4 Essential Features of Sales Management CRM

Saphyte Team

3 min read

Updated: March 3rd, 2021

Imagine having a software that does some of your tasks for you, it makes a lot of things easier right? That’s why sales management CRMs are in the trend these days. Companies have been using them for their benefits such as how it makes work processes faster and more efficient, how it makes operations less costly, and how it helps sales teams close deals faster.

What you should know:

• A sales management CRM is a business tool that helps you gain more control over your sales operations and drive growth with more efficiency.
• It helps you gain clean data and make data-driven decisions using the software’s features such as dashboard and sales pipelines, coupled with automation features.
• Businesses that use analytics properly, such as those generated by the CRM automatically, can have a 10.5% year-over-year revenue and can increase customer satisfaction by 8.1%.
• When choosing a CRM, select one that is user-friendly, shareable, customizable, and has automation capabilities.

What is Sales Management CRM?

A sales management CRM is a powerful tool that helps businesses have more control over their sales operations with more efficiency.

Sales management CRM is a type of software that is especially made for businesses’ sales processes. It helps them monitor and manage existing and potential deals with customers, track their sales pipelines, and even generate new customers easily through the power of automation.

Why a Sales Management CRM is important

Sales management CRMs help drive growth in businesses through the power of clean data.

Over the years, businesses have been refining their operations to achieve efficiency: less costly operations, faster transactions, higher sales, etc. This can be achieved through the use of tools such as a CRM software.

A sales management CRM is important because it allows sales teams to have more control over their processes. It helps them gather information and data, reduce human error over the generation of these data, and eliminate human effort in making computations based on these datas.

Sales management CRM statistics:

• In 2020, sales generated through the internet accounted for at least 21% of the total retail sales in the US.
• In the third quarter of 2020, sales generated through the internet in the US surged by 37% due to the COVID-19 pandemic.
• In 2021, the number of buyers on the internet is expected to hit 2.14 billion.
• Around 79% of B2B companies are expected to adopt digital technologies during and after the pandemic.
• Businesses that use analytics properly can have a 10.5% year-over-year revenue and can increase customer satisfaction by 8.1%.

Four essential features of Sales Management CRM

When choosing a sales management CRM, what features should you look for?

• User-friendliness

A simple interface and a software that is easy to understand and navigate is the most important aspect of a sales management CRM. Remember, the goal is to get your sales team onboard and actually use the software to your advantage.

One of the most important and often overlooked features of a CRM is its user-friendliness. The reason why this is important is because the perceived benefits of a software will only be actualized when the sales team of a company is actually using it.

Most sales teams find difficulty in adjusting and using new technology. Some completely abandon using it, despite the company paying for it. This is why it’s important to get a CRM provider that helps your team onboard and use the technology, and more importantly, get a software that is easy to navigate and use.

• Customization

Will the software actually adapt to the unique processes of your business?

Customization means the ability of the software to adapt to the unique work processes of your business. Can the software send your leads email for lead generation and engagement? If not, can that feature be added? Will it help you with generating invoices or quotas? If not, can it integrate third-party software into its system?

These are the questions that you should ask when getting a CRM.

• Shareability

Can some data of the CRM be shared among teams? Can it be restricted due to privacy reasons?

Shareability is also important as teams often need to collaborate with each other. Restriction is also equally important especially when the business drives growth in competition among teams.

Having a dashboard that everyone can have access to also allows teams, as cogs in a machine, to understand their role in the company and how much growth they’re bringing into the company. It also helps everyone to get updated and monitored with their performances.

• Automation

Why do things manually when a software can do it for you?

The concept of automation is simple. It’s a feature of the software that can perform tasks in seconds, tasks that usually take humans hours to accomplish. For example, instead of crafting a personalized email to send to 100 leads for 1 hour, with automation, this task can be done by the software in just a few seconds.

Kickstart an Advanced Sales Process

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