{"id":19314,"date":"2023-10-18T18:52:05","date_gmt":"2023-10-18T13:22:05","guid":{"rendered":"https:\/\/kylas.io\/?p=19314"},"modified":"2023-10-19T14:27:42","modified_gmt":"2023-10-19T08:57:42","slug":"kylas-best-practices","status":"publish","type":"post","link":"https:\/\/kylas.io\/en\/blog\/kylas-best-practices","title":{"rendered":"The Best Practices to Make the Most of Kylas Sales CRM\u00a0"},"content":{"rendered":"\n<p>CRM technology has taken the business world by storm. The fact that <a href=\"https:\/\/www.webfx.com\/blog\/marketing\/crm-statistics\/\" target=\"_blank\" rel=\"noreferrer noopener\"><span style=\"text-decoration: underline;\"><mark style=\"background-color:rgba(0, 0, 0, 0)\" class=\"has-inline-color has-vivid-cyan-blue-color\">91% of businesses<\/mark><\/span><\/a> with over 10 employees use the software is hence not surprising. What\u2019s surprising is that a mere 14% of businesses say they are fully utilizing their CRM system, as stated in <a href=\"https:\/\/www.salesforce.com\/resources\/research-reports\/state-of-crm\/\" target=\"_blank\" rel=\"noreferrer noopener\"><span style=\"text-decoration: underline;\"><mark style=\"background-color:rgba(0, 0, 0, 0)\" class=\"has-inline-color has-vivid-cyan-blue-color\">Salesforce\u2019s The State of CRM Report 2023<\/mark><\/span><\/a>. These figures highlight a very crucial aspect. It is one thing to use a CRM, but making full use of it is a different ballgame.&nbsp;&nbsp;<\/p>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p>Let us try to understand the difference between the two. Imagine you have an <a href=\"https:\/\/kylas.io\/blog\/small-business-choose-easy-crm\" target=\"_blank\" rel=\"noreferrer noopener\"><span style=\"text-decoration: underline;\"><mark style=\"background-color:rgba(0, 0, 0, 0)\" class=\"has-inline-color has-vivid-cyan-blue-color\">easy-to-use CRM<\/mark><\/span><\/a>, which is one of the <a href=\"https:\/\/www.demandsage.com\/crm-statistics\/#:~:text=General%20CRM%20Statistics.&amp;text=43%25%20of%20businesses%20are%20using,top%20sales%20priority%20in%202023.\" target=\"_blank\" rel=\"noreferrer noopener\"><span style=\"text-decoration: underline;\"><mark style=\"background-color:rgba(0, 0, 0, 0)\" class=\"has-inline-color has-vivid-cyan-blue-color\">most sought-after qualities<\/mark><\/span><\/a> in a software. You find it easy to add leads and share them with your team. But there are several tricks of the system that you don\u2019t know of which can further enhance your lead management efforts. Hence, you are easily using the CRM, but not utilizing it to its full potential.&nbsp;&nbsp;<\/p>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p>This is a not a situation we want any Kylas user to find themselves in. There are a few practices that will help you make the most of it, and these are coming straight from the horse\u2019s mouth! You can level up your CRM game and enhance the benefits of <a href=\"https:\/\/kylas.io\/\" target=\"_blank\" rel=\"noreferrer noopener\"><span style=\"text-decoration: underline;\"><mark style=\"background-color:rgba(0, 0, 0, 0)\" class=\"has-inline-color has-vivid-cyan-blue-color\">Kylas<\/mark><\/span><\/a> for your business.&nbsp;&nbsp;<\/p>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n<div class=\"ub-styled-box ub-notification-box\" id=\"ub-styled-box-fa074a9d-a1ad-4496-84d3-cf355e9c0971\">\n\n\n<p>We also aim to equip all new users with the knowledge of how Kylas can be leveraged for exponential sales growth. All you need to do now is <a href=\"https:\/\/kylas.io\/?ref=demo\" target=\"_blank\" rel=\"noreferrer noopener\"><span style=\"text-decoration: underline;\"><mark style=\"background-color:rgba(0, 0, 0, 0)\" class=\"has-inline-color has-vivid-cyan-blue-color\">schedule a demo<\/mark><\/span><\/a> and get going on the path of business success!<\/p>\n\n\n<\/div>\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<div class=\"wp-block-ht-block-toc  is-style-outline htoc htoc--position-wide toc-list-style-plain\" data-htoc-state=\"expanded\"><span class=\"htoc__title\"><span class=\"ht_toc_title\">Table of Contents<\/span><span class=\"htoc__toggle\"><svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"16\" height=\"16\"><g fill=\"#444\"><path d=\"M15 7H1c-.6 0-1 .4-1 1s.4 1 1 1h14c.6 0 1-.4 1-1s-.4-1-1-1z\"><\/path><path d=\"M15 1H1c-.6 0-1 .4-1 1s.4 1 1 1h14c.6 0 1-.4 1-1s-.4-1-1-1zM15 13H1c-.6 0-1 .4-1 1s.4 1 1 1h14c.6 0 1-.4 1-1s-.4-1-1-1z\"><\/path><\/g><\/svg><\/span><\/span><div class=\"htoc__itemswrap\"><ul class=\"ht_toc_list\"><li class=\"\"><a