MBN USA

May 08, 2023

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CRM helps bring order to disorganization

By LeShane Greenhill, CEO, Salescocktail

As a small-business owner, have you ever felt disorganized and overwhelmed? Do you sometimes feel like you don’t have a true understanding of your sales funnel? Are you exasperated because you don’t know who to call, when to follow up or when the proposal is due?

Join the club! Lack of processes and poor time management are likely the root causes of these frustrations. There is good news! While technology will not solve all your problems, using the proper tech platform can reduce stress, organize information and increase confidence.

In addition to those benefits, here are five more reasons why minority, women’s and small businesses should use a customer-relationship-management (CRM) platform:

1. Get and stay organized.

Staying organized while trying to grow your business is a never-ending effort. You might even be relying on a low-tech system to carry your business forward, such as Excel spreadsheets. Want to automate and record calls? Or schedule future meetings and track email communications? CRM software does all of that for you — and more. Plus, you get mobility, which is pretty impressive, too.

2. Automate sales.

CRM software provides small businesses with the visibility they need to visualize their pipelines, create influential forecasts for future sales and grow their profits for the long term. It can also track business leads and new prospects and remind you when it’s time to connect with existing customers and prospects.

3. Build good sales habits.

All of this access to information and automation gives you and your team another important benefit — the ability to build good habits. When you have the most accurate data, you can use that to inform more of your decisions going forward. And if you’re able to make informed decisions on a consistent basis, you can build good habits that are more likely to resonate with your customers and prospects.

4. Automate routine activities.

Everyday sales activities are often routine and boring in nature. Tasks such as updating fields, scheduling calls, creating reminders and many others can be a drain on productivity. CRM frees up your time by automating everyday actions and gives you the ability to focus on revenue-generating activities.

5. CRM tools can be inexpensive and user-friendly!

SalesCocktail helps MWBEs take advantage of technology business tools. Greenhill can be contacted at [email protected].