Using CRM telephony to Make Connections via Remote Sales

Using CRM telephony to Make Connections via Remote Sales

We are aware that many companies are dealing with difficulties. Though it may feel routine as a salesperson to follow up on every lead and hit quotas while working from home, it's essential to remember that there is nothing routine about your current situation. Maintaining contact with customers is necessary for today's market. Communicate your concern for them and their loved ones. Guarantee them full backing and help them feel confident in their decision to work with you.

In addition to providing a competitive edge for your business, the telephony features of RSoft Technologies' CRM will allow you to stay in touch with your customers and provide them with assistance as they navigate these trying times. To assist you, please consider the following advice:

Customize greetings

Dynamic call pop-ups immediately appear on your screen when you receive an incoming call from a prospect. They will display information about the caller, such as the person's name, the company they work for, the size of the deal, and their location. Use this information to greet your customer by name as soon as they pick up their order, and feel free to inquire about their state of health and the circumstances under which they find themselves. Exhibit sincere concern for them, and make them feel their time is valuable. It is essential to be aware of their current financial situation and refrain from pressuring them to purchase something they do not require immediately.

Note special requests

Make use of the call pop-ups to jot down notes while you are on the call. During this time period, there are likely to be many potential deals that call for an unorthodox approach. Customers might, for instance, have very particular shipping requirements or a preference for non-traditional methods of payment. Customers who are strapped for cash may request that you sell them products or services on credit, in which case you will need permission from your manager. Make a note of all of these specifics in the form of notes

automatically associated with the calls they belong to, and then refer back to them when necessary.

Careful follow-up is required

In the normal course of events, an average of five follow-up calls is required for eighty percent of sales. However, because people have less purchasing power than they did in the past, it is in everyone's best interest to exercise caution during these troubled times. If a potential customer gives you a resounding "no," or if you determine that your offering is not a good fit for them, it is appropriate to withdraw your offer with due respect. If you continue to inundate them with phone calls and emails after that, you will come across as insensitive, and they may decide to avoid doing business with you permanently. However, additional follow-up is required to evaluate their requirements or respond to their

questions. In that case, you can schedule a follow-up call, meeting, or demonstration as soon as the current call comes to a close.

Demonstrate your gratitude

Last but not least, it is important to express gratitude to the customer for their time, regardless of the call's outcome. Show your appreciation for them for selecting your company. Sales may be slow, but this situation is only temporary. The love you show for your customers right now will determine whether or not your brand will continue to exist in the future. Maintain a positive attitude for yourself and them during this time of social distancing. Remember that a positive human-to-

human interaction over the phone can make a massive difference in the day of your caller!

Conclusion

While working remotely, you have a few options in RSoft CRM for using the telephony features. Which of the features do you feel was most beneficial to you? Please leave your thoughts in the comments section below; we greatly value your input.