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Building a rock-solid sales pipeline with Salesforce

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According to Hubspot’s CRM statistics for 2017, close to 45% of companies have employed the use of a CRM software with 84% of them using a standardized CRM format to rate leads. These two statistics stand testament to the relevance of CRMs in the sales process.

Nurturing leads and converting these opportunities to a sale are two of the biggest challenges that account representatives face. To aid in this effort, they need to maintain a clear record of every customer interaction. This makes it important to employ a CRM solution like Salesforce to keep track of deals in the sales pipeline.

What a CRM like Salesforce brings to the table

Account representatives are constantly working to bring in as many leads as possible. Given the number of customers they meet on a daily basis, keeping track of details can be quite a cumbersome task. This is why a CRM is essential to the sales process. Here are three of the most common advantages of using a CRM software like Salesforce:

Various stages of the sales process pertaining to a customer are not isolated. Since the stages of the sales interaction are interlinked, every team member working on the account is kept in the loop. This makes it easier to drive the deal to closure.
Using Salesforce, account representatives can also narrow down on prospects by creating custom messaging and follow-up processes to convert them into winning opportunities.
Sales representatives can use Salesforce as a reference to where prospects and customers are in the sales cycle. This makes it easier to anticipate customer needs and fulfill them resulting in repeat customers.

Closing the sales loop

Meetings are what drive events. Be it sales meetings, product demos or partnership meetings, every aspect needs to be recorded. Salesforce helps immensely with that process. But what about closing deals? So far, the customer relationship management systems have worked independently from meeting management systems. Getting these two functions to work together helps streamline the sales process and increases productivity.

To learn more, check out our free white paper on Leverage Salesforce to Fuel your Sales Pipeline. Download your free copy below: