CRM For Sales Team

To increase the performance of your business and boost your revenue, you might want to install a CRM for sales. It will help you to work both with your already existing clients and prospects. A CRM for sales managers will come in handy for organizations of any size and sphere of activity.

What Is a CRM for Sales?

A CRM for sales features a database of sales-related information and a set of tools that you can use to process this data. In this database, you can find the following information about each of your clients.

  • Name

  • Demographics

  • Contacts

  • Full history of their interactions with your company

The set of analytical tools might differ greatly from one CRM for sales managers to another. For instance, you might be able to automate your emails, track the performance of each of your staff members, detect clients who are about to churn you and take measures to retain them and so on. Artificial intelligence built in a CRM for sales team will facilitate many of your business processes, minimizing the impact of the human factor and risks of errors.


How to Select a CRM for Sales Team?

Today, most organizations would be likely to choose a cloud-based CRM for sales managers rather than an on-premise solution. The latter variant requires a lengthy installation — and if you opt for the former, you will be able to start working almost immediately after you log in. In both cases, you will need to conduct training for your sales managers. But if you install an on-premise solution, you will need to train your IT department as well. When purchasing an on-premise CRM for sales team, you will need to pay the full price of its license upfront. Cloud versions are normally sold on a monthly subscription.

When choosing a CRM for sales managers, pay attention to the maximum number of users that it accommodates. Some solutions might have excellent functionality — but they might hardly be able to scale. Other products might be tailor-made for large enterprises and feature excessive functions for small companies.

An ideal CRM for sales team should offer a free trial to its new customers. Compared to the full-fledged paid mode, its functionality might be limited — for instance, you will be able to add just a few users to the system and access a few gigabytes of storage. But you will be allowed to appreciate the interface, speed and performance of the product.

The price should not be your primary criteria for selecting a CRM for sales team. Many top-notch products are affordable. Some costly alternatives might not fully justify your expenses. To understand whether a certain solution suits you, you should make a list of your company's needs and check whether the functionality of a CRM is sufficient to meet them.

Ideally, you should conduct a meeting with your sales department and ask them about the problems that they face in their everyday work. For example, they might tell you that the customer churn is too high. To solve this problem, you should buy a CRM that has powerful tools to analyze consumers' behavior. It will detect negative patterns well in advance and warn your staff on time so that they take measures.

Mind that a CRM for sales managers is not a magical instrument that would fix all your problems as soon as you install it. To make the most of this piece of software, you need to build and apply an efficient sales strategy. Plus, you should clearly understand who your target audience is and why they choose you over your competitors.


Using Bitrix24 Unlimited CRM

Among all the CRMs that are currently available on the market, this is one of the most functional, reliable and well-known ones. Over 9 million organizations from all over the world rely on Bitrix24 in their daily workflow. These are the reasons why you might want to try this product too.

  • This versatile solution comes in equally handy for businesses of any scale, from small startups to large enterprises.

  • It is available both in on-premise and cloud versions.

  • It has a handy mobile app for iOS and Android.

  • Its basic functionality is available at no cost. You will be able to add unlimited users to the system and access 5 GB of online free space.

The Bitrix24 database can store an unlimited number of records. You can easily upload your product catalog, quotes and invoices there. Plus, you can keep detailed information on each of your customers in the system.

Bitrix24 has plenty of in-built analytical tools. It can generate insightful reports and offer solutions that will improve your sales strategy. You will be able to either use ready-made report templates or create custom ones. If the system detects that you have not interacted with a certain client for too long, it will remind you about it. This will help you prevent client churn and increase your customer loyalty.

When your team members need to call a client or prepare an email for mass mailing, they will be able to do it right through the Bitrix24 dashboard. Besides, they will be able to communicate among themselves within this system, using voice calls, text messages and video conferencing opportunities.

Bitrix24 allows you to plan your sales activities in a shared calendar and customize access rights to it. You will be able to set goals for your staff and measure their efficiency by analyzing their KPIs. The system offers excellent opportunities for project and product management. It will facilitate your document circulation and carry out diverse tasks that are related to HR. If you want to build a site, you will be able to do it without any programming skills and you will receive free hosting.

Feel free to sign up for Bitrix24 right now! The earlier your staff get access to this advanced product, the more benefits you will gain.

* Please note that the information may have changed since the publication. For current prices and features please visit Bitrix24 pricing page.

P.S. If you share this page in Facebook or Twitter with hashtag #bitrix24, you'll automatically get a chance to win a 12-month subscription for Bitrix24 Professional ($2400/yr value)

Basic Features

  • Free unlimited records
  • Free 5GB online storage
  • Free email marketing
  • In-built contact center
  • Free customizable fields
  • Free quotes & invoices
  • Free call center
  • Cloud or self hosted (open source code access)
  • Free mobile CRM iOS and Android
  • Free integrations (RestAPI)

Fully Featured CRM

  • Leads/Contacts/Companies/Deals
  • Unlimited client base size
  • Import & Export
  • Quotes and Invoices
  • Product Catalog
  • Currencies and taxes
  • CRM Scheduling and event planning
  • Learn more

Fully Customizable

  • Custom fields
  • Sales automation
  • Custom forms
  • Flexible access right settings
  • Web to CRM
  • Email to CRM
  • Call to CRM
  • Contact center to CRM
  • Learn more

Powerful Analytics

  • Custom reports
  • Dashboards
  • Sales pipeline
  • Sales funnel
  • Expected sales
  • Agent activity reports
  • Unpaid invoices
  • Lead sources (marketing channels)

For more information about Bitrix24, head over to our training courses. We also have a great YouTube channel that covers every aspect of Bitrix24, from sales and planning to document management and company internal communication tools. To download the self-hosted edition of Bitrix24 that can be installed on your own server and give you access to open source code, please visit the Bitrix24 Self-Hosted page.

Be sure to check out other Bitrix24 tools:
9,000,000+ organizations have chosen Bitrix24