CRM for sales representatives: a great ally


Are you a performance-conscious sales representative? Here are 5 ideas to show you how CRM for sales representatives can be useful on a daily basis!

Sales representatives are known for being professionals with more freedom of action, with totally independent sales routines, spending less time in the office.

In addition, many represent more than one product and have multiple commercial representations from different companies in their portfolio.

So, what does a sales representative do to control their goals, commissioning, sales, and routine and, above all, organize the schedule without getting lost in the midst of so much information about products, companies and customers?

Bonus: make your team achieve high sales performance with our CRM platform

Agenda is a CRM and business management platform that works as a control panel and personal assistant for B2B sales teams.

See a series of tips in this post and be sure to access other articles on our blog for sales representatives, sellers, sales team managers and entrepreneurs in general!

Like any salesperson, a sales representative can and should benefit from technology. Check out how to use software for sales representatives by downloading our free CRM kit:  CRM Success Kit

5 CRM Tips for Sales Representatives

CRM emerges as an important ally to organize not only the sales process but also to organize the routine of sales representatives.

If you are a sales representative and are tired of using various tools to monitor and improve your performance, and you are looking for a simple and useful tool to guide your business processes and organize your timeCRM is what you’ve been missing.

If you are still not convinced of the usefulness of the CRM concept in your sales routine, we have set aside some ideas for you to understand the advantages and positive impact that this tool creates.

CRM can be the ideal companion for the sales representative

#1. Create custom sales steps

CRM allows you to customize sales steps for your business cycle, including creating custom steps for each company you represent.

This means you can create custom sales funnels according to each product/service you sell.

We know that each product or service has a target audience and that the entire sales process changes depending on the customer profile since the sales process is designed with a focus on the customer.

CRM helps you design performance-focused business processes, creating the steps necessary for different customer profiles to buy your products naturally.

As a result, CRM will help you to better understand the various customer profiles you serve and highlight their needs.

This way, you will better understand your customer’s behavior and, still, be prepared to respond to their needs and exceed their expectations. Do you know why? Because you know each different type of customer and understand what objections need to be worked around?

When you can understand and map the needs of different customers around the buying cycle, you improve your sales and acquire more customers.

Create custom sales steps for your business process

#2. Keep a complete view of prospects and customers

For a sales representative, it is very important to see the status of all negotiations and relationships with customers, potential customers, referrals, prospects, among others.

This is because it is precisely the success of these negotiations that is transformed into remuneration. For this reason, more than any other professional, the sales representative depends on an ongoing relationship with his contacts to sell.

Having your customer database at your fingertips is obviously very useful. But all too often, new sales reps can be intimidated by the huge amount of data that CRM puts in their hands.

However, it is precisely the way in which we take advantage of this data that determines the success of our relationship with our contacts.

Free Scheduler CRM System

Agenda or is a free CRM system that helps tens of thousands of salespeople organize and increase sales daily.

A sales rep CRM will give you more control over all business relationship information. This data is important to discover each customer’s repurchase potential, as well as the acquisition of new products, helping to know how to improve sales.

Any representative who knows the value of his customer base knows that it is precisely this that allows him to expand his negotiations and sell more products for the same portfolio.

Therefore, the best thing to do is to have all the possible information about customers and potential customers at hand, in order to better develop the business potential within existing customers.

#3. Performance information

The sales rep depends on your performance to make money. No sales, no commissioning. And without commission, there is no profit.

Therefore, more often than any other professional in the sales area, the sales representative is the most concerned about your sales performance.

CRM for sales representatives helps you understand if your performance is better, if your closing rate is higher, what your monthly billing will be, and, most importantly, where you are going wrong.

Thus, it is possible to correct any flaws in the sales process, increase performance and always keep the goals within reach.

When the sales representative is able to visualize their sales performance and understand what they need to do to get better results, they increase their sales potential and, immediately, this is reflected in their commission.

Monitoring a rep’s trading performance is the best way to understand how he is doing and how he can improve his stock to sell more.

#4. Constant learning

In addition to creating processes fully focused on customer needs, monitoring sales performance and allowing control of the entire customer base, CRM for sales representatives helps you understand what works with each customer.

Like? It allows the recording of all interactions with the customer base and through each customer’s history it is possible to learn what went right. Just study what was done with customers who bought and replicate the models that worked.

Thus, the sales rep uses his market knowledge to be relevant to his customers based on what has worked for other customers.

Thus, it is always possible to improve actions at each stage of the process and act more effectively, increasing sales results.

CRM enables the sales representative to constantly learn

#5. Ease and portability

With CRM for sales representatives, all your information is at your fingertips, wherever you are. Whether to write down information during a meeting with the client on the smartphone or to schedule tasks using tablets, computers or laptops.

CRM can be used on any platform and, in this way, allows the sales representative full access to the necessary information, as well as access to the entire history of the relationship with its customers.

CRM allows the representative to search for customer purchasing information, objections presented in the latest negotiations, agreements, proposals, and all information that can help their performance

Accessing the complete database of each customer, containing the name of those involved in the process, the stages of sale, objections, proposals, negotiations, agreements and contracts, certainly enables a better use of commercial opportunities.

As a result, customers perceive that there is continuity in the business process and feel that their needs are catered for.

CRM is an excellent system for sales representatives

It is difficult to manage a portfolio of clients with great diversity, in addition to having to relate it to different products and services.

The life of a sales representative, most of the time, comes down to him and his client base. Therefore, a CRM for sales representatives is the ideal business partner to guide you through your sales challenges and goals.

Every salesperson has a manager who helps them establish goals and metrics to achieve the desired results.

The sales manager of the representative is the CRM: which helps to scale goals, sales processes, learn from the approaches that worked, easily consult information and take advantage of the customer base equally, exploring all opportunities.

Putting trust in CRM ensures that the sales representative improves his performance and assertiveness in business, making the results much better with less effort.