How To Develop The Sales Process Using CRM

How To Develop The Sales Process Using CRM

This comprehensive guide dives deep into the practical benefits of employing a sales process CRM, such as Teamgate, to drive business success. Readers can expect to gain insights on how a sales process CRM bolsters internal communication, personalized marketing campaigns, customer support, and most significantly, streamlines the sales process. The article further delves into how CRM systems can be customized and adapted to cater to distinct business needs and the consequent effects on managing the sales pipeline.

Key Takeaways:

  • CRM systems facilitate the effective management of multiple information sources, thereby aiding in storing and organizing customer/prospect/lead contact information, tracking customer lifecycle stage, identifying sales opportunities, managing activities, and scheduling appointments. This efficient information management can lead to significant sales growth.
  • Benefits of using a CRM:
    • Improved decision-making: CRM systems provide necessary and useful lead, customer, and deal information that allows for well-informed decisions and effective marketing strategies.
    • Personalized communication: CRM systems help tailor communication based on clients’ behavior and interests, enhancing client satisfaction.
    • Customized activity tracking: CRM systems offer analytical tools that provide insights into what works best and brings desired outcomes, allowing for necessary adjustments.
    • Sales pipeline management: CRM systems, like Teamgate, simplify the tracking and management of the sales process, providing functional visuals, supporting multiple sales pipelines, offering insightful sales funnels, and even dealing with multiple currencies.
    • A well-implemented CRM system is essential for a profitable business, offering consultation for those interested in making the most out of their CRM systems.

Harnessing the power of CRM systems for business success & sales growth

Both practice and statistics show that a good CRM (Customer Relationship Management) system makes a valuable input to your business success. And that includes various processes, from smooth internal communication to personalized marketing campaigns. Each team and its employees can benefit from using a CRM. Especially nowadays, when it can be highly adjustable to the needs of each team/company.

Still, customer support and salespeople are the ones who mostly exploit CRM systems. And not in vain: according to Hubspot, 75% of sales managers say that using a CRM helps to drive and increase sales. The advantages come from managing multiple information sources effectively: CRM helps in storing and organizing customer/prospect/lead contact information, tracking customer lifecycle stage, identifying sales opportunities, managing activities, scheduling appointments, etc.

Well-chosen and properly used, a CRM system can significantly increase sales. The growth can reach up to 29%, according to Salesforce. So adopting Teamgate CRM is a reasonable step for any size company that is interested in how to develop a sales process and make it way smoother.

To make it easier have even created an easy-to-follow, downloadable guide to creating a unique sales process

Making CRM custom: Adaptations and their benefits

Every company is unique and has its own needs and processes, including sales flow. For this reason, good CRM software means adaptable CRM software. Each CRM has some common elements: contact cards, opportunity management features, performance analysis tracking, etc. However, what makes the system efficient is customization. Like in nowadays marketing, where personalization is the queen, customizing is just as effective in CRM systems. 

You can adjust Teamgate CRMs via custom fields and tags. Our software offers four main sections—People, Companies, Leads, and Deals. You can edit each of them via custom fields according to the needs of your company. The fields may include such specific information as birthdays, hobbies, interests, company size and profile, industry, deals budget, decision-making process, competitors, and much more valuable info.

In short, with Teamgate CRM system, you can comfortably customize different processes:

  • Customize information: Necessary and useful lead, customer, and deal information allow for making well-informed decisions. That includes taking the best actions, implementing effective marketing strategies, and understanding at which stage of the sales pipeline you are.
  • Customize communication: The information about clients also helps in choosing the right interaction. Personalized emails and messages that are based on clients’ behavior and interests will make them happier: research shows that 90% of users find personalization appealing.
  • Customize activity: Teamgate CRM system has analytical tools. Among other indicators, it can show you what works best and brings the desired outcomes. Take a look at initial calls, follow-ups, newsletters, meetings, and so on. Tracking and interpreting the data allows you to see clearly your buyer’s journey and make adjustments if necessary.

Sales pipeline: Improving your sales process

So we talked about how the Teamgate CRM system can help you in the sales process. However, one of the frequent pain points is managing a sales pipeline. Various surveys show that around 60% of sales managers say that their company could do way better in managing the sales pipeline. As it covers the whole sales process step by step, the sales pipeline should match your buyer’s journey as closely as possible. So having a clearly defined sales process is a must for any successful sales team. 

Want to get fresh inspiration? Here, you can download the free CRM sales process flowchart. It may serve as an example of the improvements.

