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A CRM solution can provide a lot of perks for your sales team. Tracking the complete lifecycle of your sales deals and activities is not a small thing. As we all know, the Covid-19 virus outbreak has left many companies feeling as if they can't invest in new software solutions. However, a CRM is too valuable a tool pass up regardless of uncertain economic times. We can give you an upper hand in finding a feasible and practical CRM solution. Today we are going to discuss 5 easy steps to set up a CRM using SharePoint and Office 365.
Without the right data to back you up, it's impossible to make effective, informed business decisions. There is a ton of data that you can gather throughout the sales process. Knowing which metrics to prioritize tracking can help you refine your approach and increase your likelihood of converting a prospect. With that in mind, here are 5 customer metrics we recommend tracking in order to make informed business decision.
As many people are aware, the coronavirus outbreak has left many companies reeling. All across the country, teams that have never worked remotely before are struggling to adapt to working from home. More than that, sales teams that have been used to operating face to face are having to pivot into a digital sales model on a short notice. With the business landscape filled with so much uncertainty, sales teams are left wondering if they'll be able to meet their quotas. This is especially the case for B2B sales. With the economy in the state that it's in, many companies seem hesitant to invest in new solutions and technologies. It is essential to keep customer relationships active and healthy even during this time, that's most companies employ the services of an automated CRM.