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Built for People on the Road: Save Time, Increase Sales

The Impact of Automation and Data Technology: Who Bears the Burden?

The rise of automation and data technology has created a two-fold impact on the business world. According to a study from AgileCraft, secretaries rank in the top 3 professions with the highest risk of being replaced by automation — with a 96% risk. We made great strides in processing and analyzing data as technology continued to evolve. As this demand increased, we saw the growth and evolution of data mining through the use of CRM technology. While this new automated world has lifted our reliance on secretaries, and even on analysts to a certain degree, it has shifted some administrative tasks to other workers in the field who are the primary source of information — sales reps. We demanded deep-dyed data entry tasks from them to maintain these robust CRM databases —  adding a new administrative burden… for which fewer secretaries exist to shoulder the burden.

Life on the Road - Sales Voice to CRM

Life On The Road: Where Does the Time Go?

Compounding this time vacuum is the difficult reality of working from the road. Sales reps know the burden of having to pull out a laptop throughout their busy day in the field to do ‘CRM stuff’. Many organizations have tried to address such challenge by getting them on the mobile app versions of their CRM tools, but let’s face it, such efforts still failed. Most of these professionals are simply not wired to perform administrative functions. They want to stick to what they do best — selling. Furthermore, introducing them to anything that needs training requires too much time and effort to plan and execute because of their busy schedules. And whatever tool is presented to them, if data entry can only be achieved by them thumb-typing their notes on a phone and or any device, the task still gobbles up an obscene amount of time. Time that could be spent doing what they are primarily hired to do — making more money.

Save Time with Voice to CRM: Get Back to Selling!

Conversational CRM is the solution: built for people on the road. Dictating notes from your meetings saves time. As a result, sales people spend more time selling, which results in increased sales. Voice to CRM platforms that are doing it best blend technology with human factor for an unmatchable level of complexity and intelligence, offering the experience of having a secretary, at a small fraction of the cost. No restrictions, no formats — just dictate, and get back to selling. And with such solution available to them, there is no excuse to delay entry of their customer interactions and transactions.

Consequently, sales managers and other leaders benefit from it as well. With up-to-the-minute information stored in CRM systems, unhealthy trends are quickly spotted. They are provided a reliable source of information for expedient sales performance management.

You Need Intelligent Data… So You Need Intelligent Voice to CRM

A robust CRM database is a gold mine of intelligent data, and in this day and age, businesses need intelligent data. What they don’t need is the burden of another administrative task that takes sales reps away from selling opportunities. Intelligent Voice to CRM removes this burden and provides the intelligent data needed to get those valuable insights that will improve sales process and increase sales.

Why Go for HubSpot CRM

Sales is always about the numbers, yes, but it’s also important to keep tabs on your  relationships with customers. An unabridged record of your interactions with them is key to sizing up further opportunities.  That’s why many businesses today can’t do without customer relationship management (CRM) platforms that allow them to efficiently assess business potentials with their clients. There are so many to choose from out there, and with new players like HubSpot throwing their hats in the ring, it can be a challenge to choose what suits your needs best. We take a look at Hubspot and highlight its advantages. particular benefits—including innovative voice to Hubspot CRM—to help make you choice easier.

The Big Benefits

As advertised, it is 100% free and will always be. Businesses can explore its basic functions without being tied to a contract. It also allows entry of up to 1,000,000 contacts with no expiration date for an unlimited number of users. That’s a big package for something you don’t have to pay for. Designed to work natively with today’s widely used web browsers, it frees users from the hassle of arduous software installations From a UI standpoint, operation is a breeze from creating profiles, to organizing customer interactions, and most importantly for managers, tracking performance. HubSpot also hosts regular conferences for users to learn more about their latest releases and features. Furthermore, accessible through their website are inbound marketing events with their partners across the globe.

Effective Tracking

If you’ve ever wanted to more effectively track customer interactions in a chronological manner, HubSpot CRM offers the Contact Timeline. This is a record of every interaction between your customer relations team and your customer. This makes it very easy to see what happened when as well as send follow up emails in a timely manner.

Convenient Integrations

Being a certified premier Google partner is also one of the biggest appeals of HubSpot CRM.  That means easy integration with Gmail and a lot of other Google applications . It provides users quick access to customer details on the CRM platform  as they utilize other apps for their business activities. HubSpot CRM even comes with five email templates for users to utilize and store. It also easily integrates with Shopify, Zapier, Salesforce and Microsoft Dynamics. Convenience was definitely a top priority when it was designed..

Voice to HubSpot CRM Integration

A robust CRM system will serve its function if customer data goes into it.  Oftentimes, the task of entering data is assigned to field personnel who interact with customers almost on a daily basis. Because of it, it is beneficial for businesses to utilize a voice solution that works well with their CRM tool to ensure expedient and accurate data entry. This is where HubSpot CRM is also advantageous as it can be easily integrated with voice to CRM solutions like Hey DAN. Optimal customer relationship management can be easily achieved with synchronization of Hey DAN to HubSpot CRM.

Lead Generation Challenges and CRM Adoption

Lead generation is key to the success of businesses across different industries. This core task is not only essential in the field of sales but also in marketing where increase of influence and gaining insights from new markets are often top priorities. Interactions with prospects need to be systematically recorded for ease of predictive assessments. . Such goal can be achieved with the use of a Customer Relationship Management (CRM) system,for ease of access and entry of information Such system also enables businesses to automate analysis of customer data that get into it. However, it comes with a number of challenges. Let’s go over the more daunting ones and how to overcome them.

Building Up The Courage

Gathering information is tricky — more so if you need to gather it from complete strangers. The good news is these days, it can be accomplished by simply commissioning third-party lead generation services. Some even offer a 100% money-back guarantee or you only pay for every successful lead.. If you wish to do direct engagements, it helps to offer something of value as an exchange for information. Product samples work best. Also, make sure to clearly state how their information will be stored and utilized. Social networking sites are also useful in expanding your reach as you perform this task.   .

Finding Leads

One  option that’s proven to generate the most number of leads is participating in trade shows and conferences. The reason is people in such events are already interested in your industry and most likely hunting for the kind of product or service you offer. As you interact with participants, it helps to have a voice to CRM Solution handy in to quickly  collect data from them. Timely capture of your interactions is essential for complete entry of the details into your system. Another approach is set up booths and installations in malls or other areas with high foot traffic. As mentioned above, pair this up with giveaways or anything of value and you’ll find it a lot easier to draw people in.

Quick Data Entry

When performing lead generation in the field, you want to spend most if not all of your time interacting with people. The more face-to-face contacts you do, the more chances of discovering opportunities. You then have to utilize a credible  voice to CRM solution so you won’t have to worry about the data entry part of the job.It has to be one that captures recorded speech and automatically assigns details into proper fields in your CRM. You don’t want to worry about sorting the data for entry later on — the voice solution has to do it for you.. It  allows you to be more productive and efficient in performing your main function.

Voice to CRM technology has come a long way and is proving to be an invaluable tool for sales and lead generation teams. When looking for a speech recognition solutions, professionals want one that is combined with the power of human intelligence to deal with nuances of speech and differences in pacing. . Hey DAN has a proven track record of success in providing such convenience to their customers.Businesses from varied industries have benefited from their tested voice to CRM system offerings. Their subscription to Hey DAN enabled their success in generating leads.

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.