href=\"#htoc-capitalize-on-every-lead\">Capitalize on Every Lead&nbsp;<\/a><ul class=\"ht_toc_child_list\"><\/ul><\/li><li class=\"\"><a href=\"#htoc-set-up-seamless-operations-with-automation\">Set Up Seamless Operations With Automation&nbsp;<\/a><ul class=\"ht_toc_child_list\"><\/ul><\/li><li class=\"\"><a href=\"#htoc-read-your-data-like-an-open-book\">Read Your Data Like an Open Book&nbsp;<\/a><ul class=\"ht_toc_child_list\"><\/ul><\/li><li class=\"\"><a href=\"#htoc-go-above-amp-beyond-to-delight-customers\">Go Above &amp; Beyond to Delight Customers&nbsp;<\/a><ul class=\"ht_toc_child_list\"><\/ul><\/li><li class=\"\"><a href=\"#htoc-make-kylas-your-best-asset\">Make Kylas Your Best Asset&nbsp;<\/a><ul class=\"ht_toc_child_list\"><\/ul><\/li><li class=\"\"><a href=\"#htoc-in-closing\">In Closing&nbsp;<\/a><\/li><\/ul><\/div><\/div>\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 has-alpha-channel-opacity\"\/>\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\" id=\"htoc-capitalize-on-every-lead\">Capitalize on Every Lead&nbsp;<\/h2>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p>Leads- the inception point of every <a href=\"https:\/\/kylas.io\/sales-strategy\/sales-cycle-definition-stages-steps\" target=\"_blank\" rel=\"noreferrer noopener\"><span style=\"text-decoration: underline;\"><mark style=\"background-color:rgba(0, 0, 0, 0)\" class=\"has-inline-color has-vivid-cyan-blue-color\">sales cycle<\/mark><\/span><\/a>. They are drawn to your business by your marketing efforts or <a href=\"https:\/\/kylas.io\/sales-strategy\/sales-referrals\"><span style=\"text-decoration: underline;\"><mark style=\"background-color:rgba(0, 0, 0, 0)\" class=\"has-inline-color has-vivid-cyan-blue-color\">customer referrals<\/mark><\/span><\/a>, and are potential revenue sources. A strong lead management process goes a long way towards boosting closures, and here\u2019s how you can achieve it:&nbsp;<\/p>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img decoding=\"async\" loading=\"lazy\" width=\"1200\" height=\"675\" src=\"https:\/\/kylas.io\/wp-content\/uploads\/2023\/10\/Capitalize-on-Every-Lead.jpg\" alt=\"How Kylas Helps you Capitalize on Every Lead\" class=\"wp-image-19315\" title=\"How Kylas Helps you Capitalize on Every Lead\" srcset=\"https:\/\/kylas.io\/en\/wp-content\/uploads\/2023\/10\/Capitalize-on-Every-Lead.jpg 1200w, https:\/\/kylas.io\/en\/wp-content\/uploads\/2023\/10\/Capitalize-on-Every-Lead-300x169.jpg 300w, https:\/\/kylas.io\/en\/wp-content\/uploads\/2023\/10\/Capitalize-on-Every-Lead-1024x576.jpg 1024w, https:\/\/kylas.io\/en\/wp-content\/uploads\/2023\/10\/Capitalize-on-Every-Lead-768x432.jpg 768w, https:\/\/kylas.io\/en\/wp-content\/uploads\/2023\/10\/Capitalize-on-Every-Lead-150x84.jpg 150w\" sizes=\"(max-width: 767px) 89vw, (max-width: 1000px) 54vw, (max-width: 1071px) 543px, 580px\" \/><\/figure><\/div>\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"htoc-pull-in-leads-from-every-source-into-your-crm\">1. Pull In Leads From Every Source Into Your CRM&nbsp;&nbsp;<\/h3>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p>A major challenge for growing businesses is lead leakage, wherein there is a healthy volume of incoming leads, but they don\u2019t always make it to the <a href=\"https:\/\/kylas.io\/sales-effectiveness\/sales-funnel-small-businesses\" target=\"_blank\" rel=\"noreferrer noopener\"><span style=\"text-decoration: underline;\"><mark style=\"background-color:rgba(0, 0, 0, 0)\" class=\"has-inline-color has-vivid-cyan-blue-color\">sales funnel<\/mark><\/span><\/a>. Around <a href=\"https:\/\/www.digitalthirdcoast.com\/blog\/four-ways-to-stop-lead-leakage#:~:text=Lead%20Leakage%3A%20A%20Common%20Problem&amp;text=It%20is%20very%20common.,the%20marketing%20process%20is%20complete.\" target=\"_blank\" rel=\"noreferrer noopener\"><span style=\"text-decoration: underline;\"><mark style=\"background-color:rgba(0, 0, 0, 0)\" class=\"has-inline-color has-vivid-cyan-blue-color\">80% of leads<\/mark><\/span><\/a> never reach the sales team. This is because leads from multiple channels are scattered and hence remain ignored, or they are neglected to be manually inputted by your teams.&nbsp;<\/p>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p>Kylas doubles up as a magnet to pull in leads from every source. Be it from emails or web forms, every lead is captured in your CRM to maximize your sales opportunities. Additionally, Kylas can be integrated with <a href=\"https:\/\/kylas.io\/integrations\/leadgeneration#categories\" target=\"_blank\" rel=\"noreferrer noopener\"><span style=\"text-decoration: underline;\"><mark style=\"background-color:rgba(0, 0, 0, 0)\" class=\"has-inline-color has-vivid-cyan-blue-color\">lead generation platforms<\/mark><\/span><\/a> so even leads from Just Dial, India Mart, etc. are directly reflected in the software.