Sales Management CRM: What is it & Why You Need One

As time passes I’m starting to understand what the Greek philosopher Heraclitus meant when he said “The world is a constant state of flux, it is ever-changing and nothing is permanent”. Though he said it in 540 BCE it still holds true today. Everything in the world has and will always be changing, the field of sales is no different.

New techniques emerge every day to make your life easier in modern sales. In a world where every lead, every opportunity, and every customer interaction is crucial to your business there is a tool to help you find success by making your sales team efficient.

It’s a sales management CRM (customer relationship management). This tool has changed the way sales are done and the importance of CRM for modern businesses is constantly increasing.

In this comprehensive blog, I will delve into the depths of sales management CRM, exploring its definition, the manifold benefits it brings to the table, and why it is an absolute necessity for your sales team. 

Psst… and along the way I’ll let you in on a little secret about one of the best sales CRM partners for you… but for now, I’ll start with what sales management CRM is. 

What is a sales management CRM?

Have you ever wondered how some sales teams effortlessly generate leads and turn them into loyal customers while others struggle to keep up? Well, this is all about having the right tools like lead generation tools and sales management CRM  in your arsenal and using them effectively.

Now I’m here to tell you about the protagonist of the film “Sales” which is none other than sales management CRM. 

Now sales CRM can simply be explained as a technology or a centralized software designed to simplify your sales processes like managing customer data, tracking sales data, pipeline management, sentiment analysis, and automating mundane tasks to help your sales team be efficient and effective. 

Trust me, sales management CRM tools are designed to supercharge you and elevate your sales game to the next level. So, grab a cup of coffee, settle in, and let’s discover the wonders of sales management CRM together.

Unveiling the key features of sales management CRM

Let's move the curtain and reveal the fantastic features of Sales Management CRM that are reshaping the modern game of sales.

Lead qualification

Let’s be real… in sales, you would much rather have a few high-quality leads that convert than a large number of low-quality leads that are less likely to convert right? 

Lead scoring is the process where you assign a numerical value to each lead based on their likelihood of becoming a paying customer. This should be one of your first steps in your sales process and a sales management CRM can help you save valuable time by automatically qualifying leads as they enter your pipeline. When you are efficient in qualifying and finding those high-value leads it becomes easier to impress your sales prospects and win more deals

Lead Assignment

A sales management CRM can help you ease the process of assigning qualified leads to your sales reps who are available to follow up on those leads. A sales management CRM like Zixflow can help you ease the process of assigning leads to your team members. 

It has a customizable dashboard that can show all the information you need including your team's activity. With my work section on Zixflow, you can easily create and assign leads and activities to team members.

Pipeline management

A sales pipeline is like a race track for your sales processes with a starting line and finishing line and checkpoints in between. It gives you the information of where exactly your customer is in the sales process. 

A highly customizable sales management CRM like Zixflow comes with several sales pipeline management tools like industry-specific list templates to create a sales pipeline that you like. ZIxflow’s list is highly customizable meaning you get a visual pipeline that best suits your needs. In this easy-to-use drag-and-drop visual pipeline, you can track and manage your sales process easily.

Sales analytics for informed decision-making

If you think that the art of modern sales is not just about closing deals, then you’re absolutely right! 

It’s clear that data is of high importance in the modern sales environment and the art of sales is also about crafting sales strategies that sync with the market trend using the available data.

Take UBER, for example, UBER is one the best companies that are efficient at using data to capitalize on opportunities. Using predictive analytics, UBER analyzes historical data and key metrics like the no of ride requests in an area, the time of day the trips happen, and where those trips end.

Using these data UBER gains valuable insights that let them preemptively inform its drives to be in the area of high demand during the time of demand. Through this, they can capitalize on the opportunities available.

You can be like UBER and use your sales data to tap into undiscovered potentials and increase profit. A sales management CRM constantly monitors the sales pipeline, and key performance metrics and helps you make better decisions and build successful B2B sales strategies by analyzing the sales data collected during the sales cycle. 

Automation for efficiency

Repetitive tasks can be the bane of productivity, but the sales automation feature of a CRM helps your sales reps be efficient by reducing their time spent on admin tasks which are boring and repetitive.

A sales management CRM helps you manage your follow-ups and helps you engage with qualified leads in your pipeline. It turns routine and repetitive tasks, like sending emails and scheduling meetings into seamless, automated operations. 

All this allows your sales professionals to invest their time in building relationships, nurturing prospects, and crafting strategies. 

AI for efficiency

In the modern sales era, Artificial Intelligence can play a huge role in making your sales process efficient. AI-powered CRM like Zixflow can elevate your sales game to the next level by leveraging AI for sales engagement, analyzing data, automating manual tasks, personalizing sales processes, writing icebreakers, writing personalized emails, and using prospect insight to make the sales process better.

Collaboration and Integration

Sales isn't a solo game like the 100m race; it's a collaborative team game like football that requires perfect coordination. 

