The Top 5 Ways to Optimise Productivity with a CRM

You already use your Customer Relationship Management (CRM) system to enhance your understanding of potential partnerships and strengthen your relationship with existing clients. But did you know that you can also harness the potential of your CRM to improve productivity across different areas of your business?

It’s not only your sales and marketing team that will benefit from innovative CRM solutions like Microsoft Dynamics, Salesforce, Zendesk and HubSpot; customer service, HR, supply chain and partner management teams all stand to benefit.

So, once you’ve established the customer management benefits of your CRM solution, how can you leverage it to promote productivity? Here are five key uses you may have never considered before.

 

Automate tasks in your sales workflow

Creating a sales workflow is one of the key stages of any sales process, mapping out the stages required to close. Automating repetitive tasks helps to drive efficiency and improve employee productivity by minimising the time spent on administrative tasks. You can use your CRM to automatically send personalised emails to keep prospects warm, change the owner of a deal when it progresses to the next stage, create follow up tasks when contacts are added, or import contact information.

Additionally, you can use your CRM to automate monitoring and management services. You can track contact engagement against specific metrics like the number of emails opened. You can then monitor your pipeline and establish an automated flagging system when a deal spends too long without contact. Automating these stages helps to ensure that the sales deal continues to progress as it should, without expending excessive manpower on monitoring.

 

Promote collaborative deals

Many CRM systems allow your team to work on deals collaboratively, increasing the likelihood that the sale will complete. Microsoft Dynamics and Salesforce both allow you to mention other users in comments, allowing them to easily identify where their assistance is needed and jump straight into work.

More and more CRMs have record tagging capabilities that assist with categorising views, lists and dashboards, making it easier and more efficient for other users to find necessary information for deals.

 

CRM productivity

 

Enhance understanding of customers

Every deal requires a clear picture of customer behaviours and needs. Your CRM can provide detailed insights to support the sales qualification process. You can evaluate key trends such as how demographic data relates to deal size, the average time it takes to close a deal by persona, and common reasons for lost deals. This helps your sales team to assess and rectify any issues with their pipeline, reinforce personas and inject productivity back into the qualification process.

 

Identify potential risks and opportunities

CRM dashboards offer a unified view of essential information and business performance. Key reports and insights are accessible at your fingertips, helping you to identify issues and understand areas that need improvement. On your dashboard, you should pin key insights such as leads and deals by source, the number of deals in your pipeline, the average size of each deal, the average time it takes to close a deal, and your closing ratio.

Based on the trends that emerge, you will be able to identify any potential risks to your business, such as your conversion rates dropping at a particular stage, or your average deal rate falling. This unparalleled insight will allow you to make the necessary changes to prevent these risks from becoming problematic and disruptive to your operations – or to recognise and act upon key opportunities to enhance your sales process.

 

Integrate your CRM with other tools

Integrating your CRM with other powerful tools will enhance its existing capabilities and boost productivity. One of the most essential areas that can be optimised by third-party tools or applications is communication. Without effective client communication, your business will struggle to make successful strides forward. As communication is the backbone of your business, you should strive to make it as seamless and efficient as possible. That’s where a solution like Solgari comes in.

Solgari is a Cloud-based communications solution that integrates with your existing CRM solution. Without ever leaving your CRM window you can communicate with clients through any channel of your choice, including voice, video, chat, SMS, WhatsApp and social media. You can eliminate the time-consuming, distracting need to switch between different windows and systems: Solgari delivers an all-channel communication endpoint directly into your CRM screen, enabling the highest speed to value.

With a range of other impressive functions, including industry-specific automation, compliance out-of-the-box, and a golden unified data source for powerful analytics, Solgari adds extensive value to your CRM.

 

To discover more about how Solgari can optimise the effectiveness of your CRM solution and increase the productivity of your business, get in touch with one of our representatives today. The key to transformative communication is just a few clicks away.

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Solgari achieves the Cyber Essentials certification

Cyber Essentials is a UK government-backed scheme that helps companies of all sizes shield themselves against a wide range of the most common cyber-attacks. The Cyber Essentials scheme is one of the services provided by the National Cyber Security Centre (NCSC) whose goal is to help make the UK the safest place to live and work online.

Solgari, Microsoft Premium Tier Business Applications ISV Connect Partner and the provider of the Dynamics 365 All Channel Communications Solution, is delighted to announce that we recently achieved the Cyber Essentials certification.  We are committed to taking the necessary steps to ensure that our customers, partners, staff and data are protected against cyber threats.

The Cyber Security Breaches Survey for 2021 found that four in ten businesses (39%) reported having cyber security breaches or attacks in the last 12 months. The recent pandemic has forced more firms to adopt digital and cloud services leaving them more vulnerable to cyber-attacks. The Cyber Essentials certificate adds another layer of industry best practice, complementing Solgari’s secure call recording and archiving, as well as out-of-the-box compliance with PCI DSS, MiFID II, FCA, SEC, GDPR and Ireland’s Central Bank requirements.

