Introducing a CRM implementation is known to have significant benefits for all aspects of your organization. With CRM’s capabilities of unifying all of your customer service, marketing, and sales needs on a single platform, it goes without saying that  CRM is an immensely useful tool for your business. But, how exactly can this tool be leveraged to maximize the benefits that can be reaped from it? There are a myriad of different ways a CRM can be used to benefit each aspect of your business and sales is just one of them. Read on to learn exactly how a CRM benefits salespersons!

What is CRM?

Customer relationship management is the process of managing interactions with existing as well as past and potential customers. It is one of many different approaches that allow a company to manage and analyse its own interactions with its past, current and potential customers.

Why Sales Person need to use sales CRM?

CRM helps salespeople to optimize their daily schedules and prioritize tasks to make sure customers are not ignored and the key prospects are contacted on time. In fact, CRM allows salespeople to spend more time with customers, which leads to more deals closed and a stronger customer base.

Also Read: What Are Types Of Sales CRM?

Top 10 benefits of CRM

1. Lead Management by CRM

Sales reps can automatically capture leads from multiple sources and segment them according to characteristics such as demographics, buying behavior, tastes, and preferences; this can be done through the  Leads Module in CRM. By getting key insights from the marketing department, salespersons can enhance the sales process by tailoring their response to each individual lead.

Being able to move leads through the entire sales funnel is a challenging task and lead management is a feature that can simplify this task.

Also Read :Lead Management Software – A Complete Guide

2. Activity Management

The activity management feature makes the life of sales reps easier by keeping a record of all their activities including performed & scheduled ones. This functionality of CRM reduces the chance of missing an opportunity. It keeps track of all scheduled meetings, calls, tasks etc. and provides a holistic view so that nothing is left unattended. Moreover, you can also utilize  CRM and Telephony integration to easily make calls and provide the best customer service. Sales professionals can also set priority against their scheduled activities and are notified each time a task such as a call or meeting is due.

3. Centralized Data by CRM

Before any sales call even begins, sales reps will have all the relevant data about the customer at their fingertips. The sales reps will know who the customer is and what product they are interested in based on the past call history. This will shorten the duration of the call and enable the rep to serve the customer in a more personalized manner.

4. Pipeline Management

According to CSO insights, 27% of salespersons say that a long sales cycle is one of the biggest barriers to sales effectiveness. The smartest way to track leads and prospects in the sales pipeline is to use a CRM.   Sales pipeline maximizes sales potential and segments the entire lead database into different categories. It helps salespersons plan effective strategies to move leads from one sales stage to the next and notifies them whenever a lead moves to the next level.

With data displayed in the form of charts, sales managers can measure the sales dollars and closure rates of potential sales and determine if sales reps are meeting their daily, weekly and monthly sales targets.

5. Sales Forecasting

A CRM will provide management mechanisms with real-time data that can be analyzed to optimize the performance of the organization. By monitoring data sets related to call volume, case times, up-sell rates, revenue per call etc., managers can devise strategies by leveraging  Sales CRM to retain clients and augment sales.

6. Mobile CRM

Mobile CRM empowers sales reps to access customer data & customer accounts on their mobile phones/tablets on the go. By having access to crucial information such as product information, account history, price lists, etc., sales reps can make well-informed decisions quickly and respond to leads faster. Less time is wasted searching for contact and trying to recall the conversation you had last time and more time can be spent on having productive and meaningful discussions.

Hence, the result of using Mobile CRM Development services will be an accelerated customer buying process, leading to improved conversion rates.

7. Unity between Sales & Marketing

A customer demands nothing but excellence. To build excellent customer relationships, both the sales and marketing departments need to work in harmony.

With CRM, marketing and sales departments can now stay updated by having access to real-time data related to a customer’s profile.  Marketing automation features in CRM allow the marketing team can pass on the leads to the sales team without any manual effort. The sales team can then act on those leads and try to convert them into deals.

8. Document Sharing

Having a dedicated document library keeps files organized for quick reference, avoids various versions of the same document from being posted and allows files to be shared easily. This is especially true for industries like real estate. It becomes even more important if an enterprise has offices in multiple countries and sales teams spread out geographically need to collaborate to serve clients. This is the reason why Real Estate CRM plays a very crucial role.

9. Email Tracking

Sending email campaigns to customers and not knowing how they were received on the other end can be demoralizing. With an email tracking feature, sales reps can have complete knowledge about who opens their emails, when they open them and whether they clicked on any links that were attached to the emails. With access to real-time information, you can act instantly while your leads are still hot.

10. Reports

Reports generated through CRM deliver sales reps and sales managers unified view of all key sales information including the set targets and performance assessment data. Using a  personalized dashboard, salespeople can easily track their progress with insights on overall achievement to date. CRM software can give salespersons an easy way to benchmark their performance and strive for improvement.

Also Read: How To Choose The Best CRM Software 


CRM is used by other departments as well but it must be made clear that it is primarily a sales tool. However, simply jumping on the bandwagon and investing in CRM will not make your business grow overnight. Equally important is to take the sales staff into confidence when investing in this technology so that both the management and the staff are on the same page.

To go the extra mile, you can utilize the RT Sales Map Mobile App as the top sales management mobile application to plan routes better, close leads faster and save the time of your sales reps so they can focus on building strong relationships with the customers. Once the salespeople are given the proper training, they will embrace the technology with an open heart and that will mark the beginning of a new era for your business.

Thankyou For reading!!