A CRM system helps your company manage their current clients, potential prospects, and sales and marketing campaigns. Unfortunately, with so many options to choose from and new pitches being thrown at you every single day, it is often difficult for managers to select a single CRM that meets their organization’s many different needs. Whether you have chosen a stand-alone system or are using a web-based platform, making sure that your CRM is set up to help your team respond to leads quickly is paramount.
A good CRM ensures that all of your marketing efforts are tracked in a single, easy-to-find place for your sales team to find them. One that includes alerts and is set up for easy access from anywhere will ensure that your sales team knows when a new lead has arrived, and they can quickly contact the potential client. Some of the better-known CRMs include: Salesforce, InfusionSoft, and Zoho (among many others), and all of them make it much easier to track new leads and assign them to representatives immediately.
What many businesses fail to do is to properly integrate their CRM with their website and live chat provider. If you are still relying on your team to enter lead information into your CRM manually, you are likely wasting time and may experience delays that can kill a potential deal. Manually populating your CRM with lead information may cost you valuable time and might cause you to lose potential leads due to clerical errors. If you set up your CRM correctly and take advantage of third-party lead generators’ integration into the CRM you choose, you can be sure that all of your marketing efforts are effective and every lead is contacted by a member of your team.
Proper CRM integration will allow the platform to automatically populating the system with the prospective client’s data and therefore streamlining the sales process. Also, a fully-integrated CRM will allow your team to categorize leads so that they can immediately take action on interested or “hot” prospects, and can continue to nurture leads that are not yet ready to buy but need more information, education, or communication.
At Ngage Live Chat, we realize the importance of integration with your firm or company’s CRM. That’s why we have tailored our platform to meet the needs of businesses large and small, and our live chat software is ready to integrate with all of the major CRM platforms, including Salesforce, Zoho, Microsoft Dynamics, and countless others. Contact us to learn more about how our chat platform can integrate with your preferred CRM.
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