We are committed to helping our staff identify common cyber security vulnerabilities. The risk of cyber attacks remains a serious threat to companies across the world and at Solgari we fully understand the importance of implementing these layers of protection.

About Solgari:

Solgari is a Premium Tier Microsoft Business Applications ISV Connect Partner and part of the Microsoft Inner Circle for Business Applications. Solgari provides the All-Channel Communications Solution for Dynamics 365 and Power Platform, as well as the Solgari for Dynamics 365 Customer Voice Solution which delivers automated phone and SMS surveys.

Our solutions allow Dynamics 365 and Power Platform customers across HealthcareFinancial Services, Manufacturing, Retail, Utilities and Non-Profit to address all business communications from customer care, contact tracing, sales, marketing, surveys, and automation, across all channels and functions removing the need for multiple telephony, contact centre, recording and archiving, and carrier solutions. Solgari is an end-to-end global cloud communications solution requiring no hardware or software and in conjunction with our carrier and SMS capability, is available anywhere.

If you are interested in finding out more about Solgari customer outcomes, please review our applications on Microsoft AppSource.

Solgari Contacts

Vincent Kelly – Head of Marketing

vincent.kelly@solgari.com

John Opabola – Support Manager

john.opabola@solgari.com

Solgari welcomes Myles Richardson as VP of Partner and Customer Success – Asia Pacific

Solgari is excited to welcome Myles Richardson as VP of Partner and Customer Success for the APAC and ANZ regions. Myles will be responsible for our growing partner network and maximising the tangible business impact of Solgari Converse on our customers’ contact center, Sales, Marketing and Customer Service activities. Myles joins Solgari with over 20 years of technology and business leadership, with recent C-suite leadership roles in Transportation, Telecommunications and Financial Services.

Commenting on his appointment, Myles said, “The opportunity to join Solgari during this period of growth is a fantastic opportunity to help develop our products exceed customer expectations. I am looking forward to working with our Partners and Customers across Asia Pacific to deliver value in lightning-quick time and successfully execute on business strategy.”

Solgari CEO, John Colgan, said, “Solgari are committed to providing our customers and partners with the ultimate duty of care and are pleased to further demonstrate this with the addition of Myles. We are aware of the opportunity in the Asian Pacific region and we are confident that Myles will help us further our advancements into these markets.”

About Solgari:

Solgari is a Premium Tier Microsoft Business Applications ISV Connect Partner and part of the Microsoft Inner Circle for Business Applications. Solgari provides the All-Channel Communications Solution for Dynamics 365 and Power Platform, as well as the Solgari for Dynamics 365 Customer Voice Solution which delivers automated phone and SMS surveys.

Our solutions allow Dynamics 365 and Power Platform customers across Healthcare, Financial Services, Manufacturing, Retail, Utilities and Non-Profit to address all business communications from customer care, contact tracing, sales, marketing, surveys, and automation, across all channels and functions removing the need for multiple telephony, contact centre, recording and archiving, and carrier solutions. Solgari is an end-to-end global cloud communications solution requiring no hardware or software and in conjunction with our carrier and SMS capability, is available anywhere.

If you are interested in finding out more about Solgari customer outcomes, please review our applications on Microsoft AppSource.

All-Channel Solution for Dynamics 365.

Solgari for Dynamics 365 Customer Voice.

 

Solgari Contacts

Sue Bridger – VP Sales Asia Pacific

sue.bridger@solgari.com

Myles Richardson – VP of Partner and Customer Success – Asia Pacific

myles.richardson@solgari.com

Solgari & Companial join forces to address the CCaaS opportunity in SMB

Solgari is delighted to be partnering with Companial to bring full-function contact center as a service (CCaaS) solutions to Small and Medium Business customers across the world. 

Customers today expect every business and brand they interact with to provide seamless communication experiences that blend and leverage every channel they prefer. The Small and Medium Business market globally is a tremendous opportunity for Solgari to deliver transformative CCaaS solutions that bring these firms closer to their end customer. To achieve this, Solgari is delighted to launch our partnership with Companial, formerly QBS Group, the leading Dynamics 365-focussed marketplace for this thriving community and the technology partners that serve it.

The Dynamics 365 agents, resellers and experts who populate the Companial marketplace work tirelessly to enable the SMB community with all of the benefits of Microsoft Dynamics 365 and the Power Platform. The partnership between Solgari and Companial brings our industry-leading CCaaS technology, Solgari Converse, into play – ensuring that SMBs have the tools and techniques to compete at the highest level and deliver enterprise-grade experiences without enterprise-level operational burden or implementation projects.

The business impact of Solgari’s technology on SMB customers is proven and established:

Commenting on Solgari’s value proposition for the SMB market, Solgari VP Sales and Partnerships EMEA, Joe Leberte, said, “All-channel engagement solutions are becoming a critical part of a business owners’ bare necessities, like accounting software, website, CRM, etc. The technical baseline has evolved and Solgari is committed to enabling these firms to stay competitive in the digital customer experience landscape the world has evolved to.

