Managing customer relationships can be daunting, to say the least. A CRM can make it easier. But, it takes more than just refined customer organization to stay on top of your sales goals. That’s where action plans come in.
Sales action plans are the crux of every good sales strategy. It’s all about turning your long-term sales goals into a plan, one that is mapped out clearly with every step ready to be checked off. With a CRM that supports sales action plans, you can organize every step of your sales process by scheduling tasks — so no contact falls through the cracks.
Time is the killer of all deals. How often does it feel like you have just spoken with someone within the past few days, and in reality it has been weeks, a month or more? In our busy work life, you begin to realize the mind has a way of playing funny tricks on you and your memory. This is doubly true to a busy salesperson. Salespeople are constantly juggling new leads, customer relationships, active projects and life in general.
With that in mind, if that busy salesperson doesn’t act on a new lead or an insight — new information about your prospect — the lead or opportunity loses the strength of being actionable. By not acting in a timely manner, the opportunity to change the course of a business outcome can pass or be diminished greatly.
When it comes to converting prospects and leads into customers, as little as 22% of businesses are satisfied with their current conversions rates, according to Econsultancy. Entrepreneurs and business leaders alike have big goals when it comes to expanding their network of customers, but how do you make those goals a reality? Start by reading these six tips on how to turn potential clients into loyal customers and make your customer relationship dreams come true.