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3 COMPELLING REASONS FOR YOUR DIRECT SALES
SOFTWARE SHOULD BE A CRM PLATFORM
If you believe in in-person direct selling, you might be considered a simpleton and old-natured.
Moreover, direct selling is incredibly challenging and presents new problems and growing
responsibilities.
A direct sales software lets you manage your responsibilities and handle your sales.
Imagine a normal day out for a meeting; you left your office outfitted with a wonderful
presentation and brimming with confidence. Once you reached the client location, you
informed your sales manager. After the initial pleasantries, you start with your pitching and
sales conversation.
Everything was going smoothly so far, but now you began to face some problems.
 First of all, a successful presentation always substantiates by authentic information and
documents. It’s not always possible to have or find all the documents in the middle of a
meeting.
 Secondly, you need to update your co-workers about the latest status of the deal, or at least,
you have to send the MOM to the higher managements. But it seems next to impossible to give
real time updates while travelling from one place to another.
 Thirdly, hectic schedule and swarming appointments are likely to reduce the productivity of a
salesperson and lead to lesser direct sales.
In the end, it’s usual for a sales-person to feel overwhelmed by the various requests. You may
even give the client the feeling that you are disorganized and less-informed about your
business.
A direct sales software could be a great tool to manage the above challenges.
High-performance sales organizations deploy sales team to be more effective at reaching their
sales outcomes and driving better revenues.
Here are three necessary applications of a field CRM system that sales reps should use-
1. Information handling: Avail all necessary information on a per-demand basis
Let’s start with the primary challenge of a field sales rep.
Would you like to buy something from a person, who himself has no clarity about the product?
Obviously not!
Lack of information can increasingly dampen your client impression and decrease the chances
of acquiring a customer.
At the same time, it’s unrealistic for the sales rep to have an industry knowledge-base.
So, don’t ever give the impression to your client that you are running out of information or
documents. For this you need a safe storage space, where you can put all the information and
product inventory.
CRM gives you the opportunity of uninterrupted access to the inventory from multiple
locations, assuring your data won’t get lost. It offers you both – storage, and security.
Also, CRM dashboard can show all the client information, including professional and personal
details, buying history and previous conversation summary. 61% of sales reps use CRM, as it
allows direct access to customer data [Source HubSpot].
Instead of sifting through scattered digital and physical documents, you can simply look at
yourmobile CRM app and search different dashboards for the right information.
2. Report management: Leverage your selling process with real-time reporting
The second problem comes after completing the meeting with the client. Now the salesperson
has to inform the sales manager and other team members about the progress.
Logically, you cannot call up each and every team member, in order to update them about the
meeting; neither can you delay the process. Delaying the process, severely results in dwindling
team collaboration and spirit.
[Know about the team spirit building ideas in workplace here]
So, you need a real time reporting app. You can update the MOM, deal status or payment
status on your CRM dashboard through your smartphone, right after the meeting. Anybody
who has access to the dashboard can get immediate information about the meeting.
3. GPS tracking: Now spot your nearby opportunity
Suppose, you just have completed a meeting and have nothing to do for the next couple of
hours. How about utilizing this free time with a visit to the nearby client?
A cheerful visit will help you to improve client relationships. Reasonably, a face-to-face visit is
more effective than emails and phone calls. But, how do you know about your nearby client?
Don’t worry! With field sales CRM tools now you can also search for the nearby client in your
GPS.
You also arrange additional meetings or make necessary follow-ups by in-person interactions.
This will improve your work productivity by increasing the possibility of lead conversion.
In fact, sales teams across all organizations saw a 15% increase in productivity when they used
CRM mobile apps. As the sales productivity upsurges, it equally helps to increase revenue by
41% per each salesperson [Source: HubSpot].
So, with the field sales CRM software you can also resolve the productivity issue, which
happens to be one of the main challenges of salespeople.
[Know more about the challenges of field sales reps here]
Conclusion
Sales representatives have a demanding job. They spend almost their whole day on the road,
dealing with a myriad of clients, and constantly working to cross-sell and up-sell.
By nature, good field sales reps are independent thinkers, who are driven by a virtually
instinctive need to compete and win. These natural salespeople make selling, a part of their
living, and make much of their life about selling.
Even such natural sales reps face these three difficulties while attending a meeting. Sales CRM
system gives them the opportunity to show their actual potential. It helps to save more time
and aids in increasing sales opportunities.
Are you looking for a suitable field sales CRM software for your sales team?
Visit Kapture CRM to find out all the advantages of an integrated sales CRM system. Contact
Kapture team for a CRM demo or 30-day free CRM trial at +91-7899887755 or
sales@kapturecrm.com.