The CRM steps in as the team manager, creating a collaborative environment within your sales team. Sales management CRM also offers the ability to integrate your CRM with your existing tools to provide a comfortable working environment for your sales representatives who would be used to the tools they use.

With each of these key features, the sales CRM software creates an environment in which relationships, strategies, and growth flourish.

The CRM doesn't merely streamline processes; it redefines the way sales teams operate, infusing each customer interaction with insights, intelligence, and commitment to excellence.

Why do you need a sales management CRM?

Sales management CRM software isn't just another piece of tech; it's a strategic investment in the future of your sales team. The advantages it offers aren't abstract ideas; they're real, tangible benefits that can transform the way your sales operation works. 

Let's buckle up and dive into the impressive list of benefits that a Sales Management CRM brings to the table.

Remarkable efficiency boost

Picture this, your sales team operating like a well-oiled machine with all Its gears in place. That's precisely what integrating a sales management CRM does for your business.

It systematically streamlines your workflows and makes it smooth, slashing the time spent on manual data entry and supercharging your communication channels. For example, if you’re a car dealer, then an automotive industry CRM will allow you to manage all your spreadsheets containing information of prospects from a single platform.

The result? Lightning-fast deal closures and a significant uptick in overall productivity.

Elevating customer relationships

In the world of sales, personalized interactions hold tremendous value, and having a trusted CRM partner is essential in enhancing your customer experience. 

Effective sales management CRMs like Zixflow CRM provide you with detailed customer histories and preferences that help your sales reps deliver personalized experiences which is essential in improving customer engagement to increase sales.

Precise sales forecasting

The sales data collected along with analytics helps the sales management CRM provide you with sales forecasting.

This sales forecasting ability of sales management CRM helps you set realistic sales targets for your sales reps. The forecasted information can also be used to make informed decisions with regard to the sales processes.

Targeted lead prioritization

Let’s be real, not everything that shines is a diamond similarly not all your potential leads are your future customers. Sales management CRM helps you qualify your leads to find those leads who are more likely to convert and qualify them accordingly. 

With your leads scored based on their likelihood to convert your sales team can now focus their efforts on those high-value leads. Using software like Zixflow’s sales management CRM can help you be efficient by automatically scoring your leads that enter the pipeline instead of using a manual lead qualifying checklist. This allows you to focus on high-priority leads who are more likely to convert.

Seamless scalability

When your business grows in scale it increases your workload. Tackling all your sales tasks becomes quite hard. With a sales management CRM however, your sales team can work efficiently resulting in increased productivity. As your business grows, effective CRM software improves your workflow by customizing and managing your sales pipeline, automatically qualifying your leads, and analyzing customer data better to close more deals. 

Unshackling mobility

With remote work, field sales, and global interactions becoming the way of modern sales, the mobility offered by a sales management CRM is a game-changer. Your sales team when using a Sales Management CRM isn’t tied down by physical constraints; it can access vital information, update records, and respond to customer queries from anywhere. This means opportunities are seized in a snap.

Customization and harmonization

We know that one size doesn't fit all in sales. Every team, company, and industry has its unique dynamics. That's where a Sales Management CRM comes in as a versatile tool that can be molded to fit your specific sales processes and workflows and improve sales performance to grow your revenue. It plays nicely with your existing tools like email, marketing automation, and analytics platforms, creating a seamless, unified experience that fits your team's DNA like a glove.

Zixflow - Elevating the CRM experience

Zixflow is your one-stop easy-to-use AI-powered solution for all things sales. It aims to help your sales team with every stage of the sales process from lead generation to closing the deal. There are numerous reasons to choose Zixflow over any other CRM let me tell you about the features of Zixflow’s sales management CRM that could benefit your business tremendously.

Features of Zixflow

It’s hard to list all the amazing features of Zixflow in detail in just one blog, but I'll do my best to tell you about this amazing sales management CRM tool that can potentially change your sales game.

Industry-specific templates

Zizflow CRM does its job as a CRM to absolute perfection and it always aims to minimize your workload.

Getting your new CRM tool functional and ready to use requires a lot of setup time. So Zixflow makes your life easier with their industry-specific customized list templates from which you can choose the ones you feel best.

A template doesn’t mean rigidity when it comes to Zixfow’s templates all of them are extremely customizable. Even if you don’t find a suitable template you can create one from scratch with ease.

You can customize or create these lists to store and manage your customer data in the way you want and feel comfortable with.

Lead generation and management

Zixflow easily automates your lead generation process with Zixflow forms. Using the virtual form builder in Zixflow you can easily create engaging forms that can quickly be integrated into your website.

This automatically generates high-quality leads that will easily pass your lead qualification checklist. The leads generated with forms can directly be added to a list of your preferences. This eliminates time spent on repetitive data entry tasks. From your customized list, you can track and manage those leads with ease.

Visual pipeline

Zixflow understands that making different pipelines for all your different data is extremely hard and time-consuming. So Zixflow makes it easier to convert your list into a drag-and-drop pipeline.

