Even the sales area is no exception. Gartner reports that 23% of phone number database customer-facing salespeople want to move from on-site sales to virtual sales platforms. 1 .
If virtual selling is the need of the hour, your business must have an effective sales enablement strategy and a CRM with sales enablement tools . This should help you ensure a streamlined sales process and provide the reps with the necessary resources to improve conversion rates.
Today, CRM systems come with a plethora of sales enablement features and tools that help you run your business seamlessly – 360-degree customer view, analytics, engagement tools, integrations, etc.
Our previous blog covered the key elements required to create a sales enablement strategy. Now let's take a look at the Vtiger sales enablement tools you can use to implement this strategy and achieve your business goals.
How Vtiger Helps You Implement an Effective Sales Strategy
The sales enablement strategy is aimed at maximizing customer retention and minimizing customer dissatisfaction. Vtiger's sales module provides features and tools that allow your sales team to:
Conduct enriching conversations that lead to customer satisfaction.
Plan sales strategies to close more deals in less time.
Automate workflows to save time and effort on repetitive tasks.
Generate data-driven insights and make informed decisions.
Vtiger Sales Support Tools
In this section, we will list the Vtiger Sales Enablement Features and Tools that you can use to implement your sales enablement strategy and help your sales teams achieve their goals.
Pipeline Management
If you have a clearly defined strategy for winning a deal, half the problem is solved. The sales funnel displays the various stages a deal goes through, from initiation to closing. It displays the probability of winning the deal, the estimated revenue over a set time, lists the information about the leads, etc.
Vtiger's pipeline management has two important features:
Offers: You can manage deals in your pipeline by defining parameters and workflows. With different deal stages, you can easily track the progress of the sale. This also gives you an idea of whether a potential deal can be brought to close. With Vtiger Deals, you can modify pipelines, link quotes, and use One View for clarity when closing a deal.
Forecast and Quota: These are mainly for the sales managers in the organization. By looking at the sales funnel, you can predict the expected sales revenue for a specific time. Based on the current sales structure, you can set sales targets or quotas for the next year or quarter. You can also make informed decisions and set clear goals for the future to expand your business.
Sales engagement
Better engagement is the foundation for building trust and loyalty. There are several ways to engage with customers, from prospecting to closing the deal.
Team Inbox The feature helps you collate and collect all your important emails in one place. You can reply to queries, get notifications and take action directly from your email so that you don’t miss any important emails.
Take a look at the Quotes chart feature, you can create, attach quotes to the record or send it to your customers with product information such as prices, discounts, terms and conditions etc.
The next thing a business should focus on after closing a deal is providing better services. Customers who have a problem can contact you using Live Chat . The chatbot responds to customers with a pre-defined set of answers or your customers can talk to an agent. Customer reviews and ratings will also let you know if the interaction was satisfactory.
Sales Automation
Automation in business is introduced to minimize human intervention, i.e. to simplify all those routine, repetitive tasks that take time and effort.
Automate the sales process with Assignment Rules , Workflows and Certifications , Use the Process Designer to create and test workflows even before they are implemented. You can display all the tasks and actions related to closing deals using Tutorials . This helps sales reps to complete related tasks and close deals smoothly.
Sales Enablement
You can provide your sales team with the right tools to help them manage sales on their own.
Vtiger Sales Enablement offers customized Email Templates and Print Templates that you can use to send out emails with offers to attract attention. You can also use Print Templates to customize documents such as quotes. You can automate Email Sequences so that emails are sent on time. With email automation, you can get a chance to retain a customer who has lost interest in your product.
Document Management Vtiger’s sharing helps you easily share and manage documents related to your deals or contacts. It allows you to centralize all your marketing and sales documents in one place. You can integrate with Google Drive and Dropbox for additional storage space.
However, email is not the only way to communicate with your customers. You can use the Appointments page to schedule appointments or meetings based on the customer’s availability.
Contacts Management
Having an effective contact management system is important for marketing and sales.
Vtiger’s contacts module allows you to record information – everything from phone number to payment details and historical data – in one place. With a contact record available across the entire organization, internal collaboration is simplified and you get a unified view of customer data. This allows your reps to seamlessly access customer information from different screens and apps. Imagine how enriching your customer conversations will be.