What sales software does for your sales team
In addition to acquiring new customers, processing customer inquiries and preparing quotations, maintaining existing customers is also part of daily business in sales. So that everyone in sales can concentrate on the core task - selling - your team needs a solid database and software that supports them in their daily work: sales software.
Table of contents
How can sales software be categorized?
This is a database application specially tailored to customer relationship management that enables the automated recording of all master data and processes. It is sometimes also equated with CRM software or a CRM system .
What does good sales software do?
- Planning of visit appointments
- Creation of visit reports
- Creation and documentation of customer correspondence (e.g. emails, letters, telephone calls)
- Qualification of prospective customers
- Creation of quotations
- Tracking potential orders (sales opportunities)
- Sales management and sales controlling
- Mobile access to important sales information
Its core task is to manage the addresses (contact data) of customers and prospects. This is why the software is also known as customer management software.
Based on this structured address management, it should manage all customer data and support typical sales tasks. Further information can also be found under Customer management programs.
What forms of provision are there?
On the one hand, there is the classic model: the purchase of licenses. In this case, a one-off investment is required to purchase the software for the project. However, the option of using software in the cloud is becoming increasingly popular. This is because the cloud CRM system includes not only the licenses for the software but also operation on a suitable IT infrastructure (known as hosting) for a monthly rental fee. Larger companies also have the option of combining both forms of operation (hybrid model).
Sales software as a CRM cloud solution
Our cloud CRM solution provides sales staff with all the core functionalities for professional customer management. Despite its standardization, this sales software can be easily customized and adapted to specific requirements.
The customer file contains all information on the customer situation, sales opportunities, correspondence, tasks, appointments and projects. This central information base enables the sales department to access all important data in seconds to query the current status of sales processes.
Various tools for automating processes save all users a lot of time every day. For example, the automatically generated visit suggestion list and integrated route planning. With the “Visit report” function, your sales team can immediately record the outcome of their customer appointment with just a few clicks and new tasks can be delegated directly to the team using the integrated CRM workflow. The sales opportunity helps the sales team to manage and track potential orders. And with lead management, qualified leads can be converted into customer addresses with a single click.
With the sales software, the back office has a 360° view of all processes relating to your customers and can work together optimally with the field sales team. Thanks to the CTI interface, you can carry out telephone campaigns quickly and efficiently. With one click, you can dial the contact's telephone number in the CRM and repeat the call just as quickly if it was busy.
5 INTELLIGENT ELEMENTS
FOR MORE TURNOVER IN SALES
In this e-book, we provide facts about intelligent functions and automation as well as important emotional reasons for using a CRM system, the basis for more sales revenue.
