Part 1: CRM in B2B Sales
14 Dec

Part 1: CRM in B2B sales

A CRM system is justifiably used in B2B sales in particular. The claim in the sale has grown and good data management is not only an advantage, but a necessity. Moreover, a CRM is often the ideal Supplement to an ERP system. We have listed here which process the system accompanies and which advantages these applications have.

1. The productToday, unfortunately, products no longer stand for themselves. Due to the high market offer, one among many has to convince. This is the task of marketing and sales. The relevance of data is high and an important basis for argumentation in sales. In the CRM system, these can be retrieved by everyone and are stored in a sustainable manner.

2. The participantsSeller and buyer is a model that often no longer applies. The decision-making side usually has several participants with different expectations. Also the sales side usually does not consist of only one person. A CRM system supports here with the demands made and services offered.

3. The process: The buying process also deviates from the classic scheme. A sales process can take months or years. With a CRM solution, these processes remain controllable.

4. The documentationThese processes develop completely new data masses. Unfortunately, these can usually only be standardised in theory. A CRM system enables flexible documentation of the sales process.

5. The overviewTo ensure that flexible documentation does not end in chaos, a clear overview of the process flow must still be visible. Detailed search masks in CRM, for example, make it possible to always have access to important information.

6. The decision basisDetailed documentation and an overview of the process provide all those involved with a sound basis for decision-making. Especially in the case of changing responsibilities, information content must be guaranteed.

Tools in the CRM system:

Query and report current data for:

  • the status of individual leads
  • the potential of a client
  • the own sales funnel
  • the team sales funnel

Plannable measures for:

  • Sales opportunities
  • employees
  • the sales team
  • Cross-selling and up-selling
  • Cooperation with other departments

Sales management and controlling for:

  • Resource planning
  • the target definition
  • Reporting
  • the risk management

Click here for Part 2:  "Introducing CRM in B2B Sales"


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