What to look
for in Sales software
The more we write about the perfect CRM system, the more I appreciate
what this type of system can do for a business. We can actually see this system
as the perfect PR person
for your business, if it had to be a person, I would imagine them to be charismatic,
good looking and someone that gets along with everybody. A person who has all
your needs as their top priority and can make any job possible with their good
looks and charm, everybody just loves this person.
So if this charismatic person (CRM system), claims to have
your business’ best interest at heart, surely at the top of his list will be to
see that your business generates a healthy revenue.
The only way to ensure the survival of your business is with
a constant cash flow to pay the bills, pay salaries and have a little something
stored away for your retirement. And, if
your business does really well, thanks to your CRM system, maybe even early
retirement.
What should
the key sales software capabilities be?
Sales
software should be equipped with helplines and guidelines to ensure your
sales people do their work effectively. What this also means is that this
software should be easy to use and even easier to customise to the sales people’s
specific needs, because as we all know everyone is different and do things in
different ways.
Like I said: Customisation is king. Dashboards can be
customised to the sales person’s specific needs to display the information relevant
to what he or she needs to do their jobs properly. These dashboards all work in
real-time and is completely interactive to assist the sales people in being on
top of their game, to help them track the status of the sales process and to determine
what steps to take next. This is an excellent tool to boost productivity as all
information is always available.
The ideal sales
software should assist in the management of leads and opportunities from
the first contact. This enables the
sales people to track the status of each lead and to determine if a lead will
end up in a sale and if not to seek out new opportunities. Because of this
wonderful capability, it can easily be seen which person will be the best
candidate to handle the sale, lead or specific task.
Graphs should be a functionality that can be set in place to
track the status of a certain deal or sale to determine what strategy should be
followed to close the deal. Analyses of the statuses on these graphs make it
easier to determine the next steps to follow.
If a CRM system is seen as a person it should be able to
generate personalised quotes to be sent to your clients in a speedy manner
ensuring no time is wasted in getting the deal and showing the client
that you are truly invested in giving them the best service and your expertise.
Probably one of the most important features should be to
manage appointments, specifically managing your sales people’s appointments.
Sales software should give the CEO peace of mind: All relevant calendars must
be available for view to ensure complete transparency throughout your business.
This can also assist in appointment-making as all calendars can be seen for
availability.
It doesn’t get any better than this, software that allows
all staff members with smartphones to access all their information from their
mobile phones. This is the future, people do not even have to be at work to
actually do their work, amazing! Productivity is shooting through the roof.
Sales-automation software is playing a big part in this by allowing all
information to be mobile and available and ready with just a few clicks.
This is
it
We always talk about intelligent software that can do just
about anything, even make coffee for you, but I’m pretty sure this software can
do more than that; it can make you money and lots of it! I think it is time
that business owners start investing more time and effort to research and find
sales software that resonates with their business and their beliefs and what
they stand for.
In the end, it is all
about sales and money. But, keep in mind to find software that will be easy to
customise and integrate with your current software and hardware and human
resources, of course ;)
No comments:
Post a Comment