In the dynamic world of revenue operations (RevOps), streamlining communication and collaboration is key. Enter Slack workflows, a game-changer for RevOps teams. Not only do they foster seamless interaction, but they also bring an array of benefits that can supercharge your RevOps activities. This blog will explore these benefits and illustrate their impact with practical insights and examples.

## 1. Facilitating Real-Time Communication

RevOps teams juggle multiple tasks, from coordinating sales and marketing initiatives to analyzing revenue data. Slack workflows offer a platform for real-time, centralized communication that can keep everyone on the same page. For example, when a new deal is closed, a custom workflow can automatically notify all relevant team members, keeping everyone updated without the need for time-consuming meetings or email chains.

## 2. Streamlining Task Management

With Slack workflows, teams can automate routine tasks, making work more efficient. Consider a daily stand-up meeting where everyone shares their progress and plans. With a Slack workflow, team members can submit their updates directly into a channel. The workflow can then compile these updates into a single message, providing a concise summary that eliminates the need for a time-consuming meeting.

## 3. Enhancing Cross-Functional Collaboration

Slack workflows can automate cross-departmental communication, fostering better collaboration between sales, marketing, and customer success teams. For instance, when a customer submits a support ticket that requires input from multiple departments, a workflow can automatically alert the respective teams, ensuring a quick and coordinated response.

## 4. Integrating with RevOps Tools

Slack seamlessly integrates with a plethora of RevOps tools, including CRM platforms like Salesforce and data visualization tools like Tableau. A new Salesforce deal can trigger a Slack notification, or a Tableau report can be shared directly to a Slack channel. These integrations ensure that relevant information is promptly and conveniently shared, leading to faster, data-driven decision-making.

## 5. Promoting Accountability and Transparency

Slack workflows can help foster a culture of accountability and transparency. By automating updates on project progress and deadlines, workflows ensure that all team members have visibility into ongoing tasks and their own responsibilities. This can lead to higher team accountability and more proactive task management.

## Practical Example: Streamlining Deal Approval Process

Consider a typical deal approval process that requires sign-off from several individuals or departments. Traditionally, this might involve back-and-forth emails, leading to delays and potential miscommunication. But with a Slack workflow, the approval request can be sent to the appropriate individuals or channels with a single click. Approvers can then give their sign-off directly in Slack, dramatically speeding up the process and providing a clear record of who approved what and when.

In conclusion, Slack workflows offer a powerful way to enhance communication, collaboration, and efficiency for RevOps teams. By automating routine tasks and facilitating real-time, cross-functional communication, they can help your team work more effectively and focus on what really matters: driving revenue growth. So, if you haven't already, consider exploring what Slack workflows can do for your RevOps team. The benefits could be game-changing.


Discover the power of Slack workflows for RevOps teams. Enhance communication, collaboration, and productivity with real-time, centralized communication, streamlined task management, cross-functional collaboration, and seamless integration with RevOps tools. See how Slack workflows can boost your team's efficiency and drive revenue growth.

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## What are Sales Tools?

Sales tools are digital tools that sales professionals use to make their jobs easier. Customer relationship management (CRM), sales intelligence and prospecting, sales acceleration, and data connectors and integrations are just a few of the technologies covered by the term ‘sales tool.’
Sales and marketing tools integrate massive amounts of data, compile critical customer information, automate email campaigns and scheduling processes, and much more. These tools are necessary for success in today's sales environment.

Sales tools assist salespeople in determining which prospects are most likely to be successful with their product or service, when to contact those prospects, and what to discuss with them. They save time on time-consuming administrative tasks and can focus on what is most important: providing value to people and businesses.

A reason to invest in sales technology is that employees have begun to demand greater access to a broader range of modern tools. This means that companies that use conservative or old-fashioned sales methods risk losing sales and their best sales talent.
According to LinkedIn’s State of Sales 2021, 94 percent of sales professionals say sales tools help them close more deals, highlighting the importance of sales tools.

---

## Features to look in Sales tools

When selecting specific sales software, there appear to be infinite options. Consider these four characteristics as you search for the best sales tools for you and your company.


1. **Enhance workflows**   
Sales tools should allow everyone to spend less time doing things than previously. Sales tools can improve workflows by providing email templates, automated chatbots, and other features.

2. **Boost sales productivity**   
These tools should help to streamline the sales process and increase productivity. Instead of introducing decision-makers at each stage of the sales funnel, sales tools automate and expedite low-level tasks, freeing you and your team members up to focus on the more critical aspects of your jobs.

3. **Complement other tools**   
Your various sales tools should all work together seamlessly. For example, you might want important pricing information transferred from one app to another. Scheduling, data, intelligence, and social selling tools should be able to share resources. Information integration is critical to sales success.

4. **Ensure premium customer experience**   
Your tools should make customer sales interactions as simple as possible. Their functionality should inspire confidence in doing business with you and your company. Intelligent sales tools should assist you in connecting with customers who want to speak with you about your product, whether through automated email marketing campaigns, qualified lead generation, or something entirely different.

---

## Sales Tools your team should be using right now 


### CRM software

Customer relationship management (CRM) software aids in the management of your company's customer relationships. It assists you in keeping track of existing customers, improving customer relationships, increasing customer retention, staying on top of sales and marketing efforts, and automating communication.  

For most businesses, a CRM is the first investment they make in sales technology, and it's understandable why: According to LinkedIn's State of Sales 2021, 68 percent of respondents said their CRM system was "critical" to closing deals.  

CRMs have evolved into complex, multi-tiered support systems due to technological advancements and ultra-competitive markets. CRM software now includes a plethora of features that assist salespeople in optimizing their sales processes, such as real-time updates, advanced lead scoring, and automated repetitive tasks.   

Most CRM solutions today are SaaS platforms where you pay per user, per month. On-premise installations are rarely required because most CRMs can be accessed online through a web browser. Some vendors charge a flat monthly fee for a certain number of users, but larger packages or additional fees are required for other users.



