In 2017, It’s all About the Customer (and Automation)

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There’s a lot of science involved in today’s sales practice. The teams that are most successful have embraced data-driven marketing and analytics, and the balance is shifting away from the art of the sale and toward the automation enabled by data intelligence. All of that is a good thing for sales teams. However, even in an age when tech drives business and robots rule, personal connections will remain paramount.

There are several ways this will play out in the new year.

Congratulations! You’re in sales (and customer service and marketing) now.

If you think you work in a non-customer-facing department, you’ll have to readjust your perspective in the months ahead. To align internal departments and reach shared business goals, teams like product development and others that haven’t traditionally been exposed to customers will have to seek out that exposure. To productively support sales teams and help the whole company win, non-sales staff should join customer calls and find other ways to create real connections with prospects.

As the tech gets better, humans can focus on what they do best.

We’ll see leaps in the sophistication of sales and marketing technology in the coming year. Solutions will get more intelligent, more automated and more able to curb manual interactions. As those advances make administrative tasks more automated, sales pros can get out from behind their desks and spend more time in the field with prospects.

Data will get small, and ROI will get big.

Big data buzzwords aside, we’ll see more sales teams able to sort data into smaller categories with specific goals in mind. The returns of will be significant. When sales pros can build customer personas and analyze specific user behavior patterns, sales pros can more easily uncover insights and act on them. Smaller data = better data.

Goodbye, single-use tech tools.

Business owners will benefit from the increasingly competitive technology space. Instead of buying multiple, single functionality tools, they’ll be able find their email client, product management and file-sharing in one product. If they’re in the market for CRM, they’ll be able to adopt solutions that come with added security and automation. Technology will work harder to support the goals of B2B companies, and that will leave teams with more time to build relationships with customers.

Learn how to find the right CRM for your business.

 


 

At Insightly, we offer a CRM used by small and mid-sized businesses from a variety of verticals. Learn about Insightly’s features and plans on our pricing page or sign up for a free trial.

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Why Workflow Automation and Mobile Support are Critical for SMBs

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If you offered to grant a small business owner an unlimited quantity of a resource of their choice, what would they probably look for? More products, more financing, more employee support? Or something that companies large and small always tend to run low on: time?

The more efficient a company’s daily operations, the more time available to form personalized connections with customers, craft smart initiatives and improve the organization’s bottom line. This concept is at the heart of Insightly CRM’s newest features – workload automation. With the ability to automate and assign back-end and routine tasks, sales teams and marketing professionals can reclaim hours in their days, spend more time face to face with customers and decrease time spent in front of a computer.

Workflow automation isn’t always accessible for SMBs

Automation isn’t new in the business world, nor are they foreign to CRM solutions. However, most CRM platforms don’t offer workflow automation at a realistic price point for small and growing businesses, meaning sales reps get stuck with manually entering data for new sales opportunity – and potentially introducing a margin of human error. Now, Insightly CRM users can automatically create and send emails and notifications, communicate with supervisors, and complete administrative tasks, backed by assurance that their data is up to date and accurate.

In addition to workflow automation, our new mobile enhancements support recurring task support within the Insightly mobile app, as well as improved search capabilities for offline files and those stored in third-party systems. Combined, these mobile and automation features make it easier than ever to manage the customer’s journey while saving valuable time. For SMBs like Business Made Simple, getting back this time opens opportunities to deliver individual experiences to customers, improve the overall health of the business and fostering growth – results that any organization can benefit from.

Learn more about workflow automation and increase your company’s productivity today with a free trial of Insightly.

 


 

At Insightly, we offer a CRM used by small and mid-sized businesses from a variety of verticals. Learn about all of Insightly’s features and plans on our pricing page or sign up for a free trial.

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