If you are currently operating your small, mid-size, or even large business without a CRM system, there’s a chance that you are not managing your existing sales pipeline as effectively as possible
Here are the top reasons why a CRM is important for your business.
Client Management
A CRM system like Whiz Sales will eliminate the need for endless spreadsheets among your sales team.
Instead, with an intelligent CRM system, you can ensure that you are managing your clients and leads in the most effective way with a management dashboard. These management dashboards are highly customizable and will let you see the lead status – hot leads, won leads, and lost leads – in real time.
This is a great place to set and monitor customer tasks so that your whole team can stay on top of the customer workflow and never miss a step.
Sales Performance Tracking
With a sales and performance dashboard, your team can easily see how close they are to hitting quarterly or yearly sales targets. You can break down goals even further into sub-categories and by product.
This sales performance tracking is important because it allows both managers and sales team members the ability to view and analyze the progress of these sales targets at the individual or team level. If you’re far off from achieving your sales goals, this visualization can help you plan to tweak your sales strategy so that by the end of the quarter or the end of the year you will achieve those goals.
Expense Tracking
Your team’s expenses have a real impact on ROI. This means that tracking these expenses should be done in an accurate and timely manner, with all data easily accessible to your upper management and other departments for tracking purposes.
If your business implements a CRM solution that includes everything from expense statement submission to approval, expense tracking, notifications, and travel requisition, all of this information will be in one place for your accounting or finance department to reference and track.
CRMs also allow you to create expense analysis by employee or by department. This helps ensure that your account and sales managers can stay on top of their expense reporting and tracking as each employee or department submits new expenses.
Ultimately, a good CRM system will be able to help your sales team better manage customers and leads, assist with goal tracking, and simplify expense reporting. When all of these essential processes are improved, then your business can focus on growing revenue, increasing productivity, increasing customer retention, and even scaling larger.
If you’re ready to step up your company’s sales and generate more ROI today, CONTACT US for a free demo of Whiz Sales.
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.