### Data connector and integration tools

Our increasingly digitalized world has many fantastic tools to help make our lives easier. One disadvantage of such a diverse set of tools is that they are frequently independent and not easily accessible from a single system. Data connectors and integrations come in handy here.
A data connector is a tool that connects various systems to allow data to be transferred between them. This means that the data is now accessible through a single system, significantly improving the quality of life.  
Data integration tools are distinct because they combine data from multiple sources into a single system rather than simply allowing data to move between systems. Sales and marketing teams must be able to combine data from various programs and spreadsheets. 


### Sales Analytics

Sales analytics software refers to tools and systems that enable sales professionals and managers to effectively track, evaluate, and improve the performance of their sales activities while predicting trends and results and uncovering relevant insights. They give sales managers a granular view of sales, breaking them down into manageable chunks for reviewing where salespeople, products, and campaigns are performing best and where they should improve.
Sales analytics has become an essential component of every sales report in the age of big data. Instead of gathering analytics manually through a tangle of spreadsheets, sales analytics software allows sales managers to access it systematically in one place.   
Sales analytics systems are typically built on top of CRMs and use algorithms based on existing data to uncover insights. However, some serve as the CRM system of record and analytics tool.  

The use of sales analytics software is rapidly spreading throughout the business world. Historically, this type of technology was used mainly by giant corporations. Adoption of sales analytic tools in this segment has recently increased due to the rise of SalesOps roles in small and medium-sized businesses.  

Analytics tools help manage customer data, aid in sales forecasting and provide many metrics to plan your overall sales strategy for B2C and B2B sales. The better you can analyze and visualize data, the easier it is to manage your sales pipeline.  


### Sales intelligence and prospecting

Sales intelligence refers to various technologies that assist salespeople in locating, monitoring, and comprehending information on prospects' and existing clients' daily operations.  

Sales intelligence informs salespeople about who they should be talking with, what they should be talking about when they should reach out to them, and how to present all relevant information to them during that conversation. Contextual information about these contacts, such as purchase history, current contracts, business objectives, and digital footprints, is provided by sales intelligence tools.  
> *According to LinkedIn's survey, 62 percent of sales professionals believe their sales intelligence software is "essential" in helping them close deals, and 74 percent believe their organizations plan to invest more in sales intelligence tools in the future.*  





### Sales Productivity 

As the name suggests, this category of tools helps to improve salespeople's productivity by providing a variety of automation and time-saving tools that allow sales professionals to focus on the more critical aspects of the sales process.  

It refers to any tool that can assist salespeople in their daily professional activities and allow them to generate more sales. Such a broad definition implies that a diverse range of tools falls into this category, and as a result, sales productivity tools come in all shapes and sizes.  

Sales productivity tools can assist salespeople in generating leads, making calls, scheduling meetings, writing proposals, creating pipeline reports, and automating other repetitive tasks.



### Sales Forecasting

Before the availability of sales forecasting tools, your best option was to stare at your previous sales data in a spreadsheet and consult your gut instinct for what to do next. However, by leveraging data and automation, sales forecasting tools remove the guesswork and allow for confident growth plans.  

Sales forecasting software uses data from yesterday and today to create an accurate picture of what the future might look like. Quantitative sales forecasting tools analyze past sales data, identifying historical trends and patterns to forecast future sales performance if similar practices are followed. In contrast, qualitative forecasting examines current market trends and customer feedback.  

> *Businesses using forecasting tools are better positioned to make data-driven decisions about hiring, inventory, territory expansion, and introducing new products or services.*





### Pipeline Insights Tool

Creating an efficient sales workflow usually entails building a pipeline sales tracker solution. Your pipeline is a visual representation of potential customers who are on their way to purchasing from your company. Salespeople in a well-structured pipeline follow clearly defined stages to guide potential customers to their destination—the sale. The best pipeline management sales tools are clean, well-integrated, and designed to facilitate quick communication so that customers don't have many opportunities to jump ship.  
A spreadsheet can easily track a small number of transactions. Spreadsheets, on the other hand, can quickly become overwhelming and cluttered as your lead and customer lists grow. Pipeline software allows you to manage a growing volume of potential deals that don't tax your time or resources while providing a centralized view of where your efforts should be directed next.



### Marketing Automation and ABM

Every transaction begins in two ways: the seller finds the buyer, or the buyer seeks the seller. Marketing automation and lead generation tools are designed to promote the latter.
Companies can streamline marketing workflows and optimize their marketing strategy by automating marketing tasks such as email marketing, social media posts, and lead generation. These activities generate an extensive contacts database through conversions, especially when a person exchanges her contact information and possibly information about the company they work in exchange for valuable content from your company.  

Building on this, account-based marketing (ABM) technology enables marketers to create scalable, personalized marketing campaigns, track their performance against key performance indicators, and demonstrate revenue contribution. Adopting the account-based marketing method entails focusing on high-value customers with highly targeted, personalized campaigns, targeting and marketing messages based on specific account attributes.  






### Sales Acceleration 

Sales acceleration is a strategic initiative that aims to increase the number of sales conversations, reduce the sales cycle, and close more deals. By automating administrative tasks and streamlining sales processes, sales acceleration software aims to increase sales.  

Without control, speed is doomed to fail. As a result, sales acceleration technology assists salespeople in improving both efficiency and effectiveness by improving engagement and organization throughout the sales process. This is comparable to the purpose of sales enablement software. Conversely, the latter focuses on sales behavior and providing salespeople with quality materials, opportunities, and best practices. Despite this, some vendors use the terms interchangeably.  

Some argue that sales acceleration is a catch-all term for all tools that assist B2B sales reps in locating the right companies to approach and enable sales outreach. This technology category includes coaching tools, email tracking software, predictive analytics tools, sales engagement software, and outbound sales dialers, to name a few.


