Back
Back
Back
Blog

How to Improve your Sales with a CRM Software

In this article

How to Improve your Sales with a CRM Software

May 22, 2023

·

5 min read

Anna Acquasaliente

Anna Acquasaliente

Sales with CRM Software

Having a CRM software within one’s organization is now essential for large companies with a big databse of customers but also for small and medium-sized companies. When we talk about CRM software, we refer to a tool that makes Customer Relation Management more efficient and turns contacts into business opportunities.

Deepser’s CRM software is developed to streamline work in your company by collecting and managing data and customer interactions in a single platform. The CRM software is easy and intuitive: it operates according to the real needs of sales agents with the aim of increasing the profitability of the company’s sales force.

Let’s look at the main benefits of using a CRM software:

Shared information

Thanks to the shared CRM, all company members can access information to monitor their own performance and the different steps of the sales process. Your team will be able to:

  • Easily track and manage opportunities, tasks and contracts
  • Segment contacts
  • Create and share boards, ideas and customer information
  • Schedule sales and follow-up activities
  • Easily communicate with colleagues on the status of requests

Work will be more flexible and faster, achieving instant benefits: firstly, saving time and directing the sales strategy to the hottest audience, avoiding wasting time with customers not ready to buy. You will focus on real business opportunities and reduce counter-productive behavior that potentially impacts your entire business.

Contact segmentation

Every customer is unique and needs a different sales strategy, even if they are buying the same product or service. This involves a lot of effort, which doesn’t always bring the expected results. 

Using a CRM software, all customer information, such as their contact details, the services they have access to, the conversations or emails exchanged with customer service, are registered in the software, categorized in an orderly way and easily accessible by the entire team. 

The sales department’s work will be improved considerably, as it can collect data and information from contacts and categorize them according to different metrics: customer type, access channel, offer size, budget and more. This makes it possible to identify the hottest leads to focus on and make targeted offers to them.

CRM Opportunity

Monitoring the sales process

CRM software stores data that will help you identify the most effective sales behaviors to follow. Indeed, having control of your sales process is essential for testing new strategies and developing your business efficiently. You can monitor any activity with such a tool:

  • Keeping track of your contacts’ purchasing information
  • Creating quotations and present customized offers to customers
  • Managing follow-ups, with automated notifications and reminders
  • Viewing documentation shared with the customer

Every day a company shares documents and files with its customers, so it is essential to have a suitable solution to be able to do this safely and keep track of what has been shared. Moreover, Deepser CRM software integrates with Office 365 and Google Calendar to provide a global view of scheduled activities.

Sales forecasting

Increasing sales is the main goal of most companies, but this requires a detailed analysis process. One of the functions of CRM software is therefore to provide specific reports and sales forecasts. These tools make it possible to effectively qualify leads and to plan out spending areas and activities.To increase sales, it is necessary to monitor the progress of each project through flexible and customizable CRM software such as Deepser.

Upselling and cross-selling Opportunities

Upselling and cross-selling are sales strategies by which a vendor invites his customer to purchase product upgrades, higher-end products, or other add-ons, increasing profits and generating greater customer satisfaction. These strategies can be implemented both during the sale itself and in the post-purchase phase. This is where CRM software comes in, showing us clearly which products or services, the customer has already purchased and suggesting which of our company’s services are better suited to the his/her needs, based on their history and the information we have. So, once a purchase has been made, you can use the purchase history to offer related products.

Data analysis

Doing analysis and statistics is one of the most crucial moments for the company as the resulting data influences the decision-making process. If used correctly, CRM software can offer a competitive advantage over competitors in the market, as it allows the company to identify new opportunities and optimize results.

Deepser CRM software analyzes a large flow of data and then quickly returns it organized to its users.

Companies using modern CRM software can:

  • Collect and analyze large amounts of data on prospects, leads and customers, tracking every interaction
  • Have a historical overview of sales trends and purchasing behavior
  • Identify business opportunities
  • Improve customer relationships and forecast future trends

Cooperation between different areas of the company

Having a CRM software not only helps communication with customers, but also communication within company’s departments. In fact, a good communication between different areas of the business brings greater profits and a widespread corporate welfare. Those with access to Deepser CRM software can recover data and share information between departments. 

The same customer can be followed by more than one collaborator efficiently. All data is stored within the same platform and anyone who has access to it can use it, according to customizable visibility permissions. This allows you to save time by sharing information within the CRM software and avoiding repetitive tasks that can easily be automated.

