Outstanding CRM Systems That Sales Reps Should Be Using

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Updated: September 11, 2017
Outstanding CRM Systems That Sales Reps Should Be Using

Sales reps are reluctant to the idea of using customer relationship management (CRM) systems, thinking that sincerity and persistence are the only keys to success. They simply believe that systems of this kind hold them back from doing their jobs. What sales reps do not know is that customer relationship management software can help their company grow. CRM programs make it easier for people in the sales business to build meaningful relationships with customers and potential clients. A top sales CRM enables users to store contact information, sales opportunities, accounts and leads in one place that is easy to access. It brings advantage to the sales process. Companies that use customer relationship management software retain more customers over long periods of time. This is a fact, not a statement.

Instead of viewing CRM applications as just tools, sales reps should see them as indispensable assets. CRM software automates sales processes, so representatives are able to do what they are paid to do – sell goods and services – and more. Sure, time will be lost when entering data into the system, but once core sales functions are automated, it will be easier to organize and monitor purchases, keep track of appointments, access customer information, and, last but not least, forecast sales.

Choosing a CRM system for a sales organization is tricky. There are many options on the market, and not all of them are equal. However, we feel more than confident that these customer relationship management systems for sales are useful. They are not just for sales reps.

Bpm’online

Bpm’online  is a software application that helps manage business processes and keep customers happy and loyal. Bpm’online is a unique CRM tool in the sense that it combines customer relationship management features with business process management aspects. When CRM and BPM are linked, the customer experience is significantly improved. A few benefits of combining CRM and BPM include enhanced data aggregation, increased selling opportunities, and more efficient lead management. Bpm’online is one of the best, if not the best CRM+BPM tool.

What users can be sure of is the fact that bpm’online has features that all businesses need. Users can count on bpm’online for:

  • Order list management
  • Access to order history
  • Order processing automation
  • Collaboration tools
  • Opportunity management
  • Forecasting sales
  • Order and invoice analytics
  • Document flow automation

It is important to stress that these are only some of the things that the CRM and sales management system can do.

Bpm’online is a cloud-based software. By moving data to the cloud, businesses are able to increase their productivity. Sales reps can work in whatever place as long as they have a good Internet connection. They can easily update sales records and communicate with each other. Bpm’online lines up communication so that everybody’s efforts are used to achieve the same goals.

Companies that want full functionality should also implement bpm’online marketing and bpm’online service.

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Pipeline CRM  

Pipeline CRM is a cloud-based customer relationship system that empowers small and mid-sized businesses with useful tools. It is an open-source version of Pipeline DXS, a toolkit designed to provide a better user experience. The customer relationship management software actually has an enhanced source code. What Pipeline CRM does is helping sales teams focus on building long-lasting customer relationships. If the entire sales team is using this CRM, it is easier to share the information that is required. The data is linked to communication and tracking tools, so there is no more need to run sales operations on spreadsheets.

Pipeline CRM allows its users to:

  • Create and manage customer relationships
  • Organize resources
  • Create custom reports
  • Receive updates via email
  • Connect email inbox with sales and account management

Pipeline CRM synchronizes with Google Apps, like Calendar, Contacts, and Google Drive. This helps streamline all the business operations. Pipeline CRM has Android and iPhone applications, meaning that sales reps can get immediate access to the required up to date information. The mobile CRM solutions allow users to update deals, record customer history, monitor activities and control agendas.

amoCRM

amoCRM can be characterized as user-friendly sales CRM system, in fact, one of the most easy to use solutions. amoCRM is nothing like other tools on the market. Far from being complex, the application makes information available in just a few clicks. Here is a short overview of what this sales CRM features:

  • Automated sales pipeline
  • Task management
  • Reports
  • Custom fields
  • Import/export
  • Multi-currency
  • Calls from amoCRM interface

Tasks that were once difficult are now easy thanks to amoCRM.

The most important feature of the CRM tool remains the digital pipeline. This particular function allows users to track lead behaviors and effectively follow up leads. Digital pipeline provides a view of the sales funnel in real time, so company representatives are able to get in touch with leads before they go to the competitor. Since sales reps need to approach customers when they are ready to buy, the customer relationship management software cannot be considered invaluable.

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Every one of the above-mentioned CRM applications bring considerable advantages to sales reps. They are not simple business tools, but mines of opportunity. Vendors continue to expand the capabilities of the sales CRM solutions that they offer, meaning that it is important to keep an eye out for new products. Regardless of the platform chosen, integrating a sales CRM tool is a good idea.