Thursday, April 5, 2018

Best Email management tool that isn’t bloated to CRM System

      When your customer records are in a CRM, and emails are stored in a mail client, what your sales reps eventually get is a messy and fragmented system that gives absolutely no context about a customer’s needs at all.
The email management system in Sales Mantra gives you one place to access all your sales interactions, eliminating the need to switch between applications. By connecting your mailbox, the CRM filters out only your relevant customer emails and associates it with the lead or contact along with attachments, if any. You can also send emails either from your mail client or from Sales Mantra and find the emails in the Sent folder of both apps. The email management tool also has email tracking that tells you who has opened and clicked the link on your email, when and how many times. Swiftly shoot out emails, receive emails and send emails in bulk to a larger group of customers, all from Sales Mantra.
Types of Email Management Software
There are two major types:
Desktop email clients like Microsoft Outlook and Mozilla Thunderbird offer a list of sophisticated features including WYSIWYG editors for composing messages and anti-spam and anti-phishing security.
Online email services, called webmail, also offer the same features as desktop email software. Popular online email services are Gmail and Yahoo! Mail.
I recommend you to check Sales Mantra CRM; this tool has a powerful marketing tool-kit. Sales Mantra CRM software provides your business with the tools to streamline your marketing process workflow and create customer-centered campaigns that work. Turn every email into a unique offer. Show customers that you really know what they want even before they do. Let your messages stand out and invoke replies:
Carry out email campaigns
Reach out to hundreds of leads and clients with a single email using the mass mailing option. Build a mailing list using the client data from any Folder and send personalized messages for better engagement. You can track who has checked your marketing pitch using the open tracking and build reports to analyze the efficiency of a campaign.

Segment your leads
No matter how niche your business is, your clientele is not homogeneous. Leads might live in different countries, represent various areas of business or have distinct needs. So why should they receive the very same email? Segment your mailing list by relevant criteria and client characteristics to ensure that the right people get the right content.
 Target the right audience
Let your leads and clients receive a perfect pitch that was written as if exclusively for them. Sales Mantra CRM allows you to put the data you store to good use during an email campaign. Take your leads and customers information into consideration before emailing them with marketing materials. The more personal, precise and relevant the content you present them, the higher the ROI.

Combine marketing and sales efforts
Marketing and sales team may have different goals, but they often work with the same people. Provide your sales team with the marketing data to mind the segmentation and targeting. Having a complete view of the leads and clients engaged in marketing efforts can make it easier for sales to close deals. As all the data updates in real time, both teams will be on the same page.
Analyze your success
All your marketing efforts can be in vain if you can't measure their efficiency. Sales Mantra CRM provides you with an insight into the results of your email campaigns. Learn if and who of the recipients have opened your messages. Produce detailed reports to see which tactics work and what groups resonate with your marketing materials.
Integrate with favorite services
Despite having many appropriate features, marketing automation is not the main purpose of a CRM. Sales Mantra can provide you with segmentation and targeting opportunities for building your mailing list and exporting it into a service of your choice. Export your full client lists or segmented data to your favorite services, like Mail chimp, with ease.
CRM technologies afford for successful execution of the various campaigns employing one on-demand solution. Moreover, some of the latest industry reports are indicating a strong interest of the end users to utilize consolidated solution for the variety of customer-facing processes. That’s why companies like bpm’online are offering comprehensive out-of-the-box processes for sales, marketing and service automation aimed at establishing great customer relationship throughout the entire customer journey allowing companies to effectively manage every stage of customer interactions, including email marketing campaigns.
With the marketing automation features, you can take care of campaign management, multi channel communications, integrations with SMS, email, social networks to just to name a few.
Moreover, the solution is not only streamlining marketing and business processes with sending out massive outbound emails or manage other marketing activities but can evaluate the performance, set right goals, segment your messaging and so for. It is also very attractively prices and rolls out in minutes.

