How do you manage your contacts and deals?

If you're manually keeping track of them with spreadsheets and documents, you're likely in need of some automation and organization. Manual data entry can result in missing contact information due to human error. Plus, it's difficult to keep team members in the loop about contact and deal movement. And transferring customer ownership if a salesperson leaves the company is a challenge.

A CRM (customer relationship management) database is a tool you can use to better manage your contacts and automate some of your data entry. Many of these databases are cloud-based, so teams have access to contact data anytime and anywhere. It's no wonder CRMs are one of the most popular sales tools.

So, how can your business benefit from using a CRM database?

Contact Organization

Once you add your contacts to a CRM, you have the ability to sort and filter the contacts by different contact properties, like first and last name, email address, and company name. This makes it easier to reach out to them promptly and efficiently.

What Is a CRM Database - organize and view contacts

Source: HubSpot

Manage Deals

Many CRM databases provide a full layout of your deal pipelines, stages, and close dates which makes deal management easier. Salespeople can see an overview of their deals and see their progress towards their monthly quota.

What Is a CRM Database - manage deals

Source: HubSpot

Create Reports

In most robust CRM systems, you can build reports to keep track of your contacts and deals -- and create revenue forecasts so you can see how deals are measuring up against your goals.

What Is a CRM Database - create reports and forecast revenue

Source: HubSpot

With a CRM, you can speed up your sales processes, communicate with contacts effectively, and plan for the future of your business. If you're ready to take the next step with your customer relationship management, check out these CRM best practices next.

HubSpot CRM

Originally published Feb 14, 2019 7:30:00 AM, updated February 14 2019

Topics:

CRM Benefits