Manual Processes vs. Automation In CRM

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Before today’s impressive business technology, sales departments did everything manually.  People actually answered phones attached to the wall with cords, wrote notes on paper, and processed orders and payments by hand.  Sure, these manual processes worked back then, but that doesn’t mean these manual processes can make it in this fast-paced marketplace.

With the evolution of technology, we went from a standard 8-hour business day to a 24/7, ‘always on’ marketplace.  People are researching products and shopping online, many from mobile devices, and sharing their experiences on social networking sites.  As quickly as customers can swipe a screen or click a mouse, your business could see a new customer order or you watch your customers migrate to a competitor.  Customers today expect speedy, if not instant, response from the companies that they choose to order from or work with and if you can’t be responsive, your competitors surely can.

Replace your manual customer relationship management (CRM) activities with time-saving automation.  A robust CRM solution, such as Microsoft Dynamics® CRM, can speed up marketing and sales activities, as well as connect you with new prospects and customers online.  You can release new marketing campaigns and monitor the results to determine which efforts reached the right customers and which fell on deaf ears.  You can also monitor online transactions including sales orders and social media interactions.  Combined with existing customer data, you can identify trends with product sales, changing customer interests, and the methods that your customers prefer to interact with your business.

A CRM solution can also connect your sales team to your office and with customers from nearly any location.  While your sales representatives are out meeting with prospects, they can access existing customer data and respond faster to customer inquiries.  They can also take customer orders and payments from their location.  This added mobility and automation encourages greater collaboration amongst the sales team and can improve productivity.  In addition, your sales managers or senior management can use real-time sales figures and monitor trending products by sales representative, region, or other qualifiers.

Customers are no longer waiting for a call back during normal business hours and they don’t have to in today’s busy marketplace.  Contact Sherwood Systems for more information about boosting sales by turning manual processes into automated ones with CRM.

By Sherwood Systems, Arizona Microsoft CRM Partner

2 thoughts on “Manual Processes vs. Automation In CRM”

  1. Yes, Wherever mannual business processes are aligned with automatic processes such as crm, micro small and medium size enterprises will get benefits from it. You may succeed in operational efficiency, if you have executed it well.
    Good Read.

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