&nbsp;&nbsp;<\/p>\n\n\n\n<div style=\"height:40px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"htoc-put-your-best-person-on-it-immediately\">2. Put Your Best Person on It Immediately&nbsp;&nbsp;<\/h3>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p>Let&#8217;s imagine a scenario. Leads enter your system, and you do your best to assign them. But often, a lead meant for one team goes to another. Or worse still, some leads simply remain unassigned because of the obvious risks associated with manual efforts. Either way, you end up losing out on the chance of making a sale.&nbsp;&nbsp;<\/p>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p>Instead, you can use Kylas to get your best person immediately acting on it! You can segregate incoming leads based on parameters of your choice, and then accordingly assign them to the right team. This assignment can be automatically done from within the CRM. What\u2019s more, you can monitor when the concerned team contacts the lead to ensure prompt action.&nbsp;&nbsp;<\/p>\n\n\n\n<div style=\"height:40px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"htoc-capture-amp-display-the-most-relevant-lead-details\">3. Capture &amp; Display the Most Relevant Lead Details&nbsp;&nbsp;<\/h3>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p>A single lead comes with a plethora of details. There\u2019s personal information, details of the budget &amp; requirement, or about the channel through which it came. Having information is good, too much of it may have an adverse effect. If you\u2019re lost in a mound of cluttered information that has no use for you, the relevant details stay hidden in plain sight.&nbsp;&nbsp;<\/p>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p>But what if only the most relevant details presented themselves to you? This is achievable with the highly customizable web form parameters in Kylas. Be it the source URL or the company size; you can make your lead form capture and display the information you find the most useful. Hence, you can learn everything you want to about the lead at a single glance and quickly get acting on it! There are even custom forms available, so that every team can only access the details needed for their work.&nbsp;&nbsp;<\/p>\n\n\n\n<div style=\"height:40px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"htoc-share-details-with-team-members-to-foster-collaboration\">4. Share Details With Team Members to Foster Collaboration&nbsp;<\/h3>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p>Sales happen when individuals and <a href=\"https:\/\/kylas.io\/blog\/crm-collaboration-enhances-customer-relationships\" target=\"_blank\" rel=\"noreferrer noopener\"><span style=\"text-decoration: underline;\"><mark style=\"background-color:rgba(0, 0, 0, 0)\" class=\"has-inline-color has-vivid-cyan-blue-color\">teams collaborate<\/mark><\/span><\/a>. Defined areas of operation between and among teams is good, but it spells trouble when this causes siloed functioning.&nbsp;&nbsp;<\/p>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p>Visualize a scenario where you have been working for a while on a lead. You\u2019re due for your long-planned vacation but you don\u2019t want the lead to slip away. With Kylas, it takes a simple @mention in the lead notes section to give any team member view-access to the entire work you\u2019ve done so far and help them take it ahead. Such easy sharing of lead details breaks barriers within your organization and gives way to collective efforts being taken for closures.&nbsp;&nbsp;<\/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 has-alpha-channel-opacity\"\/>\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\" id=\"htoc-set-up-seamless-operations-with-automation\">Set Up Seamless Operations With Automation&nbsp;<\/h2>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p><a href=\"https:\/\/www.answeriq.com\/crm-statistics\/\" target=\"_blank\" rel=\"noreferrer noopener\"><span style=\"text-decoration: underline;\"><mark style=\"background-color:rgba(0, 0, 0, 0)\" class=\"has-inline-color has-vivid-cyan-blue-color\">22% of users<\/mark><\/span><\/a> adopt CRM for its automation capabilities. After all, who would not want to create a highly productive workforce that doesn\u2019t get caught up in any cumbersome tasks? That\u2019s exactly what automation does. It takes over all repetitive and time-consuming tasks to boost efficiency.