### Customer Success

Businesses use customer success software to ensure that their customers get the results they expect when they use their product or service—in other words, improving customer relationships and ensuring customer success. Customer success initiatives are critical for revenue retention and growth, increasing customer advocacy, and maintaining profitability and growth. Adopting account-based sales strategies and the appropriate technology is one way to increase customer success.  

Customer success software offers businesses a detailed analysis of their customers' past behavior and a "health score" that estimates their level of satisfaction. Furthermore, customer success solutions will assist businesses in developing or identifying customer profiles, collecting customer data, history, and feedback, engaging customers throughout the lifecycle, providing input and customer success scores, and predicting future customer growth or red flags.  



As you can see, sales tools cover various platforms with various features and functions: sales productivity tools and more. Every business will have different tech stack requirements, and each team will take a different approach to implement new software platforms. As you search for the perfect sales tool, keep in mind that your business software must serve your customers and your sales team. Before making a decision, honestly assess your needs and processes, and be willing to test your options.


Sales tools assist salespeople in determining which prospects are most likely to be successful with their product or service, when to contact those prospects, and what to discuss with them. They save time on time-consuming administrative tasks and can focus on what is most important: providing value to people and businesses.

Sales Tools for Modern-day sales reps

## About Pixis

Pixis is a California-based technology company that provides codeless AI infrastructure to enable customers to scale accurate data-driven marketing. 

Pixis’ codeless infrastructure for marketing helps Establish a powerful AI blueprint to make marketing effortlessly intelligent, agile, and scalable.  Pixis has raised over $100Mn in funding from marquee investors and helped brands save millions of dollars in marketing spend. 

---

## The Problem


Pixis has witnessed significant growth in expanding outbound and inside sales-led channels within the last couple of years. With the right software and processes, Pixis was equipped to measure and analyze data. However, with more tools and processes comes more data silos. These data silos existed across teams and geographies, often not in the same time zone. 

This, combined with an ever-growing team with longer SDR ramp times and a high inflow of leads, led to numerous spreadsheets and dashboards for making simple decisions, slowing down the speed of GTM execution. 

They had to hire and maintain a large team with a RevOps analyst for every 10 salespeople. 

---

## The Solution

Initially, Pixis started to leverage its existing CRM to create customized workflows and metrics to build a knowledge base across every opportunity in the pipeline. The challenge of hiring CRM specialists emerged, and Salesforce was not as user friendly as they had hoped for. Another complicating factor was their selling in different ICPs and selling different products. 

This process was clearly not feasible in the long run; thus, Pixis turned to Clientell. They started by integrating with the Clientell Revenue Operations platform and Clientell’s Revenue AI infrastructure. 

The team created multiple collaborative dashboards on their platform to map out the journey of every single dollar invested in the pipeline. This brought more clarity into “Leaks” in the pipelines and highlighted areas for improvement. 

- Using Clientell’s team performance analytics, they could understand best practices used across their teams and create a standard operating model for their sales teams. 

- This, combined with having complete transparency on every opportunity and complete visibility of their team’s actions, led to increased accountability within their teams and created a culture of data-driven coaching. They can now easily identify which rep is ideal for selling which product and for which ICP, improving resource allocation. 

- Finally, Clientell’s native slack integrations allowed them to set reminders and triggers for their reps and managers. Triggers like alerting the reps when a follow-up is needed or digging through similar past deals to re-surface how a particular objection was handled in the past. 

These efforts, combined with their robust processes and data-driven culture, resulted in them needing 1 Revops analyst per 40 salespeople and eliminating the need for data/CRM teams entirely. Clientell is now an active part of their daily workflows and cadences, enhancing their Ops experience. 

Pixis has witnessed significant growth in expanding outbound and inside sales-led channels within the last couple of years. With the right software and processes, Pixis was equipped to measure and analyze data. However, with more tools and processes comes more data silos. These data silos existed across teams and geographies, often not in the same time zone. 

Pixis reduces RevOps team costs by 27%

boosting-revenue-operations-with-slack-workflows

The world of revenue operations is evolving rapidly, and the need for efficient and streamlined communication is at an all-time high. Companies like Clientell are helping businesses drive sales and optimize processes. With the adoption of collaboration tools like Slack, revenue operations teams can further enhance their productivity and decision-making capabilities. In this blog, we'll explore how to leverage Slack workflow management for revenue operations teams and how you can create your own practical and easy-to-implement workflows.

### 1. Streamlining Communication with Slack Workflows
One of the primary benefits of using Slack for revenue operations is the ability to streamline communication among team members. By utilizing Slack workflows, you can eliminate the need for endless email threads and manual data entry, allowing your team to focus on more critical tasks.

To get started, simply follow these steps:

1. Install the Slack Workflow Builder
2. Create a new custom workflow by selecting 'Create' and then 'Workflow'
3. Add triggers, such as incoming messages or form submissions, to initiate the workflow
4. Design the sequence of steps, including sending messages, updating spreadsheets, or posting to channels
5. Publish your workflow and start saving time!

### 2. Sales Forecasting and Performance Tracking
Sales forecasting is a crucial aspect of revenue operations, and Slack workflows can help you automate this process. By integrating a forecasting sales calculator into your workflow, you can quickly generate accurate sales projections and monitor team performance. 

To implement this workflow, follow these steps:

1. Set up a Slack channel dedicated to sales forecasting
2. Use the Workflow Builder to create a workflow that triggers when new data is added to your sales CRM
3. Add a step to calculate sales forecasts using the sales calculator and post the results to the dedicated channel
4. Keep track of your sales team's progress and make data-driven decisions to optimize your sales strategy

### 3. Automating Deal Updates and Notifications
Staying up-to-date on the status of deals and projects is crucial for revenue operations teams. By creating a Slack workflow to automate deal updates, you can ensure that everyone is informed and aligned. 

