We are living in an era where remote work culture has become a new normal. This has resulted in helping companies save billions of bucks either spent on renting space or paying for the utilities. And, many companies are on the verge of going remote because of the benefits it offers, while many have already taken the initiative to utilize the time for fostering a remote work culture i.e. Chargebee.
However, when we talk about the sales team, in particular, things become more complicated. One of the most cited problems by the sales reps is they don’t get enough information on customers and as a result, they have to invest manual efforts in profiling the customer before pitching. In addition to this, sales reps also complain about experiencing a delay on a sales proposal or quote approval. Therefore the need for having a Sale CRM & Customer Management System becomes essential. For this, you can consult monday.com Consultants and get your Sales CRM optimized by integrating applications.
Here in this article, we have discussed in detail how sales CRM optimization can help sales reps in optimizing the sales funnel and reduce efforts required for lead nurturing. In addition to this, we have also given a detailed account of integrations that one can opt for to enhance the interface and functionality of monday.com sales CRM.
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Why CRM Optimization Is Important For The Sales Funnel
When we talk about the sales team, the frequently faced problem by them is, investing efforts on Marketing Qualified Lead (MQL) or opportunities that offer no ROI. Moreover, the communication gap between the sales and marketing team result in content, time, and resources wastage. This is happening because of two reasons, first, the content is produced by not considering the intention of MQL or sales, and secondly, when the data collected on customers is not shared with other teams that directly comes in contact with customers on multiple touchpoints. Therefore, having a sales CRM, that is optimized to ensure your sales reps are equipped with the right tools has become more essential than ever.
Here are some benefits that it offers.
Improved customer satisfaction & services – First thing that monday.com sales CRM offers to the users is, a dashboard for admin and sales reps view. This contains all essential information on assigned tasks, assigned leads to nurture, and revenue secured by the sales reps. Along with this, the dashboard offers a lead view where all essential information on lead is curated e.g. interest, contact details, social media links, and much more. All of this information helps sales reps in customizing their communication and sales nurturing process. As a result, customers receive the right information at the right time and hence the retention rate improves.
Generate new businesses – Moreover, the sales CRM and customer management system provide an opportunity to the sales resp in collecting information of customers collected from inbound and outbound strategies and bringing them to one central system. Later the system allows one to nurture the lead and keep track of leads throughout the customer lifecycle.
Improve market intelligence – One of the essential benefits that the sales CRM offer to the business and sales reps is, AI and BI. Using these applications one can generate deep insights into the customer data, lable lead with intuitive tag, and on the basis of the possibility of conversion. This helps sales reps reduce time and effort on nurturing the leads,
Reduce Cost – Lastly, the CRM provides a detailed insight on the customer and even on leads that can be used to personalized the communication. Moreover, since every customer has a unique need and level of product understanding, the data generated by the marketing, sales, and support team help in improving the contextual services to the customer. This reduces the cost of integrating multiple applications and hiring an employee for multiple touchpoint management.
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Top 03 Integrations
- monday.com Salesforce Integration – monday.com is a complete project management solution that offers one place when the executives and project manager can manage everything. Once it is integrated with Salesforce, the integration allows the sales manager to keep track of all activities, changes made in the lead nurturing process, the schedule of sales agents, and the KPIs associated with the agents lead, productivity, and progress of the team. Lastly, the reports and analytics provide a data-driven decision-making process. Similarly to this, you can also opt for monday.com Pipedrive Integration. This integration is specifically designed to assist the sales team in managing their teams efficiently and closing deals with utmost ease.
- Monday.com Zendesk Integration – In addition to the Sales CRM, you can also opt for monday.com Zendesk Integration. It is one of the best applications that are available in the market that aim to smoothen the process of customer support management. It offers a unified communication platform by using which sales reps or support teams can offer unified support to the customers.
- Other Integrations – In addition to the integration which we have mentioned above, you can also opt for monday.com HubSpot Integration, monday.com Mailchimp Integration, and monday.com asana Integration. All of these applications are capable of creating an ecosystem system where the marketing team flourish and collaborate with another team while creating content and funnel to generate lead and nurture it.
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Conclusion
monday.com has been evolved as a platform that offers flexibility to virtually all businesses ranging from eCommerce to warehouse, investment to real estate, and much more in managing their business from the core. The flexibility of the system also makes it agile and helps in integrating third-party applications with the system. The benefits it offers include customer profile tracking and auto-data updating, workflow creation for a smooth and quick sale proposal approval process. Moreover, the reporting, forecasting, and analytics allow one to optimize the sales and marketing strategy on the basis of data.
