CRM

HOW TO USE CRM DATA TO COACH YOUR SALES TEAM TOWARDS SUCCESS

CRM
January 31, 2022
10 mın to read
by Fakhiha Rameen

A brand’s sales performance depends a great deal on its sales team. If the team doesn’t learn new skills and correct their mistakes, the brand’s sales will eventually go down. If you are experiencing this nightmare, or want to prevent it from happening, what you need is sales coaching. Sales coaching is the process in which the sales managers guide the team to achieve their objectives, correct and reinforce behaviors, and develop skills. Different techniques are used in sales coaching, such as CRM data based coaching, knowledge sharing across teams, or one-on-one coaching.

Data driven coaching using CRM is a really important technique. It provides an insight into the areas that require immediate attention. Moreover, Focusing on real-time data helps give a direction to the coaching efforts and has tangible effects on the team’s performance.

Let’s take a look at the ways a CRM can be used to develop an effective coaching strategy:

Email campaign metrics:

Copy writing skills are important when launching email campaigns. CRMs offer email tracking which can give an insight into the skills of your sales team representatives. Apart from this, following metrics can be observed:

  • Engagement rate
  • Reply rate
  • Number of email campaigns launched
  • Open rate
  • Target actions taken
  • Unsubscribe rate
  • Bounce rate

Managers can look into these metrics and develop coaching plans for the areas that need improvement. Email marketing is an essential part of a marketing strategy. Launching effective email campaigns can take your lead conversation rates to the next level!

Team activity report with CRM:

If your sales team has been making fewer sales, building a team activity report is no doubt a great way to analyze which areas are they lacking in. CRM offers insight into how the actions of the team have contributed to the sales as well as which areas can be improved. In addition to that, an action pipeline can be created consisting of the following activities:

  • Emails sent
  • Calls made
  • Demos hosted
  • Deals closed

This pipeline helps identify the weak areas. For example, if a sales call leads to losing a potential lead, a better sales call strategy should be developed. In addition to that, if a demo call fails to convert a lead, the sales team needs a better demo call delivery plan etc. These insights will help identify the weak links in your sales team performance and focus on improving them. Moreover, CRMs also show the response time of the sales representatives, which has a great impact on purchases and sales.

Sales pipeline analysis:

CRMs help track the process of leads entering the sales funnel. Coach the sales team to analyze what opportunities are being generated for the lead in the pipeline. This will help improve the lead generation techniques of the sales team. There are different resources sales teams can use for generating leads, and through CRM data you can help them identify the best methods and strategies for doing so. There can be many reasons for stagnation in the sales pipeline. Using a pipeline analysis with CRM, you can identify these reasons and observe the overall health of the pipeline.

CRM is a wonderful tool for coaching sales teams. When you have a data driven approach to lead generation, it will help you with customer retention and increase sales. So what are you waiting for? Contact Databeys today and improve your sales performance with our CRM services.

5 Advantages of Working with a DatabeysCRM Consultant
Select the Correct Platform: Each business is unique. Additionally, each CRM is unique. A consultant expert will be knowledgeable about a variety of available products and can assist you in selecting the ideal one for your unique business requirements.
Save money: Without the proper direction, you risk being stuck with a software suite that doesn't meet your company's needs, paying more for things you don't require, or making crucial errors that expose your company to security risks.
Utilize Services More Effectively: Many companies wind up paying for features they never utilize. Or they apply them improperly. As a Databeys consulting partner, we will integrate your existing systems with your platform and make sure you get the most out of the platform.
Encourage Your Team: Employee adoption is essential for the success of any new system. For your team to successfully enroll and use your new platform, your Databeys CRM consultant will have put in place training protocols.
Enhance the Platform: After a CRM is online, a lot of work needs to be done. You can test, install, and optimize your new system with the assistance of databeys consultant.

Start from scratch, or grow your team?
The choice is yours

Get Started
AED 0.00
From 200+ CRM Projects Delivered
TRY OUR FREE CONSULTATION
Databeys CRM implementation in Dubai
2 hours of research
Databeys CRM implementation in Dubai
Implementation steps
Databeys CRM implementation in Dubai
Get free proposal and quote