The Pipeline Guest Post - Diana Doherty
Want to increase productivity without stressing out your employees? Data can help you improve your process – and your workforce ROI.
Think you have the best possible toolkit for your sales team? Think again. The best sales tools now are all about integration and automation. If you’re using clunky apps or programs that don’t integrate, you’re wasting time. The best tools for your team make more sales, less work.
How can you give your team instant access to all the relationship data they need with immediate communication to managers? A mobile sales productivity app. Clari pulls information from sources like Salesforce and translates it into usable sales information. Clari’s goal is to give your team all the benefits of data without wasting their time on data entry. Use the management side of Clari to direct your sales team in real time. Clari is much more than an alternative to customer relationship management (CRM).
CRM software can be tough to choose, but it is imperative to your team’s success. Salesforce is one of the most popular options and for good reason. It’s a powerful CRM that focuses on customization, scalability, and integration. With so many options available, one of the most important features to consider is integration. The Salesforce AppExchange boasts hundreds of apps, plus the ability to create a custom-built app. The best part is the apps integrate with programs you’re already using, such as Evernote, DocuSign, Google Drive, and Hoopla.
This service connects to many of the best business apps, such as MailChimp, Stripe, GitHub, and Dropbox, to collect and analyze all your data. It finds patterns and creates shareable, interactive charts to represent that data. It features drag-and-drop chart creation, so you don’t need a specialist to analyze your data. Charts can even be set to automatically update when your data is updated, such as sales tracking spreadsheets. One more perk: DataHero works with Salesforce. You can combine Salesforce reports with Pardot or MailChimp reports to see your sales data from various services in a comprehensive, easy to understand format. No more exporting data to Excel and struggling to make sense of it.
Generate leads for your team backed with information they can use to convert. Act-On automates your social media and email marketing efforts, measures customer interaction, performs A/B testing, scores leads, and integrates with your CRM. It lets you create and manage email campaigns with webforms and attachments. It provides metrics and data analysis. Act-On is robust marketing automation software that delivers the customer information you need without drowning you in data.
Uniquely designed with B2B in mind, this sales pipeline service aims to optimize your sales process and lead your team to success. It has CRM tools built in, but focuses entirely on the sales perspective. Salespeople can see opportunities and where they are in the buying process. Membrain even analyzes and visualizes data for you, creating metrics for defined categories. Most impressive, though, is the drag-and-drop customization of the interface you can design to match your sales process exactly.
If your sales team travels, Perenso could be an invaluable tool. The iPad app allows your team access to pertinent client data, and competitor information. It prioritizes clients based on their history, minimizes data entry, handles orders, and encourages upselling. Your team can even create and share presentations in Perenso. Team data is updated instantly, letting you keep tabs in real time. You set cycle priority and Perenso schedules visits and calls in the most efficient order, saving on drive time and money.
The best sales tools address needs you have now with the integration flexibility to address needs that may arise in the future. Remember, when you choose tools for your team, it’s all about empowering them to do their best and saving them time. Anything that clutters up the sales process isn’t the best tool for your business.
About Diana Doherty
Diana Doherty is a freelance writer specializing in SEO content, and is a contributor to ChamberofCommerce.com. She loves all things tech, photography, craft, military family life, and business. She earned her BA in English Writing Arts from SUNY Oswego.