Why Sales Teams Need the Clarity of a Single Customer View
Salespeople are a driving force behind your company’s sales. They provide the first interaction a potential customer has with your product or service and set the tone for what the customer can expect from your business going forward. Sales teams across the globe consistently seek out the right software products to find leads, convert them into sales, and retain customers for the long-term.
A recent Salesforce survey found that “84% of customers say the experience a company provides is as important as its products and services.” From the moment your sales team interacts with a lead, it is clear that having a consistent and pleasant experience is a high driver of sales. While most companies have a CRM to track interactions and encourage uniform engagement, some surveys have suggested that only 30-40% of employees actually use it.
One common theme that causes employees to stray from regular CRM use is how teams in your company interact and the difficulty they have obtaining information not directly in the platform. Additionally, different teams have different needs and may not consistently live in the CRM. This may lead your company to seek out an all-inclusive SaaS solution. Rarely, however, does one product solve all these problems; marketing teams prefer one platform and support teams prefer another, so it’s no wonder sales struggles to keep up.
The good news is: Glances can unite your organization by unifying its multiple software products! Designed as a no-code integration platform, it empowers each team to work in the web app or platform of their choice, while also bringing the various technologies together. While using Glances, teams can view their real-time data across apps with a click, whether for customer insights or personal tasks. Below are a few reasons why modern sales teams rely on Glances to help them save time and work more efficiently every day:
1. Provide a seamless conversion experience
When a sales agent reaches out, they can easily see the marketing campaigns the lead has received, their level of engagement, and if they’ve already reached out to the support team to ask questions. Sales teams easily slide into the experience the lead has already received. Say goodbye to disjointed teams and hello to increased sales!
2. Create smoother internal processes
When a lead is ready to buy, the agent can quickly create an invoice for QuickBooks directly from their CRM. By allowing insight and certain actions across apps, workflows and company processes happen more efficiently, more quickly, and with ease.
3. Inform sales while allowing teams to work in their preferred platforms
Bloated all-encompassing apps are out. Instead, more and more companies are finding the right app that fits each team so they have the right tools for each role. Connecting those apps is key to maintaining employee unity.
4. Increase lead targeting
Having just the right information with just the right context can make or break a sales experience. Knowing a lead is engaging in marketing campaigns geared towards a specific interest allows sales to customize their approach and their product offering. The right customer fit ensures their loyalty for years to come.
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