&nbsp;&nbsp;<\/p>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img decoding=\"async\" loading=\"lazy\" width=\"1200\" height=\"675\" src=\"https:\/\/kylas.io\/wp-content\/uploads\/2023\/10\/Automation.jpg\" alt=\"How Kylas Helps You Set Up Seamless Operations with Automation\" class=\"wp-image-19316\" title=\"How Kylas Helps You Set Up Seamless Operations with Automation\" srcset=\"https:\/\/kylas.io\/en\/wp-content\/uploads\/2023\/10\/Automation.jpg 1200w, https:\/\/kylas.io\/en\/wp-content\/uploads\/2023\/10\/Automation-300x169.jpg 300w, https:\/\/kylas.io\/en\/wp-content\/uploads\/2023\/10\/Automation-1024x576.jpg 1024w, https:\/\/kylas.io\/en\/wp-content\/uploads\/2023\/10\/Automation-768x432.jpg 768w, https:\/\/kylas.io\/en\/wp-content\/uploads\/2023\/10\/Automation-150x84.jpg 150w\" sizes=\"(max-width: 767px) 89vw, (max-width: 1000px) 54vw, (max-width: 1071px) 543px, 580px\" \/><\/figure><\/div>\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"htoc-enable-teams-to-focus-on-what-matters-the-most\">1. Enable Teams to Focus on What Matters the Most&nbsp;&nbsp;<\/h3>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p>If you think about the most important tasks for a salesperson, the answers are building relations, prospecting, or closing deals. But if you think about what salespersons maximally do during a workday, the answers change. Their time largely goes in sending emails, updating data, etc.&nbsp;&nbsp;<\/p>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p>Kylas lets you <a href=\"https:\/\/kylas.io\/features\/sales-automation\" target=\"_blank\" rel=\"noreferrer noopener\"><span style=\"text-decoration: underline;\"><mark style=\"background-color:rgba(0, 0, 0, 0)\" class=\"has-inline-color has-vivid-cyan-blue-color\">automate every step of the sales process<\/mark><\/span><\/a>. All your routine tasks, such as shooting texts, setting reminders, etc. run on auto pilot, and can be defined with event and time-based triggers. The most evident advantage is that your teams are saved the effort of manually doing these and they can focus on more important tasks. Additionally, your processes become more accurate and timely since the scope of human errors is reduced.&nbsp;&nbsp;<\/p>\n\n\n\n<div style=\"height:40px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"htoc-leverage-automations-to-work-the-way-you-want\">2. Leverage Automations to Work the Way You Want&nbsp;&nbsp;<\/h3>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p>Your sales process is as unique as your business. It is not enough for you to be able to simply automate processes. Rather, you must be able to automate processes to work exactly the way you want.&nbsp;&nbsp;<\/p>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p>With Kylas, you can create and customize workflows for every operational facet in a few simple steps. You can set conditions, specify actions, or define triggers. For example, you can create an automated workflow to send a follow-up email after a specific number of days to every lead in a selected stage of your sales process. Furthermore, you can personalize the email by having it reflect every lead\u2019s name. Here are a few more useful automations that can be set up:&nbsp;<\/p>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"htoc-workflows-for-cross-selling-amp-upselling\">2.1 Workflows for Cross-selling &amp; Upselling&nbsp;<\/h4>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p>Your team has already done the hard work of securing a cross-sell or an upsell. Kylas eases their tasks ahead by enabling the creation of automated workflows for such sales. Additionally, they can clone deals with pre-saved contact details to make the most of their bandwidth.&nbsp;&nbsp;<\/p>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"htoc-email-sequencing\">2.2 Email Sequencing\u00a0<\/h4>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p>Kylas does away with the need to send emails manually every time you add a new customer or change their stage. You can create workflows to send out standardized and customized emails to clients in different pipeline stages.