Tuesday, April 3, 2018

Importance of Sales Force Automation in 2018

      Sales force automation is a technology solution which helps and manages your sales force, making loads of manual function redundant, thus saving big on the productive time of your sales force.

It is basically a technique to automate the business tasks like order processing, contact management, information sharing, inventory monitoring and control, order tracking, customer management, sales forecast analysis and employee performance evaluation sales, that leads to sales. But, to automate the process, you have to take the support of a software that is known as Sales Force Management Software.

A brief look at the features of a sales force automation solution would make the functional understanding clear.

Just have a look at mobile-based sales force automation software Sales Mantra specially made for the FMCG industry. It’s a mobile-based application accompanied by dashboard which can be viewed from office screen as well.

Geo tagging: It provides you complete visibility of the retailers in your area. Through GPS you can see whenever your salesperson is visiting the retail outlets. It gives you complete information about the demographic, number of stores, which areas to target to expand your business.

Order Basket: Your salesperson can take order based on class/segment on areal-time basis. You have complete visibility of demand patterns, can prioritize your delivery, and even forecast orders. Taking orders is extremely convenient as you don't need to type, just have to choose between the SKUs you are offering. It cuts down lags as you have the order info in real time basis and can plan the delivery without any waste of time.

Permanent Journey Planner (PJP): Through a patented algorithm, it provides the optimum route map for the sales force. Who to visit, when to visit, based on your priorities on class/segment. It saves transportation cost, makes your salesperson much more productive and enabling them to visit more retailers.

Real-Time Data Provides real-time demand across all the stores, making easier to cater to dynamic demand.

Analytics: The greatest feature of using this application is with theminimal investment you retain your data. Analytics helps you in demand forecasting, planning, and segmenting. Your estimations would be precisely backed by data, increasing your profitability.

Sales Force automation is important and there are some key factors:
Business Capacity:
Limiting aspects of the business can be investment availability, production capacity, supply capacity, size of business, marketing effort, etc. There may be an unsatisfied demand for your products, but if your investment and capacity allow you to offer a certain volume of products, then only that quantity should be captured with your sales forecast. If you decide to increase your investment in advertising next month, you should assume that your sales will increase as well. Be confident but ensure you know how they are linked.
You must take into account of seasonality products that are demanded throughout the year (they have a continuous demand), whilst others only demanded at certain times of the year. Also incorporate others that have an irregular demand, when their demand tends to increase or decrease at certain times for noknown reason other than that they do.
Sales Aspirations:
Take into account your sales aspirations – take into account how much you would like to sell, or what you would like your sales targets to be. But always take into account other factors, especially factors that are limiting the business.
 The most common benefits of an SFA solution for small and midsized business (SMB):
·         Reduction in sales operations cost: By automating manual tasks, sales executives can focus on more significant projects, such as telephonic and email communication, conflict resolution and hunt for growth opportunities. With the help of social media integrations, sales representatives can import a lead’s contact details directly from social networks, such as Face book, LinkedIn,and Twitter, so as to reduce human effort and save time.
·         Accurate sales forecasting: SFA solutions track conversion metrics from leads to closing deals; this enables business users to accurately forecast sales conversions. More advanced systems with business intelligence modules generate precise sales forecast by leveraging historical sales data and predictive modeling techniques.
·         Streamlining workflows: By centralizing sales data, SFA solutions streamline the workflow and establish a formal sales process for the sales teams. With streamlined workflows, clients are able to close deals quicker than before, which further leads to higher conversion rates. Sales managers receive an automated notification once a lead moves to the next level in the sales funnel.
·         Data visualization and summarizing for timely action: Team leaders can take timely action by reviewing dashboards and summary reports that highlight the critical business performance metrics of sales executives. More advanced solutions facilitate real-time dashboard and report creation, which further enable fact-based decision making.
·         On-the-move access: A number of SFA solutions are offering applications for 24/7 access from mobile devices, such as laptops, tablets, and mobile phones. Sales executives can collaborate with peers via the app, which further helps in streamlining the workflow. In addition, users can share important documents with clients and resolve their inquiries on-the-go to improve customer satisfaction.