All these factors define the state of customer satisfaction, which is essential for a company. The more satisfied customers are, the more they will trust and be inclined to do further business with you. The adoption of a modern CRM software represents a turning point in sales and enables the optimization of an organization’s internal and external processes. 

Deepser CRM software can help you make the most of the values of your products and services, but also the value of your company’s employees, increasing customer satisfaction and sales.

Try our free demo

Subscribe to our newsletter

Get the best content on ITSM software, customer service and processes in your inbox twice a month.

Summarize this article with AI

Access the recording

See Deepser in action

Work with us

Access the Resource

Complete the form to get immediate access.

Compare all features
Feature
Starter
Plus
Enterprise
Service & Ticketing
Service Management
Incident Management
Issue Management
Request Management
Problem Management
Change Management
Customizable Service Types
Help Desk
Manage Priority/Urgency
Manage Status
Multi-Level Customizable Categorization
Routing Rules
Request Assignment
Customizable Service Desk Queues
Reminders
Escalation Rules
Multichannel Communication
Email Ticketing
Unlimited Email Integrations
Automatic Email Notifications
Customizable Email Templates
Call Center Management
CTI Integration
Time Tracking
Worklog Activities & Reports
Internal Comments
Comments To Users
Pre-Defined Quick Replies And Macros/Templated Responses
Ticket Relationship Mapping
Custom Ticket Templates
Multiple Ticket Templates & Template Rules
Ticket Export
Task Automation
To Do List
Tasks For Maintenance Scheduling And Activity Planning
Visual Calendar And Progress
Split Activities To Multiple Users
Customizable Task Types
Customizable Task Templates And Fields
SLA
Multiple Service Level Agreements Policies
Custom Work Calendars
Custom Unlimited Metrics
Custom Unlimited Goals
Business Rules Management
Reminders And Notifications
Escalations For Sla Violation
Escalations To Prevent Sla Violation
Marketing
Conversions Management
Ads Campaigns Management
UTM Parameteres Tracking
Performance Monitoring
Advanced Collaboration
Changes Tracking
Sales
Catalog: Product Management
Catalog: Simple Products & Grouped Products
Catalog: Product Types and Visibility
Catalog: Related Products
Tax Management
Tax based on Country
Multiple taxes
Currency: Multiple Currency
Currency: Automatic Currency Rate Updates
Currency: Quotes & Orders with different currencies
Price List: Multiple Price List Management
Price List: Catalog Price List Rules & Priorities
Price Lists based on Account
Quotation Management
Quotation templates
Order Management
Order templates
Create Orders from Quotations
Invoice Management
Invoice templates
Create Invoice from Orders
Create Invoice from Tickets
Create Invoice from Products
Shipment Management
Shipment templates
Create Shipment from Orders
Calendar
Visual Calendars
Customizable Calendars Linked To Service, Cmdb, Crm, Tasks, Etc.
Integration with Microsoft 365 & Google Calendars
ITAM
IT Asset Manager With Auto-Discovery
Asset Lifecycle Management
Job Rules To Automatically Assign Assets To Companies/Users
Remote Collectors For Segregated Networks
Windows Agent
Agentless Discovery With Multiple Protocols
Monitoring
Software Manager: Auto-Detect Of Installed Software
Ip Address Manager With Subnets Auto-Discovery
Remote Control With Teamviewer
Remote Control With Anydesk
Remote Control With Splashtop
Integrations
Unlimited Ldap Integrations
LDAP Compliance With All Commercial Standards (Active Directory, Open Ldap, Etc.)
Import Users From LDAP
Import Groups From LDAP
Azure AD
SAML & OAuth2.0
SSO – Single Sign On
SSO Linked With Ldap Integration
Import – Powerful Native Tool
Import – Unlimited Customizable Imports
Export – Excel/Csv/Pdf Exports
Integration – Connector For External Integrations
API – Powerful Rest API
Open Source Library For Api Integration
Telephone Switchboards Via CTI
Dashboard
Real Time Html5 Dashboards
Dashboards Panels With Group Permissions
Unlimited Customizable Dashboards
Reports
Pre-Defined Reports
Unlimited Customizable Reports
Scheduled Email Reports
Grids
Massive Actions For Multiple Updates
Excel/Csv Export
Granular Visibility Permissions
Miscellaneous
Watchers Users
Multicompany
Multidepartment
Supervisor Users
Global Search On All Entities
