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#CLARIFY CRM BOS HOW TO#

Collect information about sales automation servicesīefore you start justifying why switching to automation is a sound idea, you should do solid research on the sales automation solutions on the market and consider their main features, benefits, and pricing. Now that the terms are clear, let’s take a look at the main steps you need to take to present the value of investing in automation to your management.

#CLARIFY CRM BOS HOW TO#

How to convince your boss to invest in a sales automation service or CRM? And that’s the software we’ll be talking about in this post.

In practice, however, you’ll find more and more tools that combine features of both. In this context, CRM is often perceived as post-sale software, while a sales automation tool comes up as sales acquisition software. It usually embraces sales and pipeline management features, providing sales teams with a clear picture of prospects, recent sales, and overall sales performance.

On the other hand, a sales automation tool focuses on the sales process and how to make it efficient and transparent to the whole team.

Sales teams analyze this information and adjust their solutions based on existing clients’ needs. It manages the relationship between a company and its customers by gathering and organizing customer data from interactions (by phone, email, and social media), queries, and purchase history.

CRM (customer relationship management) mainly focuses on customer satisfaction and all the benefits of customer retention.

Theoretically, the difference does exist: You can often hear how one and the same software positions itself as a sales automation tool and a CRM.

Sales automation is the process of using software for automating and eliminating repetitive manual tasks like receipt tracking to help your team focus on closing sales, which streamlines your sales processes, resulting in higher productivity and revenue. Collect information about sales automation services.How to convince your boss to invest in a sales automation service or CRM?.