5 Tips on How to Deal with Tedious and Recurring Tasks with the Help of CRM Software

May 10, 2022

As your business grows, the more you must deal with complex processes and customer relationships. You won’t be able to keep up if you continue to use spreadsheets and manual records. What you need is CRM automation software to scale up your operations. Investing in such software can help you keep up with the increasing demands of your customers and business growth.

What is CRM and why do you need it?

CRM stands for customer relationship management. It refers to the practices, strategies, and technologies that you can use to manage and analyze your interactions with your customers. It allows you to leverage data throughout your customer’s lifecycle. This way, you can improve and personalize their sales journey with your brand. Hence, one of the biggest benefits of customer relationship management is helping drive up sales for your company.

Recognizing the importance of CRM, businesses are investing in tools and strategies to streamline and improve their CRM systems. And that is through CRM software. According to Statista, the global demand for CRM software will have an annual increase of 1.7%, reaching $49.6 billion in 2025.

CRM software provides a comprehensive list of tools to help you manage customer contacts and interactions. It gives your greater control over how your relationship with them progresses by tracking end-to-end customer experience and leveraging customer data. It also provides additional sales and marketing capabilities to help you streamline your sales process and close deals faster.

What are its key features?

CRM software features vary from one software to another. Nonetheless, they share common and essential features to help you manage customer interactions. At a basic level, it consolidates customer information and documents into a single database. This allows you and your teams to easily access and manage critical data whenever you need to.

There are other CRM software benefits as well. For one, it offers automation tools so that you can remove tedious and recurring tasks from your team’s workload. Some of these include recording customer interactions, sending them emails, and scheduling appointments.

Other core CRM features include:

  • Contract management
  • Lead management
  • Email integration
  • Pipeline management
  • Interaction tracking

Some CRM software also uses artificial intelligence (AI) and machine learning for smarter automation and accurate reporting. 

How CRM deals with tedious and recurring tasks

CRM core features include many automation functions. This makes it an ideal tool to help you deal with tedious and recurring tasks in your current workflow. So if you want to save time, engage with more leads, and boost your sales faster, here are some things to watch out for in a CRM automation solution.

  1. Automate marketing and sales efforts

CRM software can help you run routine sales and marketing operations. It automates repetitive tasks such as engaging with your target audience. More than that, it can also automate tedious tasks such as audience segmentation. This allows you to customize your marketing campaigns according to your target audience’s demands and preferences. 

There are also other benefits of CRM for sales. You can use CRM software to automate certain aspects of your sales cycle. This includes tracking customer interactions, nurturing leads, and lead scoring. For example, if a lead hasn’t replied after three days, it will trigger the software to send a follow-up email to that lead, ensuring they won’t fall out of the sales funnel.

  1. Personalize email sequences

Marketing and sales teams always have to deal with sending emails to prospects and leads. It is a never-ending task of following up on cold leads and engaging with customers to secure their loyalty. So instead of letting your teams do this manually, you can use CRM to automate the process. 

However, many businesses are skeptical about automating this part of the process. They worry that it will take away the element of personalization in their interactions with their leads or customers. After all, 71% of customers expect companies to deliver personalized interactions. And if you fail to deliver such personalization, you can turn them away from your brand.

Fortunately, CRM software nowadays is more advanced and sophisticated. It leverages data and analytics to create personalized email sequences for recipients. This way, your customers won’t even notice the difference between an automated email and the ones composed by your agents.

  1. Simply customer service

Customers get frustrated when they have to wait a long time to get assistance from your business. Worse, this can turn them away from your brand permanently. It is important that you provide accessible and efficient customer service for your customers and leads. 

However, this can be a time-consuming and costly endeavor. After all, it requires that you have an agent who is always on call. And if you have more customers, one agent won’t be enough. You’ll have to hire several more. As a result, many businesses outsource their customer service to third-party companies. But this can also be costly in the long run.

The best alternative would be to automate your customer service. CRM software can help you with that. It can store prerecorded audio that assists your customers in solving their problems and disseminates information. Some examples of CRM for retailers allow integrations with your agent’s desktop tools so that it can handle customer requests and simplify customer service processes.

  1. Document management

Managing documents can be tedious. This becomes even more time-consuming the more customers you handle. While digitizing files makes document management more convenient, it can still affect your and your team’s productivity. Instead of doing it manually, you can use CRM software to do this task for you.

CRM software allows you to collect, upload, store, and share documents in a centralized location. This makes document management easier for everyone involved to access information whenever they need it. And with CRM in automation, it can automatically organize these documents, filter them, and locate specific documents for you. This way, you don’t have to worry about missing important files or scouring through your folders to find the information you need. You may use a standalone document management software or integrate your systems for a seamless data transfer.

  1. Data and report generation

Businesses nowadays need to be data-driven if they want to remain relevant and competitive in the market. However, the process of gathering and analyzing data can be tedious and time-consuming. Your marketing and sales team already have a lot on their plate. It would be cruel to add it on top of your marketers and sales team’s current workload.

Fortunately, CRM software allows you to leverage big data without the need for human interference. It automatically gathers data and logs it into your database. You can also use it to analyze data to turn them into valuable insights for your business growth. Some CRM software can even transform these analytics into digestible and summarized reports so that you and your teams can get these insights in just a glance.

Scale-up using CRM software

Keeping up with your customers’ demand is tough. It gets even tougher as your business continues to grow. Without CRM, you might end up turning away new and old customers alike from your business.

Investing in CRM allows you to automate different aspects of your business operations. This frees up your teams’ workload, allowing them to focus more on other value-adding tasks. Moreover, CRM automation can remove the different bottlenecks in their workflows, improving their productivity in the process.

So what are you waiting for? Get on with the times and invest in the right CRM software for your business. 

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