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shivani.12
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shivani.12Top Contributor
asked in Workflows and Automations

AI and chat in CRM

From productivity-boosting sales automation to tailoring customer experiences, chatbot integration and AI in CRM can help grow your sales today.So what would you say are the benefits of having AI + Chat in CRM?

4
Figemingthe
Community Debut
1 year ago
shivani.12
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shivani.12Top Contributor
posted in Sales Sequences

Sales adoption

Sales can be a messy, broken process as reps scramble for data on the right leads to target and nurture and sales managers try to get complete visibility into ongoing deals. A powerful CRM can streamline your sales processes and boost productivity, thus easing the lives of your sales reps and sales managers.From helping sales reps identify sales-ready leads to providing visibility into your sales pipeline, here are four ways you can integrate a CRM in your sales adoption plan:Provide a single source of truth: It’s easy to lose or miscommunicate lead data when leads are passed between different sales teams. This leaves salespeople with an incomplete view of the prospect. A CRM helps prevent this by documenting all prospect and customer information in one place. This serves as a single source of truth that all reps can access to get a complete, 360-degree view of prospects including: - A quick summary of basic lead and customer information - A chronological timeline view of each client’s

1
ahsan baba
Community Debut
1 year ago
shivani.12
Top Contributor
shivani.12Top Contributor
posted in Workflows and Automations

Maximize Black Friday sales using a CRM

Since its inception during the first Macy’s Thanksgiving Day Parade in 1924, Black Friday today is a weekend-long extravaganza, stretching to include Thanksgiving and Cyber Monday. With the popularity of online shopping today, retailers need to utilize the technology at their disposal to nurture and convert customers eager for Black Friday deals. A Customer relationship management (CRM) software is a great way to manage the rush, cement new deals, and improve customer experiences during the holiday season.  Here are some CRM tactics that will help you make the most of the Black Friday rush.  1. Get to know your customers: A CRM can help you organize any data you have about your customers and prospects, from their demographic information to their browsing habits and use that data productively. Built-in analytics will help you gather context to understand buyer intent better and tailor your marketing accordingly. 2. Personalize your emails: Invest your time and money into personalized em

1
shivani.12
Top Contributor
1 year ago
shivani.12
Top Contributor
shivani.12Top Contributor
asked in Workflows and Automations

Sales Automation

The responsibilities of a sales manager are vastly different from that of a sales rep. From increasing revenue and profitability to ensuring the team meets targets, a lot rests on their shoulders. How do they manage so many tasks simultaneously during the busiest quarter of the year? The answer lies in automation.   So what are some sales automation features to keep an eye out on?

1
Manasa Kumar
Skilled Expert
1 year ago
shivani.12
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shivani.12Top Contributor
asked in Sales Sequences

Sales tools

Today, almost every company uses sales tools. In fact, over half of sales professionals say sales tools help them build stronger relationships with buyers and close more deals.From keeping information organized in one place to clearing bottlenecks in the sales process, the right tools will elevate your sales team’ performance. So what are some sales tools that you should invest in today?

0
shivani.12
Top Contributor
1 year ago
shivani.12
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shivani.12Top Contributor
posted in Sales Sequences

Sales Strategy

Devising a sales strategy is unique for every business. Before you set up a sales strategy for your business, here are some key parameters you need to consider:Company vision: A clear declaration of your company’s future direction helps you determine what you need to achieve now and in the near future Revenue goals: Your revenue goals must be aligned with your company vision. It can be something as simple as closing certain targets for this quarter Ideal customer profile (ICP): Creating an archetype of your ideal customers, including their background and pain points can help your sales team identify the right prospects to go after Value proposition: Now that you’ve created an ICP, having a value proposition lets your customers understand how your product/service can fulfill their needs, the benefits it offers and how it is different from the competition Budget: Sales strategy involves various activities, right from providing tools and software for salespeople to training and onboarding

0
shivani.12
Top Contributor
1 year ago
shivani.12
Top Contributor
shivani.12Top Contributor
posted in Sales Sequences

