CRM for Sales and Marketing
CRM helps sales
Sell smarter
CRM software allows sales reps to manage their deals and conduct all their sales communications from
one central location. By integrating your CRM with your organization’s business tools—including email,
calendar, and marketing automation software—your sellers don’t have to waste time and effort
switching back and forth between programs.
CRM software also provides full insight into the status of every deal in progress, and helps sales
managers coach their team, establish quotas, and track individual sales rep performance.
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Never drop the ball
With a CRM, you can automate reminders for your team to reach out to leads at the right time so that
potential customers are never lost. Seeing the upcoming actions for every deal removes the guesswork
and stress from a sales rep’s day.
Stay in the loop
Modern cloud-based CRM platforms can be accessed from any device, which means your deals aren’t all
stuck in the office. With mobile CRM access and smartphone notifications, salespeople won’t miss
anything important, whether they’re on a plane, at a client site, or walking into a meeting.
Invest in what’s working, and stop what’s not
Instead of guessing, a sales manager can track the reasons for why deals are won or lost. By analyzing
their CRM’s customer data patterns and sales reports, sales managers can determine which methods are
effective and which need to be improved.
CRM helps marketing
Know how prospective customers are finding you
CRM helps you track how prospects find your business—through online searches, trade shows, or
specific marketing campaigns—so that you can determine where you’re getting the biggest return on
your marketing investmen