&nbsp;&nbsp;<\/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 has-alpha-channel-opacity\"\/>\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\" id=\"htoc-read-your-data-like-an-open-book\">Read Your Data Like an Open Book&nbsp;<\/h2>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p>Data is perhaps the best tool in the arsenal of any business, for it contains valuable information for success. Data-driven organizations are <a href=\"https:\/\/www.keboola.com\/blog\/5-stats-that-show-how-data-driven-organizations-outperform-their-competition\" target=\"_blank\" rel=\"noreferrer noopener\"><span style=\"text-decoration: underline;\"><mark style=\"background-color:rgba(0, 0, 0, 0)\" class=\"has-inline-color has-vivid-cyan-blue-color\">19x more likely<\/mark><\/span><\/a> to be profitable. But the prerequisite for this is properly managing and smartly leveraging your data.&nbsp;&nbsp;<\/p>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img decoding=\"async\" loading=\"lazy\" width=\"1200\" height=\"675\" src=\"https:\/\/kylas.io\/wp-content\/uploads\/2023\/10\/Data.jpg\" alt=\"How Kylas Helps You Read Your Data Like an Open Book\" class=\"wp-image-19317\" title=\"How Kylas Helps You Read Your Data Like an Open Book\" srcset=\"https:\/\/kylas.io\/en\/wp-content\/uploads\/2023\/10\/Data.jpg 1200w, https:\/\/kylas.io\/en\/wp-content\/uploads\/2023\/10\/Data-300x169.jpg 300w, https:\/\/kylas.io\/en\/wp-content\/uploads\/2023\/10\/Data-1024x576.jpg 1024w, https:\/\/kylas.io\/en\/wp-content\/uploads\/2023\/10\/Data-768x432.jpg 768w, https:\/\/kylas.io\/en\/wp-content\/uploads\/2023\/10\/Data-150x84.jpg 150w\" sizes=\"(max-width: 767px) 89vw, (max-width: 1000px) 54vw, (max-width: 1071px) 543px, 580px\" \/><\/figure><\/div>\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"htoc-transform-numbers-into-actionable-insights\">1. Transform Numbers Into Actionable Insights&nbsp;&nbsp;<\/h3>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p>You can choose to see your data as simply a collection of numbers. Or you can see it as a goldmine of rich information. And to do the latter, you need <a href=\"https:\/\/kylas.io\/blog\/crm-reports-small-business\" target=\"_blank\" rel=\"noreferrer noopener\"><span style=\"text-decoration: underline;\"><mark style=\"background-color:rgba(0, 0, 0, 0)\" class=\"has-inline-color has-vivid-cyan-blue-color\">CRM reports<\/mark><\/span><\/a>.&nbsp;&nbsp;<\/p>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p>Kylas converts all your data into usable and actionable insights. Be it your team\u2019s performance or the success of your marketing campaigns, you can customize reports to tell you exactly what you want to know. These reports are visually engaging, interactive, and multi-dimensional. Besides, you can use filters to easily access the relevant reports and even share them with your team or stakeholders.&nbsp;<\/p>\n\n\n\n<div style=\"height:40px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"htoc-maintain-a-bird-s-eye-view-of-every-business-facet\">2. Maintain a Bird\u2019s-Eye View of Every Business Facet&nbsp;&nbsp;<\/h3>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p>Circling back to the topic of smartly leveraging data, you need to arrange your data in a way that gives you the necessary details in a single glance. This is helpful for every member of your organization, right from top-level management to salespersons. Kylas thus offers a variety of customizable <span style=\"text-decoration: underline;\"><a href=\"https:\/\/kylas.io\/blog\/best-sales-dashboard-examples\" target=\"_blank\" rel=\"noreferrer noopener\"><mark style=\"background-color:rgba(0, 0, 0, 0)\" class=\"has-inline-color has-vivid-cyan-blue-color\">CRM dashboards<\/mark><\/a><\/span>.&nbsp;&nbsp;<\/p>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p>You can set up a daily activity dashboard to include metrics like calls made, meetings scheduled, etc. that helps your teams stay on top of every task. This can transform your operations since there\u2019ll be higher accountability and productivity from your teams. Other crucial business aspects like pipelines, revenue, individual performance, etc. can also be tracked with dashboards on Kylas.&nbsp;&nbsp;<\/p>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n<div class=\"ub-styled-box ub-notification-box\" id=\"ub-styled-box-6c2413cc-574a-4725-aeb4-537622f4c1ee\">\n\n\n<p>Explore all about the <a href=\"https:\/\/kylas.io\/features\/reports\" target=\"_blank\" rel=\"noreferrer noopener\"><span style=\"text-decoration: underline;\"><mark style=\"background-color:rgba(0, 0, 0, 0)\" class=\"has-inline-color has-vivid-cyan-blue-color\">reports &amp; dashboards<\/mark><\/span><\/a> on Kylas and their benefits for your business.