Today, CRM is not a necessity, it has become a heart for every growing business. The reasons behind it are very simple and obvious. A CRM system helps improve collaboration between teams and customers, better manage your contacts and leads, sync all the necessary data, and automate manual routine tasks. Plus, it can be integrated with multiple apps and software, so you get everything you need in a single system. In this article, we will shed light on Zendesk CRM and Deals, a handy CRM created by salespeople for salespeople.

But first, let’s define what a CRM system is.

What is CRM?

A Customer Relationship Management system or simply CRM is a handy software that aims to monitor all communications within a company and nurture relationships with customers. Today, one reliable CRM system can easily replace numerous databases, spreadsheets, and apps that are used to track customers’ data. It also brings better organization and efficiency as well as time management for your workforce.

Such customer management platforms easily connect all the data from your leads and customers in one place and unify all the communications (emails, calls, messages, or meetings), documentation, purchases, and tickets of your prospects. Your team can easily access all the needed data whenever they need it.

Speaking statistically, 65% of companies were already using CRMs in 2020. And among the main reasons for doing so was their ability to automate manual routine tasks, including content generation and scheduling meetings. The global CRM market is expected to reach more than $113 billion by 2027. What is more, 82% of the companies use CRM systems to improve their retention metric.

How Can a CRM System Help Your Teams?

50% of teams have drastically improved their productivity by just employing a CRM system. Moreover, a CRM system connects your marketing, sales, and service teams and brings benefits to each of the deps:

  • Sales: CRM system helps salespeople create various pipelines as well as automate many working processes.
  • Customer service: CRM system allows to monitor customers’ conversations, connect with them directly via live chat, and automate all the manual routine tasks to resolve more issues faster.
  • Marketers: CRM helps better manage bulk email campaigns, as well as ads.
  • Business leaders: can use CRM to structure the system better, track many working processes and performance of the workforce, and create reports.

Why Choose a CRM System for Relationship Management?

Your number one goal should be providing your customers and prospects with a highly personalized experience. Of course, if you want to enlarge your customer base. However, it is not easy today with such an abundance of software on the market. You can simply get lost and won’t know which one is a reliable system that can fit most, if not all, of your requirements.

What are the features of reliable software then?

A robust system can help you quickly and efficiently collect the necessary data from multiple communication channels, structure it adequately, and analyze it so that you get valuable insights that you can put to work. It also helps you improve customer satisfaction and loyalty rates with ease.

CRM and Deals for Zendesk by GrowthDot is a handy CRM app that can be seamlessly integrated with your Zendesk help desk to help you manage different types of business relationships.

What is so Unique about CRM and Deals for Zendesk?

There are many CRMs out there, so what makes CRM and Deals so unique?

First, it is a perfectly functioning mechanism aimed at making the process of management of contacts and pipelines a lot easier. With it, you can collect data from multiple resources, sell products, create reports on received data, and even forecast your future sales. It is a very easy-to-use app that can be integrated with your Zendesk products.

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Here are some of its main features:

  • Pipelines

CRM and Deals is a very versatile app. It allows you to do lots of useful things like handling the whole sales on a single page, or tracking the performance of your marketing, sales, and service teams using multiple reports.

  • Reports

It makes it possible to set goals for any of the processes in your business workflow, track the results of your teams and compare them to the goals you have to make your business strategy even better. You can also easily analyze the quality of your sales, collect and summarize the statistics, and check various reports.

  • Forecasting tool

If you always struggle with planning your sales strategy, CRM and Deals is your way out. It has a forecasting tool that will help you which actions need to be taken to move your deal further to the next stage of the funnel, as well as how to close it better and faster.

How does this feature work? The forecasting tool analyzes all the data and goes through all your deals (both open and closed), your agents’ actions, and the responses of your customers. This way, it finds a pattern that will work better in each case and give you recommendations on what needs improvement.

  • Lost deals

Lost deals can harm your business like nothing else. With CRM and Deals, you can easily find out the reasons for lost deals and their number on the Report lab. This way, you will find out what is not working and be able to improve it.

These are just a few benefits of this CRM system, and you will find richer functionality if you will give it a try.

Wrapping Up

Of course, Customer Relationship Management systems make the life of your teams easier, but they also need to bring value to your business as well. Today, CRM systems are one of the crucial factors of companies’ growth worldwide, and that is why their popularity continues to rise.

If you are searching for ways to better manage customer relationships and move your sales to a whole new level, you just have to give CRM and Deals for Zendesk a try.