How to's

How Salespeople Use Followup CRM Every Day

September 23, 2021
Erick Vargas

It’s important to understand and see if it’s comprehensive and easily adaptable so that your team gets the most value out of the system. In this blog, we're going to discuss how salespeople use Followup CRM every day to track their leads, bids and clients.

When choosing a construction CRM for your company, it is important to understand how salespeople and estimators will be utilizing the system on a daily basis. It’s important to understand and see if it’s comprehensive and easily adaptable so that your team gets the most value out of the system. In this blog, we're going to discuss how salespeople use Followup CRM every day to track their leads, bids and clients.

First, when a salesperson arrives to the office in the morning, typically what they do is log in to Followup CRM and check for any notifications. These alerts notify the salesperson if a teammate has assigned a new lead to their name, any sales activities that are due or if they are tagged in any projects. These notifications help shape what needs to be done for the day and act as great reminders that help keep users on track. You can set up your notifications for daily, weekly, or instant so you can control how frequently you receive these updates.

Next, salespeople use Followup CRM to check their dashboards to see an overview of their to-do list for the day and get an understanding of upcoming activities that they may need to prioritize for the week. When viewing the dashboard, salespeople are able to see how many client meetings they have for the day, how many follow ups they need to get done, how many estimates they need to do, how many proposals they need to deliver to their clients, and more. This gives users an actionable to do list that allows them to make sure no activities fall through the cracks for the day. This to-do list is where salespeople spend the majority of their time as it helps them structure and organize what they need to get done.

Another way users leverage Followup CRM each day is entering new leads that come into the business. Entering leads into Followup CRM and scheduling the necessary sales activities that need to be completed throughout the sales process is just one way to ensure no opportunities are falling through the cracks and all leads are receiving the attention and nurturing they need to turn into a customer.

Sales statistics show that only 48% of sales people follow up with a lead more than one time. However, most sales are made on the 8th to 12th contact. So, it is critical to continue to follow up with your leads until they give you a yes or no answer. Followup is a great way to make sure these interactions happen, causing you to close more deals.

Last, salespeople utilize Followup CRM every day to monitor their progress and goals they’ve set. The Followup CRM homepage acts as that 10,000-foot view giving users an overview of where the company is at quota wise. The homepage displays your total pipeline, deals, closing ratio, bids, contracts, activities, and more – broken down into a comprehensive report. All of this data is automatically generated and gives users a live view of where you are at according to your goals.

These are just a few ways that construction salespeople utilize Followup CRM to track their leads, bids, and clients each and every day. Want to learn more about how Followup CRM can help keep your sales team on track? Click here to request a live demo.

Request a Live Demo Now

Learn more about how Followup CRM can help your construction company grow.

Schedule Demo Now!

Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.