The best CRM use cases beyond sales management

Six Ways to Use CRM that Go Beyond Sales | WayPath

A CRM system contains a wealth of information on a company’s customers. You may look at customer profiles and their interactions with your company. You may assess whether and how you meet their requirements and what you might do better next time. It will increase your audience’s loyalty and increase your revenue.

Business owners and managers can find extensive data about sales conversions, proposals, meetings, and so on in a CRM. There will also be standards for dealing with direct interactions. Managers may easily organize and track all relevant facts and statistics. A CRM enables the company to automate several sales parts, making them more exact, quick, and efficient. These are the system’s capabilities that most users are intimately familiar with. However, with a slight twist, you can use a CRM in various ways.

Control Your Sales

Commercial managers typically benefit the most from CRM. It allows them to track each team member’s activity, establish forecasts, and compile frequent reports. However, in many firms nowadays, the responsibilities of a commercial manager are shared among numerous employees. They rely on a CRM to satisfy them.

Prospecting for Sales

It would help if you merely had excellent leads to successfully offer your goods or services. You must develop a strong prospecting plan based on numbers and statistics to get them.

The strategy development process begins with the automation of the key stages of the sales process. Thanks to the top CRM software, managers can input contact information in bulk. Compared to manual data entry, this saves them significant time. They intend to collect prospect data, organize it, and distribute it to sales and marketing specialists.

Modern top CRM software integrates with third-party prospecting tools or provides users with internal prospecting features to handle massive amounts of data (such as converting email addresses into contacts).

Sales Promotion

When you’ve compiled a list of qualifying leads, sift and refine it so that it precisely defines your target audience. Then, to improve the effectiveness of your outreach activities, combine a marketing automation tool with your top CRM software.

A CRM allows you to manage sales outreach efforts directly from its interface. All of your client profiles and analytics will be stored in one place. Your understanding of your campaign plan will improve.


Managers can customize the CRM to track leads. They should ideally put up a sequence of preprogrammed activities. Professionals may easily track the progress of their leads with such an approach. The visual depiction of critical data in CRM assists managers in making better decisions. When a lead reaches a certain stage, it automatically initiates tasks that move it forward. Salespeople can carefully monitor the state of the lead at each stage of the process and adjust their activities accordingly.

Use CRM for Strategic Marketing

Direct marketing your goods or services to leads or people who may be interested in them is not the only selling technique. A strategic approach proposes that you involve industry opinion leaders and social network influencers. You should also add backlinks to your website.

You should recognize your product’s distinct competitive advantage and consider how prospective customers might profit from it. The primary goal is to broaden your presence and raise brand awareness outside your website, app, and social media profiles.


Some SEO experts may argue that backlinks are no longer as effective as they once were. In practice, this is not the case. Websites with many relevant backlinks from resources with high domain authority rank higher in Google search results.

Setting up backlinks takes a lot of time and work if you try communicating with each site individually via email. Do the following in your CRM to speed up the process:

  • Identify the leads.
  • Construct a pipeline.
  • Describe what your prospective partner must do.

This method is similar to cold emailing but takes less time. The CRM keeps track of your link-building attempts. Because you are unlikely to send the offer to the same person twice, the risk of spamming is minimized. At any time, you can reread all the chats and estimate the development of each agreement.

Using top CRM software, different specialists can handle the work of building backlinks at the same time. Multiple professionals can access the system’s data. The material is very nicely arranged so that people do not confuse their obligations with those of others.

Guest Posting

Consumers of your goods or services should highly value expert advice. You do not need to hire a full-time opinion leader to share authoritative opinions with others. Invite them to contribute a guest article to your blog or social media account instead. Alternatively, you might put yourself in the expert’s shoes and organize a guest post on a platform your target clients trust. You will not only receive the backlink but also increase your standing and reach a new audience.

The way a top CRM software can aid you here is very similar to negotiating the links outlined before. Because of automation, your team is less likely to make mistakes typical of the manual approach. Your productivity will increase due to a centralized, shared data source.

Public Relations

Before using a CRM in public relations, you should manually establish a list of media and journalists with whom you want to interact. Once you’ve done a cold outreach and determined who is ready to work with you, streamline the process in the CRM.

You can use the system to:

  • Maintain large contact lists
  • Create detailed contact profiles.
  • Arrange for follow-ups
  • Monitor interactions

Personal relationships are a must for effective public relations. Check their profile in the CRM and brush up on your knowledge before approaching a journalist. Journalists value individualized approaches, and the top CRM software will assist you in developing a better connection with them.

Final Words

A top CRM software is a robust and adaptable tool that can easily handle multitasking. Perhaps you will discover other applications for it besides those presented in this article. Once you’ve installed a CRM, request that its developer train your workforce. The most significant systems are intricate, and it may be challenging for your employees to figure out how they work independently. Smartrr has a wide range of top CRM software that will assist you in optimizing your workflow and increasing your revenue.

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