are a series of phases which occur during the selling of product or service. The main stages of sales process are- ■ Leads ■ Appointment ■ Qualification ■ Presentation ■ Objectives ■ Sale ■ Referrals These stages are the basic stages of a sales process but the prospect customers do not act the same as that of your qualified customers. Knowing which sales stage is required in your sales CRM pipeline for the customer is the initial step to move. Few customers may require 3 stages i.e, first interest, meeting and agreement. Thus, do not exceed more than 7 basic steps of the pipeline as it may result in dilution of the process and you may not get effective information from the stages of the pipeline. Website: www.salesbabu.com Email: sales@salesbabu.com

6. Contact Us: M: +91 9611 171 345 3. Not making use of custom fields As mentioned above that custom fields helps you to differentiate leads, you need to make use of them. The custom profile fields feature gives you an insight about where you need to obligate your resources. When you get a clear picture about your target groups, regions etc you can get an overall outlook of your sales and also figure out where you can improve yourself or focus more. 4. Ignorance over converted or unconverted leads There are basically three types of leads – the hot lead, cold lead and warm lead. But when you ignore over the number of converted or unconverted leads, you will waste more time on finding what is going on in the sales management of your business. And when you keep your pipeline clear the CRM will also help you work productively and efficiently without any confusions or incomplete information. Website: www.salesbabu.com Email: sales@salesbabu.com

7. Contact Us: M: +91 9611 171 345 5. Poor analysations Your cloud CRM software holds all the essential information in a single platform to make things easy for you. But if you are not analyzing the data available on your online CRM software, then you are surely missing out on something! When the lead enters the online CRM there may be useful information regarding the interest, company size, goals etc of the sales leads. Through the marketing automation, leads can provide information about themselves which can be further used for the sales process. With improvement in the data that can be acquired on the lead, the marketing as well as sales team can make better decisions with the leads in the online CRM system. The cloud CRM software provides the real inside of complex raw data captured and reproduced for decision making at a single dashboard. The presentations of requisite data in the form of graphical charts, metric analytics and more crisp MIS reports ensures saving of your time and will also help you to measure your business competence in meeting the demands of your customers. Website: www.salesbabu.com Email: sales@salesbabu.com

8. Contact Us: M: +91 9611 171 345 Tips to follow before and after implementing CRM software Be well aware of the importance of implementing an online CRM software for your business. You must be acquainted with the pros and cons of the online CRM software before investing into one. ■ Know the fact that a CRM application is not “One size fits all”. You will require different functionalities depending upon your industry and size. So before you choose the best cloud CRM software know your requirements. You should research as much as you can, read reviews, take trials, communicate with customer service team and then select the software which is meeting all your requirements. Do not judge an online CRM software with its face value. Check out its features and test it out! The expert will take you through the usage of the software where you can clear all your doubts regarding its usage. Once you feel that you are satisfied with its functionality, you can get along with the further procedures. ■ ■ Website: www.salesbabu.com Email: sales@salesbabu.com

9. Contact Us: M: +91 9611 171 345 ■ The necessary processes required for integration are process training and well planned operations. ■ Make use of the amazing functionalities offered in an online CRM software, do not consider the system meant just for sales. The trusted vendor of a cloud CRM, SalesBabu CRM software provides multiple functionalities (SalesBabu CRM trends) like – emails,SMS campaigns and PR initiatives, Things to do, Me today, Till date, Team today, Dashboards, What’s new, Birthday dates, Quick create and many more to list, ‘SPEEDOMETER’ and ‘PROBABILITY’ which predicts the effective sales realization automatically, reminders, pending activity visibility, maintain notes and remarks, 360 degree view of contact base and mobile CRM etc… Website: www.salesbabu.com Email: sales@salesbabu.com

10. Contact Us: M: +91 9611 171 345 Conclusion As much as you believe that an online CRM software is one of the best business tools or a business strategy or a valuable asset to the business that helps to enhance your business, you cannot neglect the fact that a poor maintained CRM software can also ruin your sales process. Know what are your requirements are, plan according to your goals and prioritize the user explorance. But, if you are still not working on the mistakes, you may result in ruining your sales process though you implemented a CRM. Website: www.salesbabu.com Email: sales@salesbabu.com

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