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Better data – Better insights to closing a sale


Ten years ago, BBM (Blackberry Messenger) was the weapon of choice, MySpace was (sort of) what Facebook is today and binge-watching TV shows could only exist in your dreams unless you planned ahead and recorded your shows on the daily. Today, BBM is all but gone, MySpace is a shell of its former self and on-demand video content has become the norm rather than the exception. Interesting how there have been so many advances in critical and non-critical areas of life, but for your sales team, taking down meeting notes is still a drudgery to perform, yet remains an integral part of the sales process.

Meeting notes are the vital details exchanged and gained during a client meeting. The information is used to gain customer insight, to plan for activities and improve sales performance. Today’s CRM systems are so sophisticated that the amount of detailed information they contain is mind blowing. To populate this, sales agents would have to take down client notes after each meeting and then manually input the information into their CRM systems.

There are times that sales reps are so busy that they skip note taking altogether and commit the details to memory. With the sheer volume of meetings they attend per day, keeping track of all the nitty gritty becomes a daunting task. Enter Hey DAN – a Voice to CRM service that does just that. No more jotting down on paper or risky mental notes. All it takes is 30 seconds, and it’s done. Accurate CRM entries are achieved with a unique combination of intelligence and technology. Sales reps just need to dictate the information into their mobile devices after each meeting – when it is still fresh in their memory, and Hey DAN does the rest. CRM entries are meaningfully and precisely populated so you don’t have to worry about pulling up incorrect information.

Now that your data is well organized and your CRM is set up, planning the next steps is a breeze. Easily find contact information, like social media accounts and store addresses. Track interactions with potential customers and convert them into leads for prospective sales. Access client email addresses to send proposals, quotations, or promotional materials. Most importantly, with a complete database, you can now get routine (daily, weekly, monthly, etc.) summary reports like sales figures, sales performance and the like. You can also generate a forecast or make a detailed analysis based on the saved data.

In today’s world, information is paramount. Having the correct data at your fingertips may spell the difference between closing a sale or losing a customer. Take full advantage of the information from your CRM system. Experience what Voice to CRM can do for your business today.

The Biggest Challenges Faced by Sales Teams and How to Solve Them

Any business will tell you that the very hard working heart of any successful business venture is the sales team. These, after all, are the frontliners who sortie out into the world to convert interested parties into buying parties. That being said, it’s also one of the most challenging teams anyone can ever be on. Is it any wonder why they have the highest attrition rates of any team in any business?

Key to keeping your sales team happy is to ensure that they have the right tools to get the job done. In order to figure out exactly what they need, you need to understand the challenges that they face. Here are the biggest challenges faced by any sales team—and how you should work to solve them.

Accurate Data Capture

One of the key tasks undertaken by any sales team is lead generation. While social media and email have made this relatively easy to do online, many still swear by the traditional way of doing things: going out there and talking to people. The key to success in any such foray is the ability to accurately capture the details of the person you’re talking to. While simple note taking is often enough for one on one contacts, it can get tedious when there are many potential leads and not enough time.

Many have turned to simple voice recording to get the detail captured easily, you still have to transcribe things later on. This isn’t ideal if you want your sales team to be agile and on their feet. A better solution that’s also quite modern is voice to CRM. This kind of solution takes transcription to a whole new level and allows for integration into a database that is readily managed. This leaves your sales team free to focus on generating quality leads.

Inventory Update

Another aspect of sales that many consider to be very tedious is the management of inventory. The problems are of the same level of intensity whether or not the sales are done online or in person. After all, sales can be a fast and fluid affair at the hands of a skilled salesperson. But this doesn’t excuse the need to be able to accurately manage stock and inventory levels. This is a lot tougher than most people imagine even with a fully equipped sales team. Errors can arise from exhaustion or human factors.

Voice to CRM is again an ideal solution here given that advances in technology have allowed for clearer identification of what’s being said at any given time. Of course, in this application, there’s a need to integrate with those responsible for managing your high value data. The solution then is to go for a provider who can deliver both accuracy and effective integration. This way, the software can capture and record information regarding each sale as it happens.

Administrative Tasks

A final challenge that actually seems at first like a mere inconvenience is the handling of administrative tasks. These include the aforementioned entry of data gathered whether they are from leads or actual sales. They can also include, however, the creation of relevant reports and even management of scheduling. The difficulty here is usually compounded by the need to navigate through a CRM.

Again, if you aren’t leveraging newer voice to CRM technology, you’re potentially losing out on over 60% of productivity that can otherwise go to sales. With an effective solutions provider, you can allow your sales team to essentially do all these things as they talk the talk and walk the walk—with less chance for accuracy and recall errors down the line.

Sales Performance Management

One area where voice-to-CRM truly shines, however, is in sales performance management. The biggest hindrance, after all, to this key component of ensuring that you have a top notch sales is not being able to keep tabs on the key performance indicators of your team. Now, in order for that to happen in a very efficient and effective way, you need to capture data very quickly and with as little error as possible.

This is where leveraging voice-to-CRM gets tricky. You need to ensure that the provider you’re getting has a reliable means to bridge between the data gathering point and your CRM as well as ensure a high degree of accuracy when it comes to sorting the data. Thankfully, this is something that you can ensure with a comprehensive demo call. So, if you’re offered one for free, it’s well worth it to try.

Remember, though that the key is partnering with a reliable provider of modern voice to CRM services. Be very discerning in your choice so you can be sure that you’re getting your money’s worth. A good way to work this out is to sit down with them to talk about the challenges that you yourself have observed. The right provider will steer the conversation towards finding the best solutions for you.