With just one click you can change the view from table view to kanban view. You can rename your pipeline, link it with different data and other lists, and move tasks or leads across the different stages of the sales pipeline with a simple drag and drop.

Comprehensive dashboard

As a sales manager, you always need to stay on top of things. Zixflow understands this and gives you a customizable comprehensive dashboard with all the relevant information you need to stay informed about everything going on.

You can switch between a table view and a Kanban view with a simple click to manage all your leads and activities. You can assign activities to team members, contact leads, access client interactions, and more all in one place without needing to move much.

Complete customization

Zixflow lets you customize almost everything inside the tool. You can choose what you see and how you see it with Zixflow.

The custom lists let you store and manage contacts and data the way you prefer. The easy-to-use sales pipeline can be customized for different sales processes with customized cards, you can create custom emails, SMS, and WhatsApp messages for WhatsApp marketing, and create customized reports for your marketing efforts.

One-click approach for all clients

You always need to be well-informed about your customers to give them a personalized experience. Zixflow gives you a complete picture of your customers with just a click on their names. You can access information like contact details, lead quality, past interactions, client files, notes, and more. 

You can also quickly get in touch with them on the platform they prefer and use with a simple click. This can make it easy to quickly contact your leads when it is the right time.

Efficient engagement

With Zixflow CRM you can take advantage of its smart AI to boost sales engagement and build fully automated sales cadences to keep your leads hooked. Zixflow helps you reach out and engage with your customers on the platform they prefer and use with multi-channel engagement. Zixflow’s sales engagement lets you send bulk WhatsApp messages and emails to stay connected with your clients.

Automated workflow

Ever dreamt of having a personal assistant to handle all those repetitive tasks?

That dream can be made a reality with Zixflow’s workflow automation. Zixflow offers amazing workflow automation templates that can be customized with no coding knowledge, making it beginner-friendly.

Using the workflow automation you can set IFTT triggers (If This Then That) that can be used to perform an action if certain criteria are met. With this feature, you can relax like you're driving on autopilot as it can send email reminders, follow-ups, schedule calls, move cards in the pipeline, and more.

Email tools

Emails are essential tools in the arsenal of a salesperson as most communication with clients and leads is done via emails. Zixflow understands the importance of emails in sales and offers plenty of features when it comes to emails. 

Zixflow has an inbox where you can manage and organize all your emails eliminating the need to switch between tabs.

Zixflow lets you check the validity of your lead’s email with just a click using the email validation feature. It lets you send personalized emails in bulk with ease saving you valuable time. It also uses generative AI tool in sales to write those personalized messages but I'll talk about that soon.

Using Zixflow you can send such marketing emails that are personalized and targeted to a specific audience. This would help you to increase customer engagement with your brand and eventually increase your sales.

AI Wizard for emails and icebreakers

You can add an icebreaker column to your lists to generate icebreaker messages using Zixflow's advanced AI. With just a click Zixflow generates an icebreaker message that you can send to your leads for a great first impression.

Zixflow also uses its AI Wizard to write personalized and engaging emails with just one click. 

With some simple details like the type of email, target audience, and objective, you can create a high-quality email copy with Zixflow’s AI.

Top-notch Security

As a sales manager, it is vital for you to protect and safeguard your client's data and information. With Zixflow’s security by your side, you don’t have to stress too much about threats to your customers’ data. 

Zixflow provides a high-end secure platform with robust data security, end-to-end encryption, password-less authentication, and enterprise-grade security that can protect you from potential data security breaches.

Multi-channel campaigns

Zixflow campaigns are a great feature that you can use to reach out to leads in the platform they prefer and use like email, SMS, and WhatsApp.

Brands like Swiggy Instamart do a great job of utilizing multichannel campaigns to effectively engage with their customers. They send emails and WhatsApp messages to their customers with coupon codes or inform them about their new products that hit the shelf. These consistent multichannel campaigns help build customer engagement and invite the customer to make a purchase, therefore increasing sales.

Zixflow lets you create marketing campaigns with ease, by simply filling out the necessary fields you get a successful campaign ready. Zixflow also generates custom reports that you can use to track and measure the success of your campaigns.

Easy integration with other sales tools

Integration is essential for a seamless workflow. Zixflow offers accessible integration apps and software your team may already be using, like Microsoft Outlook, Gmail, Webhook, Pabbly, LinkedIn, and Zapier. 

Embrace adaptability and overcome barriers with sales management CRM

In a world constantly in flux, as Heraclitus said, modern sales demand adaptability. As your sales teams are looking for ways to adapt to the changing environment, sales management CRM proves to be an effective solution to your problem of adaptability. In order to achieve greater efficiency in sales, CRM implementation should be accompanied by adoption of best CRM practices.

With state-of-the-art features CRM tools like Zixflow help you streamline the sales process by automating the lead generation process and lead qualification process, boosting efficiency by effectively managing your pipeline, and elevating customer relationships by helping you deliver a personalized experience to your customers.

With Zixflow being one of the best CRMs in the market you can find success through innovation in this digital age. So sign up for a free demo today!