Fully Integrated Sales – CRM management software_Sales management system

February 9, 2019 | Author: | Posted in Software

Sales management software is usually bound to a system like CRM software which addresses the challenges of sales management practices. Not all CRM software comes with multiple builtin functionalities, but having one like sales crm software for your business can remarkably improve sales practices and performance by empowering sales managers to optimize them sales management skills.

Lead, contact, account and deal management
The basic necessity for any sales organization is to be able to manage and build sales information efficiently. When you generate a lead, contact or account in Sales365cloud, auto profile enhancement populates the records with social profiles, company details and photo. AIbased lead scoring ranks your leads based on behavior and activity and categorizes them into hot, warm and cold so your sales representative doesn’t waste time chasing the wrong leads. By piecing together all relevant information—conversations, dealings, touchpoints, meetings— Sales365cloud provides you with a 360 view of your client. When it’s time to build a deal, associate the related account and contact to the deal, and Sales365cloud will automatically link the conversations to the deal. With a crm management software like Sales365cloud, simplify the basics of your sales management and organize information.

Sales pipeline management
Every industry has a unique sales process, so your CRM software should allow you to define and build yours with comfort. With the multiple sales pipelines feature in leads management software, if you have more than one sales process in place for your teams—say inbound and outbound—then you can create unique pipelines by customizing your deal stages. The visual sales pipeline forecasts your revenue by the deal stage where you can filter and sort deals, customize deal views, drag-and-drop deals across the pipeline, call and email clients, generate tasks and appointments, and a publish of other functionalities to help you close deals faster.

Email and phone
Email is a standard form of communication for most businesses is a vital feature in sales management software. When you blend your email with CRM software, you don’t have to switch among systems to monitor intercommunications. You can integrate email client with Sales365cloud CRM to send and receive emails across the two systems. You can trace email opens and clicks, auto creates new leads from emails, and send bulk emails. Take it one step more, and use your CRM software to also make phone calls. With the built-in phone in sales365cloud, transfer calls and record calls. A sales representative can reach prospects immediately with the click-to-call feature and have the CRM automatically log your call.

Sales process automation
Automate save time and increase productivity. By becoming constant sales tasks automated, you decrease the manual dependency of sales representative and avoid forgetfulness to accomplish such tasks. Automation keeps your CRM up to date, and enable sales representative to use more time on opportunities and not waste time on regular tasks.

Integration with third-party applications into your CRM software can add value to sales management strategies, and expand the abilities of your sales team. Sales crm software offer over different integrations to make the most of your CRM. Correlate to several more applications using third-party tools. Boost your sales with marketing tools, enhance client experience using support and chat tools, capture customer touchpoints using client data platform, manage payments and invoices with accounting tools, and do more using sales crm software.

Analytics and forecasting
Reports are essential to sales managers because ultimately what they’re looking to measure is revenue. Report outside of your CRM software can be a hassle if data is not in real-time, and if you have to export data each time you want to track progress. Sales365cloud CRM comes with built-in reporting abilities to create any custom report for your business. Whether you need to include sales activities, estimate sales using trendline reports, create reports across modules or become a dashboard to get clarity on key sales metrics—Sales365cloud has it.

CRM on the go
Wherein you prefer a desktop-only CRM, you restrict easy access to sales information while you’re away from your table. Stay relevant to your CRM even on the go! mobile crm allows the sales representative to collaborate with customers, schedule tasks and arrangements, add notes, get informed and log calls from wherever. Become smarter with sales management using your mobile CRM.

To get a quick demo of our software visit http://sales365cloud.com/Home/ViewDemo or you can directly call us at +91- 8140297820 or you can email your requirement or query regarding software or solution at business@cittasoltions.com

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About Author
I am Dhwani Khatri Digital Marketing Executive at Citta Solutions Pvt Ltd. We are providing a software solution to the sales, cargo, hospital, ecommerce, education, restaurant & retail industry.


“ An Innovation Automation applied for ” - Customer Service Excellence, and to Grow Successful Business. Sell smarter and faster with our CRM.

This author has published 8 articles so far.

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