Why you should use a CRM to increase sales

The customer relationship management (CRM) market is aimed at growing in size to $43.5 billion globally by 2024.

CRMs are very powerful data management tools used to manage your business/sales contacts, sync transactional data, automate marketing communications, commercial tasks and more.

At McKenzie Williams we’ve used CRM’s and various third party integrations to increase B2B sales by 15% for a North American manufacturer of commercial grade displays and digital signage.

Here are a few reasons your company needs a CRM:

1. Develop business growth around your customers.  
When your company starts growing rapidly it can be easy for valuable leads to fall through the cracks.

An all-in-one CRM platform eliminates the possibility of lost leads as it aligns all of the work your sales, marketing and service teams do using a variety of natively built tools and integrations — this makes it easy for you to capture data points for customers.

2. Alignment of your sales, marketing and customer care teams.
All stages of the buyer's journey is streamlined so internal teams are able to share critical data and customer information to work as a cohesive unit. As a result, customers will enjoy a seamless and consistent end-to-end experience and increase the likelihood of remaining loyal to your brand.

3. Sync and share data with ease.
CRMs automate time-consuming tasks like data syncing and sharing. When a contact is engaged (by a sales rep, customer care or a marketer), their data is immediately synced and updated in the system. And the data points keep growing as you get more information on each customer.

When you sync all data and every interaction between your team and a customer, your team has access to accurate records that are easily shared from within the platform. This allows your CRM to be a single source-of-truth for reporting when it comes to your data — your team can then use all this data to create personalised customer experiences with ease.

4. Automate daily tasks.
CRMs automate day-to-day tasks that are time-consuming but necessary such as:

• Call tracking to prioritise, place, and record calls from the CRM and then log those calls with the associated contact record
• Email drip sequences to send well-timed sales follow-up messages
• Email tracking to let you know when a lead opens an email
• Sales workflows (e.g. unenrollment trigger workflows and quote workflows)
• Chatbot conversations to handle queries and FAQs
• Lead-to-rep assignment
• Campaign analytics reporting
• Social media listening tools to monitor brand mentions, comments, and questions on social media and then respond directly from within the CRM

5. Build custom dashboards and report on the metrics that matter to your business.
CRMs make reporting and analysing your activities simple. All reporting features can be customised to make a simple and customisable dashboards so you can focus on the metrics that matter to you. Additionally you can view reports in real-time, visualise your data any way you'd like and share reports easily or automate the process so they’re sent via emails daily, weekly, or monthly.

​McKenzie Williams is a Marketing Integrator, embracing Digital Workplace Transformation to provide businesses with a senior, remote workforce you can trust.
We provide the objectivity of an outside counsel with the connectedness of an in-house team.