Today’s technology is becoming increasingly cloud based. But what does this mean? Put simply, it means that computer data and programmes are stored and accessed over the internet, rather than locally on your computer’s hard drive.
Following this trend, modern customer relationship management (CRM) systems are also increasingly moving into the cloud. Essentially, this means you can access your cloud CRM system anywhere, anytime and from any device. When it comes to managing customer leads, this can be really useful – especially since most salespeople spend a lot of time away from the office closing deals. This is also useful if you have multiple, geographically separate teams working on the same deal.
With this in mind, here are three scenarios where cloud CRM software can help streamline the sales function: 1. External sales reps can upsell and cross sell more effectively.
Many cloud CRM systems allow you to access daily and monthly sales history per customer and per product sold. Sales representatives can then use this information to see whether a customer has placed his monthly order – which can help promote upselling or cross selling. The data also means that salespeople can check sales trends against the previous year’s sales, or alongside a customer’s specific budget. 2. Salespeople can issue quotes on the road.
Cloud CRM systems let you quote from a tablet device, which means that salespeople can issue quotes while on the move. Bradley Venske, sales consultant at Mercedes Benz Commercial Vehicles, East Rand, finds this feature of BluWave’s CRM software really helpful. “My customers are located outside the main city centres and Bluwave allows me to generate a quote while at their offices,” he says.
As the system generates a PDF quote document, it also automatically updates the sales person’s pipeline of opportunities, as well as scheduling a follow-up activity in the salesperson’s diary. 3. Managers can access data even when they’re travelling
Many managers find themselves out of the office a lot of the time, or separate from their salespeople distributed around the country. Cloud CRM software means this isn’t a problem in terms of keeping a finger on the pulse. Managers can access up-to-date staff productivity statistics, view the status of deals in progress and also access management reporting.
Even just with these three scenarios, it’s clear how a cloud-based CRM system can help you close sales no matter where you are. BluWave’s cloud CRM software does all this and more. Want to know how? Read more about its features
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