Unlimited Custom Fields
Customizable Branding
Custom Fields For Every Entity: Ticket, Crm, Cmdb, Users, Companies, Itam, Etc.
Customizable Form Templates
Granular Visibility For Every Template Field
Customizable Template Rules
Custom Grids
Custom Grids: Easy Configuration With Drag&Drop Tool
Custom Events For Integrations Or Custom Processes
Multifactor Authentication
Multi Language
Flexible And Powerful Permission Management
Flexible User Groups
Customizable User Roles
System Lists With Advanced Permissions And Logic
Unlimited Customizable Lists With Advanced Permissions And Logic
Attachments For Document Storage
Unlimited Attachments With Drag&Drop Management
Attachment Types With Advanced Permissions For Visibility
Multiple Warehouse Management
Warehouse Loads and Unload
Warehouse: Tickets and Worklog integration
Portals
End User Portal
Self-Service Portal
User Registration With Customizable Signup Process
Guest Portal For Non-Registered Users
Cmdb Portal For End Users / Customers
Crm Portal For End Users/Customers
Cms For Guest Portal
Announcement: Type management
Announcement: ITSM Release Management
Announcement: Scheduling
Announcement: Visibility management & permissions
Announcement: Tag categorization and custom sorting
Announcement: Integration with Portal Designer
Chat
Internal Conversations
Internal Conversation Channels
End User Portal Chat
Conversation Channels With Multiple End Users / Customers
Web Widget
Branded Widget Published On Multiple Web Sites
Customization Of The Widget
Customizable Offline Module
Unlimited Simultaneous Chats
File Sending
Activity Hours
Board
Kanban With Entities Integration
Kanban With Free Forms
Contract
Integrated Worklogs
Purchase Orders Management
Suppliers Management
Contracts In Hours & Quantity
Contracts Workflows
CRM
Account Management (Customers, Providers, Suppliers, Partners, Etc.)
Contact Management (Leads, Prospects, Contacts, Etc.)
Opportunity Management
Customizable Opportunity Types
Linked With Service Management And Contracts
Sales Pipeline Management
Email Crm For Sales Opportunities And Contracts
Address management: Address type management (e.g. location address, billing, shipping, etc.)
Address management: Address association to Accounts, Offices, Warehouses and CMDB
Password Manager
Secure Password Manager With Double Key Encryption
Secure Password Manager Portal For End Users / Customers
Secure Password Manager With Corporate (Shared) Passwords
Secure Password Manager With Private Passwords
Audit Log For Passwords Security
Passwords Linked To All Entities Of The System
Password Manager: Automatic Generation
Password Manager: Strength Checker
Knowledge Base
Multiple Knowledge Bases
Kbs Visibility Based On Groups
Portal Kbs For End Users / Customers
Public Kbs For Non-Logged Users
Kb Linked To Tickets
Kb Linked To Cmdb / Itam
Kb Linked To Crm
CMDB
Unlimited Customizable Ci Object Types
Unlimited Cis
Relations Between Cis
Link With Tickets
Link With Crm And Contracts
Service Catalog Management
Contract Management
License Management
Locations
Link With Itam (Autodiscovery) Module
Planned Activities / Maintenance
Email Cmdb For Devices And Contracts
Graph view relations
Graph view layout & dynamic loading
Module Creator
Create Apps & Custom Modules
Create Custom Forms & Grids
Create End User Portal Custom Modules
Create Custom API
Survey
Customer Satisfaction Survey
Survey Form Visual Designer
Automatic Surveys
Realtime Dashboards
Periodic surveys
Project
Project Management
Auto-scheduling for tasks
Advanced Permissions
Project dependencies and constraints
Project milestones and deliverables
Flow
Approval Request Management
Management Of Approvals By Email
Management Of Approvals From User Portal
Approval Rules Management
Approval Stage Management
Management Of Scheduled Flows
Management Of Automatic Entity Creation
Management Of Automatic Entity Update
Scheduled Maintenance Management
Task Automation Management
Automatic Email Management
No Code / Low Code Platform
Portal Designer
Visual Portal Designer
Frontend Portal Visual Designer
Graphic Widget
Portal Page Management
Group Based Visibility Management
Graphic Widget Customization
Multiple Portals Management
Product Management
Development Task Prioritization
Bug and Fix Tracking
Product Issue Management
Product Backlog Management
Feature Requests Management
Changes Tracking
Task Assignment to Developers

How many agents are on your team?