Easy Hacks on How to Use a CRM System Effectively

Saphyte Team

4 min read

Updated: October 19th, 2020

Organizations depend on the business relationships in order to convert prospective leads into paying and loyal customers and deliver great customer satisfaction. For small businesses and medium enterprises, building an effective sales process often has to depend on collecting customer data from different sources – manually.

As a business, having a tool like a customer relationship management (CRM) software can be a great lifesaver. These platforms help businesses track crucial data, such as how customer engagements are going, and the potential customers you’re reaching out to. A CRM can help you sort through rigorous customer data in innovative and powerful ways. Furthermore, CRM systems can help you create business decisions from helping you predict customer needs, to making your sales process more streamlined, and to developing partnerships through the features offered.

CRM is often built with extensive capabilities that offices don’t fully utilize to the best of their ability, which can lead to an inefficient system. Don’t waste your time dealing with multiple platforms. Work your way to the top with the use of your CRM as effectively as possible.

CRM systems can help you to come up with innovative solutions to process vital customer information, making said information available throughout your organizations, and ensuring that your team is in the loop of the best practices in using the software and is comfortable using it at the same time.

So how can you use your CRM effectively and efficiently? Here are some basic hacks on how to use a CRM system effectively for your business.

Contextualize Your Outreach

Did you know that the feeling of neglect is the main reason customers switch away from subscribing to products and services? Other studies state that 90 percent of clients are willing to pay more for a business that has better customer service. These facts lead to the same assumption: consumers want your full attention to their specific needs and wants.

This is where CRM data comes in handy. The platform can assist you in building tailored offers, which in turn can help you track consumer website behavior. As a salesperson, you can have access and be able to explore the browsing history of your clients individually, which gives you leeway to customize an offer they can’t resist during phone calls.

Furthermore, you can improve customer sales outreach through automated emails. Whenever your leads visit your webpage the CRM will automatically send them a follow-up email or an invitation to check out another piece of content about your product or service.

The best thing about this concept is that it doesn’t bother your prospects, on a B2B perspective. Due to the fact that they are the ones who took the initial contact and you are only using the chance to contextualize your outreach.

Be Aggressive and Uncompromising

Your sales team should be persistent and pushy in order to achieve their sales goals. However, there is always a chance that they’ll forget something, most especially if they’re doing things at once and manually.

They may forget to call a prospect on time or mix offers sent to different clients. This can create unnecessary disasters for you and can affect your sales goals along the way.

CRM has built-in tools that can remind your team of important meetings and their conversation history with your contacts. This feature can help you reach out to the prospect on time or remind you if you forget something in the process. You can schedule events and meetings, manage your tasks, and send the right message at just about the right time.

Reduce Data Entry Activities

A recent study states that manual data entry is the primary CRM adoption challenge. It just takes a lot of time that sales reps could otherwise dedicate to their real job, and that is reaching out to potential clients and making lucrative business deals.

Fortunately, CRMs have features that can automatically do analytics and reports and reduce your need for manual data entry and data processing. There are all sorts of charts that can grow and progress automatically in real-time.

With this advantage, your sales representatives will always have access to accurate and up-to-date information. This will allow them to act faster and precisely, and be able to customize their tactics to fit the needs of every prospect.

Utilize Marketing Content to Approach Client

Did you know that 93 percent of consumers want brands or businesses to share interesting things with them? However, a big portion of sales reps can’t see the potential of marketing content in approaching their clients.

This can pose different problems in the future. Quality content has the potential to strengthen your relations with your prospects and take them deeper into your sales funnel. What does this have to do with a CRM? Well, a CRM allows businesses to store important contact information and handle marketing content very easily.

With a CRM software, you can index and sort files by businesses, types, keywords, or any other feature for that matter. This makes it easier to execute your email marketing campaigns since most of your contacts are segmented at this point. The software acts as your contact management tool where you can find vital information quickly and use it to rightfully address your potential clients on a day-to-day basis.

Focus on your Highest-Performing Channels

Each business uses different kinds of sales and communication channels, but this doesn’t mean that all of them can guarantee results. You need to know exactly which of your channels are the best option for your company in any given situation.

Having important knowledge of the effective channels you use in communicating and reaching out to your customer is an important catalyst in increasing sales performance. The knowledge you keep is important because of the efficiency of sales channels can change from time to time. A CRM can make it necessary for you to adapt your tactic occasionally.

A CRM software is not just another weapon in your arsenal, it’s also one of the most productive business sales drivers. The valuable features of the platform allow you to have a better understanding of your customers, thus helping you to improve your bottom line in the long run.

Train your Team to Use it

No matter how many features a certain CRM platform has, you won’t be able to maximize its potential effectively if your team doesn’t know how to use it.

Rather than hoping they can navigate the key features of the program on their own, make sure you include a systematic training of the CRM platform into your employee training program for new hires. Go over all the features of the platform in detail. Ask help from the CRM vendor. The training should be thorough, precise, and should give your employees plenty of time to get comfortable with the system. 

Additionally, having a training program can also help you focus on aiding your employees to stop turning to other tools that are already in the CRM. Use the training time to help educate your employees on the advantages of using every feature a CRM has to offer.

Incorporate your CRM into marketing

According to Entrepreneur, a good CRM will often come with features that can enable you to track and develop not just customer relations but also marketing campaigns and their reach as well. When you use your CRM to get immediate feedback on the deals and campaigns you launch with your business, you can figure out what customers are responding to and what are the factors why they aren’t interested.

When you have access to this kind of intel, you and your team can have easy relations with your customers. Building better relations with your customer can help with creating customer loyalty and customer retention. Always take note that customer loyalty and retention affect a company’s revenue and can result in increased profits for your business.

Why Choose Saphyte as your CRM Solution?

Choosing the right platform is always a critical step. With that, we urge you to look at Saphyte CRM.

Saphyte is a CRM Dubai-developed system that helps you streamline all of your sales and marketing activities and integrate them into one powerful platform. Saphyte comes with sales and marketing tools designed to improve your business efficiency and productivity. The system helps you manage your customer data, conduct marketing tactics, and strategies, and identify opportunities for the long haul. A system that scales and grows with your business.

Lastly, Saphyte CRM offers an inexpensive and non-complicated option for a CRM solution. Saphyte has pay-as-you-go subscription plans and is a cloud-based CRM. You don’t need to install the system into your local computer – all you need is a reliable Internet connection and a browser.

Each subscription plan is inclusive of free demo and free product training. With no set-up fees, no extra or hidden charges, and 24/7 expert customer support availability.

With Saphyte CRM, you can improve your business’s performance, accelerate your business process, increase sales, and improve your bottom line, and make work more seamless, effective, and efficient.

Contact us now for a free demo and start your trial period today for free.