To set up this workflow:

1. Use the Workflow Builder to create a workflow that triggers when a deal reaches a specific stage in your CRM
2. Add steps to notify relevant team members or channels with a customized message
3. Optionally, include additional information or resources related to the deal, such as deal size, close date, or key contacts
4. Publish the workflow to keep your team informed and engaged throughout the sales process

### 4. Streamlining Task Management and Collaboration
Effective collaboration is essential for revenue operations success. With Slack workflows, you can automate task management and encourage seamless teamwork. 

To create a workflow for task management:

1. Set up a dedicated channel for tasks and assignees
2. Create a workflow triggered by new task submissions, either through a form or a specific message format
3. Add steps to parse the task information, such as the assignee, due date, and task description
4. Automatically assign the task to the relevant team member and send them a notification
5. Use channel updates to track task progress and encourage collaboration

Implementing Slack workflow management for your revenue operations team can significantly improve efficiency, communication, and collaboration. By incorporating these practical and easy-to-implement workflows into your daily operations, you'll empower your team to drive sales and stay ahead of the competition. So go ahead, give these workflows a try, and watch your revenue operations soar!



One of the primary benefits of using Slack for revenue operations is the ability to streamline communication among team members. By utilizing Slack workflows, you can eliminate the need for endless email threads and

Boosting RevOps with Slack Workflows

Benefits of using slack workflows for RevOps teams

In the rapidly evolving business landscape, the importance of efficient project planning cannot be overstated. This rings especially true in the realm of Revenue Operations (RevOps), a holistic approach that aligns marketing, sales, and customer service operations to drive revenue growth. One tool that has proven to be invaluable for project planning in this field is a team calculator. Let's delve into why a team calculator can be a game-changer for RevOps project planning.

## Understanding the Concept of a Team Calculator
A team calculator is a tool that helps project managers estimate the necessary resources, particularly human resources, needed to complete a project within a given timeline. It takes into consideration factors like the scope of the project, the skills required, team members' availability, and the projected timeline. This allows project managers to balance workloads effectively, allocate resources efficiently, and set realistic deadlines.

## Benefits of Using a Team Calculator in RevOps
### 1. Streamlining Workloads
In RevOps, aligning marketing, sales, and customer service operations requires a clear understanding of each team member's workload. A team calculator provides a visual representation of the team's capacity, allowing project managers to distribute tasks evenly. This ensures that no single team member is overwhelmed, leading to higher productivity and morale.

### 2. Enhancing Resource Allocation
The success of RevOps is largely dependent on the efficient use of resources. A team calculator helps identify the necessary skills and resources needed for each stage of the project. This way, project managers can assign tasks to the team members best suited for them, leading to improved efficiency and effectiveness.

### 3. Promoting Realistic Deadline Setting
RevOps projects often involve complex, interdepartmental tasks. A team calculator provides an accurate estimate of how long each task will take, considering the team's capacity. This helps in setting realistic deadlines, reducing the risk of project delays and burnout.

### 4. Improving Transparency and Communication
By providing a clear view of team capacity and work allocation, a team calculator promotes transparency within the team. Team members have insight into who is doing what and why, fostering a culture of open communication and mutual respect. This is especially crucial in RevOps, where cross-functional collaboration is the key to success.

### 5. Boosting Project Success Rate
By improving workload distribution, resource allocation, the deadline set, and team communication, a team calculator significantly boosts the chances of project success. The result is a more efficient RevOps strategy that drives revenue growth

In the world of RevOps, strategic project planning is pivotal. It requires a clear understanding of team capacity, skills, and resources, all of which a team calculator provides. So, whether you're launching a new product or refining your sales strategy, consider leveraging a team calculator to maximize your RevOps success. Not only will it lead to better project outcomes, but it will also foster a more productive, happier, and aligned team.


Learn how a team calculator can streamline RevOps project planning, improving efficiency and driving revenue growth

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leverage-ai-based-tools-boost-conversion-rates

It's no secret that artificial intelligence (AI) is revolutionizing the way we do business. From automating tedious tasks to providing valuable insights, AI is a valuable asset in the sales world. But with all the hype surrounding AI, it can be hard to determine which tools are worth your time and investment.

Enter Revenue Intelligence and Generative AI platforms such as those used for writing emails and social media outreach. These AI-powered tools are designed to help businesses optimize their sales efforts and increase conversions. And while they may not have the same level of buzz as chatbots or conversational intelligence, they are quietly making a big impact in the sales world.

Revenue Intelligence, for example, uses machine learning algorithms to analyze customer data and provide valuable insights on how to approach leads and close deals best. And email writing tools use natural language processing to help salespeople craft personalized, effective emails that stand out in crowded inboxes.

So if you're looking to boost your sales conversions, it's worth considering the role AI-powered tools like Revenue Intelligence and Generative AI can play in your business. Not only can they save you time and effort, but they can also help you make more informed decisions and improve the customer experience. So, it's time to get on board and leverage the power of AI to take your sales efforts to the next level.

---

## AI tools you should consider adding to your sales stack

### Revenue Intelligence- The next step to success in sales

As a salesperson, you know that your time is valuable. Every minute you spend on tasks like data entry is a minute you could be spending on selling. That's where revenue intelligence tools come in. By automating the process of CRM data ingestion, these tools can save salespeople countless hours and allow them to focus on what they do best: closing deals.

But the benefits of revenue intelligence tools don't stop there. Having clean, up-to-date CRM data is crucial for the success of any sales organization. It helps ensure that salespeople have all the information they need to engage effectively with leads and customers and enables faster go-to-market execution. In short, better CRM hygiene leads to increased sales conversions.

So, how does revenue intelligence automate CRM data ingestion? Essentially, these tools use machine learning algorithms to analyze customer data and provide valuable insights on how to approach leads and close deals best. This saves salespeople time and helps them make more informed decisions about which leads are worth pursuing and which ones aren't.

But don't just take our word for it. There are plenty of examples of businesses that have seen firsthand the benefits of using revenue intelligence tools. For instance, one company cut its sales cycle in half by using a revenue intelligence platform to analyze customer data and provide targeted, personalized recommendations.

