But what can you do to make your sales process effective? Is there a way to ensure that all prospects become customers and none slip through the cracks?
Yes, there is. With a CRM, you can be sure that your whatsapp number database time and energy are being directed in the right direction.
And, when you have a CRM like Vtiger , you can access certain unique features that will improve the sales process. You won’t end up behind dead leads while the good ones are leaving…
Here are 5 tips and 5 Vtiger CRM features that will help you close deals faster this year!
Determine the correct perspective
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The goal is to focus on quality over quantity. You may have multiple leads in your sales process, but you need to identify leads that you can convert quickly and easily.
Want to know how to do this? Profile evaluation is the way.
With Profile Score in Vtiger CRM, you will get a clear picture of which prospects are genuinely interested in your product and which ones are hard to reach.
The profile score of a prospect is based on their
Interaction with the company,
Designation,
Company size and revenue,
Location,
… And other parameters.
If you feel that a particular prospect is not a good fit for your business, don't spend too much time on them.
Clarify your sales channel
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You may have many opportunities in your pipeline, but not all of them are going to turn into sales. Don't waste time on prospects that don't require your decision or show any signs of buying.
But how do you identify disengaged prospects and improve your sales funnel?
Here are a few ways:
Prioritize your prospects as Hot, Cold, or Warm to determine who needs the most attention.
Track your prospects using Email Sequences in Vtiger CRM; identify cold deals and nurture them.
Organize your trades so that you can find the ones that are most likely to close and process them right away.
Remember, having a bigger pipeline does not make you a better sales rep.
Keep every piece of information safe and secure
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You must have in-depth knowledge about the requirements of your potential customers before offering a solution to them.
Imagine this scenario where you are talking to your prospect and you don’t record the requirements. The call ends.
Now you have a follow-up meeting with the prospect a few days later and you end up asking the same requirements. Wouldn’t that be a turn-off? You might even lose the deal.
Vtiger CRM offers the exact solution that will save you from these hassles - Customer Touch Points .
In Customer Touchpoints , you can record interactions with your prospects and revisit them as needed. Interactions can occur via email, phone calls, SMS, events, and documents.
Automate tasks and save time
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As a sales representative, it can sometimes be difficult to focus on the sales process when you have too many things on your plate. Mostly, preparing sales reports and planning other sales tasks takes up a lot of time.
But wait; don't put out Vtiger CRM Travel Templates and Reports will help you improve efficiency by simplifying those repetitive, time-consuming tasks.
Journey templates allow you to plan sales tasks in advance according to your sales process, so you don’t have to create and assign tasks every time you close a deal.
According to reports help you get a bird's eye view of your pipeline and your team's progress. Brownie Points - You can dynamically make changes to reports, and you don't have to create them from scratch every time.
Track your sales and performance
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Meeting with your team periodically and reviewing sales metrics is one of the best ways to know if you're on the right track.
But is there an easier way? Vtiger CRM Sales Overview .
You can get reports on your team's activity, your pipeline value, your pipeline activity, how your progress compares to your goals, and many other details about your sales with Sales Overview .
In other words, it's your one-stop destination for all sales-related information.
To sum it up…
Focus on the right prospects and opportunities that will make your business thrive.
Be smart, be attentive, and write down your prospects’ preferences. Invest your time in the right tasks and maintain a healthy sales funnel to reach your sales goals.