Streamlining tools into one growth team platform saves time from having to work around incompatible integrations. This minimizes miscommunication and busy work so that teams can focus on high ROI activities.
A business’s goals should be clear when evaluating sales and marketing platforms. What may be well suited for a Fortune 500 company isn’t always the best choice for a small business or solopreneur.
CRM
Customer relationship management (CRM) is one of the most widely used sales and marketing technology tools. It creates a central database of customer information and makes it accessible to team members throughout the business.
CRM helps sales teams manage their pipelines and prioritize leads by giving them visibility into the status of each opportunity. It also allows them to automate some aspects of their sales processes, freeing up time to focus on more valuable activities.
CRM also empowers support and marketing teams to be more effective. By combining their data, they can better understand customers’ needs and preferences and tailor their communications. For example, a customer service agent can use a CRM to instantly see an individual’s history with the company, including purchases and any previous interaction, before answering questions. This information can also be shared with other team members.
Sales Engagement Platform
A sales engagement platform is a tool that helps boost efficiency by automating tasks and providing data-driven guidance. It also allows for better follow-ups, leading to improved customer experience and increased sales conversions.
Sales engagement platforms integrate with CRMs to centralize interactions, notes, and data for comprehensive prospects views. They also provide easy access to content for effective communication and help nurture a culture of collaboration and improvement.
In addition to CRM integration, a good sales engagement platform should support remote and blended work. It should have a mobile app, click-to-call and SMS/texting capabilities, and sales cadence features like lead prioritization and work queues. It should also have clear and intuitive transparency features for all teammates. If you want an easy to use platform then go high level 30 day trial might be for you.
Make sure the system you choose offers next-best actions based on prospect data, buyer patterns, and previous interaction history. This will save your team time and effort while ensuring your prospective customers receive consistent messaging throughout the buying journey.
Email Platform
An email platform provides tools to help you craft the right messages for your audience. For example, if your business serves both businesses and individuals, an email integration tool lets you categorize recipients so each group receives relevant content.
Many email integration platforms provide pre-designed templates so your team doesn’t have to spend time drafting emails from scratch. This helps to reduce staff frustration and saves you money.
An email platform also offers tools to make it easier to grow your subscriber list. For example, it can offer signup forms that can be embedded on your website and social media channels to help you generate more leads. It can also allow you to automate emails based on specific actions or when contacts reach certain pipeline stages. These features can help you nurture your new contacts while maximizing each contact’s response rate.
Online Sales Platform
Online sales platforms allow a company to document all input information about current or prospective buyers in an easily accessible format so it can be retrieved and sent as needed. They can also facilitate an efficient checkout process that allows customers to add items to a virtual cart and pay online with credit card or payment processor.
Online selling platforms can help brands connect with consumers online regardless of whether they’re selling physical goods or remote services. A well-designed platform can accommodate growth, allowing companies to expand their product line and reach international audiences without major infrastructure upgrades.
A sales training platform works to optimize your team’s sales process so you can initiate, complete and follow up on deals faster. It can help you track and store prospects, organize recurring customer data more reliably, report on performance and deal cycles and more. It can even make it easier to train new team members on the ropes and provide ongoing coaching.