6 years ago
July 6, 2018

Do You Have an Effective Customer Relationship Management (CRM) System? 5 Reasons You Should

Taking a strategic approach to sales improves effectiveness and efficiency. One of the most effective ways to plan, track data, and execute sales plans is through the use of a…

Rhys Metler

Taking a strategic approach to sales improves effectiveness and efficiency. One of the most effective ways to plan, track data, and execute sales plans is through the use of a customer relationship management (CRM) system.

However, many sales reps are often resistant to using them for one reason or another. Rather than viewing them as something that can help them improve their sales capabilities, they see CRM as yet another tool they have to use when working through the sales pipeline. They’re viewed as one more thing to take time away from sales when it can actually do the opposite – help you become more efficient with your time and approach to sales.

5 Reasons You Should Have an Effective Customer Relationship Management System

If you don’t currently have or utilize a CRM as part of your sales process, you should. Here are 5 great reasons to use a CRM system according to sales recruiters:

1. Data storage:

CRMs are an ideal location to store and access all the data you need about your customers, their preferences, sale process status, contact information and more. You can plan everything in one place.

2. Data reports:

Reporting is part of the sales process. CRMs make it easy for you to track prospects and set up reporting. You can set up automatic weekly and monthly reports and customize reporting to meet your specific needs.

3. Better understanding of customers:

With the integration of a number of data sources, CRMs provide you with deeper insights into your customer preferences. The more you know about your customers, the better you will be able to serve their needs, which, in turn, increases your chances of closing more sales.

4. Targeted data:

Information is vital. CRMs allow you to access targeted data for a variety of tasks. Simply query the CRM to generate the information you need.

5. Sales process support:

CRMs help you track your sales funnel more efficiently. You will be able to quickly and easily see where customers are in the process, plan next steps, and dive back in when you want to progress your customers to the next step in the process.


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SalesForce Search is a sales recruiting company which specializes in the recruitment and placement of sales professionals. We recruit salespeople in every sector of the economy including, software, manufacturing, financial services and medical devices. Find the right salesperson for your organization, start your search here.

Rhys Metler

Rhys is a tenacious, top performing Senior Sales Recruiter with 15+ years of focused experience in the Digital Media, Mobile, Software, Technology and B2B verticals. He has a successful track record of headhunting top performing sales candidates for some of the most exciting brands in North America. He is a Certified Recruitment Specialist (CRS) and has expert experience in prospecting new business, client retention/renewals and managing top performing sales and recruitment teams. Rhys enjoys spending quality time with his wife, son, and daughters, BBQing on a hot summer day and tropical vacations.