How to Leverage your Company’s Tools
94% of sales pros say sales tools help them close more deals.
Keeping up with today’s customers requires understanding their journey—and staying in front of them—at every stage.
Doing this successfully in the remote work era requires you to take advantage of tools and technology that help you automate certain tasks—so that you’re free to focus on keeping your human connection strong with your prospects and potential customers.
Here are a few tools your company may have in place that you’ll want to use to your advantage:
CRM
The shift of the workforce almost en masse to remote arrangements in 2020 drove major advancements in customer relationship management systems. CRMs have always been useful for keeping track of customers to help improve relationships, but many of the solutions available now also provide businesses with more advanced tools. Take advantage of real-time data, automation of repetitive tasks, and other features that will help you improve your customer relationships and save you valuable time.
Data Analytics
If you’re still relying on spreadsheets to track and manage your sales data, it’s time to stop doing that. Sales analytics software gives you access to data that was once housed in multiple places—spreadsheets, sticky notes, and even in your head—in one place.
You can use these tools to track, evaluate, and improve your sales performance—and gain insight that will help you close more deals (without doing more work).
E-Sign Tools
The days of physically signing on the dotted line in person—or even faxing a contract over—are in the past. Even your customers who are back to work on-premises at an office expect all contracts and communications to be delivered electronically.
You can simplify your life by creating templates for any type of contract you anticipate you’ll have to use. This will streamline the process once you have a verbal agreement and ensure you aren’t responsible for any delays when it’s time to close.
The tools above only scratch the surface of what’s available to help you take control of your sales process, automate when possible, and refocus your energy on staying connected with your customers on a human level. (That’s one of the reasons I exist in the first place—the perfect combination of data, AI, and human expertise!)
Take advantage of these sales tools and any others your business has invested in—and start closing more deals.
Happy selling!