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Use CRM Technology To Maximize Sales

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Technology is the great equalizer.  Don’t believe me?  Consider this:  The technology available to the sales sector today makes it possible for one person to accomplish the same amount of work that would have occupied multiple individuals just a decade ago.

Mobile and cloud-based solutions literally put the necessary tools in the palm of your hand.  Information once stored on reams and reams of paper and only accessible in the office is now available at the touch of a button, 24-hours a day, anywhere in the world.

Customer relationship management (CRM) software is the embodiment of this sales sea change.  But how can you, as a salesperson, use this technology to increase efficiency and productivity?  How can you use it to maximize sales?

Let’s answer that question by examining a 5 traditional components that go into a good CRM suite.  But first, let’s review 1 all-too-important component that is acting as a competitive advantage for all of its users.

6 Tips on How to Use CRM to Maximize Sales

1. Artificial Intelligence

This is much more than just leveraging Salesforce Einstein.  This is about integrating AI with your CRM and your CRM applications, such as those found on the Salesforce AppExchange.  Once you add the benefits of artificial intelligence across your customer relationship management footprint, you fully maximize the use of your customer data by incorporating predictability and personalization. One of the best CRM applications to maximize sales and eliminate non-selling activities are AI Sales Assistants.  These softwares eliminate time- and cost-consuming workflows and hyper-accelerate sales cycles with one click of the button.

Deploying a CRM with AI is the first step.  But integrating AI apps with your CRM is an all-too-important second, progress step.

2. Contacts

The heart of any good sales software suite is the contact manager.  Gone are the days of the Rolodex and the paper file folder.  Modern contact management brings everything together in one, easy-to-access place.

But there’s more to it than availability.  Good contact management software should be about improving productivity and efficiency.  It should be intuitive, easy to use, and provide all the details you’re looking for in just one or two clicks.  That way, you can focus on selling rather than hunting for information.

3. Follow-up

A good CRM software suite is more than just a digital address book.  The real power of CRM software lies in its ability to track what needs to be done—and what has already been done.  What’s more, good CRM suites offer automation tools that can shave minutes, if not hours, off your follow-up process.

No more reading through pages and pages to see what’s been done and what hasn’t.  CRM software corrals everything you need in to one, easy-to-read screen.

4. Collaboration

Working together can sometimes feel like a tug-of-war.  CRM software incorporates collaboration features that put both individuals (and groups) on the same side so they can pull together.  These features keep all communication on a given topic (or between a given group) in one place and maintain a running history of all information discussed.

And if follow-up between salesperson and client is important, follow-up between work groups may be more important.  Some CRM suites automate the follow-up process between work groups to further facilitate working together to maximize sales.

5. Messaging

A good messaging center is flexible and allows for the transmission of a variety of different formats.  The best suites make it possible to send not just text-based emails and SMS, but audio and video messages as well.

So whether you’re messaging your supervisor, your sales force, or your client, the process should be both simple and powerful and give you the power to stay in touch.  CRM software does that.

6. Mobility

Mobility is one of the most important aspects of 21st-century technology.  Cloud computing in particular has done much to cut costs and improve productivity across the board.  Maintaining servers and ensuring access was once a costly endeavor but businesses can now pay a fraction of what was once required to host data on professionally-maintained servers.  This new mobility provides round-the-clock access without the cost and labor involved in doing it yourself.

Putting it all together

Never before has the opportunity to improve and maximize sales been greater.  No longer are you tied to one location and dependent on the files and computer hardware there.  Modern CRM software puts everything you need exactly where you need it—wherever you are.

Veloxy’s CRM software can help you maximize sales with a powerful suite of tools that will have you working efficiently like never before.  Don’t let another day go by without getting the most out of the technology available.  Contact Veloxy now and let us show you how close sales success can be.

Would you like to know more?

Download our Free eBook on Exceeding Your Quota with Customer Relationship Management today!

Find out how Veloxy can help you reach sales success by visiting for more details. Try Veloxy. It’s free for a limited time!

Samir Majumdar

Samir Majumdar

Samir is the CEO and Co-founder of Veloxy. After spending 20+ years creating corporate systems, boosting revenue, and eliminating inefficiencies, Samir started Veloxy to help sales professionals shorten sales cycles, accelerate pipelines, and close more deals.

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