Posted on by naveen

How Apptivo CRM Track Your Sales Goals

A CRM is an absolute tool that helps businesses to achieve their sales goals and specific targets right from a single cloud application. If your prime goals are to retain clients, increase revenue, increase inbound leads, or reduce data redundancy, a CRM is a magic solution.

The best CRM Software helps any organization to keep every lead, customer, contact, and opportunity in a single ecosystem, while still allowing you to generate distinct reports, automating a range of activities, and being accessible from anywhere at any time.

While talking about the best CRM software, Apptivo is the one that allows you to build a strong relationship with your customers by leveraging several automation tools and keeping your business relationships intact. Here are some of the best CRM tools that are available on Apptivo to track your sales goals.

Quick Resolution

Apptivo’s unique Ticketing System helps you to prioritize, address and resolve your customer queries right on time. With Apptivo Helpdesk, you get detailed insights on customer engagement, and you are put in a better position to recognize people, their needs, and how your business can work for them. The Email to Case feature in Apptivo directly converts your customer emails to cases, and the SLA enables managers to configure the response time for the tickets based on priority. This helps you to track interactions of your customers with your sales and marketing teams, thereby allowing you to provide solutions efficiently while improving the customer satisfaction score.

Quick Resolution

Quality Leads

An increase in lead quality leads to higher sales and better conversion. Apptivo’s Leads app optimizes your lead generation, quickly moves leads through the sales funnel and obtains a complete analysis of your customer acquisition cost. It allows you to consolidate all your records and reduce duplicate entries. With Apptivo, businesses can automate the lead follow-up activities and take the necessary actions to convert the leads to opportunities. Additionally, tracking the sales process to attain your sales goals becomes effective and efficient when you are using Apptivo CRM.

Quality Leads

Sales Forecasting

Sales planning is a sequence of actions and strategies to achieve specific sales goals. Apptivo’s CRM software classifies a sequence of sales objectives for your organization and chooses sales strategies that are appropriate for your target market. You can obtain data on your employees’ performance as well as the characteristics of different regions so that the best team members can be assigned to boost the performance of your team at a particular location. You can make smarter decisions in high clarity by analyzing the lost reasons, sales pipeline, and forecasts. For a given timeframe, Apptivo will provide an analysis of your estimated revenues. This forecasting data will allow you to schedule and plan your marketing strategies to raise or decrease profit margins.

Sales Forecasting

Sales Automation

The main purpose of integration with CRM software is to automate your sales process and reduce manual intervention. Apptivo CRM helps to automate your reminders, emails, follow-ups actions, and update the status of opportunities or leads based on the specific trigger action. It is of great importance to stay connected with your customers and keep them notified about your marketing updates. Apptivo streamlines your marketing campaign with the targeted audience at the right time based on the criteria. You can schedule the email campaigns and launch them at the selected time and measure the delivery rate. It helps minimize the time required to accept emails and cultivate leads by drip campaigns.

Sales Automation

Improved Sales Pipeline

Improvement of the CRM sales pipeline is an effective way to meet your sales targets. Apptivo CRM makes it easy for you to prioritize deals efficiently to view the pipeline with the bird-eye user interface. Hence, you can get a clear 360-degree view of the potential opportunities along with their sales stages. With this, businesses can understand the stages where your salespeople might be stuck in, and identify roadblocks to increase conversions. Apptivo’s sales pipelines assist managers to monitor the progress of deals and take appropriate action to boost business productivity.

Improved Sales Pipeline

Sales Analytics

Businesses should track and optimize the sales process to expand their business. Monitoring your sales results and understanding the performance of your sales team is the most essential part of the online CRM system. Apptivo CRM software provides you with a comprehensive research analysis that allows you to quickly make data-driven decisions and increase the success rate of your sales teams. Also, you can build your customized sales reports easily with the ready-to-use report templates flexibly. With visual reports and dashboards, managers can evaluate your sales activities, marketing campaigns, and interactions to provide a better solution for improved customer retention.

Sales Analytics

Takeaway

The data structured and provided by Apptivo CRM contributes to better customer understanding. This leads to improved communication and information, many of which can be achieved with automation. This lets you deliver a more effective and better customer experience. In comparison, the departments can interact and reduce communication barriers more quickly. Apptivo CRM application is one of the finest CRM tools with powerful technology to develop a productive organization. This makes you serve your customers more efficiently, contributing to better sales.

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