HOW TO USE THE CRM FOR A CUSTOMER PROSPECTING ?

How to use the CRM for a customer prospecting ? The software streamlines the processes of qualification, sales prospecting and management of your customers. Customers are, without a doubt, the main drivers of growth for any business, whether monetary or commercial.

As consumers, they expect your company to reciprocate with good service, good products and good prices. Your company’s reputation is at stake, and meeting these requirements is crucial to winning new customers.

Prospecting without the help of technology to boost your brand can be a costly task, as we live in a connected world that is constantly changing.

Your sales team needs to be able to manage customers and sell your product with software like CRM, which streamlines the attraction and closing processes, whether your model is active (direct approaches) or passive (indirect approaches).

Let’s find out more about this strategic system that can boost your sales.

WHAT IS CRM AND HOW DOES IT WORK?

CRM stands for Customer Relationship Management. It is a system that allows you to record and manage your customers and the contact information that company salespeople will use to approach them.

It stores data such as name, address, phone number, site visits and descriptions of interactions during the prospecting or retention process. Some management software integrates with your e-commerce, marketing and CRM to provide customer service and insight into your current and potential customers.

This sales tool allows for efficient approaches, as it stores all customer and prospect history, from the first contact to the last one to close.

CRM goes far beyond a simple list of contacts, allowing the company to build a lasting relationship and provide the best possible experience throughout the sales process.

The organization can use the CRM on its own computer or directly on the cloud. The second option is more modern and convenient, as it does not require maintenance from the IT team or the acquisition of servers.

They can be accessed from any browser or mobile device, giving the vendor the ability to work and track contacts from anywhere. Information is stored automatically and securely, preventing leakage or fraud.

HOW TO USE THE CRM FOR A CUSTOMER PROSPECTING

BENEFITS OF USING A CRM SYSTEM

Managing and capturing customers using spreadsheets and calendars is totally outdated, with slower processes and the risk of losing business opportunities, as they are difficult to update, interpret and share with the team.

The main problem with these tools is the detour of data that is scattered in different places, hindering decision making and, more importantly, sales.

To eliminate these manual failures, there is CRM software! In addition to being much more strategic, it organizes and controls the entire sales process in real time, updating the sales funnel and allowing a clear view of the negotiation steps.

Your information is centralized in one place, such as call records, appointments, customer contact data, interaction history, purchases they have already made, among others.

The entire team can also access this data and executives have more control in an integrated way, allowing them to make informed and intelligent decisions.

Thus, the main benefits of adopting a CRM system are:

. Agility throughout the sales process;
. Control and centralization of sales data in one place;
. A long-lasting and intelligent relationship with customers;
. Faster and more assertive sales;
. Increased customer loyalty;
. Analytics focused on metrics such as churn rate, number of qualified leads, closed deals, etc.


PROSPECTING FOR TECHNOLOGY-RELATED CUSTOMERS

Prospecting for customers goes far beyond a simple call or approach to offer a product or service. Whether it’s through an email or a message, your customer needs to have a good experience from start to finish, with sales strategies that need to be monitored continuously.

To help the prospect make the decision to choose your product, you need to know your customer’s profile and understand their needs, business model, etc. The CRM system is the right technology to have all this information in an accessible and automated way, which speeds up the follow-up processes.

Currently, companies that invest in automation perform much more strategic prospecting, using time to study the compatibility, characteristics and needs of potential customers. This increases lead qualification and reduces costs in the industry.

MAIN STRATEGIES FOR PROSPECTING WITH CRM

Used to attract new consumers, Inbound Marketing is one of the main passive prospecting strategies that generates interest through relevant content or offers to be passed on to a salesperson after conversion.

This type of technique requires you to explore different channels such as blogs, social networks and search engines like Google so that the customer can find your business and your content.

After attraction, conversion and relationship, your qualified leads are passed on to the sales team for a more personalized contact focused on demonstrating the benefits of your company to their needs, thus using CRM.

Another type of prospecting is outbound – also called active – where there is direct contact with customers through calls, emails or face-to-face visits. In this approach, the customer is not waiting for your contact, as these leads can be acquired through research, social networks or even competitor websites.

A surefire tip for any type of prospecting is to run internal or external referral campaigns that get current customers and employees to point to your product. This is the famous “word of mouth”.

WHY DOES CRM MAKE YOUR SALES PROCESS SMARTER?

CRM software optimizes all sales processes in an agile and intelligent way. Indeed, it is possible to generate reports and analyses from the extracted data that allow to trace the profile of the customers, segmented by region, social class, type of company, among others.

In addition to this facility, the system creates a relationship with prospects and customers, as it personalizes the contact and allows the team to focus on real needs. Professionals have access to interaction history, call records, sales milestones and appointment calendars.

To make CRM use more strategic, know your customers’ market well, create nurturing emails to engage them and identify their needs, be relevant and personalize your team’s pitch.

CHOOSE THE RIGHT CRM SOFTWARE FOR YOUR BUSINESS MODEL!

The CRM system is the most comprehensive and integrated system on the market, giving you a complete view of your customers and prospects.

Our solution increases customer service efficiency and drives sales, regardless of the communication channel, whether it’s marketing, customer support or even e-commerce.

With it, you can separate customer segments and their services, reps, technical support, plus monitoring and event management. As a result, your team works with more focus and efficiency, which increases the chances of closing deals.

Have all the information about customers and prospects in one place, with easy access and tools that automate contact functions to maintain a good relationship, using the information intelligently with CRM.


More information

If you would like to know more about the best customer service providers, please do not hesitate to contact us. You will need to fill out the form provided on our website.

Question?

1-866-885-5750 | info@prospecto.ca

Need help with your sales?

Make an appointment to get a quick quote
– Agenda –

Votre extreprise : axée sur votre croissance des ventes

Vous recherchez une approche différente ?

En vous générant des leads, Prospecto est votre partenaire d’affaires afin de vous aider à prendre des parts de marché de façon efficace et économique !