The best CRM for sales reps is the one that they use. It’s the one fits seamlessly into their day-to-day tasks and, ultimately, make selling easier. Here are some things that can help with that:
Easy to use
People can be creatures of habit and many sales teams and reps already have their own way of doing things.
It is therefore crucial that when companies implement a new CRM it is as easy to use as possible. The steeper the learning curve, the more time sales teams will have to spend getting used to the product. This will take away from time spent making sales.
Work with tools you already use
Many sales teams use a large number of apps and services to support their sales efforts. The best CRM platforms integrate with these third-party products, allowing sales teams to streamline their processes.
For example, sales teams can integrate their CRM with ecommerce solutions so each of a customer’s transactions shows up in their record. Alternatively, you could link the CRM to a form on your website so that it makes a new CRM record every time a new prospect requests information.
The better your CRM works with your existing tools, the easier it will fit into your sales team’s existing workflows.
Accessible where and when your sales team needs it
Cloud-based CRMs allow sales employees access wherever they are based. They could check an entry on their phone on the way to a presentation using a CRM mobile app, or access the CRM from their home computer in the evening.
Likewise, being cloud-based means all updates are accessible by anyone in an organisation. If one team member adds a date to the CRM calendar or adds a document that could help with the sales process, everyone in the team will be able to see this.
Keeps your sales team productive
CRM for sales have activity tracking features that allow sales reps to document work completed and managers to review what their team is doing. The best CRM software will take care of this tracking automatically, thereby improving a sale’s team’s overall productivity and ensuring nothing is missed.