Most organizations that put money into a CRM platform perceive it’s essential to remain targeted on what issues most: profitable and retaining clients.
In our 2024 State of CRM report, we surveyed greater than 800 gross sales, advertising and marketing, and IT professionals to uncover what new CRM actions main organizations have adopted over the previous 5 years and what they’ll be prioritizing shifting ahead. Whereas the survey responses assorted by the precise wants of every consumer, in addition to trade, and different components , they will all agree that CRM could be a key driver of collaboration, connection, and development that makes enterprise profitable and meets buyer wants.
On this webinar with Clare Dorrian, CMO at SugarCRM and Christian Wettre, SVP & GM, Platform at SugarCRM, we shared actionable takeaways from the report that can assist you set your CRM for achievement and drive extra income.
Under are the primary 2 minutes of the webinar. If you need to see the complete video recording, you might entry it here.
Flip Your CRM right into a Centralized Hub
Our 2024 State of CRM revealed that 60% of execs surveyed use CRM as their centralized communication hub for nurturing leads or clients, whereas 45% see getting a view of buyer interactions as a high precedence for maximizing their CRMs’ potential.
To maneuver ahead, they want a CRM platform shared by advertising and marketing, gross sales, and repair groups that brings collectively information from a number of sources in a single supply of fact.
Demand Extra from Your CRM
Our report uncovered important CRM-based actions for each group: managing the lead movement (41% surveyed), and forecasting and driving pipeline visibility (43% surveyed).
Outfitted with a CRM with forecasting capabilities, customers can precisely predict future gross sales exercise and achieve key insights on prospects and current clients.
Many gross sales departments nonetheless battle with quota attainment, lack of visibility into deal well being, and issue forecasting quarterly gross sales.
CRM Must Be Simpler, Extra Configurable, and Extra Accessible
41% of the professionals surveyed for our report said that one probably the most distinguished challenges they confronted with their CRM was the shortage of integration with their current know-how stack.
To maneuver ahead, CRM adopters ought to search for a platform that simply integrates with their current know-how, and at a low value, and doesn’t require fixed upkeep.
Analytics and AI Can Assist Maximize CRM Worth
A shocking 80% of execs surveyed reported they’ll flip to AI to maximise the worth of their CRM platform over the subsequent 5 years.
Transferring ahead, CRMs ought to come pre-packaged with generative AI capabilities to create extra personalised and impactful buyer engagement. Moreover, a CRM ought to present in-depth analytics that flip information into insights, and insights into higher buyer experiences.
Extra Assets
If you need to study extra insights to set your CRM for achievement, we extremely advocate these sources:
- 2024 State of CRM Report – Insights from 800+ gross sales, advertising and marketing, service, and IT leaders around the globe on what new CRM actions main organizations have adopted over the previous 5 years and what they’ll be prioritizing shifting ahead.
- Switch to Sugar and Let the Platform Do the Work – Discover our interactive information and discover out why you’re making the suitable alternative while you change to SugarCRM and let the platform do the give you the results you want.
