Creating a Routine with Activity Management in CRM
For companies operating in a B2B business model, a CRM project is much more than simply installing software. Especially in field sales, establishing a routine and strictly adhering to it is crucial to derive real benefits from a CRM system. Just as muscles don't grow without joining a gym and going regularly, CRM gains value through routine activities.
In this video, we examine how B2B sales teams can transform CRM software from a mere data collection tool into a true business partner.
Key points covered in the video:
- The role of CRM in B2B sales: Success factors beyond simply purchasing software.
- The importance of periodic customer contact: Segmenting customers by order frequency, revenue, and geographic location to determine their visit frequency.
- Managing sales team habits: Increasing potential revenue by focusing on less sensitive customers.
- Benefits of establishing a routine: Closeness to the customer, empathy, and gathering information and intelligence.
- The power of a CRM system in establishing routines: Scheduling periodic visits and saving time with mobile capabilities.
Watch our video to learn why activity management in CRM is so crucial for improving your sales team's performance, deepening your customer relationships, and maximizing potential revenue!
Robosme CRM helps your sales teams establish periodic routines, effectively manage customer interactions, and increase field productivity with its mobile capabilities.
Try now: https://win.robosme.com/Register?plan=QuickStarter
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