Attract, Build, and Customize: people, process, and technology are the keys to redefining how you will make the most out of your customer interactions. Knowing how to apply the right CRM tools can significantly increase your productivity. Close more deals. Boost sales. Improve your forecasting accuracy.

How CRM Improves Productivity

It all comes down to time management. We all have the same 24 hours, it’s how we use it that makes or breaks us; improve your forecasting accuracy. Small businesses grow faster by mastering their use of time, getting better at providing a steady flow of new prospects, increasing time spent selling, and arming their sales reps with strategic info. That is where a CRM application comes in.


Finding time to bring in a steady flow of new customers can be exhausting and not to mention over burdensome for a small business sales team. 

Many issues can arise such as

  • The inability to route leads to the appropriate sales rep
  • Poor information on potential clients
  • Insufficient knowledge about a prospect before calling
  • Reduced visibility and forecasting of future pipeline.

Your CRM builds sales possibilities by storing information on prospects so the information’s ready when you are. Plus, it gives you quick and available info related to visibility and forecasting while reducing repetitive administration tasks.


A large part of company growth has to do with good communication which can be a big challenge for a sales team on the go, but surprisingly few teams leverage tech, such as smartphones and tablets as part of their regular workflow. Making the switch to mobile can eliminate downtime, increase communication, and ultimately help scale.

  • Automation of repetitive tasks gives salespeople more time to concentrate on closing.
  • Providing one channel for reps to share information and connect eliminates endless email loops and phone tag.

The Mobile Sales Team

As you consider CRM solutions, it’s important to remember that your sales people are no longer confined to their desks for 8 hours a day. They should be always on, always connected, and very mobile.

Ensure, the technology enhances productivity, and fits into existing workflows.

Mobile CRM Tools

When considering CRM tools, you’ll notice that a rare few have functional mobile components. Make sure the technology you are considering does not just add mobile functionality as an afterthought. A true mobile CRM can mean the difference between a solution that bogs your business down, and one that transforms it.

Better Information

Artificial intelligence is creating more powerful opportunities for sales reps everywhere.

So, what is AI for CRM? Imagine having the power to be able to see the big picture, pulling together data from your CRM, to create and analyze a complete customer view. That’s the power of CRM (AI).


Get help crafting your CRM Strategy

Most enterprise CRM systems have case management functionality that gives you the opportunity to track and manage customer contact information, correspondence, documentation, and billing information. With CRM, you can get work done with chat or even video conferences. Your CRM software gives you a space to create and store templates; for instance, if you want to post lead call scripts that can only be viewed by certain employees. If you want, CRM customer service systems, can allow chatting to live customers through their website and mobile apps.

Social Engagement

Your CRM tool allows you to stay in touch with customers through social media. You can potentially then associate with key social media “influencers” – a regular person on social media who has established credibility in a specific industry – within their customer community and gain important marketing insights using the built-in analytics that are often provided by CRM systems.

Knowledge Management

Enterprise CRM systems usually offer knowledge management portals for customer self-service. These portals enable customers to access FAQ or troubleshooting articles without the assistance of an agent. Articles are available online. Some CRM solutions also let companies provide customers with their own online communities where they can ask each other for help, give feedback, and even voice their own ideas for new products and services.

Customer Retention

The goal of customer service and support is to quickly and effectively help customers and retain their business. The purpose of service and support tools built into many CRM solutions is to help service agents do what they do better. When evaluating CRM, like all other aspects of the product, customer service tools should be carefully evaluated to see if they meet the needs of the company and its support team.

Your business needs to set a foundation of great customer relationships as a major short term and long-term goal. Ensuring that you, the seller, are connecting with people who need your service first; these connections become more sophisticated over time.

Your CRM system can serve as a key tool for managing accuracy, face-to-face time, and accountabilities. Not to mention all the other connections needed in a growing business.

In a world where the most successful companies are customer focused, CRM apps make the customer king. In short, CRM apps are how businesses truly become “customer companies.”

Want to learn more about how these tools free your business from itself? Get in contact with MyOps.