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CRM Key Features

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Now that more businesses are opening it’s time to look at your business tools. Are they meeting your needs? Do they keep your sales teams in front of customers rather than doing administrative work?  One critical tool is your CRM, make sure you are set up with a good CRM system that helps you work smarter, not harder. Make sure you know what functions a powerful CRM system should have. Here are a few to keep in mind: 

  •  Access anytime, anywhere:  A system that is available for you in your email, on the web, on your phone and on your computer.  Work in your CRM system whether you are on WIFI or not. 
     
  • Analytics: You want to Analyze the data that has been entered into your CRM system. For example, with Empowering Systems CRM system, you can review your data with our dashboards and visuals or create your own custom analytics. You can filter on many fields such as territory, state, category and so much more.
     
  • Mobile App: Be able to grab the data when it’s needed most. Walk into your customer’s office with the confidence that nothing will be missed. With our mobile app, you can review your sales numbers, look at past call reports and check on the opportunities so you can get a status update. This will make your customer feel valued and that you are on top of and understand their situation.
     
  • Reminders:  Your CRM  should have a reminder system in place. Our CRM sends an email out every day to remind you regarding quotes, call reports or opportunities.  And let me tell you, they don’t go away until you update them.  LOL 
     

Doors are opening, These tips will get you back to business

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Life is starting to get back to normal, well at least a new normal. Now is a great time to do a check in. Do you have all the tools you need to hit the ground running and be more successful than ever before? 

Customers are slowly starting to open their doors again. Get prepared and ready to get back on the road… here are few tips that can help.  

  1.  Review your sales numbers. Look at trends to see where you should start. What product line, which customers or which territory has the most potential? 
     
  1. Review your analytics, notes and sales data from your CRM system.  Brush up on these details and wow your customers with your knowledge.  
     
  1. Let your customers know the safety procedures you have put in place to ensure their health is your number one priority. 
     
  1. Now is the time to think outside of the box. Look at the products you sell and see how each one can benefit your customer. 
  1. Review the current systems that you have in place to run your business. Do you have the tools to track meeting details, get reminded of project deadlines and analytics to see historical and future trends for your business? 

It can seem over whelming but keep in mind that Empowering Systems + dynaMACS are here to help you through the transition…