Using CRM Software to Recapture Missed Sales Opportunities

CRM-Software-to-Recapture-SalesIn today’s world, there is no shortage of marketing tactics to increase sales and engage new prospects. From social media to email marketing campaigns to trade shows and mail distributions, there are always new ways to draw in customers – both new and old. While sales teams are succeeding in capturing new leads, the actual conversion process is leading to its fair share of challenges.

Many companies are finding their existing solutions to be lacking, particularly when it comes to capturing and managing leads from social media platforms. Old or outdated customer database software solutions do not have the technology to sync with social media accounts, making it difficult to adequately manage the conversations that result from the efforts of sales representatives using social campaigns. The lack of social media integration, however, is not the only problem. Many are also finding that their customer databases are not able to be linked to their ERP system without extensive customizations (or sometimes not at all). This creates a problem for sales and customer service representatives who need access to financial and order information in order to best serve the client and eventually hinders the overall sales process and causes many companies to lose out on promising prospects.

CRM Software is the Key to Maximizing Your Sales Opportunities

Customer relationship management (CRM) software, such as Sage CRM and Infor CRM, can be leveraged to help you get the most value out of every sales opportunity. Not only does CRM capture the information you need about every client and prospect interaction, but it also contains high-level tools designed to help you manage every step of the sales process, from the initial point of contact to the final sale. With a capable CRM software, you will be able to:

  • Quickly and easily create accurate quotes and orders
  • Monitor sales performance
  • Answer customer questions in an efficient and knowledgeable manner
  • Collaborate with various departments
  • Integrate seamlessly with your ERP and financial system
  • Reduce time spent on administrative tasks
  • Maximize cross-and up-sell opportunities
  • Make intelligent decisions based on easily accessible information

Find out how you can start capitalizing on every sales opportunity and further the impact of your sales team with a capable CRM software solution.

For more information on how to best utilize your CRM application, download our whitepaper, “Four Ways Integrated CRM-ERP Solutions Improve Productivity.” This resource is filled with helpful information to get the most out of your investment and start realizing its powerful return.

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