8 Key advantages of IT CRM

 

An advantage is a factor that puts you in a better position to achieve your desired outcomes.

With respect to this definition, we have listed some advantages that a CRM software can give your IT business:
1. Complete sales target management
– Set sales targets for your IT company & sales employees
– Know pending and achieved targets
– Easily analyze sales performance for any duration

 

2. Complete lead management
– Have a precise requirement gathering process
– Import leads from multiple sources
– Categorize, qualify & assign leads
– Prioritize and convert leads faster
3. Sales follow up tracking and management
– Have prompt & accurate lead responses and follow ups
– Schedule follow ups via calls, emails and sms
– Set reminders for follow ups & meetings
– Update follow up outcomes
– Maximize sales follow up efficiency

 

4. Quotation management
– Create accurate quotations
– Ensure they are approved internally & sent on time
– Save time in quotation creation by using versions of quotations created
– Know the status of quotations in the sales pipeline
– Utilize follow up tools to get quotation approvals from prospects / clients
5. Client data management
– Have access to correct data of products / services, leads, clients, contacts, quotations, etc.
– Maintain a client purchase history & market effectively
– Have secure data at all times

 

6. Detailed reports
– Get penetrating reports on sales, leads, quotations, products / services, etc.
– Gain complete awareness of the business & sales activities
– Identify the factors that help win deals

 

7. Sales process optimization
– Identify and minimize the loopholes in the sales process
– Maximize the resource utilization
– Get more productive time for follow ups & sals by using one software system

 

8. Sales forecast
– Utilize the lead & quotation valuation to get sales forecasts
– Get an advantage to be ahead in strategizing

 

Conclusion:

Looking for an IT CRM System? We could help!

See our IT CRM blog category for more reads.

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