Increase Prospect Visibility in the Sales Funnel

For a sales process to be effective for your hybrid sales team, your sales must be aware of where every prospect lies in the sales funnel at any point in time (even working from home). Consistent information is also necessary when it comes to lead nurturing.

Your sales can easily see how warm a prospect is and how ready they are to buy. CRM track every contact, indicating where they are in their buying journey. Having this data will allow your sales team to segment prospects by defined criteria and organize them according to their buying priorities. That way, they can connect with the right prospect at the right time.

Automate Repetitive Tasks

It is tedious and time-consuming to send out product catalogues, brochures, and pricing guides to your prospects - having to copy-paste text, change names, attach documents. Automates these repetitive processes, leaving more time for what's most important — communications. Using CRM, your sales can set up email templates and personalized email sequences to engage with the prospect without re-creating content.

How about creating more cohesive and meaningful communications with customers or prospects by integrating CRM with our add-on modules like our Omnichannel Helpdesk - a unified messaging system that can handle a multitude of sales inquiries and support tickets from various communication channels like emails, chatbot, WhatsApps, Facebook Messenger, Line, and many others. 

Get an overview of how our Omnichannel Helpdesk ties selling with customer experience. 

Analytics and Reporting Tool

Now, your sales team is able to utilize the data inside the CRM, to better anticipate the needs of prospects, resulting in higher lead conversions. Moreover, they can review all past communications with existing customers and know when to handle a complaint, renew a contract, or recommend an upgrade, increasing the chance of closing the sale and better customer support.

Also, your sales do not have to spend time putting together sales reports, as CRM automates the process and ensures transparency; it takes them a few clicks to keep you informed of their sales progress.

You can take your data to the next level by integrating our BI & AI Predictive, which will allow your sales team to perform predictive analytics, anticipate conversion opportunities and enable them to deliver more effective personalized experiences.

Get an overview of how our BI & AI Predictive empowers sales with predictive analytics. 

Final Thoughts

There is nothing better than having a properly deployed CRM - especially one that integrated with all your eCommerce site and backend systems.

Ae still using spreadsheets, emails, and manual reports to track sales activities? It is time to switch to a scalable platform that can accelerate business growth, eliminate friction, collaborate and sync data across teams and systems. You can track and manage all interactions your sales have with prospects and customers, and also flag opportunities that require further nurturing.

Don't waste time and effort switching back and forth between silo systems – integrate CRM with your eCommerce site, backend systems and different collaborative systems to provide outstanding visibility, analytics, and forecasting; this way, you can build a scalable and successful business.

Grow better with Zooloo, we are happy to help you get started with digital transformation, please contact us at sales@zooloo.asia.

• Pick up some marketing tips from our “How to” blog series 
• Read about The Digital Transformation Journey
• Learn more about Zooloo's Digital Sales and Marketing Suite 2.0

Tags: #CRM #MicrosoftDynamics #digitaltransformation #B2B #digitaladoption #digitalintegration #digitalsolutions #wholesaletradesector #wholesaletrade