HOW A CRM STREAMLINES YOUR SALES PROCESS

Today, you will discover,  how a CRM  streamlines your sales process and optimize the management of your business. Interested? Come with us. Real estate companies were not born today. On the contrary, their permanence in society goes back many years. After all, it is linked to a basic human need: to have a home.

The market has reshaped itself according to the needs and, to do so, has created new ways of selling and existing. The world changed, of course, until we arrived at the present: an extremely digitized environment, full of information and saturated with brands and false desires.

Like any other market, the real estate industry had to open its eyes and understand that without change, we won’t move forward. So it has transformed its functions, values and sales process.

In response to this need for change, real estate tools were born with the goal of better organizing the sales process and transforming it into a set of well thought-out strategies. This is how the platform that will be our theme today was born: the CRM, which comes with the proposal to rewrite the sales management process.

CRM: WHAT IS IT AND HOW DOES IT IMPACT THE SALES PROCESS?

Customer Relationship Management (CRM) can be translated as “customer relationship management”, but the platform is much more than its name suggests.

Seeking to meet one of the new market’s main requirements, namely to generate relationships with customers, CRMwas born as a comprehensive solution that improves and manages the touch points between the company and the consumer.

It mainly helps customer service, marketing and sales teams, providing 360º management of internal and external processes.

The CRM is sold as a software that allows the virtual management of the company and facilitates communication between its employees and between prospects in the sales funnel.

How does a good CRM work?

A CRM works by managing the relationship between a company’s teams and its potential customers.

Once the conversion has taken place and the prospect has entered the company’s sales funnel, the CRM platform captures his information and stores it. From then on, every step the lead takes is calculated and known by the software.

In this way, your marketing teams can closely follow the evolution of the potential customer and provide him with personalized and valuable material.

But beyond that, CRM also makes some important processes much easier, turning tedious and time-consuming activities into agile and digital actions.


HOW CAN A CRM HELP YOU STREAMLINE YOUR SALES PROCESS?

The CRM platform can be a great process facilitator. With it, you optimize the interaction with your client and the internal communication of the real estate development company, in addition to better organizing the team’s processes and avoiding manual tasks that are not very necessary.

Among the main advantages of the software, we can highlight the following:

Storage of important information

CRM captures and stores the most important information of your prospects in a convenient, fast and secure way. This saves a lot of time for teams, in addition to being essential for avoiding lost and misplaced documents along the way.

In addition, virtual data storage also provides access to important information anywhere, anytime. So everything your sales team needs to close deals is in the palm of your hands. A CRM is a true file repository that is secure, efficient and easy to use.

Task automation

Ever wonder how many hours are spent filling out forms and documents? Well, we know it’s not a few.

With a quality CRM, your team’s work hours are saved and used for more important tasks, because it’s up to the CRM to collect and store relevant information and data.

Better visualization of the sales funnel

Top, middle, bottom of the funnel. These definitions may seem a bit daunting at first, but with a CRM, everything becomes easier. By tracking the lead’s trajectory from prospecting (i.e. “entry” into the sales funnel), the CRM shows the touch points between the developer and the consumer and easily shows your team where the lead is.

Knowing that they have a long time to consume the top-of-funnel content, marketing teams are able to nurture them in the best way possible to move them through the buying process.

Similarly, if the CRM indicates the existence of sales-qualified leads (SQL), sales teams are given the green light to act.

In short, CRM gives you the sales funnel on a platter for your team to act on as needed.

Integrated communication

Using a thousand different platforms in the workplace can be just as costly and confusing.

But, if you really want to know, CRM has thought of that. So the platform allows for integrated internal communication through wall art and other contact formats.

This way, managers and employees can communicate within the same software in an organized and secure manner, not to mention the greater agility in disclosing important information that it offers.

Reduced rework

Lost materials, misplaced documents – there are many headaches in the construction industry.

But that’s exactly what CRM can help with. By storing information and data within the platform, the possibility of rework is greatly reduced, as all files remain stored in the security of the software.

Improved productivity

Improved team productivity is an obvious consequence of the effects of a good CRM. By automating tasks, organizing documents, and controlling the sales funnel, customer service, marketing, and sales teams find space to produce more and better.

CRM improves work productivity

The hours saved and unnecessary effort avoided by the platform means your key teams have more time and energy to work on what really matters: the sales process.

 


More information

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