How to Use CRM and ERP Software to Shorten Sales Cycles

Shortening the sales cycle is a complex game of knowing which resources to allocate to which actions. Many small businesses run on tradition, habit, and instinct to understand which daily tasks need to be done and how. A fully optimized operation, however, looks at every aspect and creates, as close as it can, the shortest cycle for its unique business.

Luckily, software is here to help. Automated data evaluation and communication frees personnel to focus on what really matters — their customers.

Using Software to Shorten Sales Cycles

Automating Repetitive Tasks: Sales teams might often find themselves stuck in repetitive tasks without realizing it. ERP software oversteps the tedious work of copying-and-pasting or sending emails. A valuable strategy evaluates which tasks your team finds themselves doing over again and automating those tasks.

Good software will be able to automate a complex chain of emails and be able to account for variations. Good software will also create reports on leads and customers, make visual and accurate evaluations, and make the information readily available for your team.

Evaluate Your Leads: Software can prevent your team from chasing cold leads. A good CRM will give your team multiple views of its client data. This means that a sales team can organize their clients based on when they last communicated.

A good software will allow the sales team to create campaigns for stale leads, or delete them once they become cold. With a vibrant and updated customer database, sales become more predictable.

Team Communication: CRM and ERP software allows for each aspect of the business to seamlessly communicate with each other, lessening the back-and-forth. Having open access to all of the operations in a business means that teams can give answers to customers faster. The best software will be easily accessible to every team member from a range of devices. 

Consolidate Reports: When team members can see their goals and evidence of their progress, they continue to learn and grow. Reports give each aspect of your business an evaluation of their processes, and also lets the team in on what everyone else is doing.

Good software will create and display relevant reports on both teams and customers. Businesses can learn where their sales cycles stall and strategize ways to improve.

Choosing the Best CRM and ERP for Your Business

Choosing the right software for your business can shorten your sales cycle in a way that fits your already established style. Modular solutions can help your team identify which areas can be improved and allow your team to build configured software.

If you’re ready to implement cloud-based ERP along with CRM for higher efficiency within your business, let us walk you through a free demo.

e-Whiz Global was founded in 2009 with the sole purpose of offering simple & effective business solutions to our customers and business partners. Today, we offer comprehensive technology solutions for ERP, CRM and Accounting in major vertical industries.

With a growing global team of solutions architects, software engineers and project managers, we bring vast experience in your Business Domain, Product Development & Information Technology services. Our underlying philosophy is simple: If you want to go fast, go alone. But if you want to go further, partner with e-Whiz Global.

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