Customer Relationship Management (CRM) platforms enable customer-facing employees and teams to manage interactions and relationships with prospects and customers effortlessly. Handling large volumes of customer data, CRMs become even more powerful when integrated with other business tools.
This allows teams to access a comprehensive view of customer information in one place. This integration enhances collaboration, enables personalized customer experiences, and supports data-driven decision-making across the organization.
SImply put, deploying CRM results help in boosting sales by 29%, sales productivity by 34%, and sales forecasting accuracy by 42%. This clearly shows the important need to deploy a CRM platform for sales pursuit activities in your business.
In this article, we will explore what sales pursuit via a CRM platform means for a business. As we face exponential growth in technology and industrial boom, this piece will provide you with the necessary details to get on a growth track.
What are CRM activities?
CRM activities transform your internal processes and significantly boost team productivity. A robust CRM platform offers an extensive range of features that streamline daily tasks across various departments, including marketing, sales, and customer service.
By centralizing essential data and automating repetitive tasks, a CRM eliminates the need for manual processes, ensuring teams have access to up-to-date customer information. When integrated with other business tools, a CRM amplifies these benefits, enabling seamless collaboration, enhancing customer experiences, and driving organization-wide productivity.
Must read – 5 Key Objectives Of Customer Relationship Management Â
What are sales pursuit activities via a CRM platform?
In this section, we will explore the top seven most influencing sales pursuit activities in a CRM. This will help you understand the important role of deploying a CRM platform in your business.
Store and Manage Contact Data
Easily store and manage contact information within the CRM, allowing for seamless interactions with contacts through email, phone calls, note-taking, and scheduling meetings. The CRM logs data automatically, ensuring contact records stay up-to-date, enabling efficient customer segmentation and targeted outreach for campaigns.
Track Deals
CRMs simplify deal tracking by allowing customizable pipelines and stages. Automatically record all deal data—such as conversations and meetings—and monitor the deal’s progress. Set tasks to keep track of deadlines, ensuring timely engagement with the right contacts.
Communicate Directly
Connect with prospects and customers via email, phone, live chat, and tickets directly from the CRM. All communication is stored centrally, improving transparency across departments and enabling easy hand-off between team members. Shared inboxes streamline customer experience by aligning marketing and sales efforts.
Respond to Tickets Instantly
Use a centralized inbox to support customer needs through tickets, live chat, or email, and efficiently manage support tickets from the CRM dashboard. The CRM automates customer notifications, keeping them informed of ticket status, while reporting provides insights into ticket volume, response time, and more.
Use Custom Objects
Custom CRM Objects let you structure CRM data to match your business model. Define objects, assign properties, and associate them with other data for enhanced flexibility. Use custom object-based workflows to automate tasks and engage customers with precisely timed outreach.
Automate Tasks
Automate repetitive tasks across departments with workflows and sequences. Workflows auto-enroll records based on set criteria, update records, and trigger necessary actions for deals, contacts, and tickets. Sequences help automate timed email series for targeted communications, reducing manual effort in data entry, prospecting, and support.
Build Landing Pages
An integrated CRM enables quick, no-developer landing page creation with customizable templates and a drag-and-drop builder. Personalize landing pages with dynamic CTAs and forms that adapt based on a contact’s journey stage, data, or device. Test and optimize page performance within the CRM for best results.
Conclusion
Using a CRM platform for sales pursuit activities effectively can streamline your internal processes and amplify team productivity. A CRM platform offers a variety of features to support daily tasks across departments, from marketing and sales to customer service. By centralizing data and automating routine activities, it eliminates time-consuming manual tasks and ensures all teams are aligned with the latest customer information.
If your CRM integrates seamlessly into a broader ecosystem of business tools, you can unlock even greater efficiencies, fostering collaboration and driving productivity across the organization.
Our professional team at Kenyt.AI will help you deploy the most effective CRM for sales pursuit activities in your business. WIth highly customizable dashboards, we will match the CRM dashboard with the business brand image as well. Contact our sales team today.
Frequently Asked Questions
Sales pursuit activities refer to the actions and strategies sales teams use within a CRM platform to engage and convert prospects into customers. These activities can include tracking interactions, following up on leads, nurturing relationships, and customizing outreach to align with a potential customer’s needs.
A CRM platform streamlines sales pursuit activities by providing tools to organize, track, and analyze customer interactions and sales processes. It helps sales teams stay on top of follow-ups, schedule timely interactions, and gain insights that drive more effective engagement and increase chances of closing deals.
Tracking sales pursuit activities in CRM allows sales teams to understand customer needs better, manage leads efficiently, and optimize follow-up strategies. It also improves team collaboration, reduces missed opportunities, and helps in forecasting sales outcomes accurately.
Yes, when effectively managed through a CRM platform, sales pursuit activities can significantly improve conversion rates. By enabling more personalized and timely interactions with leads, CRM-supported pursuit activities enhance customer engagement and boost the likelihood of closing sales.
Aaron Jebin is an enthusiastic SAAS technical content writer interested in writing for new and existing technologies, platforms, and tools. With an experience of over 4 years in technical writing, he is keenly focused on developing articles to provide readers with complete solutions to the common problems that arise in the everyday workplace. His writing mostly focused on team building, work ethics, business analysis, project management, automation, AI, customer and employee engagement methodologies. He has an interest in baking cakes and making stained glass art. He is currently honing his drifting skills.
