Your company’s CRM system is essential for keeping track of customer data and interactions. It plays a pivotal role in how your departments conduct their regular workdays, containing everything from sales content to insights into potential clients. However, as your business grows, you may find that the CRM system you’re using is no longer able to meet your needs. It may be getting harder to find the perfect pieces of content, or it takes longer to source the right data in preparation for a pitch meeting. One way or another, it’s time to look into ways to improve your company’s CRM system.
Most of the issues that modern CRM systems face tend to revolve around its general inaccessibility. Just because your CRM is large and powerful doesn’t necessarily mean that it’s ideally suited for the needs of your sales representatives. Over 65% of all content stored in a CRM’s database becomes lost, buried underneath a dense latticework of unintuitive architecture. HeyBuddy is designed to improve your company’s CRM system by taking direct interaction between your sales reps and your CRM out of the equation. Our content distribution platform utilizes AI-powered search algorithms to create access to the deepest parts of your CRM, allowing your sales reps to benefit the most from your most vital asset.
Customer Relationship Management software, or CRMs, are tools designed to help sales representatives manage their interactions with clients. Despite their name, however, CRMs are not always successful in fostering strong relationships between sales representatives and their clients. One of the reasons for this is that CRMs are not designed to meet the individual needs of sales representatives. Instead, they are created with a one-size-fits-all approach that fails to take into account the unique challenges and goals of individual salespeople.
As a result, many sales representatives find that they have to work harder to build relationships with their clients, leading to frustration and even burnout. When a majority of your content catalog is inaccessible, sales reps have to tack on extra hours to find actionable insights, recreate content that already exists, and cobble together a presentation from what’s available. This drastically reduces the amount of time they can dedicate to structuring, organizing, and fine-tuning their sales presentation.
HeyBuddy provides a lot of utility when it comes to accessing your CRM’s database in its entirety, ensuring your sales reps can get the right content to the right place at the right time. We enable sales representatives to bypass direct interaction with your CRMs interface with better results using HeyBuddy’s AI-powered search algorithms. However, there are other ways your teams can improve your company’s CRM system, including:
- Providing in-depth CRM training for all employees
- Keeping CRM data up-to-date
- Syncing your CRM with your office calendar, content distribution platforms, email lists, social media, etc.
- Connecting multiple company departments for better communication and collaboration
- Tracking customer and client behaviors throughout each sales cycle
CRM systems are known for their broad array of functions. Effectively using those functions can be overwhelming, which is why making use of a sales enablement platform like HeyBuddy helps keep everything together for your sales, marketing, and HR teams.
Ultimately, the best ways to improve your company’s CRM system gravitate toward making the jobs of your employees easier. If you’re interested in utilizing our services, call us at (610) 898-1330 or visit our website to learn more.