<\/p>\n\n\n<\/div>\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"htoc-make-educated-guesses-about-your-sales-health\">3. Make Educated Guesses About Your Sales Health&nbsp;<\/h3>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p>Sales are the most crucial outcome towards which every other activity is directed. You\u2019re doing everything in your power to achieve it but have no idea whether it will bring the required results. You\u2019re throwing darts in the dark and may end up making wrong decisions.&nbsp;&nbsp;<\/p>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p>Instead, you can make educated guesses about your sales health with Kylas forecasting. You can get a clear picture of how much revenue your team can generate within a given time period and make the right business decisions in terms of deal prioritization or resource allocation. You can also customize a dashboard to view your forecasting data.&nbsp;&nbsp;<\/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 has-alpha-channel-opacity\"\/>\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\" id=\"htoc-go-above-amp-beyond-to-delight-customers\">Go Above &amp; Beyond to Delight Customers&nbsp;<\/h2>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p>The use of CRM has been linked to a <a href=\"https:\/\/tech.co\/crm-software\/crm-statistics#:~:text=87%25%20improvement%20in%20sales%2C%2074,(Finances%20Online)\" target=\"_blank\" rel=\"noreferrer noopener\"><span style=\"text-decoration: underline;\"><mark style=\"background-color:rgba(0, 0, 0, 0)\" class=\"has-inline-color has-vivid-cyan-blue-color\">74% increase<\/mark><\/span><\/a> in customer satisfaction. True to its name, the software helps you manage and optimize customer relations. However, there are a few tricks you can use to leverage CRM software and go above &amp; beyond to delight them and build a loyal customer base.&nbsp;&nbsp;<\/p>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-large\"><img decoding=\"async\" loading=\"lazy\" width=\"1024\" height=\"576\" src=\"https:\/\/kylas.io\/wp-content\/uploads\/2023\/10\/Customers-1024x576.jpg\" alt=\"How Kylas Helps You Go Above &amp; Beyond to Delight Customers\" class=\"wp-image-19318\" title=\"How Kylas Helps You Go Above &amp; Beyond to Delight Customers\" srcset=\"https:\/\/kylas.io\/en\/wp-content\/uploads\/2023\/10\/Customers-1024x576.jpg 1024w, https:\/\/kylas.io\/en\/wp-content\/uploads\/2023\/10\/Customers-300x169.jpg 300w, https:\/\/kylas.io\/en\/wp-content\/uploads\/2023\/10\/Customers-768x432.jpg 768w, https:\/\/kylas.io\/en\/wp-content\/uploads\/2023\/10\/Customers-150x84.jpg 150w, https:\/\/kylas.io\/en\/wp-content\/uploads\/2023\/10\/Customers.jpg 1200w\" sizes=\"(max-width: 767px) 89vw, (max-width: 1000px) 54vw, (max-width: 1071px) 543px, 580px\" \/><\/figure><\/div>\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"htoc-deliver-services-with-a-personalized-touch\">1. Deliver Services With a Personalized Touch&nbsp;&nbsp;<\/h3>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p>Customers, especially the new-age ones, expect the best treatment from businesses. They are unwilling to compromise on the service they receive and want to feel valued. Most of all, they want their individuality to be respected.&nbsp;<\/p>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p>Kylas helps you win them over by adding a personalized touch to your services. For starters, you can segment customers based on parameters of your choice using smart lists. You can hence understand their requirements better and assign the right people to work with every customer. Using such segmentation, you can also engage them with contextual and relevant communication. Such personalization goes a long way towards increasing your chances of sales success.&nbsp;&nbsp;<\/p>\n\n\n\n<div style=\"height:40px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"htoc-stay-informed-of-their-entire-backstory\">2. Stay Informed of Their Entire Backstory&nbsp;&nbsp;<\/h3>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p>Another important contributor to the overall experience is how informed your team members are of the customer\u2019s history. <a href=\"https:\/\/www.zendesk.com\/in\/blog\/customer-experience-statistics\/\" target=\"_blank\" rel=\"noreferrer noopener\"><span style=\"text-decoration: underline;\"><mark style=\"background-color:rgba(0, 0, 0, 0)\" class=\"has-inline-color has-vivid-cyan-blue-color\">70% of customers<\/mark><\/span><\/a> expect that the person they are interacting with should know their entire backstory. But when there are multiple people working on multiple leads, this can get difficult.