Driving sales through crm data: turning insights into revenue

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With the ever-evolving sales landscape, there needs to be a compass to guide your sales engine. The sales engine needs to adjust faster and maneuver smarter to keep up with and outpace competitors.
When it comes to real-time actionable data, CRM can be an ideal tool. It can help you manage sales as a solution to provide better directions to the organization’s sales machine for higher margins. Let’s discuss how CRM can be an ideal maneuvering tool to gain better insights, discover opportunities, and capitalize on them.

Google Spreadsheet vs Notion vs CRM
First, why consider a CRM? Spreadsheets are still a strong competitor to CRM software. The main advantage of using a spreadsheet over CRM software is that it’s free.

Any e-commerce expert can tell you that dealing with sales and customer management can quickly become complicated and overwhelming. Here, trying to manage product sales alone can easily get out of hand.

Fortunately, there are CRM solutions that have already identified and effectively simplified this issue, providing an integrated solution.

While Notion is considered a replacement for CRM Oman telegram data project management tools, there are clear limitations when it comes to overall functionality. While it allows individuals to manage daily tasks using templates, add-ons, and plugins, it lacks effectiveness in collecting data for business insights. You may also face difficulties in setting up custom workflows when dealing with cross-functional team dynamics . Furthermore, it fails to capture the urgency and opportunity of each task.

In short, when it comes to data management for small and medium-sized businesses, both Notion and spreadsheets can fall short due to their limitations. Now, let’s explore the benefits of CRM for data management.

Keep your big data organized and well-structured


Most small and medium-sized organizations prefer to streamline their day-to-day operations by viewing data as a byproduct of their overall operations. This is especially true when it comes to sales activities.

Without proactive sales data management, you’ll only capture basic metrics like number of orders and order values. This limited data reflects only core sales activities.

While a restaurant can track individual orders and product movement, having easy access to daily data on fast-moving items can reveal changes in customer behavior and preferences. By identifying these trends, businesses can refine their menu to highlight these popular items, improving their offering and meeting customer demand more effectively.

To implement this system, a business needs a CRM that can quickly access daily data on popular and slow-moving items. It also needs a flexible method for retrieving this information for any given date.

For larger businesses, this data may have many more fields that capture the data to visualize your sales and profits. In these cases, you will need a CRM that integrates with your existing third-party systems. This CRM system will collect all the data involved in your day-to-day operations. Flowlu integrates seamlessly with third-party systems, making it an ideal choice for large businesses looking to streamline data collection.