How to Get the Sales Team to Use Salesforce

Salesforce benefits for the sales team

  • Centralization of customer data: having all the customer data in one place makes it possible to speed up the access to the necessary information. Sales teams will no longer need customer cards, business cards, nor a piece of paper with a number on it. With Salesforce, the entire team can access the required information while also optimizing response and action times with any customer, which helps reduce the risk of losing contacts.
  • Report automation: With Salesforce, team members can create reports on a regular basis without having to consult to different spreadsheets. The centralization of the data allows the automatic compilation of the information and simplifies the writing of reports.
  • Calendar management: events and appointments with clients can also be automated; this avoids the risk of sellers forgetting them. Salesforce helps with notifications and reminders for calendar management.
  • Better time management to sell: Streamlining and optimizing the data collection and reporting processes, this allows the sales team to focus more time on the sales process itself. In other words, salespeople will have more time to spend interacting with customers and closing sales.
  • Mobile capabilities: Salesforce is available for any device, anywhere, anytime, which gives the sales team the advantage of working from anywhere. Evaluate whether your salespeople are more efficient outside of the office and give them this opportunity. With the Salesforce mobile app, salespeople won’t just find the information they need;they will be able to record calls and visits, process orders, update customer files and forward timely content to the clients without being in person at the office. Additionally, the ability to access the CRM from a familiar interface reduces the stress that software adoption can entail.

Tips to help get the sales team ready to use Salesforce

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