Essential Roles of Sales and Marketing CRM

Saphyte Team

3 min read

Updated: June 15th, 2020

A customer relationship management (CRM) software is more than just a piece of technology. This type of technology goes beyond organizing your sales process, lead nurturing activities and contact information inside your database. CRM systems were built to give light on the importance of managing the relationship you have with your customers.

Furthermore, there are still numerous functions of CRM software that need to be uncovered. With this article, together we will uncover the essential roles and benefits of sales and marketing CRM for businesses.

What are the essential roles of sales and marketing CRM?

The competition between businesses is fierce and using old school ways to win clients is no longer effective. This is where CRM systems come into play.

Sales

Improved lead management

With the proper organization on the data of your leads and contact information, lead nurturing and phone calls are much easier. Customer communication requires proper data entry, lead scoring, and a reliable sales process. You can achieve all of this with a proper CRM software.

Your sales team will surely appreciate the help they need to win over your leads.  

Effective cross-selling and upselling

Inside CRM systems are essential customer information like purchase history, behavior patterns, and product preferences. Thus, identifying the needs of your customers and you can create personalized offers that are likely to be highly relevant to your leads or clients. Not only that you are increasing your sales and revenue but also customer satisfaction with the service you offer them.

Build better customers service

Businesses have shifted from the notion that businesses should focus on gaining more new clients. Now, businesses focus on winning customer loyalty and building trust with customers.

With a CRM tool, you and your sales team will have plenty of opportunities to create a loyal customer base. You can use the database to note each interaction you’ve had with them. You are not just enabling a better understanding and ensuring personalized service for your customers.

Tracking and Analysis

A good CRM solution system can show you to lead sources that bring the most revenue and concentrate on those sources. Through real time analytics and functionality that includes sales forecasting, monitoring the sales pipeline and spotting touch points where your customers drop off, budget management, and to name a few.

Less Routine Tasks

Instead of spending more time on redundant tasks, you can now spend more time building a strong relationship with your customers. Which is how things should be, your sales team focusing on closing the deals and reaching out to clients. The more focused your team is, the faster they can close a deal.  

Marketing

Data-driven marketing

When your marketing team has the right numbers, they can generate genuine leads for your sales team to work on. With a CRM tool, they can have easy access to customer data to determine their habits and preferences. Through the software you can track conversions from a certain marketing activity and campaign and determine which of the efforts bring the best ROI.

Multichannel marketing

With a great CRM system, you can run campaigns through multichannel marketing functionality. This functionality can run your marketing campaigns simultaneously across different sales channels and touchpoints. Whether you’re doing marketing automation, email marketing, and social media marketing, a good CRM will help you along the way.

Building up Your Business Brand

Promoting your brand can sometimes be overwhelming, whether you’re a startup, a small business, or an enterprise. But with a proper CRM, you can promote your brand using several social media platforms.

Companies can use CRM to monitor and manage the company’s presence in social media. Companies can also track any brand mentions and react to them, evaluate the results from social media campaigns, and among a few things.

With all of these features, your company can now identify what matters to your customers and derive business value from the data. Hence, the more business value your can derive from the CRM’s data, the more you build up your brand.  

What are the benefits of sales and marketing CRM?

There are plenty of benefits that a CRM for sales and marketing can do but here are four major benefits of having a CRM dedicated for sales and marketing.

Better knowledge of customers

Your customers are your company’s bread and butter. With a good CRM, you can have an ace when you communicate with your customers. With all the contact information of your leads that is stored within the system, there’s no doubt that a CRM will give you a competitive advantage.

Better Categorization

When your customer information is segmented into categories and criteria , it makes easier to create focused lists. Segmented lists are powerful tools for your marketing team. How so?

Segmented lists allow you to run a specific customer marketing campaign and account-based marketing campaign. Out from the campaigns, you can then analyze your sales process and lead pool after gathering the results.

Better and speedier communication

When it comes to customer communication, speed and efficiency matters. When you respond to your customers quickly, there’s a better chance for your customers to repeat service with you.

With a good CRM software, you can have a set of customizable, and ready-to-use email templates, newsletters, and autoresponders. You can also schedule to send bulk emails and newsletters which is beneficial for your team.

Better grasp on the anticipation of your customer needs

A CRM has tools such as sales forecasting and sales intelligence. Both features allow your company to see real time data on your customer’s needs, behavior and references. From that data, you can then create, perhaps refine, your marketing and sales strategy.

Hence, giving way to personalized customer service and customer satisfaction. The more satisfied customers, the more retention you gain from your customers. When it comes to business, your customer matters.

 Conclusion

When it comes to business, you need all the help you need in building trust with your customers. Trust is built on proper communication and personalized interaction. That is why it is best to invest in a good CRM for sales and marketing, like Saphyte.

Saphyte has sales and marketing tools designed to improve business efficiency and productivity. The platform can help you manage your customer data, conduct marketing tactics and strategies, and identify opportunities for the long haul. A perfect partner for your sales and marketing needs.

Do you want to improve your sales and marketing process? Learn how Saphyte can help you with that by booking a demo with us today.

Or perhaps try our free CRM for a month and try our software before diving in. Either way, we are willing to help. Give us a call now.