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How Can a CRM Help You Improve Your Inside Sales System (Without Hard Work)-output

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<strong>How</strong> <strong>Can</strong> a <strong>CRM</strong> <strong>Help</strong> <strong>You</strong> <strong>Improve</strong> <strong>You</strong>r <strong>Inside</strong> <strong>Sales</strong> <strong>System</strong>? (<strong>Without</strong> <strong>Hard</strong> Work)<br />

<strong>Inside</strong> sales system is a dominant sales model of identifying leads, nurturing them, and converting them<br />

into your customers remotely. That means no wining, no dining, and no cigar lounge. But the million<br />

dollar question is, does it work?<br />

Let’s delve into some studies to back up the claim. According to a survey conducted by VPs of sales, 46<br />

percent shifted from a typical field sales model to an inside sales model. In contrast, only 21 percent<br />

shifted from an inside sales model to a traditional field sales.<br />

Wait but why?<br />

It’s the most effective, easy, cost-efficient and modern way to manage relationships from afar. This<br />

brings us to another important question: <strong>How</strong> can you optimize your inside sales system?<br />

Well, if you are of the view you can optimize your sales process right off the bat by implementing some<br />

new plans on a Monday morning, then think again. Understand that your sales team have to document<br />

and follow a well-outlined process. Else, they’ll be running around with no goals and direction.<br />

So the first step is to buy into the fact that you need a simple customer relationship management<br />

software like Funnel <strong>CRM</strong> to achieve this goal. To help you with that, here we have outlined how a<br />

simple, Funnel <strong>CRM</strong> can help you optimize your sales process without all the hard work.<br />

• Capture Leads <strong>You</strong> Haven’t Tried for<br />

The overarching goal for any sales business is to generate more qualified leads. The first step in<br />

accomplishing this task is to acquire the contact information of the leads so your sales team can start<br />

developing the relationship. Essentially, every effort that your sales team make from this point onwards<br />

stem from the lead capturing. And one of the most reliable channels for capturing qualified leads is the<br />

contact form on your website.<br />

Unfortunately, many small businesses and agencies don’t think they need a contact form on their<br />

website. And those who do, fail to keep track of work inquiries coming from their web as they either<br />

drift into the depths of their inboxes or the sales people simply forget to follow up on the deals they<br />

didn’t receive a reply on.<br />

With Funnel <strong>CRM</strong>, you can overcome both the challenges. The simple web form builder of <strong>CRM</strong> system<br />

will allow you to build and integrate a form to your website in just 30 seconds. That too without having<br />

to code a single line. Use simple drag-and-drop options and build a form the way you want it. Paste the<br />

couple of lines of code you get into your website and voila.<br />

Once the form is integrated, all your leads will directly land into your Funnel <strong>CRM</strong> rather in your<br />

cluttered inbox. It will allow your sales team to close more deals and never miss following up with a<br />

customer again.<br />

• Send Winning Business Proposals


Finally, you have a prospect in your pipeline and there is never been a better time to send him or her an<br />

offer than now. The only question is how you can awe your customer with a professional well-formatted<br />

business proposal?<br />

• Should it be a basic email?<br />

• Should you present it verbally over the phone?<br />

• Should your sales team seek help to design it?<br />

• And what type of proposal should you send?<br />

These are some of the questions you need to answer first as you strive to optimize your inside sales<br />

process. The last thing you ever want is to let a hot lead go cool because either it took you for too long<br />

to send an offer or you didn’t send a winning business proposal in the first place.<br />

Funnel <strong>CRM</strong> allows your sales personnel to leave a professional impression by sending well-formatted<br />

business proposals. Put together rich proposals in the form of a quote or estimate in a matter of<br />

minutes and never allow a hot prospect to cool off.<br />

Apart from allowing you to add and format text with ease, the <strong>CRM</strong> also lets you set the desired<br />

currency for an estimate. Furthermore, it automatically calculates the total and eliminates the chance of<br />

an error. Based on this feature alone, a lot of users have significantly improved their rate of closing<br />

deals.<br />

• Subtle Art of Negotiating with Prospects<br />

The prospect is hot and the proposal has been sent. If they accept your offer right away that’s awesome.<br />

But, it is highly likely you will move to the negotiation phase. And your prospect is going raise some<br />

questions and will try to get more for less.<br />

• So what’s your line of action?<br />

• <strong>How</strong> much are you willing to bend in order to seal the deal?<br />

• What’s the absolute lowest price for your service or product you are willing to offer?<br />

Of course, it’s critical to have the answers to these questions in order to close the deal. But, consistency<br />

is the key here. <strong>You</strong> certainly do not want half of your sales force offering a huge discount and the other<br />

half standing firm on a single number.<br />

Again, the Funnel <strong>CRM</strong> can come in real handy at this stage of the negotiation. Since it gives business<br />

executives and owners the power to keep track of the “deals with ongoing negotiations”. Thanks to “add<br />

a contact to this case” feature, your sales staff can keep you and your managers in the loop when<br />

negotiating with clients.<br />

It will tell you right away whether your salespeople are resorting to hardball tactics, plundering your<br />

profit margins by splitting the difference and meeting the customer halfway, or drawing the customers<br />

into creative partnerships.


This will make your inside sales system more transparent and enable you and your sales staff to close<br />

more deals and exceed your revenue goals.<br />

All in all, embracing an affordable and powerful customer relationship management solution like Funnel<br />

is totally worth your money whether you want to run a successful freelance business or a sales<br />

enterprise.

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