{"id":1323,"date":"2020-11-09T09:30:00","date_gmt":"2020-11-09T09:30:00","guid":{"rendered":"https:\/\/blog.kylas.io\/?p=1323"},"modified":"2022-07-12T18:07:31","modified_gmt":"2022-07-12T12:37:31","slug":"sales-productivity-crm-hacks","status":"publish","type":"post","link":"https:\/\/kylas.io\/en\/sales-effectiveness\/sales-productivity-crm-hacks","title":{"rendered":"Boost Your Sales Productivity With These Proven CRM Hacks"},"content":{"rendered":"\n<p class=\"has-medium-font-size\" style=\"line-height:1.6\">Many businesses in the small and medium-scale enterprise (SME) segment struggle to reach high levels of sales productivity and growth. It is often loosely tagged as a &#8216;people&#8217; problem, i.e., the problem lies with the sales team. <\/p>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p class=\"has-medium-font-size\" style=\"line-height:1.6\">However, this is far from the truth.<\/p>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p class=\"has-medium-font-size\" style=\"line-height:1.6\">Small Businesses, often, lack deep pockets for advertising expenses, working capital, trained resources. They can&#8217;t afford to take too many risks or make erroneous judgements which can further strain their resources. <\/p>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p class=\"has-medium-font-size\" style=\"line-height:1.6\">Sales Teams, in small businesses, have to deal with these limitations and more in trying to reach the sales and growth numbers set for them.<\/p>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p class=\"has-medium-font-size\" style=\"line-height:1.6\">Leveraging a Sales CRM software, in such situations, can help free up time from repetitive tasks and help the Sales Team focus on other productive tasks.<\/p>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p class=\"has-medium-font-size\" style=\"line-height:1.6\">Often, Small Businesses use Sales CRM tools but aren\u2019t able to get the maximum mileage out of it. <\/p>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p class=\"has-medium-font-size\" style=\"line-height:1.6\">Any of these reasons could be at play for the same-<\/p>\n\n\n\n<div style=\"height:20px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<ul class=\"is-style-checkbox\" style=\"font-size:20px\"><li>Using CRMs for the micromanagement of employees<\/li><\/ul>\n\n\n\n<div style=\"height:10px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<ul class=\"is-style-checkbox\" style=\"font-size:20px\"><li>Improper technology implementation and adoption<\/li><\/ul>\n\n\n\n<div style=\"height:10px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<ul class=\"is-style-checkbox\" style=\"font-size:20px\"><li>Incomplete and inaccurate data input<\/li><\/ul>\n\n\n\n<div style=\"height:10px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<ul class=\"is-style-checkbox\" style=\"font-size:20px\"><li>Collaboration barriers among teams<\/li><\/ul>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p class=\"has-medium-font-size\" style=\"line-height:1.6\">If you want to ensure that your Sales CRM tool is giving you the maximum bang per buck, you need to integrate good CRM habits into the sales process from Day 1.<\/p>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p class=\"has-medium-font-size\" style=\"line-height:1.6\">To help you get started, here are 5 CRM productivity hacks that can help improve your sales team&#8217;s performance.<\/p>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<figure class=\"wp-block-image size-large is-resized\"><img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/kylas.io\/wp-content\/uploads\/2022\/01\/LinkedIn-Posts-4-1024x535.png\" alt=\"infographic on proven CRM hacks\" class=\"wp-image-10617\" width=\"768\" height=\"401\" srcset=\"https:\/\/kylas.io\/en\/wp-content\/uploads\/2022\/01\/LinkedIn-Posts-4-1024x535.png 1024w, https:\/\/kylas.io\/en\/wp-content\/uploads\/2022\/01\/LinkedIn-Posts-4-300x157.png 300w, https:\/\/kylas.io\/en\/wp-content\/uploads\/2022\/01\/LinkedIn-Posts-4-768x401.png 768w, https:\/\/kylas.io\/en\/wp-content\/uploads\/2022\/01\/LinkedIn-Posts-4.png 1200w\" sizes=\"(max-width: 767px) 89vw, (max-width: 1000px) 54vw, (max-width: 1071px) 543px, 580px\" \/><\/figure>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h2 class=\"wp-block-heading\" style=\"line-height:1.6\">Track Key Metrics Regularly<\/h2>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p class=\"has-medium-font-size\" style=\"line-height:1.6\">Business data such as sales can be overwhelming especially when data is computed manually. With a sales CRM, you can keep track of key performance indicators (KPI) without too much effort and in real-time. <\/p>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p class=\"has-medium-font-size\" style=\"line-height:1.6\">Kylas features default and custom reports generation for <a href=\"https:\/\/kylas.io\/sales-effectiveness\/sales-reporting-maintain-line-of-sight-sales-crm-software\/\" target=\"_blank\" rel=\"noreferrer noopener\"><u>quick insights<\/u><\/a> into your business.