As you implement the perfect CRM and encourage your team to adopt it, you will be closer to a flow of opportunities and a shorter sales cycle.
Many variables can help you perfect your sales workflow. But something simple like CRM activities can have a profound effect on the performance of sales representatives, if used correctly, these activities can help the team to remain employed and on the right path.
What are the CRM activities?
Any project can be divided into smaller tasks, which must be performed by individual team members. CRM activities work the same way.
The goal is to define a lower job that must be completed by a certain person on a certain date of maturity. You can use fields such as “state”, “maturity”, “attributed” and “description” to identify and describe the pregnancy parameters. The activities may (and should) attribute to contacts, companies or specific offers for further clarity.
The goal is to help the sales team to keep up to date with contact with potential customers and follow them and minimize administrative activities to a minimum.
Activities help you keep your representatives on the right path. When they have clearly defined tasks that are attributed to them, they know exactly what to do and until. When everyone in the team work on a certain final goal, the sales process becomes more efficient and efficient.
Use reminders to keep your team between
The creation of reminders in CRM will allow members of your team to keep up to date with their homework without too many additional thoughts. This means less willing to the desire to do lists of activity and to determine what must be completed here and now, as well as more energy and enthusiasm channeled in the sales process.
With homework and reminder in their place, your team will feel more built on the right path.
Create a predictable workflow for your team.
Change is difficult and many people can’t resist. The transition from a non -systematic approach (chaos) to a CRM, alone will probably lead to pressure on your sales team. But, having enough time, the desire to love the new way of doing things, especially if they simplify their work, things can lead to success.
Making everyone through a process is often the best possible thing for the health of a company.
Creating a predictable workflow also means reducing confusion, as well as the waste of time and energy. When creating activities, do not forget to keep them simple and coherent. This will help the team to remain productive and performance at optimal levels and not worry about what should learn or what could be different when it will appear tomorrow.
Help your team to focus on what matters
Sales productivity cannot be touched when your team is not focused on the right things. CRMs exist to mitigate the agglomeration and provide a systematic way of approaching you.
You can assign value to potential qualified customers who are ready to buy, so you can evaluate their availability for sale on the basis of criteria they consider important. You can give priority to the tasks that must be completed with respect to those who can wait later or can be completely eliminated.
Less time, commitment and costs spent to trace potential customers, the better, right? But this level of optimization cannot take place without priority and triage.
Assign tasks and help the team focus on what matters is a safe way to improve involvement and performance.
Use your CRM as a dashboard for your sales team
There is nothing similar to the feeling of establishing your goals and achieving them in the predetermined time, or even before the set set.
CRM vouchers allow you to perform relationships for your team and look at the performance of people or certain teams. This means that you can use it as a dashboard to maintain the motivated team and sales numbers. You can also promote a little competitive spirit among the team members.
Using a CRM, you can get a high -level view of homework, reminder, activities, monitoring and sales numbers. And what is not fantastic in this? The monitoring and completion of the activities will maintain the “updated” team on the objectives and how close they are to achieve them.
Although simple, CRM activities are sometimes neglected for the activation of sales. They can be used to motivate your team.
We invite you to share your experiences with us. You can answer the following questions:
- How do you use CRM activities to keep your team?
- Is your process predictable and coherent?
- Help to eliminate unnecessary administrative activities so that your team can focus on what matters?
- Motive your team in correct ways?
And, if you do not know the answer, we invite you to join our Facebook group dedicated to automation, which discusses aspects related to CRM, management of activities, electronic pontition and others.
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