Nowadays, there is no longer any doubt that technology plays a fundamental role in the optimization of sales processes. In addition to simplifying repetitive tasks, freeing up time for sellers, the tools allow the collection and analysis of essential data to understand consumer behavior, identify market trends, and make assertive decisions. According to a study conducted by the consulting firm McKinsey, companies that recognize the importance of using data to positively impact the customer journey are 23% more likely to perform above average.
According to Matheus Pagani, CEO and co-founder of Ploomes, the largest company focused on CRM in Latin America, projects that do not pay attention to the reality that technology can provide tend to suffer in the face of such a crowded market. “Those who strategically adopt technological resources in their operations are more likely to remain competitive and adaptable to changes guided by the consumer public,” he says.
In view of this scenario, the executive points out three tools that will be essential to assist in organizing sales and boosting results in 2024. Check it out:
CRM, or Customer Relationship Management (which can be translated as Customer Relationship Management) is a tool that aims to manage and optimize relationship management directly to consumers. The goal is to anticipate demands, improve customer satisfaction, and boost sales.
Through an integrated system, the solution makes it possible to automate the entire business process, thus ensuring a much more in-depth and assertive consumer relationship management. In this way, it becomes much easier for the company to direct the entire sales process and achieve buyer loyalty.
Not only that, the technology also allows the company to follow opportunities at different stages of the funnel. Thus, managers now have detailed reports and data to validate or verify the strategies adopted to increase sales.
Another very important tool for improving a company's business process is a marketing automation platform. Through technology, companies are able to expand the efficiency and scalability of tasks related to the area, allowing professionals to be free up for more strategic and impactful activities.
Although it can be used to qualify any strategy, automation aligns more directly with Inbound Marketing approaches. The intention is to automate lead management from the beginning of the sales funnel, so that they evolve until the purchase is formalized. All this with minimal staff interventions.
In addition to CRM and marketing automation, the Sales Engagement platform also plays a fundamental role in building a more robust sales channel. This is because the software allows the integration of various communication channels, such as e-mail, telephone, LinkedIn and WhatsApp, in order to direct and expand opportunities for interaction with leads.
It is worth noting that both the Sales Engagement platform and the marketing automation technology can, and should, be integrated into the CRM itself. Especially because, in this way, the company guarantees a broad view of the lead, from the beginning of the relationship to the post-sale in the CRM.