A recent State of Sales Research Report by Salesforce discovered that 70% of contact data on average never makes it into a CRM. That’s a big issue for marketing and sales teams who greatly rely on that data.
This sync technology can automate the process of capturing new contacts, activities, tasks, and meeting notes on behalf of staff to ensure that key business data makes it from employee email inboxes into the CRM.
CRM sync technology ensures 100% of the relevant business data will be sent to a CRM, and it frees up employees’ time so they can do something more meaningful for the company. As a result, data relevancy and accuracy in a CRM goes up, while manual data is not necessary, which increases remote workforce productivity.
Automatically Put All Employee Activities in a CRM
Even when your employees are at the office, it isn’t always easy for a manager to have an overview of the meetings and activities happening with prospects and customers. Data automation takes the guesswork out of what is happening by automatically syncing activities like new contacts, e-meetings, and emails into your organization’s CRM.
For managers, this means you can quickly get insight into your employees’ efforts and identify accounts that might need special attention simply by viewing activity data in your CRM. Access to this data helps improve your business, even when the rest of the world seems to be standing still. Another result of automated data collection is the time savings gained by remote employees.
With all contact communications being analyzed and measured based on the frequency of interaction and recency, insights in your CRM can become actionable for remote teams. Employees can go into an account and see every staff member who has a relationship with that customer.
This data is presented in contact accounts and opportunity records in a CRM, so sales executives, managers, and marketing professionals can quickly see who knows who and how well they know each other. With a detailed relationship map and in-workflow collaboration tools, staff members can easily plan the next steps to maintain and grow relationships.
The Significance of Providing Real-Time and Accurate Data to the Remote Team
Remote working has become a topic of interest, but it is important to note that it requires accurate information. When teams have real-time data, they can work together for the best outcomes and give input on challenging cases.
Teams are equipped for high performance when they have real-time data access. Getting into such information is especially crucial for remote teams. If remote employees are out of the loop, they may risk taking action based on outdated information.
For example, when remote work includes giving technical support for a software product or website, immediate alerts about heavy traffic levels or disruptions could help customer service agents give users the most accurate details. Offering the right solution and information at the right time will definitely boost customer satisfaction, even during this difficult time.