Managing customers is fundamental to a successful sales strategy. This helps to attract, serve and retain customers with the products and services we offer.

With the support of a Sales Ops platform, which includes features of CRM and sales order management, companies can gather information, organize processes and respond quickly to each business opportunity. Furthermore, this type of management is essential for strengthen relationships long-term and optimize the sales cycle, giving the team visibility into every stage of the customer journey.

In Sales Journey, our Sales Ops platform, we launched a new customer management experience that makes the team's day-to-day life easier. With a revamped interface and new features, we transform data into valuable insights. Let's explore the improvements so you can maximize your use of Sales Journey and simplify your sales process!

Check out the full article to explore all the details of the new Sales Journey experience and more, such as:

• What is CRM?
• Integrated interface for efficient CRM
• Indicators for data-based customer management
• Activity creation: more control over the sales workflow
• Activity feed for an organized CRM
• Custom tags for more flexible management
• Importance of improvements to the sales and CRM process

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Before we start: do you know what CRM is?

CRM (Customer Relationship Management) are practices and technologies used to manage and analyze interactions with customers throughout the purchasing journey. Simply put, CRM helps you organize all your customer information in one place, making it easier to track leads, opportunities, and sales. This includes:

• Organization of information: All customer interactions and data are centralized in a single place, facilitating decision making.
• Efficient after-sales: Good after-sales management ensures that customers remain satisfied, promoting loyalty and repeat purchases.

With the support of a Sales Ops platform that includes CRM and sales order management features, companies can gather information, organize processes and quickly respond to each business opportunity.

To learn more about what CRM is and understand how it can transform customer relationships, check out this article.

Integrated interface for an efficient and functional CRM

The new customer profile interface in Sales Journey centralizes all information on a single screen. This holistic view is crucial to ensure you don't miss business opportunities during the sales cycle. The interface allows you to see details such as:

• Custom contact details: All relevant customer information is available in one place.
• Interaction history: View all past interactions with the customer, facilitating continuity of service.
• Opportunity details: Information about ongoing or completed opportunities is easily accessible.

With this vision, Sales Journey facilitates management and makes decision-making strategies more accurate and agile, especially in post-sales. This way, you can ensure that all products and services are delivered efficiently, increasing customer satisfaction.

Indicators for data-based customer management (CRM)

Monitoring the main KPIs (performance indicators) is an essential practice in Sales Ops. Our CRM features are designed to facilitate this monitoring and assist with decision making.

In the new Sales Journey customer management menu interface, you can count on metrics such as:

• Average ticket: The average sales per customer.
• Opportunities in progress and completed: How many opportunities are currently in the sales pipeline, how many have been completed, both won and lost, and the value of each.
• Customer Status: The level of customer engagement and satisfaction.

These indicators help you track your sales pipeline and improve your conversion rate. Additionally, the interface provides a complete view of KPIs, making Sales Journey CRM tools essential for sales management. This data does more than provide information that you can turn into trackable metrics; they light the way to action. A data-driven sales team can save your business time, money, and effort.

Understand more about what sales indicators are and how they impact CRM and sales management, access this article!

Creation of activities: more control over sales workflow and CRM demands

An essential tool in customer management is the activity creation feature. With it, it is possible to organize and manage the tasks and demands of each customer in a practical way, keeping the sales workflow well structured and transparent. The appeal includes:

• Definition of types of activities: You can categorize activities such as calls, meetings, and sending emails.
• Assignment of responsible: Each activity can have a specific person responsible, which improves team accountability.
• Establishment of deadlines: Set clear deadlines for each activity, helping to keep the team focused.
• Attach files: Possibility to attach necessary files.
• Automatic notifications: Alerts are sent to remind those responsible about dates and updates.

Each activity is recorded in the customer's history, ensuring that all interactions are monitored, making the process more organized and allowing more effective control of deadlines and priorities. This, in turn, improves the customer experience and increases the likelihood of sales success.

Activity feed for an organized workflow and CRM

These days, we're used to scrolling through our social media feeds to keep up with updates. In Sales Journey, the experience is similar: in the customer's feed, you see the complete activity history. This ensures that every step of the customer journey is recorded and organized.

Additionally, the feed allows you to easily access and create opportunities and sales related to each customer, offering a comprehensive and organized view that makes it easier to track and manage all interactions. This organization helps the team quickly identify business opportunities and maintain up-to-date customer communication.

Custom tags for a more organized CRM

Sales Journey now allows the creation of personalized tags, enabling even more efficient organization and segmentation. This detail makes a big difference in CRM, because by categorizing customers and opportunities with customized tags, your team can filter and identify specific data according to your needs.

Tags can be used to:

• Segment customers: Create groups of customers based on specific characteristics, such as location, interest or purchasing behavior.
• Identify business opportunities: Helps the team easily locate opportunities in specific segments.
• Increase customization ability: It facilitates quick access to the most relevant data, allowing for a more targeted and effective approach.

This flexibility in customer management not only makes CRM more efficient, but also improves the customer experience by ensuring interactions are more relevant and personalized.

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Why are these improvements important to the sales and CRM process?

Sales Journey goes far beyond a simple CRM; We are a complete Sales Ops platform that covers all stages of the sales process. From initial prospecting to creating sales orders, our platform integrates several features that facilitate both lead management and sales tracking. Customer management, in turn, could not be any different!

These improvements offer more agility and allow you to focus on what really matters: build customer relationships and close deals efficiently. With a simplified interface, centralized performance indicators and new activity and tag features, our platform makes the process even more robust.

Try the new Sales Journey experience now and discover the power that a Sales Ops platform, with efficient CRM functionalities, can transform your sales management.

Conclusion

Now that you know what's new in Sales Journey's customer management (CRM), it's time to try them in practice. Discover how a Sales Ops platform, with efficient CRM features, can transform your sales management and optimize your digital marketing strategy. Don't miss the opportunity to maximize the use of Sales Journey and simplify your sales process!

Try the new Sales Journey experience now and see how these improvements can benefit your business, strengthening customer relationships and increasing your conversion rate. Let's go?

Ready to transform your sales management? Schedule a free demo of Sales Journey and discover the full potential that our platform can offer your team!

Want to go further?

If you need to delve deeper into the subject, the editorial team recommends the following 5 contents:

• Data and Analysis for Sales Operations: What it is and how it can help your business
• Sales Journey Help Center: Simplifying Support and Maximizing Operations
• CRM for manufacturing: understanding its importance
• CRM: understand its importance for the sales team
• How can monitoring customer experience contribute to your company?

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Do you want to know the Sales Journey in practice? Access our demo and explore our sales management and CRM features. A complete Sales Ops platform!

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