3. Stay on top of sales activities
Did you know that 82% of the buyers expect an immediate response from businesses? And, here’s the shocker: 62% of these buyers consider ten minutes or less as immediate.
Fortunately, one of the benefits of a CRM is helping you keep up with customer expectations including immediately getting back to them. How? By leveraging a chatbot as we’ve discussed.
For queries that require human intervention, the chatbot can direct the query to a specified sales rep. A CRM with an auto-assign feature can also help you organize your team by assigning territory-based leads to specific sales reps, further reducing the lead response time.
For example, a real estate business would have property listings and projects in multiple cities. This means, their system would contain enquiries for various regions. The auto-assign feature would direct all leads from region A to realtor 1, while those related to region B can go to realtor 2, and so on.
Similarly, you can use workflows to automate mundane processes.
For example, Doozer, a Freshsales user, uses lead qualification workflow to automatically send an intro email with a Calendly link to prospects who share their contact info on their website form. If a lead doesn’t respond, another workflow is triggered that automatically follows-up with them.
Best of all, with an AI-powered CRM, you can schedule automated, yet personalized follow-ups at a time that best suits your recipients.
“My biggest benefit of using a CRM is that it remembers my follow-ups which are weeks or months down the road. That happens a lot in real estate.
I have clients with leases expiring in 6 months or needing to relocate before school starts. It’s a big advantage to have a reminder to come up with details about conversations from months earlier.
My clients know that I am on top of their needs. Even if I write the scheduled call in my planner, there is no room for the notes and history I need to make my calls valuable.”
– Eric Nerhood, President, Premier Property Buyers.