7 tips for more effective use of Teamsale CRM

CRMs have a significant impact on the sales of small and medium businesses by optimizing customer management, improving sales efficiency, and increasing product value. In this article, we explain why you should integrate a CRM right now.

Teamsale by Zadarma is a powerful sales management and customer interaction tool. Using it can lead to exceptional levels of customer service and increased business profitability.

Teamsale CRM is free and integrates with the cloud PBX, allowing you to make and receive calls through the built-in web phone, create customer profiles with valuable information, set tasks in the calendar, and monitor your managers' customer service effectiveness. Configure your business format correctly with CRM.

Here are a few tips on how you can start using Teamsale CRM:

1. Start with clear goals that you want to achieve with the CRM. Possible options may include: increasing sales, improving customer service, optimizing marketing strategies, and managing customer records.

Teamsale CRM tools for this:

- ready-made and custom tags for customer sorting

2. Regularly update the data and ensure that the information you enter is accurate, as incorrect details, such as an incorrect birthdate, could lead to a loss of trust in your company in the future.

Teamsale CRM tools for this:

- customer card;

- the "My Leads" widget with information about the contact time with a new customer;

- import and export of customers;

- filter block for quick customer search;

- one-click actions: make a call, send an SMS, or email directly from the customer profile;

3. Use ready-made solutions or create custom tags for customer segmentation and quick search based on specific characteristics.

Teamsale CRM tools:

- an intuitive tagging system for grouping similar customers, allowing quick and efficient search

4. Automate all tasks to focus on the key areas of your business.

Teamsale CRM tools:

- integration with email for newsletters and reminders about upcoming events;

- two-way integration with Google Calendar: create events in Teamsale and they will be added to Google Calendar, and vice versa.

5. Analyze the collected data to highlight profitable and unprofitable stages/products and improve all customer touchpoints. You can learn more about data analytics in our blog. The analytics system operates automatically.

Teamsale CRM tools:

- deal volume chart – select the desired time period, analyze conversion rates, and average deal duration;

- profitability metrics;

- sales funnel;

- statistics – the "Calls" section provides call details with a convenient search feature;

- speech recognition - listen to call recordings or view the call transcript if the speech recognition feature is enabled;

- call tracking;

- working with analytics;

- the "Deals" section for evaluating conversion rates;

6. Improve communication with your customers using Teamsale CRM features for efficient management of incoming and outgoing messages with your company's SenderID

Teamsale CRM tools:

- register personalized Sender ID;

- sending and receiving SMS;

- SMS notifications for important events;

- mobile numbers with SMS;

- videoconferencing for communication with both clients and within the company.

7. Integrate the CRM with your favorite services to simplify your managers' access to essential information about current and upcoming agreements.

Teamsale CRM tools:

- integration with Zapier - allows different web applications to interact with each other;

- integration with Facebook Messenger – receive leads from your Facebook business page;

- integration with Google Calendar;

- the possibility to create your own integration using the Teamsale CRM API;

- and more.

Add convenience to your routine processes. Don't waste time on unnecessary tasks. Use it to come up with new ideas. Automating current processes will free up time to attract new customers.