Customer Relationship Management (CRM) software is a powerful tool you must get to know if you're not using it already. If CRM is a part of your daily used business software packages, you're familiar with its amazing features. You're streaming to make your sales more efficient and solve your tasks easier. Sales process management can be tense sometimes.
CRM software supports your daily sales activity, and you want to make sure you're getting the most out of it.
Businesses that respond first and with relevant answers score up to 50% of sales. CRM ensures you're staying up to date with your prospects.
How frustrating it is to work on plenty of software systems to carry out only one sales task?
Going back and forth between your email, calendar, data system, product system, etc. is a waste of your time. On top of that, you're at high risk of damaging tracking changes, data, and to lose a potential client.
If your CRM is set up for use and running, you're ready to use the CRM Integration.
CRM Integration delivers sales leads to your CRM system in real-time. For instance, your customers' interests, product configurations, pricing etc. In other words, CRM Integration is tying together your CRM, website, email, CPQ, etc. to a high functioning sales tool.
Now that you're familiar with this life-changing function, you might be wondering - how can this improve my sales?
To begin with, reading and sending emails is one of your primary activities if you're part of a sales team. Integrating your inbox with CRM helps you keep track of your emails and contacts. As we mentioned earlier, 50% of sales go to the business who responds first. You want to make sure you're that business.
You can find out more information about your prospects by integrating forms and data collection from your website. This can later help you analyze information better for meetings, and communication. Furthermore, you can even integrate your documents and proposals to CRM so you can send your files from one place.
There is all kind of possibilities for integration for you to acquire.
Social media, video, e-commerce, prospecting, communication is one of the many key integrations between CRM and other business processes.
One of the most useful integration strategies is linking your CRM software with product configurator and CPQ software.
Product configurator filters products by keyword, parametric, applications in a few clicks.
This helps your customers create suitable products for their specific needs. Integration with product configurator supplies your CRM with information about potential sales opportunities.
Understanding the exact phase in configuring process your customers are, you'll know better how to proceed with sales activities. This way, you'll give your customers the exact feedback they're looking for, and your sales team will improve their performance.
Working in many management and software systems is prolonging your everyday activities. CRM Integration allows you to focus better on your sales process in one place. Close your deals faster by having all relatable information in one place and build a two-way relationship with your clients.
Our Team is Always Ready to Help You with CRM Consulting.
Helioz Technologies develops and implements product configuration solutions for manufacturers of mechanical and architectural products. We identify the best tools for each client engagement, in combination with our own. By partnering with the world's best technology providers for 2D/3D BIM and mechanical product content development, Helioz clients achieve "Wow!" digital customer experience making it easy for their customers to buy from them.