Another company saw a 20% increase in sales conversions after implementing a revenue intelligence tool that helped salespeople prioritize leads and focus on the most promising opportunities.
So, if you want to save time and increase sales conversions, it's worth considering the role revenue intelligence tools can play in your business. By automating the process of CRM data ingestion, these tools can help you focus on what really matters: selling.


### Conversational Intelligence- Beyond call transcripts
Conversational intelligence tools are taking the sales world by storm, and for a good reason. These AI-powered tools are designed to help salespeople boost conversions by analyzing objections, following up with call snapshots, and personalizing engagement. But don't just take our word for it - the numbers speak for themselves.

One study found that sales teams using conversational intelligence tools saw an average increase in conversions of 18%. That's a pretty compelling case for giving these tools a try.

So, how do conversational intelligence tools help boost sales conversions? It all comes down to their ability to analyze and understand sales conversations in real time. Using natural language processing and machine learning algorithms, these tools can provide valuable insights and recommendations on handling objections and engaging with leads in a more personalized way.

For example, let's say you're on a sales call with a lead, and they object to the price of your product. Without a conversational intelligence tool, you might struggle to address their concern in a way that's both persuasive and personalized. But with a conversational intelligence tool, you can quickly get real-time guidance on how to respond based on the specific language and context of the conversation.

But it's not just objections that conversational intelligence tools can help with. They can also provide call snapshots that allow salespeople to review and analyze key moments from sales calls. This is especially useful for salespeople who might forget key details or overlook important objections. By providing a conversation record, conversational intelligence tools can help salespeople better understand the needs and concerns of their leads and tailor their approach accordingly.

So, if you want to boost your sales conversions, it's worth considering the role that conversational intelligence tools can play in your business. These tools can help you close more deals and increase your sales success by providing real-time insights and personalized recommendations.


### Generative AI- ChatGPT and beyond!
If you're in sales, you know that personalization is key. Customers today expect tailored, relevant messaging; if you can't deliver, you're likely to lose their attention (and their business). That's where generative AI tools come in. These powerful tools are designed to help salespeople create personalized outreach campaigns for different ideal customer profiles (ICPs) and customers, saving them countless hours of experimentation and helping them close more deals.

So, how do generative AI tools boost sales conversions? It all starts with understanding your ICPs. These are the types of customers most likely to benefit from your product or service, and they should be the focus of your sales efforts. Generative AI tools can help you create targeted, personalized messaging for each of your ICPs, taking into account their unique needs and pain points.
For example, let's say you have a well-suited product for small business owners. A generative AI tool could help you create personalized messaging that speaks directly to the concerns and challenges of small business owners, making it more likely that they'll be interested in your product.

But personalization doesn't stop with your ICPs. Generative AI tools can also help you create personalized outreach campaigns for individual customers. This can be especially useful if you have a large customer base and want to ensure that each customer gets the most relevant and engaging messaging possible.

One sales team we know of saw a 25% increase in conversions after using a generative AI tool to create personalized outreach campaigns for their customers. And they're not alone - plenty of other businesses have seen similar results.

So, if you want to boost your sales conversions, it's worth considering the role that generative AI tools can play in your business. By helping you create personalized outreach campaigns for different ICPs and customers, these tools can help you stand out in a crowded market and win more business.

If you're in sales, you know that personalization is key. Customers today expect tailored, relevant messaging; if you can't deliver, you're likely to lose their attention (and their business). That's where generative AI tools come in. These powerful tools are designed to help salespeople create personalized outreach campaigns for different ideal customer profiles (ICPs) and customers, saving them countless hours of experimentation and helping them close more deals.

---

### Final note
In conclusion, AI-powered tools have the potential to revolutionize the way we make sales. From chatbots and conversational intelligence to revenue intelligence and generative AI, these tools are helping salespeople [save time and increase conversions.](https://www.getclientell.com/resources/case-studies/pixis-accelerates-pipeline-and-pipeline-growth-with-clientell)

While it's true that some of these tools are still in their infancy and may not yet be right for every business, the trend is clear: AI is quickly becoming an essential part of the sales toolkit. And as the technology continues to evolve and improve, we'll likely see even more sophisticated and powerful AI tools emerge.

So, if you're looking to boost your sales conversions, it's worth considering AI-powered tools' role in your business. Whether a small business or a large corporation, the benefits of using AI to improve the customer experience and streamline your sales efforts are too good to ignore. So, it's time to embrace the power of AI and take your sales efforts to the next level. To learn more, have a look at our [guide on AI-driven sales.](https://www.getclientell.com/resources/blogs/ai-driven-sales-a-comprehensive-guide)


It's no secret that artificial intelligence (AI) is revolutionizing the way we do business. From automating tedious tasks to providing valuable insights, AI is a valuable asset in the sales world. But with all the hype surrounding AI, it can be hard to determine which tools are worth your time and investment.

Leverage AI-based tools to boost conversion rates

## Trinity Health <> Clientell


**Trinity Health** is one of the largest not-for-profit, Catholic health care systems in the US. It is a family of 115,000 colleagues and nearly 26,000 physicians and clinicians caring for diverse communities across 25 states. Nationally recognized for care and experience, the Trinity Health system includes 88 hospitals, 131 continuing care locations, the second largest PACE program in the country, 125 urgent care locations and many other health and well-being services.

---

## Problem Statement:  
- ***Current State:***  The rate of visibility of Trinity’s revenue income is low leading to lack of growth opportunities.  
- ***Gap:*** This is due to fragmented data, inaccurate pipeline and limited data exploration.  
- ***Future State:*** With the help of Clientell trinity can increase 55% decrease in A/R, 85% average insight accuracy, 78% fewer denials, 120% uplift in scoring accuracy and 10x increase in claim pipeline velocity  

---

## Dataset and datapoints
The data used to increase visibility is as follows:  
    
 - ***Demographic:*** Name, Age, Gender, Address.  
     
