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Align Your Sales and Marketing Teams with CRM Software

By Abrielle Fischer

AlignYourSalesandMarketingTeamswithCRMSoftwareGet Your Sales Team and Your Marketing Team on the Same Page  

The most productive businesses are those that encourage interdepartmental collaboration. When departments share the same data and purposes, they can efficiently solve problems and improve processes. Inversely, when departments don’t work together, silos promote confusion as individuals pursue different goals and lack immediate access to data that can optimize their performance.  

 

If a business has disconnected sales and marketing teams, it, unfortunately, often results in sacrificed lead flow. It’s a classic problem but can be fixed with robust CRM software. With a few simple strategies coupled with Microsoft Dynamics 365 or Salesforce CRM implementation, sales and marketing teams can align to generate leads, deliver personalized customer experiences, and increase the business’s bottom line.  

 

Improve Interdepartmental Collaboration  

As stated before, fostering a highly successful sales and marketing environment requires interdepartmental collaboration. Departments should share the same goals, objectives, and expectations, so they can define strategies to manage leads–generation, scoring, etc. That way, you can maximize organizational success by creating bridges that allow the departments to work together, generating ideas, reducing bottlenecks, and cutting costs.  

 

Further, CRM software makes this collaboration even easier. By offering shared-work platforms, you can increase effectiveness and minimize miscommunications. Not to mention, your CRM software will store your records, your most efficient outreach tactics, etc. in one location with access for everyone.  

 

Use Predictive Analytics  

Losing out on deals due to fragmented customer experiences resulting from a marketing and sales disconnect is the last thing businesses want to see happen, yet it occurs all too often. Whether marketers are pushing content that fails to generate leads or salespeople are unaware of existing marketing materials that match a client’s interests, these errors are detrimental to business success; however, CRM software is equipped with predictive analytics that can dissipate these issues. Predictive analytics can help your teams to collaboratively make better decisions and improve customers’ experiences.  

 

Predictive analytics enables your sales and marketing teams to identify target customers and align practices to gain quality leads. Real-time and historical data offer crucial insights on your customers and sales trends, enabling marketing and sales teams to define activities around finding the right leads that achieve higher close rates.  

 

Businesses can leverage data to predict the likelihood of closing deals and funnel leads to effective sales resources. Additionally, marketers gain profound insight into their content’s performance. By determining which content attracts high-quality leads and large deals, CRM empowers marketers to enhance future content.  

 

In short, predictive analytics capabilities allow businesses to utilize customer data to align marketing and sales strategies to increase profits.  

 

Improve Lead Quality  

After acquiring a lead, it should be vetted before it’s transferred to the sales team; however, poor leads frequently slip through the cracks and make their way to the sales department. This can be frustrating and can waste time which could be better spent with more promising leads.  

 

CRM software can remove the hassle of assessing possible leads. By connecting your marketing automation software to your CRM software, leads are automatically assessed, nurtured, and segmented before moving to the sales department.  

 

Further, CRM software allows the sales and marketing teams to create more effective strategies that result in improved quality of leads and minimizes task duplication, allowing everyone to be more productive!  

 

Centralize Data  

Navigating customer data without CRM software is nothing short of a headache! Seeking crucial data often requires opening and closing several documents and programs—spreadsheets, databases, shared drives, accounting programs, and more. But, with the power of CRM software, all your data is stored in one place, eliminating that hassle.  

 

Centralized data improves not only the efficiency of individual departments but also the capacity for collaboration and overall company productivity. CRM users can easily access up-to-date order histories, sales activities, marketing analytics, and more. That means sales teams can find useful marketing materials, and marketers can leverage customer data to target relevant campaigns to specific people. When data is united in one platform, your sales and marketing teams can also unite to increase sales. 

 

Wrap Up   

Interdepartmental collaboration is key to mobilizing a powerful marketing and sales team success. Sales and marketing are arguably a couple of the most important departments in any organization because, without them, you can’t grow your profit margins in your business. CRM software can unite these departments and exponentially expand your company!  

 

Interested in CRM implementation, but not sure where to start? Contact Datix 

 

We are a one-stop-shop for all software, and we are experts in the business process. We have the expertise to help you find the best CRM software for your organization! 

Tags: Transforming Business Through Software, crm consulting, CRM implementation, Enterprise Software, marketing automation software, sales crm, Salesforce, enteprise software, microsoft dynamics 365

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