Your CRM is like your second brain! It helps you manage, sort and update your contacts throughout your working day. To save time on a daily basis and with your team, it is essential to make this space reflecting your image: organized, functional and above all, easy to use. Wouldn't you be a bit of a workaholic too?
Today, many software vendors allow you to customize business activities in your CRM, but is it really necessary?
Yes, to ensure your commercial strategy
You operate according to your own activities, your targets, your sales funnel and your processes. It therefore seems quite logical that you have activities unique to your business. You will find standard activities in all CRMs that allow you to indicate whether you have done a call, sent an email or get an appointment. In order to optimize your history as much as possible, opt for missions that your sales team is used to do. Personalize your business activities with a defined icon or color to make it a fun time, finally an effective time! If your salespeople have “fun” completing your CRM, you will benefit from all the advantages of having such a tool in-house.
Yes, for clarity on upcoming operations
Each commercial activity - such as a call for example - is traceable because you can indicate the date on which it was made and above all enter some notes that will be useful for future contact with the prospect.
However, limiting yourself to calls, emails and appointments would be a shame, especially if your company offers product demonstrations or other steps in the sales process. It is therefore essential to go into the details. By adding a commercial activity, such as a demo, a negotiation, sending a quote, a trip, a follow-up for example, you can expand the number of steps in the sales process and adapt your daily tasks.
Yes, to save time on a daily basis
Can you imagine going to search in the limbo of your brain before each of your 10 appointments of the day? Hmm, no!
Your CRM is there to remind you of your last exchanges and your goals for the day. Working on a software that looks like us and that we adapt to your needs saves considerable time on a daily basis (and more pleasure at work!). Your processes are precise, the pictograms look like you, you can modulate them according to each prospect profile and have more freedom. The easier (and more pleasant!) a tool is to use, the easier the professional tasks are.
Good to know: our free Webmecanik Pipeline software allows you to personalize your professional activities in your CRM. You can customize your software or not. It finally adapts itself to you and now allows you to add activities to your schedule. Your prospects and customers will unknowingly love communicating with you! And yes, you will always have the right information at the right time. A better organization, a pleasant, tailor-made CRM and an appreciated time saver are yours. Interesting, isn’t it? 😏
Three takeaways from our new feature:
🚩You can add custom activity types.
🚩You can add new pictograms that represent your activity.
🚩You can put them in your colors, the ones you really like 🎨
It's your turn! 🙌
Discover the Webmecanik Pipeline solution here.
