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Work tip: Cut work hours by half with a good CRM.

Published 05 July 2023 11:30
by Julia Pacewicz

Are you looking to boost productivity, streamline processes, and reclaim valuable time in your workday? Look no further than implementing a good Customer Relationship Management (CRM) system. In this blog post, we will explore how a reliable CRM solution can be your secret weapon to cut work hours by half. 

 

Work tip: Cut work hours by half with a good CRM. By:

  1. Automating daily tasks;
  2. Centralizing data and improving collaboration;
  3. Harnessing data-driven insights.

 

A good CRM empowers you to work smarter, not harder. Discover the transformative impact a CRM can have on your work efficiency, allowing you to achieve more while freeing up precious time for what truly matters.

 

Tip #1 - Automating routine, and everyday tasks.

Automating routine, everyday tasks through a good CRM system brings significant benefits in terms of cost-effectiveness, efficiency, and productivity. By automating processes such as data entry, lead nurturing, and email campaigns, you can save valuable time and cut work hours. This streamlined approach would allow your team to focus on higher-value activities, ultimately improving the effectiveness of their work. Automating routine tasks not only enhances productivity but also ensures consistent and accurate execution, leading to better outcomes. 

Don’t worry, robots aren’t here to take away your work, rather they are made to help you work so you can focus on more important tasks. 

 

More than 30% of sales-related activities can be automated. - McKinsey

 

With reduced manual workload and increased efficiency, you can achieve greater success, optimize resources, and maximize the value delivered by your CRM investment.

 

Tip #2 - Aligning your teams to a single source of truth.

Aligning teams to a single source of truth through a good CRM system yields cost-effective, efficient, and productive results. By centralizing customer information, communication history, and project details, teams can access accurate and up-to-date data, reducing time wasted searching for information across various platforms. This streamlined access improves efficiency, ensures consistent and informed decision-making, and eliminates errors caused by outdated or fragmented data. Collaborative efforts are optimized, reducing unnecessary meetings and emails.

Imagine, you are a customer success rep and you want to upsell your product to a client. In order to learn more about their pain points, even from the past, sales knowledge from a while back could prove very valuable - valuable enough to close a higher retention deal.

 

21% of companies that establish team alignment [RevOps] see increased productivity, with an additional 13% experiencing increased revenue growth. - Revenue.io

 

With improved data visibility and streamlined workflows, teams can allocate their time more effectively, leading to increased productivity and achieving greater success while maximizing the value delivered by the CRM investment.

 

Tip #3 - Making data-driven decisions based on full customer cycle reports.

Making data-driven decisions based on full customer cycle reports through a good CRM system can yield cost-effective, efficient, and successful outcomes while boosting productivity. By leveraging comprehensive customer cycle reports, you can gain valuable insights into customer behavior, preferences, and patterns. These insights enable targeted and personalized strategies, reducing the need for trial and error. With a clear understanding of what works best, teams can allocate their resources more effectively, optimize marketing campaigns, and streamline sales processes.

Data is there to help you, not the other way around. Building reliable reports leads to having a clear understanding of your leads, prospects, and customers. 

 

53% of top-performing salespeople have a higher confidence level in their CRM data than their counterparts. - Linkedin

 

This data-driven approach saves time and effort by focusing on high-impact activities, resulting in increased efficiency, improved effectiveness, and ultimately, greater value and success for the organization.

 

HubSpot vs Salesforce debate

Alright, we confirmed that CRM can cut your working hours. Now, let’s take a closer look at which CRM cuts more working hours - HubSpot or Salesforce.

 

79% of sales professionals said their CRM moderately or extremely improves their sales and marketing alignment. - HubSpot

 

Both platforms offer automation of daily and repetitive tasks. However, HubSpot's intuitive workflows make it easier to create more complex automations by yourself, rather than relying on outsider knowledge. Moreover, HubSpot provides extensive documentation to guide you through the processes. But which platform has a true single source of truth? Well, both offer different tools for different activities (marketing, sales, service, etc.). The difference is, with Salesforce, you need to integrate the platforms together via a dedicated connector for marketing Pardot to work with Salesforce CRM. There’s no such need in HubSpot because once you purchase additional tools, there’s no need for you to connect them - it all happens automatically. For making data-driven decisions based on customer cycle reports, both provide robust analytics and insights. However, HubSpot's user-friendly interface and streamlined reporting capabilities often make it quicker and more efficient for users to extract and analyze the necessary data, saving time in the decision-making process.

All in all HubSpot’s user-friendly interface and easier-to-manage tools result in higher user adoption rates, helping you to cut your working hours. 

 

So, what can you do with all that time?

By making a switch from Salesforce to HubSpot, we are able to save up to $161,000 a year in CRM costs. Your company may qualify for such savings. 

Get in touch with us to see if we can help you reduce your costs.

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Julia Pacewicz

RevOps Consultant & Brand Strategist

Julia is a RevOps Consultant & Brand Strategist. She received her B.A. in Psychology and Art History from New York University and her M.A. in Heritage & Memory Studies from the University of Amsterdam. Julia's background in humanities has helped her in creating digital experiences for ClickRay's customers.