How to sell with a CRM


CRM, which stands for Customer Relationship Management, is a tool designed to help sales and marketing teams manage how they interact with their customers and prospects. It is a system that, as its main features, has the ability to:

  • Offer and sell products at the right time, in the appropriate manner, and at the best price.
  • Assist service teams in promptly resolving inquiries and issues.
  • Aid in the creation of better products and services through direct user experience.

In our article «How to Sell with a CRM,» we share tips on how to effectively use a CRM to increase your sales.

First of all, what does a CRM do?

That’s an excellent question. A CRM, essentially, as a tool, stores information about all your current and potential customers. Data such as their names, address, phone number, activities, and points of contact with the company, phone calls, emails, and other interactions.

However, it’s not just a comprehensive contact list. It also integrates all the collected data to prepare and update your team with information that can help accelerate your sales, such as customer history and preferences. This way, you can know exactly what to offer and when to offer it! All of this, remember, is what we do at Leadsales all the time! We explain it in detail in our video Leadsales – CRM for WhatsApp Business. Basically, its attributes are:

  • Tracks and manages customer information
  • Connects your entire team in one space
  • Simplifies tasks to provide more effective lead nurturing
  • Provides recommendations and instant messaging
  • Expands and customizes as your company grows
  • Intelligently captures customer emails

I understand, but what does that bring me? What are the benefits?

Based on all the attributes that a CRM offers you, like Leadsales, we can conclude three simple benefits:

  1. You will find more customers and have a higher chance of retaining them by knowing and offering them exactly what they are looking for.
  2. With more customers, you will grow! Your sales will increase massively.
  3. Your customers will appreciate the personalized attention, which will generate empathy, loyalty, and (you guessed it) recommendations to other customers and more sales.

Additional benefits include:

  • More efficient teamwork
  • Increased productivity
  • Automation of repetitive tasks

Let’s get into the topic: How to sell more using a CRM?

Let’s focus this question on two departments: the sales department and the marketing department.

Regarding the marketing department, you can use a CRM to:

  • Manage blogs
  • Set up campaigns for a specific audience and capture potential customer data for follow-up
  • Manage your social media and identify potential opportunities. Many sales are now made through social media. Remember that the success of an advertising campaign largely depends on knowing who your customers are and their motivations. A CRM can help you a lot in understanding this, as the captured data helps to focus these campaigns. And if you’re unsure what to share on social media, you may find our article «I have nothing to share on social media, what should I do?» helpful.

Regarding the sales department, you can definitely sell more with a CRM considering that:

  • First, the CRM collects information about your potential customers.
  • Then, the CRM stores this information in a database.
  • Finally, based on this database, the sales team can schedule personalized automated emails to different types of customers.
  • These emails aim to maintain contact with the user and guide them through the stages of the buyer journey, from the first click to the final decision to purchase.
  • But what’s the difference if I simply do this myself? It’s simple: the CRM allows you to AUTOMATE communications, making it nearly impossible to miss a sales opportunity without the need for additional time or resources.

If you’re not familiar with the concept of the buyer journey, no problem. The article «What is the Buyer Journey?» elegantly explains it.

Final comments

Finally, here are some last tips on how you can use a CRM (like Leadsales) to sell more!

  • Prospecting potential clients: Use the CRM to identify and track potential leads, ensuring you have a constant stream of new opportunities.
  • Sales management: Utilize the CRM to effectively manage your sales pipeline, track interactions with customers, and monitor the progress of deals.
  • Product and service promotion: Leverage the CRM to communicate and promote your products and services to your target audience, ensuring you deliver the right message at the right time.
  • Market and competition analysis: Use the CRM to gather and analyze data on the market and your competitors, enabling you to make informed decisions and stay ahead of the competition.
  • Risk assessment: The CRM can help you assess potential risks in your sales process, allowing you to mitigate them and increase the chances of successful deals.
  • Customer retention strategies: With the CRM, you can implement effective strategies to retain existing customers, such as personalized communications, loyalty programs, and targeted offers.

By incorporating these tips into your CRM usage, you can maximize its potential and drive your sales efforts to new heights. Good luck!

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