7 Benefits of Using CRM Platforms

Check out these 7 benefits of CRM systems and how they can help you improve your business processes at scale.

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Did you know that CRM systems can help your company improve sales productivity by 39% according to Salesforce’s research?

Yes, but you need a few weeks to set it up, and then on top of that, it’s empty with no records.

That’s true, but sometimes we need to start from somewhere to get to our goal destination, right?

And to reach that goal easier, CRM systems are the ones that can really help you on that journey.

To help you better understand, in this article, we’ll get through the 7 benefits of CRM systems and how they can help you improve your business processes at scale.

So if you’re ready, let’s begin!

What Is the Fundamental Goal of CRM Systems?

We guess you all heard about CRM, which stands for Customer Relationship Management

CRM is a system that helps your business proactively work with contacts and customers in order to improve your marketing, sales, support, and customer service activities.

Its fundamental goal is to help you manage the interactions with your customers and maintain relationships with them.

Diving deeper into it, not only does CRM help you store information about your prospects and customers, but by using it, you can scale your business by automating many processes.

So let’s check the most important benefits of CRM systems that can help you level up your performance.

What Are the Most Important Benefits of CRM Systems?

There are various benefits of CRM systems, but we’ll highlight the most important ones according to our experience.

1. Organize Your Contacts Information

Did you know that contact management is the number one user-requested CRM feature, according to Software Advice?

top requested crm features

Source: Software Advice

Having all your contacts and customers centralized in one place is what helps you run your business operations smoothly.

That’s definitely one of the best parts of implementing a CRM system.

That way you can easily track and sort all your contacts’ information and identify the part of the journey they’re currently at.

It also helps your sales team not spend a lot of time digging through files to find the relevant information about the prospects they want to contact and close the deal with.

The best part?

It’s easily searchable and accessible to any of your new team members or any member who needs it at the moment (which is the case with LeadDelta, for example, 😉).

2. Manage All Your Communication With Prospects

With the CRM system integrated into your company, all the communication with prospects, whether internal or external, can be easily managed.

This enables you to track the prospects’ journey and the conversation details you’ve shared with them.

CRM systems enable you to note whether you sent proposals, pitch decks, or some other resource that will help you remember something related to the prospect when you reach out next time.

For example, using LeadDelta Social Capital Manager, not only can you organize your LinkedIn communication within the app, but you can also mark your highest-priority conversations or note yourself about the specific prospect.

You can do that same thing within any of the CRM systems you’re using which will help you stay organized.

3. Track Sales Process Phases

What’s a great benefit of CRM systems is that it’s easy for you and your team to track your prospects’ stage in the funnel, and you can return to it anytime.

By using it, it’s easy for you to update the stage your prospects are currently in, what deal offer your customers got, or any other detail related to their journey within your business.

This will help you always be updated with the prospects involved and make the proper actions according to your processes and goals.

4. Segment Contacts

You were probably thinking many times about reaching out to your prospects based on specific criteria.

Whether they checked your email or offer but haven’t responded yet, or based on their job role, company, or location – there are numerous situations.

For many of those situations in which you’re trying to segment your customers, the CRM system is the one that can help you with that.

For example, you can filter your contacts by location, job title, company, industry, or any other detail that you collected about them.

See how it looks in LeadDelta, for example, when filtering all the CEOs in your LinkedIn connections:

It’s closely the same as the CRM systems you’re using for your business.

This way, it is much easier for you to create personalized outreach messages for each segment of your prospects.

And it will bring you much better results doing it that way.

Such segmented lists give excellent results to sales and marketing departments.

It’s because they’re able to run many specific campaigns that they can later analyze and see which ones give the best results.

Knowing who you’re talking to will allow you to create the best offer and sales pitch in order to convert them.

And that is what the proper CRM will surely provide you with.

5. Make Strategical Decisions

The ability to plan and make the right decisions based on data is what makes your business grow and be sustainable.

With the proper CRM, you can plan your sales and marketing activities and set performance-focused goals based on key metrics that you can identify through this software.

Not only will CRM help you define sales projections, but it can also help you find the best-performing channel and strategy that you can focus on in the future.

By leaving notes about what channel your customers came from or having a number of the free-trial users in your CRM, for example, you can do all of these activities and plan your future campaigns.

6. Ensure Useful Team Communication

Aside from ensuring effective communication between you and your customers, CRMs can also simplify your employees to communication easier with each other.

By tagging prospects and leaving notes for other team members within the system, your employees can learn from each other and help each other reach their goals.

This way, they all work together and help you learn about prospects based on their acknowledgments, saving you a lot of time.

Also, they don’t need to use another channel to communicate about specific prospects. Instead, they have all the necessary info located in CRM.

7. Automate and Scale Processes

Guiding prospects through the buying process stages and tracking those campaigns help you identify the critical points of the customer’s journey.

Tracking it and writing notes about prospects can help you identify the best-performing sales processes and the places or activities where you might lose the customer.

That way, you won’t spend time doing things that are not performing but the ones that bring you concrete results.

Those processes, when identified, are much easier to scale and help your business grow.

For example, with LeadDelta, you can set up automated messages to send based on specific segments or tags that performed well in the past, so you’re always sending the right message to the right people at the right time.

Identifying the winning formula for your business is the thing that will help you skyrocket your sales activities.

CRM systems have more benefits, such as reminding you about specific appointments or notifying you when to send follow-up emails, free trial offers, and review requests to your prospects and customers.

Increase Performance With LeadDelta

LeadDelta Web

Using all the benefits of CRM systems suitably can help you boost your productivity by keeping all the information about customers and prospects in one place, building relationships easier, and forecasting your sales.

But only if you use its full potential. And after you finish with all the starting setups.

The biggest downside of a CRM is that it comes with all its’ bells and whistles – but empty.

We believe that if you spent 2 to 3 years in any industry, you should never start from an empty CRM.

Especially when it’s up to social media such as LinkedIn, where you usually already have a lot of business contacts.

That’s why we created Lead Delta – social capital manager for LinkedIn that helps you organize your contact book the way you want.

Using it, you can take your digital data wherever you go and plug it in and out of any CRM (HubSpot, Pipedrive, Salesforce).

With LeadDelta, all it takes is a 10-second sync, and you have a rich Social CRM with all your connections that you can sync to any other CRM using Zapier.

While making new connections and building a huge LinkedIn network is easy, navigating those connections is not always so simple.

LeadDelta’s CRM view is fully customizable and allows you to tag your connections, hide and unhide them, apply filters, and sort your connections to find the contacts you need easily.

It helps you reach out to high-value contacts and declutter your network with bulk disconnect, leaving more space to engage with the connections that truly matter to you.

Whether you’re looking to get in touch and engage with your prospect or simply organize your connections, LeadDelta can help you improve your connection overview and make the most out of your network. 

Download LeadDelta extension and improve your LinkedIn connections game.


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