Streamline Your Customer Support with Automatic Sales for Customer Support

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evolving your crm and sales strategy what does crm's evolution mean for your sales strategy in short it means there's plenty of scope for your own strategy to evolve and adapt to to future proof your sales team create the most impact and work more effectively here are the best practices to implement share your crm with marketing and customer service your crm should be a collaborative place that your entire organization contributes to and benefits from as part of your sales strategy encourage the other teams in your organization access and get familiarized with your crm together you can build the most valuable customer data portal and store all interactions in one place no matter the stage of the customer journey they happen to be centralize all data in your crm a strong contact management strategy starts with ensuring all contact data is actually in the crm are there any apps or databases where contact data is siloed common data silos include webinar sign ups event attendees that opted in via another app contact attributes tagged in support tickets customer categories from your accounting app and etc with tools like pysync you can create integrations between all your business apps and your crm as well as documented contact management processes for your team to follow you can avoid data silos and create the most connected and reliable data ecosystem harness the full potential of automation the best crm systems offer plenty of opportunities for sales automation systems like hubspot automatically bring new contacts into the crm and build an organized contact recruitment populate the contact record with data on how they have already engaged with your website emails and content and enrich the content record with deeper insights about business size location industry estimated turnover social media profiles and more automation isn't about removing the one-on-one interactions from sales but making more time for it it enables reps to spend less time organizing their schedule stay on top of their pipeline with greater ease and quickly pick up where they left off with each person and remember who they are integrate crm data with other apps our crm is the go-to place for your organization's contact data but with integrations your other apps can tap into that too as part of your sales strategy you can map out simple processes to integrate relevant crm data with apps such as your live chat software [Music] google contacts or icloud to enrich caller id data marketing automation apps [Music] customer service tools and building and accounting softwares as you optimize your sales strategy make sure to ask what are the most valuable connections we can set up to enrich data everywhere future proof your sales strategy crm is no longer just about contact management and nor does it exist in a vacuum it now affects every area of your organization and offers something for every person in the team for your sales team to evolve with your crm remember to pivot your strategy to encompass these future proof pillars integration are all of your apps integrated and sharing accurate data collaboration is your sales team working closely with marketing and service teams accessibility can other teams in your organization access your data and insights as your organization scales and your networks of customer analytics grow make sure that strong structures are in place for data to flow between apps teams and people by placing your crm front and center your sales strategy this becomes much simpler you