What Managers Should Look for and Take Advantage of in a CRM System

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In our digital world, businesses looking to thrive need to develop strong relationships between representatives and prospects. Unfortunately, computers aren’t capable of building relationships by themselves, and people still outclass these devices when it comes to establishing a rapport. However, even technology may be used when it comes to building relationships. An innovation that has proved necessary to help salespeople establish a connection is a customer relationship management (CRM) system.

Implementing the right CRM solution has the potential to save you plenty of money as well as time when it comes to closing deals. However, the wrong CRM solution can hinder your company’s customer support and customer service management if it’s not intuitive. Let’s take a look at three things that managers should look for and take advantage of in a CRM system.

  1. Automation – One of the many things that a customer relationship management system must accomplish is minimizing your need to micromanage. The software must update the entire team when someone enters data into it. Automation should be built in so that you can keep an eye on the progress of deals without having to go back and forth with your team members.
  2. Collaboration – Collaboration can help a sales team flourish. A CRM system works incredibly well because it shares the necessary information with each member of your group. In fact, there are plenty of features that can be used to encourage collaboration, such as notes, conversation history, as well as sharing contacts. The system should enable access to information in real-time so that you’ll always be able to pull up data when speaking to a prospect. There must never be a moment where a member of your team is caught off guard.
  3. Workflow – Managers must look for a CRM system which aids workflow instead of hindering it. If the software interrupts progress, remember that it’s not doing its job. CRM systems such as Salesforce have built-in tools that let teams operate much more efficiently.

One system that ticks all of these boxes and more is Salesforce. Salesforce is the world’s #1 customer relationship management (CRM) platform. Its cloud-based, CRM applications for sales, service, marketing, and more don’t require IT experts to set up or manage — simply log in and start connecting to customers in a whole new way. If you would like to learn more about Salesforce and how iMovo can help you implement a CRM system contact us.