Collecting customer information: Employees spend hours almost every day collecting customer information and creating data records. With the help of automation software, this step is completely automated. The software records the size and industry of a customer, as well as sales channels and activities on social media platforms. This makes it easier for the sales team to assess the customer's needs and create suitable offers.
Maintaining contact details: manually enter malaysia whatsapp data additional information about potential customers into the system. With automated CRM software like HubSpot, this is a thing of the past. As soon as a prospective customer clicks on a specific article on your company's website, the CRM software automatically saves the profile data and, if necessary, sends the visitor advertising offers tailored specifically to them.
Creating email templates: Information about product features or appointment confirmations - in both cases, this is standardized content that does not have to be written from scratch every time. Good CRM software allows you to save emails as templates . Employees can then add customer-related information to these templates before they are sent automatically. This enables the sales team to send emails much faster, which can increase customer satisfaction.
Lead prioritization: Not all leads are really promising, so how does a sales team know which prospects to contact first? Automated CRM software can help here too. Using an automated lead scoring system, you can create views in which leads with the highest score are sorted to the top and thus receive more sales attention.