A coordinator needs to assess whether the team is being productive and efficient. The sales team needs to have their routines documented and processes defined. Doing this without the help of a good tool is extremely difficult and complicated.
Have you imagined the number of spreadsheets, documents, task lists, each in a different place?
A CRM can have task list and calendar features, and there are also multiple features to track daily activities and centralize them in a single system.
Multiple sales funnels
Reminders for priority tasks
Follow-up contacts for submitted proposals
First contacts with new leads
Logging meetings, calls and emails
Notes, important information and archiving
Email templates;
Performance indicators for each seller in real time
This way, you don't need to keep asking salespeople how each day ecuador whatsapp resource went, and you gain data to reward those who deserve it and better train those who need it.
A complete CRM also helps a lot in training new salespeople. With all the tasks defined, it is much easier to know where to start and which path to follow.
Reduce the sales cycle.
The sales cycle is the process that is repeated every time a new potential client comes to your company. We can divide it into four main points: prospecting, qualification, presentation of the proposal and closing the deal.
In general, B2B sales have longer sales cycles, as they are more complex. But beware: the longer the cycle, the higher the cost to maintain it, and the higher the cost of the sales process as a whole.
The survey cited in the introduction found that 35% of companies do not know how long the sales cycle lasts in their businesses. It is quite likely that they also do not know which stages are taking longer, much less whether there is a need for improvements or changes.
What factors lead to a sales cycle being too long?
A superficial prospecting strategy may attract the wrong people who won't buy your product.
Lack of qualification, because the lead has a series of issues and misalignments that need to be worked on in each contact.
Not having a lead nurturing strategy, because some basic questions (which could be addressed with content at the beginning of the relationship) end up taking up a lot of time in conversations that should be focused on closing the sale.
With a CRM integrated with other tools used in Marketing or Management, the seller receives a complete record of each lead that he is going to approach with a detailed script to understand if it meets the necessary requirements to close the sale.
This information can also be used to put together a targeted and unique proposal. And if the salesperson senses that the lead is not ready to be approached, they can return them to the Marketing team. This way, it is possible to send more content and help them mature for contact with the sales team in the future.