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How Can Using a CRM System Make You 10x More Productive

It’s easy for a business to become overwhelmed by copious information and data regarding customer transactions, employees, and sales. Staff productivity will be slowed if a business cannot organise this data efficiently. Several businesses now rely on CRM (Customer Relationship Management) to streamline everyday workflow in a client-centric way, which increases productivity.

This piece will show you how to get more from the software – and more from your sales team in the process.

Personalised customer service

One of the effective ways to gain and retain clients is through the personalisation of the buyer journey. By keeping track of your regular client’s contact information and tastes, your sales team can respond more personally to the client's specific needs.

For high-ticket sales, the software lets one employee take over where another left off when more touchpoints and greater care are needed. Doing this helps avoid starting the sales process, which is a buying deterrent and potential nuisance.

Streamlines your sales process

As mentioned above, CRM can track a client's original intention of visiting your store. Employees can therefore look back at the records and equip themselves with the information they need to offer complementary goods or upsells.

For instance, if a client recently bought a washing machine, your sales team can suggest an ironing board or matching dryer based on the details available in the system.

Reporting and analytics

An advanced feature of most CRM systems is their analytic and reporting tools. The software allows you to gain insight into your clients' satisfaction rates. This data lets you know where to improve your clients' and administration's performance. It can also show you what opportunities are available to you and how your client support team is performing.

Minimise admin tasks

Most CRMs provide incredible automated functions, which can minimise your time doing admin tasks. One way to do this is to save email templates to send to customers you’ve spoken to.

A routing system to forward specific emails to the correct client will save you much time, which can be spent prospecting sales and leads.

Workflow, sales & marketing

Typically, a CRM system offers merchants various automated processes, simplifying repetitive tasks.

The automation makes client experiences easy to personalise. One way to do this within the system is by creating client groups that assign clients to segments, which automatically offer them personalised experiences based on order quantity, pricing, or other factors you would like to input.

Capturing leads

Capturing leads is a direct way to increase productivity. CRM technology can monitor form fills, allowing your sales team to be notified of anyone interested in a specific landing page on your site.

Having this software track where your leads lie within your sales funnel and update their progress will allow you to spend more time picking up the phone with those ready and less time monitoring leads.

Sharing on social media

It is safe to say that many people are familiar with how social media works. Sharing needs, achievements, and problems can promote better results through CRM. It can lead to sharing solutions, ideas, or crowd-sourcing for a specific project in the business.

Sharing via social media will help staff look for crowd-sourcing functions, enabling the power to resolve issues within the organisation.


Delivering exceptional customer experiences becomes easier when your sales team has accurate and complete client data. A meaningful data set usually delivers the most vital information, which helps offer top-notch services and close sales.

Invest more time in managing your everyday business concerns while CRM technology handles more of your company's data and online-based relations.