Tip 8: Personalize communication

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Tip 6: Categorize the reasons why sales opportunities are lost
Again, it is important to use tabulated fields and not free text. This way, you can obtain clear statistics that allow you to homogeneously group the reasons why they are losing business every month; among the most common are: price, experience, not getting a response to follow-ups, restrictions in the operations area, among others.

Why do we emphasize the need to have this information in tabulated form? Because this will allow you to quantify the money that your internal deficiencies are costing you, and what better data to prioritize than to understand where to start implementing improvements.

Tip 7: Create performance reports for each of your salespeople
Modern sales professionals want to know how they are performing, and they are not guided only by intuition but by relevant statistics and data. To do this, you should explore the functionalities that your CRM offers so that you can give each sales representative a useful dashboard, where they can monitor themselves and understand the main reasons that explain their performance (and compare themselves among their colleagues).

Ultimately, understanding what is driving good results within the sales team means knowing what should be emulated within the team (and what should not).

Is it important to have dashboards? Yes, but these dashboards should focus on measuring the efforts that produced those results so you can draw conclusions from your business process with specific data such as:

Calls made.
Meetings the seller had.
Quotes sent, among others.
Combining this data with your sales oman telegram data results can have a transcendental power in optimizing your team.


Another significant advantage that a CRM offers is being able to personalize the content that potential customers can access as they move through the sales process .

Some CRMs even allow you to customize landing pages, emails, and even your website based on information prospects have shared with you, such as their company, location, and contact information, among others.



The change will not be immediate
All the improvements we mentioned above can certainly help you get more out of your CRM software and thus increase your sales . However, since this is a core tool for all SMEs, it is advisable to have professional help to guide you in the selection, implementation and subsequent optimization of the tool.

It is advisable that before making the decision to acquire a license for a software platform, you invest time in ensuring that you will be able to count on expert help specifically from the "brand" or manufacturer of this specific solution; because as we mentioned at the beginning of this article, your CRM will be as effective as the use and implementation that you achieve in your company.