Monday, April 2, 2018

Sales Force Automation

     Sales Force Automation (SFA) is an integrated application of customizable customer relationship management (CRM) tools that automate and streamline sales inventory, leads, forecasting, performance and analysis. SFA tools include Web-based (hosted CRM) and in-house systems.SFA is also known as sales force management system.

All SFA systems are built with two core components:

Content management system: Tracks customers, activities, forecasting, contacts, communication/sales history and analytics

Sales lead tracking system: Tracks lead and opportunity pipeline data
Sales force management gives you a chance to improve your sales efforts and accordingly reduces disorganizations, cuts sales cycles, which is vital for monitoring and broadcasting as well as assessing sales performance and forecasting its future growth.
Sales force automation software has features which maximizes sales activity of any business. The features include stock control, analyzing sales forecast, contact administration, quotation management, proposal, presentation creation and product management. SME’s and large scale business organization have turned to sales force management software in order to organize their sales output.
Sales force automation is meant for sales people hence all the benefits directly are for them.

      * All data available on the Mobile app Sales people who keep on travelling a lot for meetings, market visit (Sales Force Automation), surveys etc. will have all the relevant data with them. The apps now days also plan a route for you basis the beat plan.

* Data Available offline to save your phone battery and data, applications also works.

* Save Time No more filling your sales data in excel report, collating the data, sending the files etc. from anywhere, anytime, simple feed in your data in the Sales Force Automation

* Reduced Sales Cycle Since sales people are clear with that has to be done in the day(with help of beat-plan, alerts) , they can plan, execute well.

* Increased Closure rate by 24% minimum If you use the Sales Force Automation diligently, then definitely you would increase your revenue.
    Today, every sales force team has to face new challenges including increasingly bigger and better competition and more dynamic deals during field data collection. Customers are also more worldly wise and have a numerous demands.

·         Streamline sales cycles.
·         Drive much higher close/ won rates.
·         Improve customer service.
·         Ensure larger volumes of warm leads.

Effective Measures:

An effective Sales Force Automation Software ensures full integration among all departments. The sales person is not the only person dealing with the customer, various other departments such as marketing, customer service, accounts and technical experts are also involved.
It helps you to automate the various field sales management processes like communication and tracking between the sales managers and sales representatives. It helps in increasing the efficiency of the field sales. It allows the management to get a holistic real-time view of field operations from their mobile itself! It lets the app customers to quickly set up and start off with a pay-as-you-go pricing model. It also offers customized branding and lets you build the mobile app according to the industry you work in and the work processes that you follow.

Maximizing the sale

Field force refers to the people of an organization who are responsible for sales and lead generation. These are the people who work in the field, generate sales and increase the profit value of the company. They need to send information from the field or market place to the managers sitting in the company. Field force personnel sometimes even use the internet to generate sales. Here comes the role of Sales Force Automation Software. It enables the sales force with mobile reporting software by capturing and managing the sales data. By using such software, a company can notice a remarkable improvement in the sales force productivity. It helps to send real-time accurate data and enhances the efficiency of the field sales operations.
You can maximize the efforts of the sales crew by creating a synergy between sales and marketing by differentiating their goals and purpose in a business. This should be the primary step of field sales force and which is also possible with the help of sales force automation software. You can also learn some more tips to maximize sales force effectiveness in thefield in a quick glance.
It has features which maximize sales activity of any business. The features include stock control, analyzing sales forecast, contact administration, quotation management, proposal, presentation creation and product management. SME’s and large scale business organization have turned to sales force management software in order to organize their sales output.

Customer Views:

Results demonstrate that customers perceive benefits on four main dimensions of their interaction with salespersons—salespeople’s professionalism, customer interaction frequency, salesperson responsiveness, and salesperson–customer relationship quality. This study is the first to examine aspects of SFA from the customer perspective.