Five CRM-oriented ways to avoid time sapping meetings and better time utilization? - Kapture CRM

FIVE CRM-ORIENTED WAYS TO AVOID TIME SAPPING MEETINGS AND BETTER TIME UTILIZATION?

Management of time is a term that is often taken too lightly and in the case of business management, where time would be of the essence, you really have no room for delays and errors now, do you? If you are over-whelmed with the thought of all the daily activity sheets that you have to go through, for various clients and your own office employees and wondering where time flies by without productivity, you might need the CRM the most.

With the help of a CRM, time management is no longer just an oxymoron or even a concept weaving in people’s thoughts. It is actually possible to manage the time slots for employees and have best results for a business with the help of these amazing effective CRM features.

1. Daily and task based reports

Your system dashboards of a CRM include daily reports, or even weekly and monthly report options, which will let you overview the entire activity of the sales funnel, for multiple clients and all at the same time. When you are able to view analytics in such a short span and make informed decisions in no time, it really does help your sales team in performing better and in your business getting more customers.

2. Pre-designed invoices and quotations

Gone are the days when you had to manually create invoices, or every client and then rework on the same invoices on a monthly/project basis. Now with the help of the CRM features, you can ensure that your invoice making procedures take less or no time of yours! Pre-designed templates for various industries are now available with the CRM and they surely make sure that billing doesn’t take up much of your time anymore.

3. Re-allotting leads with Lead management

At times, leads brought in by the company, from various lead sources, may prove to be futile or very stagnant. Other times, it might just be easy to save time and money by asking sales representatives, in an existing territory, to takeover a same area code client. This way, allotting and re-allotting leads with the CRM ensures that you get the most out of your sales team as well.

4. Real time activity and GPS

As the name suggests, GPS and real time data lets you have an overview and update status of every activity in the CRM in that very moment itself. You no longer need to waste time by waiting for end of day updates to chalk out plan of actions.

5. Calendar activities

A simple yet very intriguing feature of the CRM, a calendar marking activities and setting meeting reminders for salesmen as a n example, is what will help your business in managing time, in the most basic yet effective way.