automateCRM

31/05/2023

Heard of the 80-20 rule? That's the Pareto Principle.

Pareto Principle states that 80% of the outcome is from 20% of the cause. In the Sales world, 80% of revenue is generated from 20% of customers.

AutomateCRM has a powerful feature, "Pivot views" , with which you can convert any List into a Pivot table or create more than 20 types of charts. One of the chart is Pareto chart.

In this video checkout how you can quickly create a Pareto chart on your Opportunities data and identify the 20% of customers bringing you the 80% of revenue. Once you have identified the top customers, you can further streamline your efforts, such as to:

⚡ Allocate more resources for the 20% customer.
⚡Investigate the low performing accounts, the 80% ones, and come up with a plan to increase the revenue from them.
⚡Build strategy to retain the top customers.
⚡Identify the common issues faced by these top accounts (power of unified CRM) and address them.



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04/11/2022

Are your Sales team and Service team best friends?

The focus for any business is always new customer acquisition, customer retention, total revenue, overall customer satisfaction.

Customer retention is hugely impacted by the service and a major increase in revenue can be from Upsell, Cross-sell, Maintanence contracts; the opportunities for which are identified by Service team.

So if your Sales and Service teams as misaligned, misaligned as in there is no mechanism that interconnects them, it is a major business failure.

Looking at technical solutions, the major challenge is investment of cost and time into integrating tools used by Sales and Service team and having all the information available in a common arena.

With unified CRM and automation platform like you can save all that integration effort, automate process more effectivevly and gain a 360 view on your customer's profile.

Make Sales and Service teams best friends.

04/11/2022

Weekend, so how many deals were expected to close and how many did your team members actually closed this week?

Checkout how you can utilize Assigned vs. Achieved dashboard widget in to get that information at your finger tips!

https://youtu.be/1-CaNKqCn5U

12/10/2022

Sales Channel Partners and Affiliates are major source of revenue for any business and can have a compounding effect on the revenue figures.

As such, tracking partner's performance is crucial.

Checkout how easily you can manage affiliates and partners in . Link them with opportunities, track their performance with custom trackers and dashboards.

An interesting insight that we have here is that it is not always the case that the Leads generated by partner are of low quality or they need education. Quite possible, there is a need for internal sales team member to build better relation with the partner!

https://youtu.be/tu-gU3d4gwo

30/09/2022

Having a hard time distributing new Leads to sales team and assigning qualification calls?

Checkout in this video on how you can automate lead distribution and call assignment in in few simple steps.

Automating these steps in Lead management process will help you ensure that each and every Lead is handled effectively, having direct impact on your revenues and conversion rate.

https://youtu.be/Mr-PSAEw8Ng

29/09/2022

Using to build your website with ?

Check out how you can connect your Elementor forms to in few simple steps.

A quick video showcasing how you can easily connect elementor forms to automateCRM.automateCRM is an unified CRM and automation platform. CRM is not just abo...

20/06/2022

Let's give a shoutout to our partner software companies that have simplified and automated several business functions.

We are super excited to announce that the 'Expert’s choice' OEM, 'Ace of Initiative', and 'Rising Star' of 2022' in the CRM Software category go to automateCRM , Kylas and EAZYCRM, respectively.
Techjockey recognises all the efforts you put in for your customers. Kudos to you, and cheers to many more recognitions like this ahead.

05/04/2022

Hellloooo! From at launch !

05/04/2022

Our new website is live with new packages and more details.

Check it out: https://bit.ly/3r4EVHY

19/11/2021

How quickly you respond to Leads from sources like Indiamart, Tradeindia, Justdial, and other Lead generation services is a crucial factor in deciding the winner.

has native integration with many of such lead generation platforms which saves a huge amount of time and as well automates much of the initial interaction, such as automated messages with company profile, sharing general pricing based on the product, auto-assignment to the right team, etc.

Okay, that's half of the story.

To make sure that Lead's follow-ups and Sales tasks are happening on time, businesses can define time-based rules 🕚. If a certain activity does not happen in a defined period, it automatically escalates ⚠️ notifying the reporting manager, or gets re-assigned. Not limited to that, you can define any subsequent form of action.

That's good!

But still, certain users refrain from updating the details or activities, for reasons many. Which has been a major issue for one of our clients to identify that given set of users. And then to identify the root cause for the same.

The savior, time-based rules, and a real-time dashboard providing clear insight on assigned activities and completed. The business was able to identify the users and is now speaking to them to find the reasons.

The good point though, it is a relatively very small set of users ✌️.

18/11/2021

One major question which everyone has is, "How much is done?".

Introducing a new Dashboard widget to help you easily track assigned vs completed metrics for anything, be it Calls, Deals, Tasks, etc..

With our new widget in a few clicks, you can easily define what is considered as completed, which activities are to be considered, and get clear insight on how much is done.

Now since you have the insight and if the incomplete activities are on the higher side, your immediate focus should be on taking actions to reduce them and get them to closure.

The common action here, ask managers to review and tighten the supervision, micro-management 😱.

😇 with automation rules in , you can reduce that micro-management and focus on activities that really need attention.

Put a comment/message telling us your challenges, let us see how automateCRM can help you and your customers!