How To Increase Productivity on CRM with Automation Tools

How To Increase Productivity on CRM with Automation Tools

To increase productivity, Customer Relationship Management(CRM) is a necessary part of every business that deals with customers and it can be a hustle to manage your customer services and sales if you do not have the right tools or resources.

What is CRM automation?

CRM automation is the process of automating sales and customer service functions and enabling the teams to track and manage their engagement efforts with current and prospective customers.

Automating the CRM gives you the following benefits:

  • Allows your sales teams to automate redundant prospecting and customer management tasks that are otherwise time-consuming. 
  • Tasks involving day-to-day activities such as data entry, contact updates, communication details, calendar management, and lead and opportunity updates are made easy.
  • It provides functionalities that empower your sales teams to make complex decisions using advanced analytics. 
  • It facilitates easy collaboration between sales and marketing teams or departments.

Here are ways you can use CRM automation tools to help increase productivity.

1. Add contacts to your CRM

Managing contact details is key to every business. Most CRM software comes with a feature to manage contacts. This feature helps manage contact data for prospects and customers with fields for personal details such as name, email, contact details, social profiles, company details, etc. The contact management process has to be executed on a clean and organized user interface that allows quick responses to search queries and easy accessibility to customer data.

2. Keep your team in the loop

To achieve this, you should make use of lead management features. This feature in CRM automation helps salespeople keep track of lead activities such as lead identification, lead scoring, lead pipeline management, lead workflow management, and lead tracking. This feature keeps salespeople updated with current data for effective engagement with leads and prospects.

3. File your documents

To better manage your sales, Sales processes include a lot of documentation such as RFPs. quotes, invoices, transactional documents, sales templates, and contracts. It is important to store these documents where they are readily accessible by sales and they can collect, upload and share them with ease. Therefore, documentation management is an integral function of CRM automation.

4. Integration

CRM automation must facilitate integration with other applications and tools such as email systems, calendars, project management tools, etc.

  • Email integration helps salespeople keep track of their conversations, as well as segment their contact lists efficiently.
  • Calendar integrations are useful for setting up calls, meetings, and reminders with prospects and customers.

It also facilitates company-wide collaboration for the sales team and ensures that all the interaction history with a particular customer is available in a single place, thus reducing dependency on a single individual.

5. Reports and analytics

Reports and analytics are core features of CRM automation that help optimize sales processes and enable data-driven decision-making. From sales performance analysis to sales forecasting, reports and analytics play an important role in automating your CRM.

With every business, increasing productivity while being able to boost team collaboration, and having powerful insights that inform decision-making to enhance customer experience are good reasons to use automation tools in CRMs to achieve set targets in the most productive way possible.