Keeping track of your customers – and potential customers – is essential in any sales-driven business, but a surprising number of companies lack a formal, standardized system for employees to track their customer relationships.

At a very basic level, the purpose of CRM Software for sales is to organize the sales process, improve communications between members of the sales team and managers and free up time for sales.

1. Contact details

At the most basic level, you should be centralizing and formalizing all leads’ contact information. It’s critical that your sales team knows who owns which leads in order to avoid awkward situations. The last thing you want is for different members of your sales team to contact potential customers multiple times.

2. Calendar

You and your sales team will be able to keep track of where they need to be and when if you have a shared calendar, whether it’s shared with the entire team or just the sales manager. Dedicated CRM software allow you to link a calendar to a To-Do list, allow users to send notifications if other team members are needed at meetings, and sometimes even automate the process.

3. To-Do List

A CRM system for sales should also allow users to prioritize their tasks. Do lists are the type of thing that can get out of hand, but they’re also necessary because it’s all too easy to forget what you need to do. A To-Do list can be used in a variety of ways; some people try to complete it every day, while others use it as a reminder for less important tasks that might otherwise be forgotten.

4. Keep a call log

If your sales team spends a lot of time cold calling, they’ll need a way to keep track of who they’ve reached out to. This information should be stored in your Sales CRM once again.

Not only will it benefit team members, but it will also allow a sales manager to see how many leads the sales team is generating. If calls do not lead to meetings, and meetings do not lead to sales, then staff training or hiring an outside company to generate leads and allow salespeople to focus on closing may be necessary.

5. Take notes on the phone

This is closely related to the call log. With high call volumes, it can be difficult for sales team members to recall what was discussed on a specific call or at a specific meeting off the top of their heads. Similarly, having to chase sales can be time-consuming for a manager.

These are the absolute essentials for running a successful CRM system for your sales team. Many other services and features can be added and integrated to help you streamline your sales process even more. 

Sign up for a personalized 14-day free trial today! Email us at info@crmrunner.com or call at 877.590.0040!