<\/p>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<hr class=\"wp-block-separator\"\/>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>Create Custom Reports<\/strong><\/h2>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p class=\"has-medium-font-size\">Apart from the sales manager, even the sales reps need to monitor the progress the sales team is making. Your team can also draw significant motivation from seeing the revenue generated from their hard work. A CRM can save you time by collecting, analyzing the necessary data, and compiling it into user-friendly, easy-to-understand reports that can drive continued success.<\/p>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<hr class=\"wp-block-separator\"\/>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h2 class=\"wp-block-heading\" style=\"line-height:1.6\">Automate Regular Sales Tasks<\/h2>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p class=\"has-medium-font-size\" style=\"line-height:1.6\">Routine tasks consume a lot of time. Common tasks include updating databases, sending emails, sales calculations, and more. <\/p>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p class=\"has-medium-font-size\" style=\"line-height:1.6\">Because every business has operations unique to their industry, product, and workflow, routine tasks differ from one business to another.<\/p>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p class=\"has-medium-font-size\" style=\"line-height:1.6\">A sales CRM software that enabled automation of regular tasks can save time, effort, and costs for the business. Most used automated solutions include a one-click pipeline update, auto sales performance calculations like sales per week, month, etc.<\/p>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<hr class=\"wp-block-separator\"\/>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h2 class=\"wp-block-heading\">Use Auto Lead Capture to Reduce the Workload<\/h2>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p class=\"has-medium-font-size\" style=\"line-height:1.6\">As a business owner, the high number of customer inquiries, usually through emails and the business website, may bog you down. As such, a CRM tool with auto lead capture will be key to improving sales productivity.<\/p>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p class=\"has-medium-font-size\" style=\"line-height:1.6\">All your customer inquiries and relevant details like sales pipeline data can be found in one place, bringing convenience, reducing time-consuming activities in a user-friendly manner.<\/p>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<hr class=\"wp-block-separator\"\/>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h2 class=\"wp-block-heading\">Use the Support Tab More Often<\/h2>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p class=\"has-medium-font-size\" style=\"line-height:1.6\">Everyone appreciates user-friendly tools and fast clarification on complex issues. <em>Why not do the same with your sales CRM software?<\/em><\/p>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p class=\"has-medium-font-size\" style=\"line-height:1.6\">Notably, self-service is increasingly becoming popular amongst employees for small clarifications and changes, rather than seeking help from customer support.<\/p>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p class=\"has-medium-font-size\" style=\"line-height:1.6\">Therefore, ensure to use the support tab, if available, in your CRM tool. Such a section would give your salespersons a better understanding of the platform and how to navigate it better.<\/p>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p class=\"has-medium-font-size\" style=\"line-height:1.6\">Therefore, a <a href=\"https:\/\/www.kylas.io\" target=\"_blank\" rel=\"noreferrer noopener\"><u>free CRM<\/u> <\/a> like Kylas can be a gamechanger for small businesses. <\/p>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p class=\"has-medium-font-size\" style=\"line-height:1.6\">Integrating the 5 CRM productivity hacks could prove to be innovative for most businesses, especially for those that believe in the power of excellent customer relations in driving productivity.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Many businesses in the small and medium-scale enterprise (SME) segment struggle to reach high levels of sales productivity and growth. It is often loosely tagged as a &#8216;people&#8217; problem, i.e., the problem lies with the sales team. However, this is far from the truth. Small Businesses, often, lack deep pockets for advertising expenses, working capital, &hellip; <\/p>\n<p class=\"link-more\"><a href=\"https:\/\/kylas.io\/en\/sales-effectiveness\/sales-productivity-crm-hacks\" class=\"more-link\">Continue reading<span class=\"screen-reader-text\"> &#8220;Boost Your Sales Productivity With These Proven CRM Hacks&#8221;<\/span><\/a><\/p>\n","protected":false},"author":5,"featured_media":10620,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"inline_featured_image":false,"ub_ctt_via":"","footnotes":""},"categories":[7,11,12],"tags":[5,17,24],"acf":[],"featured_image_src":"https:\/\/kylas.io\/en\/wp-content\/uploads\/2020\/11\/Kylas-Banner-images.png","author_info":{"display_name":"Content Team","author_link":"https:\/\/kylas.io\/en\/author\/content-team"},"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v21.5 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Sales Productivity Tips - Sales Effectiveness| Kylas<\/title>\n<meta name=\"description\" content=\"Integrate these five CRM productivity tips into your sales process to improve the chances of business success.