Seven tips to get more sales during Cyber Monday

The Thanksgiving holiday season ends with Cyber Monday, which is the biggest shopping fest for digital retailers and looks at keeping the shopping momentum going. As people are back from their big holiday break, their hunger for bargain shopping doesn’t dip. Cyber Monday’s growing popularity makes it a day that businesses can no longer ignore. So here are seven tips to get the most of your sales this Cyber Monday using a CRM. 1. Leverage your CRM for amazing sales campaign ideas: If Cyber Monday hasn’t been on your radar this holiday season, it’s not too late to whip up a quick sales campaign. You can still aim to bring shoppers to your website throughout the week using your CRM and get your sales numbers high. 2. Revisit your historic wins: If you’re using a CRM to track sales activities, you can rely on sales reports to deep dive into the numbers. With advanced reporting, you can pull up data and analyze your sales performance via visual charts. These insights can help you determine

0
shivani.12
Top Contributor
1 year ago
shivani.12
Top Contributor
shivani.12Top Contributor
posted in Workflows and Automations

5 ways to keep leads flowing through the holidays

The last holiday break of the year is almost here. As you transition from one celebration to another, you can’t risk ignoring the leads in your pipeline. There’s a lot of potential customers and revenue that could slip through the cracks when you’re not watching. To keep up your sales velocity this Holiday Season, let AI do the grunt work for you.  Here are five ways to keep leads flowing through the holidays: 1. Communicate your unavailability/availability: Your business website is open 24×7 for prospects. Once they are on your website, they may need more information or quick answers. With an AI chatbot deployed for live chat, you can engage your website visitors. Using a CRM with auto-assignment, you can route incoming chats to a sales rep who’s available on shift and take the business forward.  2. Set up appropriate handovers: Having proper handovers in place ensures a seamless transition of your deals in your absence. With contact notes, agents who engage with leads on your behalf

0
shivani.12
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1 year ago
shivani.12
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shivani.12Top Contributor
published in Sales Sequences

QOTW: What would you say are the benefits of leveraging outside sales today?

 QOTW: Outside sales is still relevant in an era where online interactions are thriving. So what would you say are the benefits of leveraging outside sales today? Here are mine: 1. Leverage in-person cues: During face-to-face meeting with prospects, sales reps can gauge a lead’s interest and steer conversations based on their body language, rapport, and behavior2. Establish positive relationships: Both B2C and B2B consumers today crave human connections. In-person sales meetings can help build positive relationships with contacts, ultimately building trust and loyalty3. Get first-hand insights: Outside sales allows reps to talk one-on-one with industry professionals, where they can learn about market conditions and competitors4. Provide customers the chance to touch and feel a product: Live demos allow leads to ask personalized questions and discover how the product can help their unique challenges and needs. Being on-site with a lead while they learn how to use a product is an invalua

100
shivani.12
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1 year ago
shivani.12
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shivani.12Top Contributor
posted in Workflows and Automations

Inside sales vs outside sales

‘To be or not to be?’ Hamlet once asked. For sales leaders however, the question has always been ‘Inside sales or outside sales?’  There are many factors to consider while determining whether your company needs an inside or outside sales model.  Inside sales is a team dedicated to selling remotely from an office. Instead of traveling to meet with prospects in person, inside sales representatives talk with leads over the phone, via email, and video chat.  Meanwhile, outside sales refers to sales reps "in the field." While they may still spend time in an office, outside sales reps meet with clients face-to-face, too, often traveling to do so. Here are some tools that can be used for both sales models: 1. Sales calling tools: A great sales calling tool tracks and records calls, lets reps view context and notes while on the phone, and offers analytics for management to track. Call masking is also helpful for both inside and outside sales reps to show their personal phone number, a number l

0
shivani.12
Top Contributor
1 year ago
shivani.12
Top Contributor
shivani.12Top Contributor
posted in Workflows and Automations

Sales Automation Features You Need

The responsibilities of a sales manager are vastly different from that of a sales rep. From increasing revenue and profitability to ensuring your team meets targets, a lot rests on your shoulder. Enter automation to the rescue. But, just like the tasks, your requirements for sales automation are also different. Here are some sales automation features you should look for while purchasing a CRM.  1. Visual representation of sales data: The amount of data a sales manager has to sift through may be overwhelming. Especially when you are putting together monthly or quarterly numbers to present to the upper management. You also have to evaluate the performance of your sales reps and understand how you can optimize it for better results. With a CRM, you can automatically generate and schedule reports for yourself, giving you the option to customize them according to various attributes and factors. This helps you save time, track your sales cycle, streamline efficiency, and reduce mistakes. 2.

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shivani.12
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1 year ago

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