1. Visibility on prospects in the sales funnelIn order to make the most of your sales funnel, you require total visibility. One way of doing this is to integrate a computer telephony integration (CTI) with your CRM. This will dramatically enhance visibility by improving:
- Efficiency: every call taken by your sales team will link to the CRM with customer data being easily accessible.
- Effectiveness: reps will be able to create and prioritize call lists. By segmenting and targeting contacts that have the most potential, resources will be maximized, providing the best returns.
- Insight: because all data will be highly visible, the volume and quality of the information provided will be increased. Historical reporting can be generated automatically and real-time insights can immediately flag up performance data. This intelligence can be used strategically to make a hugely positive impact upon sales figures.