 - ***Administrative:*** Health insurance eligibility and membership, Type of practitioner, Physician specialty, "Insurance claim" information, e.g., charges for diagnostic tests and procedures and amounts paid

 - ***Health Risk:*** Health-related behavior, e.g., use of tobacco products and seat belts, exercise, Genetic predisposition

 - ***Health status (or health-related quality of life):*** Physical functioning, Mental and emotional well-being, Cognitive functioning

 - ***Medical History:*** Past medical problems, injuries, hospital admissions, pregnancies, births; Family history or events (e.g., alcoholism or parental divorce)

 - ***Present Health Management:*** Current problems and diagnoses, Medications prescribed, Allergies, Health screening

 - ***Outcomes:*** GeneMedical ral and/or condition-specific states, e.g., functional status, readmission to hospital, and unexpected medical or surgical complications of care; Satisfaction

 - ***Other:*** Discharge Date, Accommodation Days, Accommodation Charges,  Service Charges         
    
---

## Insights       
    
Claims data analysed across unified profiles to identify and assign factor weightages based on claims settlement.
    
- ***Administrative***: The rate of clearing their claim from past claim data is inferred to be 45%.
- ***Health Risk***: The rate of clearing their claim due to smoking habits is 7%
- ***Medical History***: The rate of  clearing their claim due to pregnancy is 1.5% and 1% through vital signs
- ***Present Health Management***: The tendency to get their claim cleared from DAS is 5% .
    
---
    
## Clientell’s Decision Landscape
- ***Analyse opportunity/risk in claims***: Understand drivers of revenue growth by locating the highest and lowest performing claims
- ***Unified individual account details***: Auto clean data and unify data from all data sources including third party sources
- ***Insurer’s propensity to clear claims***: Identify underperforming claims in the pipeline and predict revenue losses
- ***AI-powered Micro segmentation***: Risk and opportunity classification by breaking down revenue into streams based on region, Claims, BU & Managers
- ***Analyse revenue based on Health Units & Patients***: Provide and 360 view of patients, claims, TPAs and resultant revenue
- ***Time series forecasts of revenue***: Predict successfully on when and which claims will give highest revenue and analysing the factors driving it
    




![revops-health-data-viz.png](https://clientell-website.s3.ap-south-1.amazonaws.com/revops_health_data_viz_c0c2894c06.png)


![revops-health-pipeline-risk.png](https://clientell-website.s3.ap-south-1.amazonaws.com/revops_health_pipeline_risk_d8075faf25.png)

Trinity's revenue income is not well visible, resulting in a lack of expansion potential. Because of fragmented data, an erroneous pipeline, and inadequate data research, this is the case. The answer is to make better use of data in Revenue Operations.

RevOps health

## Introduction to Predictive Analytics

Predictive analytics is a big buzzword today, especially with a lot of companies looking to fuel their growth by using analytics. But is predictive analytics really what we need? Here we will look at what predictive analytics is and isn't. We will also see how predictive analytics can be best used with product-led growth.

Businesses now have the infrastructure to  measure and analyze data across channels and verticals. However, most of the current insights and business intelligence metrics are retrograde in nature and lack a forward thinking approach. Predictive analytics is the craft of leveraging machine learning to analyze the data while understanding the future outcomes. 

Predictive analytics scores customer segments to understand user data and model the propensity of the user to make a purchase, churn or any other future behavior. This way business leaders can understand the impact of their decisions and leverage their data to make these decisions faster and efficient. 
				
The scope of Big Data Analytics is traditionally limited to B2C companies as these approaches require a significant number of data points. The scope is also limited to large enterprises that have the data teams required to support such analytics. However, with the advances in Artificial Intelligence we at Clientell are helping Business Leaders leverage the power of machine learning. 

Clientell is combining the world’s most innovative algorithms in a no-code platform that offers powerful predictive analytics and insights from data to report in a single click.

---


## What is Product-Led-Growth?


GTM funnels for SaaS companies are relatively simple with “users” on top and “paying customers” at the bottom. Marketing and sales teams in SaaS companies generally tend to focus on increasing the number of “users” or improving the top funnel metrics. At the bottom of the funnel the conversions are led by the value added by the product. This client success, engineering and sales team aid this journey of “Product-Led-Growth”. 

The goal of this exercise is to create opportunities and widen the top funnel at the same time facilitate bottom funnel activation through feedback. This feedback becomes important while defining user journey and taking the product from an exploratory to a “need-to-have” for the client. The sales teams often encounter problems in understanding, evaluating and communicating this feedback to the product teams. Thus, creating unwanted roadblocks in the middle funnel to conversion. 



Traditionally the top funnel was driven by cold calling and emailing as main outbound marketing channels to driver user growth. However, the main challenge was finding the right users who need the product as well as building trust, so that users would be willing to pay to try the product. 

As the cost of delivering product is decreasing product led growth solves the above problems by making product the center of attention in the sales funnel. Only 2-5% of users end up as paying customers. Thus with relevant feedback and efficient communication between the various stakeholders the middle funnel improvements can be achieved.


---

## How do the most successful SaaS companies solve this?

The best-in-class SaaS companies leverage data at each stage of the funnel to personalize the user journey to a paid client. Pinpoint precision is required to offer the users the best pricing, value proposition and service hyper-personalized to their needs. The best GTM playbooks are built by segmenting the users in terms of personas, use cases, actions, time frames and usage metrics in the following manner:

![user-personas-table.png](https://clientell-website.s3.ap-south-1.amazonaws.com/user_personas_table_3c84100e14.png)

---

## How does Clientell help build a better experience for your customers?

Clientell is a no-code AI-powered platform that allows businesses to leverage historical data and the power of predictive analytics to drive conversions. Here’s how we do it:

- **Smart Segmentation:** Breakdown users into micro-segments based on behavior, usage, activities and hundreds of metrics to improve their journey.