&nbsp;<\/p>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p>Unless of course, you\u2019re using Kylas! It has a communication sidebar that easily tells you the details of every past interaction with the customer such as:&nbsp;<\/p>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<ul>\n<li>Which team members have interacted with the customer&nbsp;<\/li>\n<\/ul>\n\n\n\n<div style=\"height:10px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<ul>\n<li>Timeline of the entire communication&nbsp;<\/li>\n<\/ul>\n\n\n\n<div style=\"height:10px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<ul>\n<li>Content of sent messages&nbsp;<\/li>\n<\/ul>\n\n\n\n<div style=\"height:10px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<ul>\n<li>Call recordings, etc.&nbsp;<\/li>\n<\/ul>\n\n\n\n<div style=\"height:40px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"htoc-engage-them-at-every-channel-amp-touchpoint\">3. Engage Them at Every Channel &amp; Touchpoint&nbsp;&nbsp;<\/h3>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p>Customers today are spoiled for choices. Businesses thus need to go the extra mile to engage them and stay relevant to them. The most effective way of doing so is to consistently engage with them.&nbsp;<\/p>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p>Kylas optimizes your efforts by enabling communication with customers via numerous channels like <a href=\"https:\/\/kylas.io\/features\/email-sms-whatsapp\" target=\"_blank\" rel=\"noreferrer noopener\"><span style=\"text-decoration: underline;\"><mark style=\"background-color:rgba(0, 0, 0, 0)\" class=\"has-inline-color has-vivid-cyan-blue-color\">email, SMS, or WhatsApp<\/mark><\/span><\/a>. You can set up automations to ensure that no important touchpoints are missed, and that you reach them at the right time. You even can create templates for the same and personalize it by automatically inserting every customer\u2019s name in the communication being sent.&nbsp;&nbsp;<\/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 has-alpha-channel-opacity\"\/>\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\" id=\"htoc-make-kylas-your-best-asset\">Make Kylas Your Best Asset&nbsp;<\/h2>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p>In essence, the way to make the most of Kylas is to turn it into your biggest asset! You can fall back and rely on it to streamline all your processes, help your teams work better, and boost your sales.&nbsp;&nbsp;<\/p>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img decoding=\"async\" loading=\"lazy\" width=\"1200\" height=\"675\" src=\"https:\/\/kylas.io\/wp-content\/uploads\/2023\/10\/Make-Kylas-your-Best-Asset.jpg\" alt=\"Make Kylas Your Best Asset\" class=\"wp-image-19319\" title=\"Make Kylas Your Best Asset\" srcset=\"https:\/\/kylas.io\/en\/wp-content\/uploads\/2023\/10\/Make-Kylas-your-Best-Asset.jpg 1200w, https:\/\/kylas.io\/en\/wp-content\/uploads\/2023\/10\/Make-Kylas-your-Best-Asset-300x169.jpg 300w, https:\/\/kylas.io\/en\/wp-content\/uploads\/2023\/10\/Make-Kylas-your-Best-Asset-1024x576.jpg 1024w, https:\/\/kylas.io\/en\/wp-content\/uploads\/2023\/10\/Make-Kylas-your-Best-Asset-768x432.jpg 768w, https:\/\/kylas.io\/en\/wp-content\/uploads\/2023\/10\/Make-Kylas-your-Best-Asset-150x84.jpg 150w\" sizes=\"(max-width: 767px) 89vw, (max-width: 1000px) 54vw, (max-width: 1071px) 543px, 580px\" \/><\/figure><\/div>\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"htoc-use-it-as-a-centralized-data-repository\">1. Use It as a Centralized Data Repository&nbsp;&nbsp;<\/h3>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p>There&#8217;s no feeling worse than having the required information, but not being able to find it in time. But with manual methods of data collation, you need to brace yourself for it. Having multiple spreadsheets and files is bound to result in chaos, since your data is scattered all over.&nbsp;<\/p>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p>Use Kylas as a centralized data repository and have all information available at your fingertips. It stores all customer information, <a href=\"https:\/\/kylas.io\/wp-content\/uploads\/2021\/12\/8002000-Infographic.pdf\" target=\"_blank\" rel=\"noreferrer noopener\"><span style=\"text-decoration: underline;\"><mark style=\"background-color:rgba(0, 0, 0, 0)\" class=\"has-inline-color has-vivid-cyan-blue-color\">sales metrics<\/mark><\/span><\/a>, crucial documents like <a href=\"https:\/\/kylas.io\/features\/quotation-management\" target=\"_blank\" rel=\"noreferrer noopener\"><span style=\"text-decoration: underline;\"><mark style=\"background-color:rgba(0, 0, 0, 0)\" class=\"has-inline-color has-vivid-cyan-blue-color\">quotations<\/mark><\/span><\/a>, and even tracks data of your team members\u2019 performance. It is the simplest and most effective answer to all your data storage and usage concerns.