CRM or Customer Relationship Management is a powerful tool to manage your customer information in one place. By centralizing customer information, automating tasks, and providing insights, CRMs help businesses of all sizes boost sales and improve operational and sales efficiency.
CRMs are your chance to free up your teams from getting lost in spreadsheets while looking for information and make administrative and follow-ups easy. Easily store, and access customer information, and automate follow-ups. With advanced CRM features like AI chatbots and machine learning, businesses improve their customer analytics, handling, service, and sales. The customer experience is greatly improved with prompt responses.
There are various CRM tools that you can rely on to boost your sales efficiency. One such open-source CRM is SuiteCRM. It’s an effective CRM platform that maintains logs of all customer interactions. It offers an expansive view of your customers by pulling information from various sources of customer interaction.
How does SuiteCRM Maximize Sales?
Every customer-facing team like sales, marketing, customer service, and account, that plays a role in your customer journey needs to have a gateway to CRM. Together, they’ll enhance their productivity with insights that will revolutionize how your teams work. For instance, your sales team boosts their sales efficiency by taking advantage of the following features in SuiteCRM.
Automated Workflows
Inefficiencies in your business processes can easily be removed by automating repetitive tasks. For instance, you can easily create a contact for every customer interacting with your representative. This will reduce the burden of administrative work on the team. Your sales and marketing teams can closely collaborate with a single customer view and automate follow-up emails and reminders to quality leads and prospective customers.
Your activity management in SuiteCRM keeps track of all automated messages, calls, and meetings while keeping in view calendars and customer call appointments. This automation leaves you room to work on strategies to improve your sales strategies.
Analytics Identifies Opportunities
When CRM is collecting data from every touch point, why not use it to maximize your sales? SuiteCRM helps you achieve this by conducting an in-depth analysis of customer data. These deep insights identify buying patterns, trends, best times, and more.
You can identify various upsell and cross-sell opportunities that not only give a boost to your sales but keep your customers coming for more. Your decision-making is amped up when it's backed with historical customer data that proves you are in the right direction.
Increased Customer Retention
With so much competition it becomes difficult to make your customer remember your brand. You want him to think about you whenever the need arises. But that's not the case. By default, he is always in search of better products or services. He’ll only stick to one brand if he remembers the name either by repeated targeting or by exceptional service.
With SuiteCRM You can achieve both in one go. Armed with better insights you can target your customers with the right message at the right time. Repeatedly informing them about your products, what's new, offers, vouchers, and connecting with them at their milestones. All these emails and messages, again, can be automated and streamline follow-ups to your huge clientele. With these on-time follow-ups, you retain your customers and increase their brand loyalty. The dashboard in SuiteCRM allows you to view your day's activity at a glance, and get a personalized real-time view.
Sales Territory Maps
One advanced feature of SuiteCRM that is much less talked about is its integration with Maps. These can be integrated with Google Maps or any other third-party plugin like RT SalesMap.
What maps do, is they help you mark territory and see where your customers are mostly located. If you have sales agents having meetings in-field this helps them track meeting locations. They can determine agent saturation in one area and allocate resources as needed.
RT SalesMap Enhances Sales Mapping Capabilities
Sales Maps can greatly enhance sales efforts by providing valuable insights and enabling targeted marketing strategies. Whereas RT SalesMap, a SuiteCRM plugin can greatly elevate each capability. These include,
Data Visualization
With a map, you can visually view customer data, territories, and sales performance in specific areas. This helps the team to identify trends, opportunities and areas for improvement. You might uncover less targeted areas having high business potential. With RT salesmap you can track and instantly locate SuiteCRM leads and contacts while on the move. There’s no need to check the SuiteCRM database when you can manage everything on the field.
Sales Territory Management
Sales Map shows you areas that are underserved. To overcome this you can appoint your sales resources effectively. By assigning a certain territory to your agents you can enhance productivity, reduce travel time, and focus on high-potential areas. RT SalesMap comes with a route planner that integrates GPS services to assist your sales teams in reaching the destinations with the best route. This sales route optimization
saves them travel time. Further, it comes with address validation where you can remove any type of dummy addresses found in the system.
Targeted Marketing
Given the location, you can send highly personalized offers. Location-based marketing allows you to drop personalized promotions and offers to customers in a certain location. By delivering the right message at the right time you increase conversion rates. In RT SalesMap you get instant record view access where you can view customer details of customers in a certain location. This detailed view of a particular record can assist in creating highly personalized messages.
Proximity-based Offers
Have you ever received an amazing discount offer on SMS on your phone when you are just 2 shops away from it? These sms or push notifications are an example of location-specific deals or services, aimed at creating a personalized and engaging customer experience, there is a higher chance of sales performance. With address validation by geocoded and non-geocoded addresses, you can locate the exact address with defined latitude and longitude coordinates. You send the message to the right person improving your sales efficiency.
Data-driven decisions
All the data about your sales teams serves as a driving force that propels your sales teams' productivity forward. When your teams are in the field, they need to track leads, view the fastest optimal roots, and review details about the clients while on the go. This empowers them to make the right decisions.
Let’s say our sales agents are stuck in a traffic jam. They have two meetings lined up one after the other, and there is not much room for this delay. They have to let go of one of the client meetings to make it to the other one. In RT Salesmap you get color-coded record segmentation, which shows it by category for contacts, accounts, and leads. Based on this, the agent can decide to use their time optimally and let go of a less important customer and additionally avoid keeping them waiting when they can afford to reschedule it at a better time.
Conclusion
Mapping software for businesses is a great tool to visualize and analyze geographic data related to business operations. It provides a visual representation of locations, customers, sales territories, and other key information right there on the map. In the case of CRM, these sales maps can be integrated by Google Maps or other third-party tool plugins. For SuiteCRM, RT SalesMap is a sales plugin that offers features like route planner, sales route optimization, address validation, color-coded segmentation, and so much more.
RT SalesMap is a plugin for SuiteCRM and can be easily integrated into your CRM. Contact us today and we’ll be happy to help you optimize your sales productivity with customization and integration services.
