Customised Sales CRM Explained: Why is a Customizable Sales Solution (CRM) a must-have for modern teams? Sales CRM is the most critical tool the sales teams use to carry out sales operations. It is paramount that businesses leave no stone unturned to get the right fit solutions for their sales process. Customization helps tailor the solution to their needs
Document Collection Automation How Modern Teams Automate their Document Collection Process Sales solutions should have automated document collection workflows. Trigger automated links to customers to upload and send documents directly to the database. Better Data privacy, processing time, and customer experience are achieved with document collection automation
Sales Automation Features Essential Automation Features for your Sales Process in 2022 Automating Lead generation, distribution, prioritization, communications, and having a single interface to execute tasks are some important automation features that sales leaders should consider in their sales CRM solutions.
Sales Reporting Sales Reporting: Essential Reports for Managers to Review Sales managers need to keep a close tab on business and team performance. Sales pipeline, conversion, channel analysis, churn, lead aging, etc reports are important for sales leaders to track routinely.
Sales CRM Pricing Sales CRM Pricing Structure: Why Tiered Pricing can turn out to be expensive Tiered pricing models can be expensive for sales CRM solutions. Complex tiers, limitations, no control, costly upgrades, and complex cost structures can be a tough riddle for sales teams using the sales solution. It is advised to go with a simple and transparent model.
Field Sales Solution Field Sales Solution: Checklist of Essential Features A Field Sales solution with features such as lead management, pre-planned talks list, attendance, navigation, route tracking, etc is critical in driving productivity and performance tracking of field team members.