Customer relationship management (CRM) software provides a diverse range of tools that can boost employee productivity. By using these features, you can effectively streamline processes, save valuable time, and focus on high-priority tasks.
A proficient CRM not only enables you to manage your time efficiently, whether you’re working from the office or remotely but also empowers you to accomplish more tasks without the need for longer working hours.
CRM solutions stand out as a rapidly growing segment of customer relationship management. As of 2019, the CRM market was valued at $41.93 billion, and it is expected to reach an impressive $96.39 billion by the year 2027, exhibiting a remarkable Compound Annual Growth Rate (CAGR) of 11.1% from 2020 to 2027.
But, how can CRM boost your team’s productivity?
Let’s take a look at how CRM tools benefit your productivity. But the first thing first is, to get to know the must-have CRM features.
Essential CRM Features for Enhanced Productivity
What makes CRM truly effective in boosting your productivity? It’s a set of features which is also designed to improve your sales efforts. Let’s explore them below.
- Workflow automation: CRM automates manual tasks, such as tracking deals from creation to closure, sending emails based on triggers, and updating status notes.
- Lead generation and management: Quickly gather lead data from websites and social media, qualify and segment leads, and distribute them to the right sales reps.
- Communication tools: CRM integrates email, calls, and live chat, allowing you to reach prospects and track interactions in one place, saving time and ensuring transparency within the team.
- Built-in social media monitoring: CRM keeps track of prospect activity on social media, eliminating the need to switch platforms and manage to post to your social accounts.
- Employee tracking: Besides lead tracking, CRM helps monitor employees’ performance, tasks, goals, and sales numbers, helping sales managers in identifying areas for motivation, training, and recognition.
- Reporting: CRM consolidates sales results, generating reports on leads, sales, emails, calls, conversion stages, and more, enabling data-driven strategies to improve team performance.
- Integrations: Many CRMs connect with existing tools like Zoom, facilitating quality meetings with prospects.
Benefits of CRM for Productivity
After knowing about the essential features of the CRM tool. Get to know about the ways CRM systems can help you. Here are CRM benefits that help you manage your team, as well as boost overall productivity:
1. Automating Sales Tasks
Automating sales tasks enhances productivity and streamlines your sales process. Here are seven easily automated sales tasks to boost efficiency:
- Send personalised emails automatically based on deal or lead stages.
- Allocate deals to senior staff as they progress.
- Create follow-up tasks for new contacts to seize opportunities.
- Flag deals with no contact after a certain age or time.
- Track contacts’ engagement and schedule activities automatically.
- Import contact info from survey services and social media integrations.
- Empower lead qualification with CRM integration.
2. Managing Sales Relationship
Use CRM software to manage your sales activities efficiently and maintain relationships effectively.
- CRMs help organise your time, avoid data duplication, and provide easy access to necessary information.
- Increase productivity by focusing on important tasks with CRMs like Membership.ninja which offer a consolidated view and filtering options by specific time periods.
- Sync your calendar to track appointments, allocate research and proposal time, and minimise interruptions, holding yourself accountable for completing tasks.
- View all activities in a calendar or list format, prioritising sales-driving actions like calls, emails, and meetings for better focus.
3. Integrating with other Tools
Manually transferring data between systems is time-consuming and prone to errors, potentially leading to bad habits among your sales representatives, such as delaying important tasks until the end of the day.
Integrating your CRM with other tools eliminates these issues, ensuring seamless data flow and enabling you to capitalise on the full potential of your marketing tech.
When your CRM is seamlessly connected with other essential tools, it brings various benefits that can significantly impact your team’s performance.
4. Handling Digital Content
Managing digital content efficiently is a key aspect of ensuring the productivity of your businesses.
By efficiently managing digital content, you can ensure that the right message is delivered to the right audience at the right time. It involves organising and structuring content in a way that makes it easily accessible and searchable, allowing employees to quickly find and use the content they need.
It not only saves time but also enhances collaboration among team members, as everyone can work with the most up-to-date and relevant information.
5. Understanding Your Customers
Understanding your customers is key to streamlining conversations and saving time on phone calls. Effective questioning is crucial, but your CRM can give you data-driven insights to boost the process.
Here are some examples of trends that can help you improve your qualifications:
- Analyse how demographic data, like employee numbers, relates to deal size.
- Track the average time it takes to close a deal based on different customer personas and identify when deal age indicates it’s ready to be closed.
- Keep tabs on the reasons deals are lost to identify any weaknesses in your sales.
6. Maximising a CRM Mobile App Friendly
Make the most of your downtime, whether it’s waiting for the next meeting. With a mobile app for your CRM, you can take notes, assign tasks, and plan follow-up activities right from your phone.
Membership.ninja comes with a user-friendly mobile app that allows you to easily track your activities and keep everything up to date while on the go.
With the CRM mobile app, you can quickly and effortlessly make changes right after a meeting.
Wrapping Up
CRM software boosts productivity with automated tasks and efficient sales relationship management.
Integrating CRM with other tools streamlines data flow, while a mobile app keeps you updated on the go.
You also need to keep in mind the key features of CRM. It is important to support your mission regarding boosting productivity and sales.
Further, understanding customers through data-driven insights optimises interactions. Try Membership.ninja CRM tool to boost your employee productivity and growth.