Tips for Getting Marketing & Sales Organized with CRM

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Do you know when the next marketing campaign is going out or when your sales representatives are meeting with your best customers?  If you rely on weekly update meetings or emails from your teams to learn what is going on between marketing and sales, then it may be time to give your business solutions a much needed boost.

Marketing and sales is one of the critical elements of growing a successful business.  You need to get the word out about your products and services in order to reach new prospects, as well as continue to communicate with existing customers to ensure they come back.  If your message is unclear or late in getting to the right decision-makers, then you won’t get the response that you wanted.  Here are a few ways that you can use a customer relationship management (CRM) solution to get better results.

  1. What works and what doesn’t when it comes to marketing campaigns?  Many businesses use multiple channels to release promotional and informational materials – mailed brochures, email, commercials or radio, social media, etc.  You can organize the details of each marketing campaign within a robust customer relationship management (CRM) solution, such as Microsoft Dynamics® CRM.  Track how many prospects received your materials, what industry they represent, and the kind of response you receive.  Discover which activities reach more prospects, generate better leads, and have a higher potential to turn into sales.
  2. How successful are your sales teams?  You can monitor sales team activities much easier in a CRM solution than in spreadsheets. Use the Microsoft Dynamics CRM dashboard to monitor sales by employee, department, region, or other qualifiers.  Monitoring activities in real time will highlight which teams or products sell well and you can easily figure out how to improve the sales in other areas.
  3. What’s trending?  You can use CRM to identify various trends in sales, customer activities, products, and more.  Learn which marketing efforts yield the best results for specific customers or products, identify which products sell best in certain regions or at various price points, and use your data to make the changes that can boost sales.

Spreadsheets and specialty software can’t provide the insight that a CRM solution can.  Use a budget-friendly CRM solution to capture your marketing and sales data and leverage your data to your competitive advantage.  Contact Sherwood Systems for more information about Microsoft Dynamics CRM and guidance on getting organized with your CRM solution.

By Sherwood Systems, Microsoft CRM and ERP Partner out of Arizona

1 thought on “Tips for Getting Marketing & Sales Organized with CRM”

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