The Benefits of One-Stop Selling
Integrating your CRM-UC provides you with the tools for one-stop selling communications. Here’s how this integration works: After the initial sales call or presentation, a decision-maker goes through a series of private evaluations to which you’re generally not privy. Much of the challenge faced by any sales executive is closing an enterprise (or any sale) that involves more than one decision maker. But that’s the case with any sale, really.
Some of the steps that take place on the buyer’s end may include:
- The decision maker and the Chief Information Officer (CIO) talk with other influencers, like finance, operations, etc.
- The decision maker and the CIO create a proposal.
- The proposal faces a review with consultants and a procurement department.
- Joint meetings with staff and consultants are held.
- A legal review is held.
- The final review is held by the decision maker, the CIO, and other consultants.
- Depending on the project, there could always be other steps. As you can see, this is a complicated process. This is where an integrated CRM-UC makes the process easier.
- An integrated CRM-UC means you can share presentations and other critical closing documents easily, quickly, consistently, more accurately, and with greater quality. Other documented benefits of CRM-UC are, among others:
- Getting everyone on the “same page.” Unifying team efforts is proven to reduce the sales cycle by approximately two weeks.
- Significant increase in your close rate.
- Better alignment with product ordering. This also includes provisioning, delivery, faster installation, reduced support calls, and improved customer satisfaction.
What to Consider When Picking B2B CRM-UC Systems
Here are some of the interesting issues you’ll face when selecting a B2B CRM-UC system. These aren’t the only features available, nor an in-depth review of them, but they are key concepts for consideration:
#1. Best time to contact.
Timing is everything in sales. Zoho’s CRM uses the data intelligence of Zia, its automated sales assistant, to analyze response patterns and auto-suggest the best times to call or email customers. Zia removes the guesswork and increases the chances that a contact will respond to your calls or emails. Zia also helps your busy salespeople plan their day, carry out their follow-up tasks effectively, and meet their goals.
#2. Best way to contact.
Not everyone wants to get a phone call from a prospective service provider. Not everyone will respond to an email, no matter how well-timed. You can enhance your outreach methods by integrating Zoho’s service with Jive Communications’ UC offering. Jive provides you with a range of communication options and advanced voice features (listed below) so you can adapt your approach to your contact’s preferred communication channel. If your prospect prefers a well-timed chat, or they want everyone involved on a video or audio conference—those are all available through Jive, along with:
Jive Voice Features
Preventing unauthorized access to your business data is a major concern in cloud security. Zoho CRM’s IP restriction feature lets you limit unauthorized users by only allowing sign ins from designated IP addresses in your corporate network. This means that even if your users have their credentials stolen, your CRM will still be protected from unauthorized access because the thief would also need to access a user’s computer.
Additionally, most managers need to monitor their sales team’s activities. Zoho CRM helps you confront that challenge with audit logs so you can track who did what and when. You can be aware of what happened before and after an event, identify records associated with certain events, and make proactive decisions.
#4. Role-Based Security-RBM
Customer records are important assets that shouldn’t be shared with everyone. Zoho CRM’s enterprise-level security features allow administrators to set different levels of access permissions so you can monitor who has access to sensitive information. User profiles in Zoho CRM also restrict users from deleting or exporting customer records.
Managers can also give each team member access to only the functions they need. Information like deal size, sales stage, and commissions are important for your sales reps to know when following up with prospects. However, these details may not be required for your marketing or support team. With field-level security, choose which information appears for which users, and decide who’s allowed to edit it.
#5. Social Selling with Unified Communications
When you discover new prospects and leads on Facebook, Twitter, and Google+ follow their posts, view their profiles, and use context provided by your CRM to communicate with your customers in real time. Create your own listening streams to focus on your most important contacts and get instant updates when keywords are mentioned.
Zoho SalesSignals lets you reach out to prospects in real time. With an organized feed, you can see how they are interacting with your website, marketing emails, social media, outreach, and more. You can stay on top of your customers’ activities to gain better insights and have more engaging conversations.
Finally, The Zoho CRM integration with Jive’s UC gives sales teams access to simplified call-activity management. When a prospective or current client calls in, Jive’s advanced voice features search through Zoho’s data to find a phone number matching the caller’s. Once that’s found, the integration puts the caller’s information on the screen. Your salespeople can have all the information they need at their fingertips without having to jump from one screen to another, all while making the caller wait. Other simplified functions include click-to-call dialing and automatic call logging.