Know what's going on with every opportunity

It can often be difficult to align marketing and sales teams, but this can negatively affect lead management and sales generation. When the two departments work separately, they might use different systems for data and project management. As a result, the company may suffer duplication or loss of data and there may be disagreements over projects, campaigns, and other decisions. Ideally, your sales and marketing teams should be well aligned.

Using a CRM can help solve this issue by fixing the gap between the sales and the marketing department - offering a centralized database that can enhance internal communication, evaluate ongoing leads, store and share information, and provide data analysis and insights.

Developing an identity and standing out from your competition can be challenging, especially if your company is new and many other companies are selling the same products or services. The sales team plays an important role in setting their company apart from the competition, and using an excellent CRM can help with this.

A CRM can enable sales teams by offering the right and most valuable information about customers and prospects, and how to meet their needs. CRM can enable teams to create the appropriate buyer persona for the right target audience and build better customer relationships.

Digital channels are now the most powerful platform to sell, market, and advertise. The COVID-19 pandemic elevated the status of digital marketing. Sales teams are now more reliant on emails and social media engagements instead of phone calls in order to attract clients and find prospects.

Building a reputation online can be a challenge without helpful tools for building customer relationships. A CRM for sales can help by integrating with email apps so you can manage conversations more efficiently and offer better customer service.

Lead management can be overwhelming, especially if multiple leads are coming from various platforms. Some sales teams may find it challenging and time-consuming to track all stages of the buyer’s journey. If your sales team still spends more time sorting your prospects instead of converting them to paying clients and customers, then using a centralized system can improve your lead management process.

Using a CRM can help segment leads based on their stage in the buyer journey. Having some form of marketing integration also helps identify qualified leads, so the sales teams can focus on the those that have the biggest chances of becoming paying customers.

Keeping your prospects intrigued and enthusiastic throughout their purchasing journey is the key to closing sales. CRM sales software can help you build and maintain that momentum for attracting new customers by aggregating customer data, especially engagements through messages, in one central location. The sales team can analyze this data to gain meaningful insights about customer engagement, and where to improve the process.

A disorganized sales pipeline can affect your ability to manage leads efficiently. As a rule of thumb, a sales pipeline should have a structure and stages. Each stage should have one workflow where the sales team can identify the work that needs to be done and track the result.

Visual and functional elements like automations, forms, templates, and dashboards can define a workflow. With an organized workflow, key people from the sales team can track progress of leads as they move from one stage to another within the sales funnel. They can identify those who are moving forward and those that drop out or complete the journey and become a paying customer.

A CRM can help align sales and marketing teams making collaboration easy. Capsule CRM on mobile offers collaborative tools and supports third-party integrations so the sales and marketing team can communicate, see the same data, and work together anytime and anywhere.

Sales agents, especially those in the field, are always on the move. Capsule CRM on mobile moves with them. Through the app, you can view and manage ongoing and upcoming tasks in a calendar wherever you are.

With Capsule CRM's mobile app, sales teams can locate clients, customers, prospects, and places if they plan to visit them. This is especially useful for businesses with local target audiences. Our app allows you to call, send a message, or email from a contact's profile and view a contact's location on a map.

Capsule CRM on mobile also allows seamless access to sales tools for instant scheduling, data analysis, and reporting on the go. Having no access to desktops or laptops outside the office is not a problem. Even if you're offline, the Capsule mobile app will sync any changes from your tasks and contacts once you reconnect.