Sales process manual based on CRM best practices

Once again, the CRM system can help you here. If you wonder how to develop the sales process but still have not found the answer, a sales pipeline management tool might be the solution. For example, the Teamgate Sales Management feature is a simple way to improve the productivity and profitability of the sales team. 

Benefits of CRM Management Tools

Here are some of the benefits you get when you decide to implement Teamgate CRM sales management tool.

  • Easy management: You can track the CRM sales process effectively and visibly. The drag-and-drop functionality in the Teamgate Sales Management tool makes it super simple to move prospects smoothly through each stage of the pipeline. The intuitive interface eliminates managing struggles and increases your productivity.
  • Functional visuals: Not only can you track a prospect’s journey step by step—but also to identify the obstacles before it gets too late. A visual display of your sales pipeline allows you to perceive the process more clearly.
  • Multiple sales pipelines: It happens that a case becomes complex because of too many different factors. To avoid chaos and keep it smooth, you can create multiple sales pipelines with tags, reports, and searches. Teamgate CRM is created for simplicity so enjoy the order at every step.
  • Insightful sales funnel: Tracking and measuring the data is inevitable for ever-growing businesses. With the TeamgateSales Management tool, you can choose the concerning factors and view the info in the dashboard, or take a look at the insights. An insightful sales funnel will help you track deals’ movement, check conversion rates during a specific period, and plan sales process improvements.
  • Multiple currencies: If you deal with clients from different countries, the deals likely happen in multiple currencies. To make it smooth, you can assign a currency for each deal in Teamgate CRM. Foreign currency deals will not confuse you anymore: you will not need to convert yourself—the system will submit the final reports in the currency of your choice.

CRM Software: Solution for Your Business Success

Having a clearly defined sales process is essential for a profitable business. The right CRM system can be invaluable help here. If you have questions on how to implement CRM and make it work, contact Teamgate. We consult on a wide spectrum of CRM-related topics such as exploring the possibilities of the system, sharing the best practices of using the CRM or creating your unique customer’s journey.

Ready to streamline your sales process, book a demo today!

 

FAQ: Sales Process CRM 

Q: What is the role of a CRM system in business success?

A: A CRM system contributes significantly to business success by enhancing various processes, including internal communication, personalized marketing campaigns, customer support, and sales. It effectively manages multiple information sources, which aids in storing and organizing customer/prospect/lead contact information, tracking customer lifecycle stages, identifying sales opportunities, managing activities, and scheduling appointments.

Q: How does a CRM system improve the sales process?

A: A CRM system, such as Teamgate, helps drive and increase sales by providing valuable customer information, allowing for well-informed decision-making and effective marketing strategies. It helps customize communication-based on clients’ behaviors and interests and tracks activities to determine what works best and brings desired outcomes.

Q: What are the benefits of using Teamgate CRM?

A: Teamgate CRM allows customization of information, communication, and activities to cater to unique business needs. It simplifies sales pipeline management by providing functional visuals, supporting multiple sales pipelines, offering insightful sales funnels, and dealing with multiple currencies. It’s easy to manage with a drag-and-drop functionality and provides an intuitive interface for improved productivity.

Q: What does it mean to customize a CRM system, and how does it benefit a business?

A: Customizing a CRM system involves adjusting its features, like fields and tags, to suit a company’s unique needs and processes. Such customization enhances the efficiency of the CRM system, enabling it to provide necessary and useful lead, customer, and deal information that aids decision-making, personalized communication, and activity tracking.

Q: How does Teamgate CRM help in managing a sales pipeline?

A: Teamgate CRM provides a sales management feature that enables easy and effective tracking of the CRM sales process. It offers a visual display of the sales pipeline and supports the creation of multiple sales pipelines to avoid chaos in complex cases. With this tool, businesses can track deals’ movement, check conversion rates, and plan sales process improvements.

Q: Can Teamgate CRM handle deals in multiple currencies?

A: Yes, Teamgate CRM can handle deals in multiple currencies. It allows you to assign a currency for each deal, eliminating the need for manual conversion. The system will provide the final reports in the currency of your choice.

Q: Where can I get help with implementing a CRM system?

A: Teamgate offers consultation on a wide spectrum of CRM-related topics. These include exploring the system’s possibilities, sharing best practices of using the CRM, and creating a unique customer journey.

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Abe Dearmer

Abe has a vast experience running multiple SaaS companies and is an expert on all things Sales, Marketing and SEO.

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