You still had so few sales leads in the beginning, that it was no challenge to work out how to monitor sales. But, as you start growing, keeping track of memory alone becomes more and more challenging. You’ve still got so many people involved, too.

Things begin to fall through the cracks. Many members of the team may not realize what others are doing.

The company continues to intermittent contact with clients and prospective customers. Two team members are going to say different stuff often!

Using a clear and defined sales process and being able to track selling performance over time will take on greater value.  But where do you get started?

How do you actually monitor your sales?


How do you actually monitor sales? So maybe you continue using a database to keep a log of the sales. Or perhaps a chart that exists on a Word document. But do you know what? This you will quickly outgrow.


Which will be the solution then? A resource like CRM!


And any clever CRM does have the capacity to help you.


3 Methods a CRM Brings Down Data Entry 

Allow me to demonstrate you three methods a CRM will cut the time you of data entry:


1. Adopting a CRM System to Automate Your Sales Process


“The advantage of a CRM platform is you can always configure a sales process once and then use it for any transaction over and over again,” says Brett Leary, sponsor-founder of CRM Basics Ltd. A successful CRM system offers knocks-down menus to find out which aspect of the sale process you’re in, who’s interested in each stage and what’s next.


Rather than having to enter these details for each new deal on a spreadsheet, the staff can choose from what has already been put into the program.  When something evolves, you just have to add new details.


Yet what if you are not planning to have your department do any data entry at all?


2. Choose a CRM framework to extract data directly from the Web


Each sales specialist advises how to use a CRM to keep track of your sales. However, the biggest issue faced many small business owners is using and using a CRM framework without all the boring work of obtaining and inserting details about the path and potential.

So, if you have a sales manager-good luck. Salespeople (really strong salespeople) would rather waste their valuable time hunting for and shutting down new business— not accessing details so that executives can access information.


A more effective way to monitor sales without much data input is by using a CRM platform that can connect out to the network to retrieve the contact details from the online profiles, sites and operation of your sales leads.


Typically, all the salesperson needs to do is highlight the lead’s information from any browser online — on LinkedIn for example. A smart CRM program can check for the information of the lead as well as fill in the common fields such as name, social media channels, location and any other pertinent details for that link or contact.


With that drudgery out of the way, all you or your salespeople have to do is add notes and set follow updates.


3. Using the CRM to produce reports with no extra data admittance


The program can integrate all your communication and social network interaction with that lead once the contact details are packed in. So, during your sales process, you are ready to move the track.


Through your sales funnel you can build agreements and start moving those prospects. A successful CRM will allow extra team participants to add details to that sales record that allows for smooth customer experience.


They want to monitor the time and money spent on the transaction, how much time is spent, the parties involved, the money at stake and the duration until the contract is finished.


Above all, you will automatically generate production statistics, predictions, contracts and even revenue quotas. You may use the Hubspot Quota Calculator to assign targets for every part of your sales team.


One final point: The CRM systems of today have an enormous range of features that may sound nice to have. But in reality, too many options will slow down the ability to effectively use the app. If you are not up for it, choose no complex CRM. Choose a platform you will evolve into that CRM.  Or just one where you can switch on certain apps only as you need them.

Other Steps to Track Sales: 

  • Make a shortlist. Document all of the existing client’s database and business prospects.


  • Check a few options on CRM. Just see how could CRM is collecting contact details as well as how much information you have remaining to join.


  • Search for the best Automation CRM tool. Select CRM platform which can instantly insert most details without having to lift a finger from your sales team.

Wrapping Up


Are you still having doubts regarding adapting a CRM tool? Let me clear that fog from your head. Just take a close look at these advantages those you are going to experience, and then think again!


This includes,


  • Better customer connections. The more you learn about clients (or customers), and note, the more you feel that you think for them. This encourages you to build a far stronger connection and deeper partnership with your consumers.


  • Enhanced Cross-selling capabilities. The more you are conscious of the desires of your consumers and want the more you can provide the answer to their next issue.


  • Improved collaboration among your team. This is where other businesses that do not allow their employees to use the CRM refuse to enjoy the advantages of the CRM. I learned this from overseeing the introduction of CRM applications where the executive team thought it was a good idea but didn’t want to understand or use the method itself. 


  • Superior service and quality care are given to customers. The more you learn about clients, the more you will be able to serve them again. If everyone uses the CRM to log their customer interactions, Any customer encounter, then others can help the customer with the information of what was shared with the customer beforehand.


  • Greater happiness for the employees. The more information the workers have the more motivated and dedicated they are. Getting a detailed and up-to-date CRM that everyone requires and has access to help workers address company problems. Doing so pleases employees and customers.


  • Increased ROI (revenue and return on investment). Once everyone knows and applies, the efficiency of CRM improves, the periods in inventory reduce, you have the potential to provide consumers with new products and services and improve customer satisfaction.


  • Saves more money. Whereas the start-up of a CRM program is costly and time-consuming, the benefits are worth the costs in the long run. Sales team members are able to arrange convenient connections for customers in the same geographic area. Client-service reps can handle a client’s problem faster. You now have a single customer and potential database that everybody can use on their machine, rather than having a different spreadsheet or email log.


  • Less debilitated client. When a client is associated with only one employee of a professional services business, the probability of turnover is 40%. The probability of turnover decreases to less than 5% if five or even more stakeholders are active in a customer relationship.