The Benefits of CRM + SEPFirst off, why should you consider using both a CRM and SEP? Managing two different software solutions seems like a pain, right? Wrong! In reality, you’ll experience three amazing benefits when you use CRM and SEP in tandem:
1. ProspectingFew sellers enjoy prospecting. It’s tedious work that takes away from the exciting aspects of a sales career like talking with leads and closing deals. But prospecting is 1,000% necessary. After all, without a consistent stream of potential buyers, you’ll have no one to sell to. The key is to optimize your prospecting efforts so that they’re more effective and efficient. This is one area where CRM and SEP together really shines. An SEP + CRM enables sales managers to route leads to the right salespeople for outreach automatically.
2. Relationship ManagementSEP software will automatically track your team’s engagement efforts with each and every potential customer. Which leads opened which emails? How many prospects have answered sales reps’ phone calls? And what sales tactics work best in in-person selling scenarios? The answers to these questions (and others like them) can be stored in your CRM tool so that field sales reps can devise more effective sales strategies in the future.
3. Detailed AnalyticsModern sales is driven by data. The more you know about your prospects, the better you can sell to them. CRM + SEP will give you the most detailed analytics available. This is important since 90% of sales leaders lack confidence in their activity data. The combination of CRM and SEP allows for complete visibility into every stage of the buyer’s journey. You’ll be able to easily track engagement metrics across multiple channels, see which field reps are most effective, and adjust sales strategies on the fly. It’s all possible because CRM + SEP gives sales teams the insights they need to make informed decisions. Knowledge is power, as the old saying goes.
What is Spotio?Spotio is a mobile CRM and SEP software that gives field reps a convenient way to perform, track, and measure a variety of common sales activities. In other words, it’s the ultimate tool for outside sellers and comes with handy features like: Email Integration: Spotio offers 2-way integration with email providers such as Gmail, Outlook, and Hotmail so that every customer interaction that happens over email is captured for future reference. Spotio also allows field reps to create email templates and track engagement metrics in-app for the complete convenience. Calendar Integration: As an outside seller, you’re constantly making appointments to meet with new prospects. Spotio’s calendar integration feature gives you the option to sync your Outlook and/or Google calendars to Spotio so that both prospect and appointment information are quickly located. You’ll also be able to create team calendars in Spotio that allow for shared appointments. This feature makes it easy to schedule meetings that work for each team member. Text & Email Templates: Both sales managers and reps can create custom text and emails templates based on detailed engagement metrics. That way you know the communications you send have a high chance of getting read and responded to. Once you’ve created and saved a template, it can be accessed via the Spotio mobile app and sent to new prospects at any time with just a few thumb taps. Calls & Texts: All call activities are centralized in the Spotio platform, making it simple to track your phone communications with all prospects. Additionally, every sent and received text message is automatically logged in our system. Want to know who you texted last month and when? Simply pull up the information in the Spotio app. Engagement Analytics: Spotio includes a detailed analytics dashboard that features a real-time activity digest of all prospect interactions. Sales managers will also appreciate the ability to run reports based on rep, territory, and team, which allows for a holistic view of your company’s sales activities, performance, and results.
The Spotio AdvantageAs you can see, Spotio is chock-full of top-notch features. But how do these features translate to real-world success for field sales reps? That’s what we’ll discuss in this section:
Easy Access to DataTime is money, as they say. By allowing field sales reps to access all of their sales data in one place, Spotio makes the sales process more efficient. Imagine how much more productive you’ll be when you can dig up contextual details for each of your prospects without having to scour multiple software platforms.
Multichannel CommunicationModern consumers have a plethora of communication channels at their disposal — and each person has a preferred option. This is why 80% of top sales teams use at least three comms channels and deliver a minimum of 15.5 touches per contact. So, does your audience want to talk on the phone, text back and forth, or receive email offers from your brand? With Spotio you can monitor each communication channel you use and ensure your prospects are communicated with in the ways that suit them best.
Streamlined Follow-UpsUsing Spotio’s templates feature that we mentioned earlier, you can streamline your follow-ups and increase your productivity as a field sales rep. How? By sending and responding to emails and text messages faster. Communicating with speed may also help you boost your sales numbers. Who knows? A prospect may be ready to buy right now. If you wait too long to respond to their questions or close the deal, you might lose the opportunity to a competing brand.
Crystal Clear VisibilityIf you manage a team of field salespeople, you know that visibility into rep activity is crucial to the success of your company. Without knowledge of which tactics are working and which are proving ineffective, you’ll have a hard time developing a successful sales strategy. Spotio acts as your eyes and ears on the ground. Once field rep activities are logged into the Spotio app, you’ll gain a holistic and real-time view of your team.
The information you acquire can then be used to craft hard-hitting sales plans based on data. You’ll also be able to better coach and train your team because you’ll know exactly which sales techniques perform best and can pass this information along to your reps.