Increased productivity and efficiency

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A powerful CRM software (like Hubspot's) uses marketing automation technology, which streamlines routine tasks like lead nurturing campaigns and frees up salespeople's time to focus on work that requires human contact. Alerts and follow-up features ensure that no task falls through the cracks due to human error, such as forgetfulness or mistakes. For a sales manager, CRM can show a dashboard of how business processes are working and where they could improve their workflows.

6. Centralized information database
Customer information is usually managed by each salesperson, right? In traditional B2B companies, a salesperson has a portfolio of clients that they manage at their discretion (in notes, in a cmo email list personal diary, in their memory…). But nowadays, this way of operating is no longer useful. What if that salesperson leaves the company, is on sick leave or is on ERTE? A CRM software provides a centralized database with all the information about the clients, making it easily accessible to anyone who needs it. This makes it easier for a sales representative to see which products a particular client is interested in, for example.

7. Managing customer communication
Restrictions on mobility and personal relationships as a result of the health crisis have caused gaps in the sales cycle. Traditional commercial activity (visits, meals, fairs, etc.) has suffered so much that it needs to be revitalized. CRM software used with a good strategy can help by automating processes, sending alerts to salespeople when they need to communicate with the potential client, and tracking every interaction, from emails to phone calls.