- **Predictive Scoring:**  Our state of the art AI chooses the best machine learning model based on the users industry and data points. The micro-segments are then scored based on similarities to choose the best actions required to drive a conversion.

- **Factor Analysis:** The factors driving user behavior are analyzed and actionable insights sent to the relevant teams improving the efficiency of feedback communication.
 
- **360 view:** Clientell uses dynamic algorithms to consolidate all relevant user information and insights into auto-generated reports. Thus empowering business teams to take real-time decisions and build a culture of iteratively improving the sales funnel.



Explore how predictive analytics can be best used with product-led growth.

How predictive analytics fuels product-led-growth

A sales conversation is any communication between a potential buyer and a seller with the aim of influencing the prospect to eventually acquire a good or service.
But is it enough to get on call with them? What about the first impression? It is necessary to connect with the prospect to keep them engaged and eventually make them believe that your services can bring an impact to their business.


## How to Start a Sales Conversation

A sales conversation should never start with a sales pitch. Every time someone accepts a new connection on a communication network, they get those annoying pitches straight away. The majority of us would immediately delete or disregard those messages. It only takes a couple of seconds for the consumer to lose interest, which is why it is important to lead the conversations where the prospect can easily visualize the possible amalgamation of your services into their current operations to solve their problems. It is no longer effective to repeat a scripted pitch for the product you are selling with a general call to action. This strategy will only overload the buyer and make them feel obligated, neither of which are effective ways to attract new customers and close a deal. 



## Tips For A Great First Meeting


### **Be prepared - Know about your customers**

No matter what you sell, be sure to be familiar with what your prospect's business offers. This is so apparent and yet so effective because, regrettably, many sellers choose to ignore it.
Clients are not interested in the flashy patents you own, they are interested in the products that can relieve their pain points. Allow clients to speak most of the time, pay close attention to their concerns, and tailor your comments to how your product will be of assistance.


### **Build rapport**

Never undervalue the effectiveness of small conversation, your opening statement, or simply conversing with a new potential companion. Prior to making their pitch, salespeople should establish a rapport with the prospect by learning about their interests. Once a potential customer has decided to make a purchase, you may increase the likelihood that they will return to your vendors for additional purchases because of the connection you have built with them.

### **Create decks**

Decks demonstrate readiness and can pique a potential partner's interest. Make slide one of the agenda your topic. It should contain a section where you discuss your research and the reasons you believe the prospect will benefit from spending time with you. If you must include a slide about you, make it about one of your clients who closely resembles your prospect's company. Doing this will show clients that they are in safe hands and that the company understands their business.


### **Don’t lose buyer’s interest**

Sellers shouldn't be hesitant to start the conversation with a question or to ask questions throughout. It's crucial for the consumer to believe that their ideas and opinions are valuable as well. Additionally, it is a fantastic opportunity to learn additional details from prospective buyers so that your sellers can build a stronger connection and relationship. When utilized properly, open-ended inquiries are very effective at keeping a prospect interested.


### **Make the impact clear**
You won't close the deal if you don't present a convincing business case. Even if you accomplish everything else well, the prospect won't buy your solution if they don't understand its value (and you must be very clear about what that value is).


---

## How To Get People To Buy Your Product


- ***Sell the dream***  
In this world, everyone cares about themselves even if they aren’t interested in your product or your services. An excellent place to start is by creating a vision of what the prospect's life would be like after buying your goods.


- ***Pique their curiosity***  
Once you have connected with a potential customer, you should focus on keeping the person in loop, ask them questions which force them to figure out the product’s application in their daily life.


- ***Guide by past successes rather than setbacks***  
Instead of focusing on errors, try to concentrate on what went right and strive to repeat specific accomplishments. Find patterns in their reactions, and then apply those effective strategies to new prospects.


- ***Create a sense of urgency***  
Offer a short-term discount or incentive: Customers may feel driven to act quickly if they know your offer is time-limited or only available for a brief period of time. When you make these restrictions clear to customers during the sales process, whether you are selling a limited-edition product or a service that is only available to a certain number of clients, you may persuade them to buy right away.

- ***Remain biased towards your product***
Pretending to remain unbiased to come off as credible is completely useless. Customers should feel that you are ecstatic to present your deals and your point of view of the product. Customers like opinions that are authentic and genuine rather than merely objective.


- ***Be transparent***  
Although biased, you should not keep the customer in dark. Mention all the key features and sometimes may be necessary to acknowledge situations where your product falls short of the client's expectations. You can help your prospect by describing product limits with some innovative alternatives, which will help you gain their trust.


- ***Make the choice convenient***  
Make it clear that you are aware of their busy schedules and that you may modify the procedure to be more convenient. The difference between the deal closing in five minutes vs five days can be made by providing them with a few bullet points that emphasize the contract. Keeping an easy transaction process will undoubtedly help them value your thoughtfulness.


> Why wait any longer when you have everything at your disposal to close your first deal? Simply keep these ideas in mind and watch the influx of potential purchasers reach its height.


Every sales rep wants to close more and more deals, generate more revenue and convert more leads. But all this depends on how the conversation goes. Selling is said to be the most important skill of a salesperson, but how can you do selling in the most effective way to have a good conversion rate? Answers to all these questions lies in this blog. 

Effective sales communication

The Benefits of Using a Team Calculator for Project Planning in Revenue Operations

How CRM systems work A Beginner's Guide for RevOps Professionals

In the fast-paced world of Revenue Operations (RevOps), managing customer relationships effectively is paramount. This is where Customer Relationship Management (CRM) systems come into play. But what exactly is a CRM, and how does it work? This beginner's guide will walk you through the basics of CRM systems and how they can be set up for successful revenue operations.

CRM systems are tools that allow businesses to manage all their relationships and interactions with current and prospective customers. They help businesses stay connected to their customers, streamline processes, and improve profitability. In essence, a CRM system is the modern version of the old-fashioned Rolodex, but with far more capabilities.

