Online CRM Part 2 - Turning Leads Into Profits More Efficiently

Sales people are hungry for success, not paperwork! They want to turn sales enquiries into orders with the minimum of effort. By automating your business processes using Workbooks.com’s online Customer Relationship Management (CRM) software, you can maximise the amount of time that your sales staff have to devote to serving your customers, helping them to work as efficiently as possible.

Before and After Workbooks.com!

Let me give you an example of how Workbooks Online CRM changed the way that Clearview Data Systems works. Before switching to Workbooks.com, we used Act! For Windows as a sales contact management system alongside a "home grown" order processing system. Customer support was a fairly manual affair which used Microsoft Exchange Public Folders to store customer emails and licence keys. There was no integration between any of these systems or with our web site, so web leads arrived via email and needed to be re-keyed into the system. As there was no integration with our order processing system, quotes were individually created as Excel spreadsheets by poring through our supplier price lists for current pricing and manually entering this information into the spreadsheet.

How Workbooks.com Has Made Us More Efficient

Today things work very differently. Web leads no longer need to be entered manually since they are captured directly into our Workbooks system from our web forms. There is no need to search for product pricing and descriptions since our product book is integrated into Workbooks for sales and order processing. We can also see details of all of our customer’s equipment that we are supporting as well as any contact that our engineers have had with our customers by way of support. In addition, Workbooks can automatically produce all of the sales pipeline reports that we need to monitor and predict revenue streams as well as plan expenditure and resourcing requirements.

You can see an overview of how you would manage your sales process using Workbooks.com in the video below:

Workbooks.com has cut out a huge amount of inefficiency in the way that our sales process works. Do you feel that your sales processes could be improved but don't know who to turn to for advice? If so, let me know what the issue is that you need to address and I would be happy to let you know if we can help.

Please come back next week when you will learn more about how Workbooks can help you to automate further areas of your company operations.