Why Sales People Need CRM

sales CRM is a tool for managing all touchpoints with prospects or customers throughout the sales process. A touch point could be any interaction—both direct and indirect—between sales reps and their leads.

Sales teams can eliminate the busywork and use modern sales techniques to engage more prospects.
With more time and the right insights, they can sell faster and deliver a personalized experience to each customer.


1. Enjoy a safe storage space

CRM helps sales people to safely and centrally store their contacts, Sales Opportunities, activities and scheduled plans in one place, and have uninterrupted access to the database from multiple locations.


2. Plan and time

CRM helps sales people to optimize their daily schedules and prioritize tasks to make sure customers are not ignored and the key prospects are contacted on time. In fact, CRM allows sales people to spend more time with customers, which leads to more deals closed and a stronger customer base.


3. Activity reports

CRM helps sales people to easily prepare their weekly or monthly reports for management. The process is automated and transparent, and takes just a few clicks to inform others about what sales are currently in progress.


4. Stop surfing, start targeting

CRM helps sales people to segment data and identify valuable opportunities via criteria based selections.


5. Stay up-to-date on what’s happening

CRM offers shared calendars, document & e-mail Integration, uniting all team members and keeping everyone up-to-date.


6. Show up in time for the new sale

CRM helps sales people to know exactly when customers need to be contacted. This all increases your chances of closing a sale.


7. Rationalize your sales moves

CRM helps streamline the entire sales cycle, which results in closing deals in your sales pipelines and helping everyone in the team to reach targets faster. Since order processing and preparing quotes is automated in CRM, sales teams are able to reduce production costs and increase sales revenue.


8. Know what your customers really want

Since all the customer-related data is stored in CRM, it helps sales people to analyse the needs of customers and even anticipate their problems – all at the right time. All this increases customer satisfaction and ensures loyalty, as well as higher profit margins.


9. Cut down on admin tasks

CRM stores product and price details, triggers reminders for activities, and takes sales people through the sales pipeline step by step.


10. Save money

Effort and cost related to correcting those errors may be much higher. Finally, it also boils down to such trivial things as saving money on those cluttering and often vanishing Post-it notes, since every new information can be safely stored in the system.



This will enable a better sharing of information and will secure more effective work with CRM.

If you’d like to learn more about how CRM can help your sales team then contact us for Demo.