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/kylas.io\/sales-effectiveness\/sales-productivity-crm-hacks\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Sales Productivity Tips - Sales Effectiveness| Kylas\" \/>\n<meta property=\"og:description\" content=\"Integrate these five CRM productivity tips into your sales process to improve the chances of business success.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/kylas.io\/sales-effectiveness\/sales-productivity-crm-hacks\" \/>\n<meta property=\"og:site_name\" content=\"Kylas Growth Engine | Sales CRM Software for Small businesses\" \/>\n<meta property=\"og:image\" content=\"https:\/\/kylas.io\/en\/wp-content\/uploads\/2020\/11\/Kylas-Banner-images.png\" \/>\n\t<meta property=\"og:image:width\" content=\"1024\" \/>\n\t<meta property=\"og:image:height\" content=\"768\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/png\" \/>\n<meta name=\"author\" content=\"Content Team\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"Content Team\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"3 minutes\" \/>\n<!-- \/ Yoast SEO plugin. -->","yoast_head_json":{"title":"Sales Productivity Tips - Sales Effectiveness| Kylas","description":"Integrate these five CRM productivity tips into your sales process to improve the chances of business success.","robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"canonical":"https:\/\/kylas.io\/sales-effectiveness\/sales-productivity-crm-hacks","og_locale":"en_US","og_type":"article","og_title":"Sales Productivity Tips - Sales Effectiveness| Kylas","og_description":"Integrate these five CRM productivity tips into your sales process to improve the chances of business success.","og_url":"https:\/\/kylas.io\/sales-effectiveness\/sales-productivity-crm-hacks","og_site_name":"Kylas Growth Engine | Sales CRM Software for Small businesses","og_image":[{"width":1024,"height":768,"url":"https:\/\/kylas.io\/en\/wp-content\/uploads\/2020\/11\/Kylas-Banner-images.png","type":"image\/png"}],"author":"Content Team","twitter_card":"summary_large_image","twitter_misc":{"Written by":"Content Team","Est. reading time":"3 minutes"},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"WebPage","@id":"https:\/\/kylas.io\/en\/sales-effectiveness\/sales-productivity-crm-hacks","url":"https:\/\/kylas.io\/sales-effectiveness\/sales-productivity-crm-hacks\/","name":"Sales Productivity Tips - Sales Effectiveness| Kylas","isPartOf":{"@id":"https:\/\/kylas.io\/en\/#website"},"datePublished":"2020-11-09T09:30:00+00:00","dateModified":"2022-07-12T12:37:31+00:00","author":{"@id":"https:\/\/kylas.io\/en\/#\/schema\/person\/4c02163d9b6f25d882847fd6e4b79608"},"description":"Integrate these five CRM productivity tips into your sales process to improve the chances of business success.","breadcrumb":{"@id":"https:\/\/kylas.io\/sales-effectiveness\/sales-productivity-crm-hacks\/#breadcrumb"},"inLanguage":"en-US","potentialAction":[{"@type":"ReadAction","target":["https:\/\/kylas.io\/sales-effectiveness\/sales-productivity-crm-hacks\/"]}]},{"@type":"BreadcrumbList","@id":"https:\/\/kylas.io\/sales-effectiveness\/sales-productivity-crm-hacks\/#breadcrumb","itemListElement":[{"@type":"ListItem","position":1,"name":"Home","item":"https:\/\/kylas.io\/en\/"},{"@type":"ListItem","position":2,"name":"Boost Your Sales Productivity With These Proven CRM Hacks"}]},{"@type":"WebSite","@id":"https:\/\/kylas.io\/en\/#website","url":"https:\/\/kylas.io\/en\/","name":"Kylas Growth Engine | Sales CRM Software for Small businesses","description":"","potentialAction":[{"@type":"SearchAction","target":{"@type":"EntryPoint","urlTemplate":"https:\/\/kylas.io\/en\/?s={search_term_string}"},"query-input":"required name=search_term_string"}],"inLanguage":"en-US"},{"@type":"Person","@id":"https:\/\/kylas.io\/en\/#\/schema\/person\/4c02163d9b6f25d882847fd6e4b79608","name":"Content Team"}]}},"_links":{"self":[{"href":"https:\/\/kylas.io\/en\/wp-json\/wp\/v2\/posts\/1323"}],"collection":[{"href":"https:\/\/kylas.io\/en\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/kylas.io\/en\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/kylas.io\/en\/wp-json\/wp\/v2\/users\/5"}],"replies":[{"embeddable":true,"href":"https:\/\/kylas.io\/en\/wp-json\/wp\/v2\/comments?post=1323"}],"version-history":[{"count":9,"href":"https:\/\/kylas.io\/en\/wp-json\/wp\/v2\/posts\/1323\/revisions"}],"predecessor-version":[{"id":10622,"href":"https:\/\/kylas.io\/en\/wp-json\/wp\/v2\/posts\/1323\/revisions\/10622"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/kylas.io\/en\/wp-json\/wp\/v2\/media\/10620"}],"wp:attachment":[{"href":"https:\/\/kylas.io\/en\/wp-json\/wp\/v2\/media?parent=1323"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/kylas.io\/en\/wp-json\/wp\/v2\/categories?post=1323"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/kylas.io\/en\/wp-json\/wp\/v2\/tags?post=1323"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}