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3 compelling Reasons for your direct sales software should be a CRM platform

  • 1. 3 COMPELLING REASONS FOR YOUR DIRECT SALES SOFTWARE SHOULD BE A CRM PLATFORM If you believe in in-person direct selling, you might be considered a simpleton and old-natured. Moreover, direct selling is incredibly challenging and presents new problems and growing responsibilities. A direct sales software lets you manage your responsibilities and handle your sales. Imagine a normal day out for a meeting; you left your office outfitted with a wonderful presentation and brimming with confidence. Once you reached the client location, you informed your sales manager. After the initial pleasantries, you start with your pitching and sales conversation. Everything was going smoothly so far, but now you began to face some problems.  First of all, a successful presentation always substantiates by authentic information and documents. It’s not always possible to have or find all the documents in the middle of a meeting.  Secondly, you need to update your co-workers about the latest status of the deal, or at least, you have to send the MOM to the higher managements. But it seems next to impossible to give real time updates while travelling from one place to another.  Thirdly, hectic schedule and swarming appointments are likely to reduce the productivity of a salesperson and lead to lesser direct sales.
  • 2. In the end, it’s usual for a sales-person to feel overwhelmed by the various requests. You may even give the client the feeling that you are disorganized and less-informed about your business. A direct sales software could be a great tool to manage the above challenges. High-performance sales organizations deploy sales team to be more effective at reaching their sales outcomes and driving better revenues. Here are three necessary applications of a field CRM system that sales reps should use- 1. Information handling: Avail all necessary information on a per-demand basis Let’s start with the primary challenge of a field sales rep. Would you like to buy something from a person, who himself has no clarity about the product? Obviously not! Lack of information can increasingly dampen your client impression and decrease the chances of acquiring a customer. At the same time, it’s unrealistic for the sales rep to have an industry knowledge-base. So, don’t ever give the impression to your client that you are running out of information or documents. For this you need a safe storage space, where you can put all the information and product inventory.
  • 3. CRM gives you the opportunity of uninterrupted access to the inventory from multiple locations, assuring your data won’t get lost. It offers you both – storage, and security. Also, CRM dashboard can show all the client information, including professional and personal details, buying history and previous conversation summary. 61% of sales reps use CRM, as it allows direct access to customer data [Source HubSpot]. Instead of sifting through scattered digital and physical documents, you can simply look at yourmobile CRM app and search different dashboards for the right information. 2. Report management: Leverage your selling process with real-time reporting The second problem comes after completing the meeting with the client. Now the salesperson has to inform the sales manager and other team members about the progress. Logically, you cannot call up each and every team member, in order to update them about the meeting; neither can you delay the process. Delaying the process, severely results in dwindling team collaboration and spirit. [Know about the team spirit building ideas in workplace here] So, you need a real time reporting app. You can update the MOM, deal status or payment status on your CRM dashboard through your smartphone, right after the meeting. Anybody who has access to the dashboard can get immediate information about the meeting.
  • 4. 3. GPS tracking: Now spot your nearby opportunity Suppose, you just have completed a meeting and have nothing to do for the next couple of hours. How about utilizing this free time with a visit to the nearby client? A cheerful visit will help you to improve client relationships. Reasonably, a face-to-face visit is more effective than emails and phone calls. But, how do you know about your nearby client? Don’t worry! With field sales CRM tools now you can also search for the nearby client in your GPS.
  • 5. You also arrange additional meetings or make necessary follow-ups by in-person interactions. This will improve your work productivity by increasing the possibility of lead conversion. In fact, sales teams across all organizations saw a 15% increase in productivity when they used CRM mobile apps. As the sales productivity upsurges, it equally helps to increase revenue by 41% per each salesperson [Source: HubSpot]. So, with the field sales CRM software you can also resolve the productivity issue, which happens to be one of the main challenges of salespeople. [Know more about the challenges of field sales reps here] Conclusion Sales representatives have a demanding job. They spend almost their whole day on the road, dealing with a myriad of clients, and constantly working to cross-sell and up-sell. By nature, good field sales reps are independent thinkers, who are driven by a virtually instinctive need to compete and win. These natural salespeople make selling, a part of their living, and make much of their life about selling. Even such natural sales reps face these three difficulties while attending a meeting. Sales CRM system gives them the opportunity to show their actual potential. It helps to save more time and aids in increasing sales opportunities. Are you looking for a suitable field sales CRM software for your sales team? Visit Kapture CRM to find out all the advantages of an integrated sales CRM system. Contact Kapture team for a CRM demo or 30-day free CRM trial at +91-7899887755 or sales@kapturecrm.com.