How A Unified CRM Can Benefit Remote Teams

SK Cloud
4 min readOct 4, 2021

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Over the last year, many businesses and companies have made the executive decision to take their operations online. People who once worked collaboratively in an office space now perform the same tasks from the comforts of their homes.

While some people considered this change very comfortable, others found it very difficult to get used to working from home. This switch from traditional workplaces to working from home brought about many challenges that companies are still trying to figure out.

One of these challenges is communication between the teams and employees. It is not as easy as it once was to communicate with your team members when you work from home. A unified CRM is considered to be an excellent solution to these issues.

Continue reading to learn more about how a unified CRM can help tackle common problems faced by remote teams!

Source: https://financesonline.com/uploads/2021/02/Virtual-Team-Statistics.jpg

Six Ways Unified CRMs are Advantageous to Remote Teams

If you wonder how CRMs can benefit your business while you take your operations online and switch to a work from a home model, you are in the right place. Here are six ways to see a visible change in how remote teams operate after introducing a unified CRM.

Source: https://unity.trustradius.com/wp-content/uploads/crm-statistics-2021-2.png
  1. Organize Your Data Better

All businesses running online operations of any kind are bound to generate a large amount of data. This data could be in the form of metrics, sales numbers, marketing reports, etc. All of this data is crucial for your business.

However, the only way to make the most of all this information is to use it correctly. You will need to organize it first and then do an in-depth analysis of all that you have generated. A CRM system makes it simpler for all remote teams to organize data and analyze it collaboratively.

2. You Build a Better Relationship with Your Customers

One of the biggest challenges companies face when it comes to online businesses is customer relationships. While face-to-face interactions with your clients cannot be substituted for anything, there are certain ways in which you can use a CRM platform to make it better.

A unified CRM brings together the different stages of virtual interaction your customers have with your team. It makes it easier for remote teams to track customer engagement, purchases, deliveries, etc., at every step of the way without juggling between passwords and platforms.

3. Transparency between Teams

Inter-team transparency is a big concern when a single team solely interacts with its team members. There needs to be a communication channel between all the teams working in your business so that milestones, tasks, and even goals can be tracked effectively.

A unified CRM enables team members to reduce any scope for delay in orders. It allows your teams to work in collaboration and streamline their work processes successfully. This accountability in work can only be achieved by businesses that have implemented a unified CRM.

4. Integrate Other Essential Software or Applications

You cannot rely on a unified CRM to solve all your problems. A business requires a ton of different software to run departments seamlessly. A unified CRM cannot sustain all of these processes on its own, and you might need to bring in backup.

It does not mean that your mission-critical apps will be left out of the general loop in the business. A unified CRM has options to integrate these applications so that you can run every process smoothly while keeping your business workflow stable.

5. Improved Efficiency with a Unified CRM

One of the best features of a unified CRM is how it can help make every department in your business more efficient. That is because a unified CRM helps you automate a bunch of processes that would normally require manual labor.

With teams kept in the loop on everything that goes down in the company, your efficiency is bound to improve. You will save time on performing mundane tasks, and you will also prevent wasting time juggling information from one place to another with the help of an automated process in a unified CRM!

6. Boost Sales

After organizing data and analyzing it with the help of a unified CRM, your sales team will have a wider range of skills they can use to come up with improved sales strategies. A unified CRM helps improve sales strategies by providing customer data and other vital details that bring you closer to converting more leads than ever!

Source: https://findstack.com/wp-content/uploads/2021/06/u-s-customer-relationship-management-market.png

To Conclude With

A unified CRM is your best bet when it comes to running a business online. You need to create a link that connects all your remote teams and replicates a working environment similar to that you followed in a traditional office.

Changing with the times may seem like an overwhelming job when you have to adapt so rapidly. However, with new tech and user-friendly software options, the transition to a unified CRM will be easier than ever!

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SK Cloud
SK Cloud

Written by SK Cloud

SK Cloud Technologies and Consulting LTD is a Registered Salesforce Partner, Offering a fully Managed Service along with QuickStart implementations.

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