Your customer relationship management (CRM) software can be used for much more than just managing relationships. Used in the right way, it can make you more efficient, more profitable, and ultimately more successful. Find 5 top tips below on how to make the most of your CRM system, and find out why using a CRM for sales could make you better at your job all round.1. Share information across your team
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Many prospects often ask our sales team “What can sales-i offer me that my current CRM package can’t?” and “What’s the difference between BI and CRM?” Good questions. Our system will put opportunities in front of your salespeople and marketers – all they’ll need to do is grab them.
CRM is a handy tool by itself, but the right BI system working in conjunction with your CRM package will turn your data into actionable, profitable information. sales-i helps you generate more profit by analyzing the data currently housed in your CRM package
Have you ever heard of ‘Cause and Effect’? It’s a theory that suggests every action has an equal reaction.
For example, Joe forgot to plug his laptop in (cause) and his laptop stopped working (effect).
So, what does this have to do with data management in your CRM system? Simple, the better the data is that you input, the more valuable the information that you extract will be.
If you’re to believe research carried out by numerous companies, roughly 65% of CRM systems fail