Turning Back The Clock With CRM Software

PostedOn: 2016-09-14 11:13:07

There’s a lot that requirements to be done every day in a small to mid-sized business, and there never seems to be enough time. But what if there was a way to mechanize certain processes and provide employees with more time to focus on more pressing matters? Take a look at some of the ways customer relationship management (CRM) software can turn back the clock and make employees’ jobs easier. 

Data Importing

Never have to worry about manually importing view or customer data line-by-line again. CRM software provides you the option to import data from an excel spreadsheet directly into the database. Once the data has been imported, you’ll have the opportunity to further segment the data and create categories, companies, opportunities, etc. for sales reps to make use of.

Outlook and Gmail Integration

With email integration such as Outlook or Gmail, sales reps are able to keep track of the emails that are sent to prospects and customers without having to utilize Excel spreadsheets. Once emails have been sent, that data is stored in the CRM database. Sales reps need only look up the customer or prospect to get a detailed history of all communications, and from what source. This process saves sales reps the need to endlessly dig through their email folders for communication histories.

Job Satisfaction

Sales reps often find their jobs repetitive as a result of having to input data and send personalized emails day after day. One of the most important aspects of CRM is the ability to automate processes that aren’t needed, or can be done without the need for human interference. This automation process sales reps time and makes selling more enjoyable. When job satisfaction is high, employees find themselves doing more work in less time.

Pipeline Visualization

For many businesses that rely on Excel spreadsheets rather than a CRM, it does be difficult to visualize the sales pipeline. CRM removes this roadblock by simplifying and clarifying the sales process for those that utilize the software. In many CRMs, a visualization graphic is used to show lead progression and management, which can be valuable for sales reps as they develop their own prospects. This hallucination sale reps time that would have been spent analyzing copious amounts of data, emails, and more.

Email Marketing Automation

Creating tailored emails for each of your contacts isn’t always feasible. With CRM, you’ll be able to automate this process by designing email campaigns to be sent to a predetermined group of email recipients from directly from your database. Automating the email marketing process gives sales reps added time for other tasks and peace of mind knowing they don’t have to spend their day going through an email list, one-by-one.

Forwarded Emails

CRM allows sales managers to assign exact tasks to representatives. In turn, reps are able to send targeted emails to their specified customers/prospects without the fear of duplicate entry or duplicate contact. In addition, there’s no longer a need to forward emails to various sales reps; the emails should already be designated to a particular salesperson.

Data Search

Imagine: a centralized database of customer and prospect information, where data is safely stored and never misplaced. That’s the reality of utilizing a CRM for your business. Since the database is entirely centralized, sales reps can quickly and efficiently look up customer or prospect information through a simple data search.


Let’s face it: nobody enjoys sitting through countless sales meetings every week. Having a CRM in place that’s central and provides a solid visualization of the sales pipeline ensures that sales reps have a strong understanding of their tasks and their place within the department. In turn, sales managers are able to contribute tasks to reps and manage without having to constantly convene meetings to transport everyone together.