Advancements in technology impact every aspect of the business, and that is certainly true when it comes to sales. If your company is involved with the selling of services or goods in some way, then you need to be aware of the latest tools that can help you to do that. For instance, your sales team will thank you for getting Spiro or a similar CRM software, and there are other examples of useful tech that can help you out as you’re trying to keep up with your competition.
CRM Automation Tools
Pipedrive is a CRM tool that is widely used, and a large part of its popularity has to do with the “if/then” logic features. If you’re trying to automate how you want current and potential customers to interact with your website, you can implement it, and it will direct them depending on what steps they take. It’s easy to set up, and some of the features include the ability for you to track data and set up meetings easily.
Compiling invoices can be a pain, and it’s time-consuming if you’re trying to do it by hand. Several different automation tools are on the market now having to do with invoices, though. Freshbooks is one of the better ones. You can use it to create an invoice within seconds, and you can also create templates for repeat use, personalize thank you emails, add your logo to documents, and customize specific orders.
Survey tools are also critical for companies now, as you can figure out what to do to improve your customer service, products, website, and more. By making your customers as happy as possible, you have the best chance of repeat business, so surveying them whenever you can is going to be to your benefit. You can also make it more likely that they will interact with SurveyMonkey or whichever another one you are using if you offer them an incentive like a special coupon or promo offer when they take the survey.
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There are some software programs you can install on your website that will allow you to easily post videos that you create, and it behooves you to use one of them. You should find a way to feature video on your site, and your social media feeds since people react well to visual content.
Vidyard GoVideo is a good one. It allows you to record videos on your laptop and share them via Gmail.
If you’re trying to arrange a meeting for your sales force, you will want to have a meeting app that all of your company is using. One of the better ones is Hubspot Meetings. You can use it to send out an invite to everyone that you need to attend, and they can quickly RSVP. You can also look at people’s calendars on there to see when they are free.
If your company is in sales, then every tool and platform that you can use which will save you money and time is going to be to your benefit. Look into some of the ones that we mentioned, and keep an eye out for new ones that frequently hit the market.