&nbsp;&nbsp;<\/p>\n\n\n\n<div style=\"height:40px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"htoc-expand-its-functionality-with-integrations\">2. Expand Its Functionality With Integrations&nbsp;&nbsp;<\/h3>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p>A business is rarely limited to a single platform for its operations. There are social media websites, invoicing systems, payment portals, etc. that are involved. <a href=\"https:\/\/kylas.io\/blog\/crm-system-integration\" target=\"_blank\" rel=\"noreferrer noopener\"><span style=\"text-decoration: underline;\"><mark style=\"background-color:rgba(0, 0, 0, 0)\" class=\"has-inline-color has-vivid-cyan-blue-color\">CRM integrations<\/mark><\/span><\/a> prevent you from having to shuffle between these numerous platforms.&nbsp;&nbsp;<\/p>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p>You can expand Kylas\u2019s functionality by integrating it with other apps and bringing all your operations to a unified platform. It has an <a href=\"https:\/\/kylas.io\/features\/integrations\" target=\"_blank\" rel=\"noreferrer noopener\"><span style=\"text-decoration: underline;\"><mark style=\"background-color:rgba(0, 0, 0, 0)\" class=\"has-inline-color has-vivid-cyan-blue-color\">expansive marketplace<\/mark><\/span><\/a> that includes the leading platforms used by businesses in their tech stack. For example, you can sync Kylas with desking software to store and work on all raised tickets from within the CRM. Alternatively, it can be synced with bulk emailing and WhatsApp platforms to seamlessly send demo invites, order updates, etc.&nbsp;&nbsp;<\/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 has-alpha-channel-opacity\"\/>\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\" id=\"htoc-in-closing\">In Closing&nbsp;<\/h2>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p>By following these practices, you can revolutionize your usage of Kylas and maximize its benefits for your business. It is a <a href=\"https:\/\/kylas.io\/kylas-sales-crm\" target=\"_blank\" rel=\"noreferrer noopener\">top-rated Sales CRM<\/a> that is designed to help growing businesses scale with expertise. And the best part? You can onboard unlimited users and receive expert support for onboarding. Get ready to transform your business with Kylas!&nbsp;&nbsp;<\/p>\n","protected":false},"excerpt":{"rendered":"<p>CRM technology has taken the business world by storm. The fact that 91% of businesses with over 10 employees use the software is hence not surprising. What\u2019s surprising is that a mere 14% of businesses say they are fully utilizing their CRM system, as stated in Salesforce\u2019s The State of CRM Report 2023. These figures &hellip; <\/p>\n<p class=\"link-more\"><a href=\"https:\/\/kylas.io\/en\/blog\/kylas-best-practices\" class=\"more-link\">Continue reading<span class=\"screen-reader-text\"> &#8220;The Best Practices to Make the Most of Kylas Sales CRM\u00a0&#8220;<\/span><\/a><\/p>\n","protected":false},"author":23,"featured_media":19321,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"inline_featured_image":false,"ub_ctt_via":"","footnotes":""},"categories":[159],"tags":[472,474],"acf":[],"featured_image_src":"https:\/\/kylas.io\/en\/wp-content\/uploads\/2023\/10\/Banner-option-1-1.jpg","author_info":{"display_name":"Shagun Sharma","author_link":"https:\/\/kylas.io\/en\/author\/shagun"},"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v21.5 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>The Best Practices to Make the Most of Kylas Sales CRM<\/title>\n<meta name=\"description\" content=\"Here&#039;s the ultimate guide on the best practices for using Kylas to help you make the most of your sales CRM.\" \/>\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\/en\/blog\/kylas-best-practices\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"The Best Practices to Make the Most of Kylas Sales CRM\" \/>\n<meta property=\"og:description\" content=\"Here&#039;s the ultimate guide on the best practices for using Kylas to help you make the most of your sales CRM.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/kylas.io\/en\/blog\/kylas-best-practices\" \/>\n<meta property=\"og:site_name\" content=\"Kylas Growth Engine | Sales CRM Software for Small businesses\" \/>\n<meta property=\"og:image\" 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