“Solgari is empowering our customers to be able to utilize the perfect level of automation for their business needs. By leveraging Solgari our SMB’s enable their end customers to become super users who only need to be routed to an in-person agent as necessary. We let technology do the heavy lifting and relieve the pressure the customer experience creates by utilizing automated communication flows, do more with less.”

Partnering with Companial allows Solgari to access the market’s leading network of Microsoft Resellers and ultimately opens doors to small businesses across Europe. This demonstrates our commitment to the backbone of Europe’s economy and we are delighted to support them in delivering better, more engaging and valuable customer experiences.#

Solgari Contacts

Joe Leberte – VP Sales EMEA

joe.leberte@solgari.com

Companial Contacts

Herman van Leeuwen – VP Innovation

herman.vanleeuwen@companial.com

Marko Marov joins Solgari as Lead Communications Developer

Solgari is pleased to announce Marko Marov as the new Lead Communications Developer. Marko will be bringing fresh perspective and expertise to the development team, leading on all Communication workstreams.

Marko joins Solgari with over 20 years of experience working as a developer and an architect. Working in businesses across the Telecommunications, Aviation, Automotive and Logistics industries, he brings a particular focus on firmware, telephony and Zoiper.

Commenting on his appointment, Marko said, “I am excited to join Solgari and help cement the company’s position as an industry leader for all channel communications. I look forward to building and refining all of our software solutions to ensure that we are constantly on the front foot of innovation and delivering the highest possible service to our customers around the world.”

Solgari’s CTO, Marcel McCann, said, “We are thrilled to have  Marko joining the development team in January. We look forward to the energy and insight he will bring to the team as we enter the next stage of product development.”

About Solgari:

Solgari is a Premium Tier Microsoft Business Applications ISV Connect Partner and part of the Microsoft Inner Circle for Business Applications. Solgari provides the All-Channel Communications Solution for Dynamics 365 and Power Platform, as well as the Solgari for Dynamics 365 Customer Voice Solution which delivers automated phone and SMS surveys.

Our solutions allow Dynamics 365 and Power Platform customers across Healthcare, Financial Services, Manufacturing, Retail, Utilities and Non-Profit to address all business communications from customer care, contact tracing, sales, marketing, surveys, and automation, across all channels and functions removing the need for multiple telephony, contact centre, recording and archiving, and carrier solutions. Solgari is an end-to-end global cloud communications solution requiring no hardware or software and in conjunction with our carrier and SMS capability, is available anywhere.

If you are interested in finding out more about Solgari customer outcomes, please review our applications on Microsoft AppSource.

 

All-Channel Solution for Dynamics 365.

Solgari for Dynamics 365 Customer Voice.

 

Solgari Contacts

Vincent Kelly – Head of Marketing

vincent.kelly@solgari.com

 

Marko Marov – Lead Communications Developer

marko.marov@solgari.com

Solgari announce John Opabola as 3rd Line Technical Support Head for EMEA

Solgari is pleased to announce the appointment of John Opabola as 3rd Line Technical Support Head for EMEA, a key leadership role within our customer support offering.

John joins Solgari with over 20 years of experience working in the IT and Cybersecurity industry, across both in-house and consultancy roles covering Cybersecurity, Data Protection, Cloud solutions, Server and Network Infrastructure, Service Delivery, Network System Infrastructure and Customer Support. He is a respected and recognised expert in his field, holding a vast range of industry qualifications, certifications and awards, including the British Computer Society, Irish Computer Society, Microsoft, Cisco and the Data Management Institute.

Commenting on his appointment John said; “I’m really excited to join Solgari to support and grow our business in EMEA. Solgari has established itself as a true leader in business communications, introducing a cutting-edge solution that provides All-Channel communication and functionality integrated with Microsoft Dynamics 365.”

John Colgan, CEO at Solgari added; “I am pleased to welcome John to the rapidly growing Solgari team at such a crucial time for the business. John brings with him a wealth of experience in the IT industry and will play a central role in providing high-quality customer service.”

About Solgari:

Solgari is a Premium Tier Microsoft Business Applications ISV Connect Partner and part of the Microsoft Inner Circle for Business Applications. Solgari provides the All-Channel Communications Solution for Dynamics 365 and Power Platform, as well as the Solgari for Dynamics 365 Customer Voice Solution which delivers automated phone and SMS surveys.

Our solutions allow Dynamics 365 and Power Platform customers across Healthcare, Financial Services, Manufacturing, Retail, Real Estate and Non-Profit to address all business communications from customer care, contact tracing, sales, marketing, surveys, and automation, across all channels and functions removing the need for multiple telephony, contact center, recording and archiving, and carrier solutions. Solgari is an end-to-end global cloud communications solution requiring no hardware or software and in conjunction with our carrier and SMS capability, is available anywhere.

Solgari Contacts

John Colgan – CEO

john.colgan@solgari.com

John Opabola – 3rd Line Technical Support Head for EMEA

john.opabola@solgari.com

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