There are four main types of CRM software: Operational CRM, Collaborative CRM, Analytical CRM, and Marketing CRM. Each type has its unique features and benefits, but all are designed to enhance customer relationships and drive revenue growth.

## Operational CRM
This type of CRM focuses on automation, allowing businesses to streamline their processes for customer relationships. It helps track touchpoints throughout the customer journey, from the first interaction with your content to move through the sales pipeline. This automation allows RevOps teams to focus on building customer relationships rather than manual tasks like data syncing.

## Collaborative CRM
 A collaborative CRM provides a unified view of customer data to all teams in real time. This includes marketing information, purchase history, and previous customer communication. This type of CRM fosters cross-departmental collaboration, ensuring everyone has access to up-to-date customer data, leading to a better understanding of customers' needs and interests.
 
## Analytical CRM
As the name suggests, analytical CRM emphasizes analytics and reporting. It helps businesses analyze customer data gathered over time to improve marketing campaigns, sales efforts, and customer support effectiveness. Analytical CRM can provide insights into your core customer base and answer questions like which marketing campaigns generate more leads or what content can lead to a purchase.

## Marketing CRM
Marketing CRMs integrate marketing features directly into the software. They include automated workflows that can, for example, automatically send an email to a lead after they click a link in a marketing email. These CRMs can help you close your next sale faster by providing a more personalized touch.

To make the most of a CRM system, it's crucial to use it to its full potential. This means using the CRM for everything from managing contacts to writing down what was said during a call. CRM automation can also be leveraged to manage your leads effectively, saving you time at every step of the process.

In conclusion, CRM systems are powerful tools that can help RevOps professionals manage their customer relationships more effectively and drive revenue growth. By understanding how these systems work and how to set them up correctly, you can ensure your RevOps are as successful as possible.




Discover how CRM systems function and how they can be optimized for successful revenue operations. This guide is tailored for RevOps professionals seeking to leverage CRM for enhanced customer relationships and revenue growth.


How CRM Systems Work A Beginner's Guide for RevOps Professionals_11zon.jpg

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thumbnail_How CRM Systems Work A Beginner's Guide for RevOps Professionals_11zon.jpg

## CRM and its components

Customer Relationship Management (CRM) combines business strategies, software, and processes that help businesses develop, retain, and acquire customers. When individuals mention CRM, they typically mean a CRM system, a tool that helps in productivity, sales management, contact management, and more.
CRM systems have had a lot of extra features added to them throughout time to increase their utility. Some of these features include the ability for managers to monitor performance and productivity based on data logged within the system, as well as the ability to automate various workflow processes, such as tasks, calendars, and alerts, depending on system capabilities. Other features include recording different customer interactions via email, phone, social media, and/or other channels.


### Here are some of the critical components of CRM

- **Marketing Automation:**   
At various stages of the lead generation lifecycle, CRM platforms with marketing automation features can automate repetitive operations to improve marketing efforts. For instance, when a sales prospect enters the system, it may email marketing content to convert a sales lead into a paying customer.

- **Sales automation:**   
Sales force automation tools keep track of customer interactions and automate some sales cycle tasks essential for following up on leads, acquiring new clients, and building a loyal customer base.

- **Customer Service:**   
Nearly all primary departments, including the sales department, marketing team, and management staff, are required to take action to increase their awareness of and comprehension of the wants and concerns of the customers. This unquestionably enables the business or company to provide clients with quick, accurate help and answers as well as meet their desires, which raises the dependability and confidence of the public in the company

- **Analytics:**   
Analytics is a crucial component of customer relationship management since it enables in-depth analysis of the data needed to determine the business's growth.
While many marketing strategies are developed to draw in more clients, data warehousing and analytical tools assist businesses in keeping clients through improved client relations and communication. 

---

## How does a CRM work?

Client management platforms like CRMs, integrate all of the data from your customers and sales prospects in one location. It compiles all correspondence (form submissions, phone calls, emails, texts, and meetings), documents, quotes, purchases, and tasks connected to each lead and client. When it's time to clinch a deal or provide exceptional service, your entire team can access that information.   

A spreadsheet is fantastic if you track static information, such as name, email address, phone number, company name, website, or if you have fewer than 100 contacts. A spreadsheet falls short of a CRM when recording more complex, dynamic data like which emails a contact has opened, which pages they've viewed on your website or the date of their most recent purchase. When prospects and customers take action, your CRM automatically updates, whereas a spreadsheet loses its freshness when you stop manually adding to it.  

A set of features, including lead qualification, opportunity management, forecasting, and deal closure, are made available to sales and marketing teams by CRM software. Adhering to pre-established procedures for excellent customer care enables customer service teams to manage customer requests and automate service operations.  

CRM systems are stacked with tracking tools that keep track of multiple online interactions with customers. CRM also streamlines repetitive tasks and gives managers access to resources that let them monitor and assess the productivity and performance of their organizations. For instance, CRM software might alert you to tasks that must be finished by a specific date and time. You can program it to carry out pre-planned functions like making phone calls and sending emails. The CRM keeps track of everything you do, giving you time to develop more robust action plans to close any prospective sales. Some CRMs additionally have analytics features, enabling users to monitor the effectiveness of different marketing initiatives to produce leads and conversions.

---

## How does CRM matter to your company?

The several spreadsheets, databases, and apps that many organizations slap together to maintain customer information are replaced by a CRM. The end effect is improved time management, organization, and client satisfaction.  
CRM system used to be only about sales but not anymore. Now it can benefit almost every department of the organization, from customer service to recruiting, marketing, and business development. Good CRM software improves the management of external relationships. 
CRM makes it much easier for users to collaborate on various processes and increase productivity because it provides easy access to data. Another compelling argument in favor of CRM is that it is appropriate for businesses of all sizes.  

---

## Here's how CRM can help your business today and in the future

- **Identify and Categorize leads**   
A CRM system can help you easily and quickly identify and add new leads and accurately categorize them. Sales can prioritize opportunities that will close deals by focusing on the right leads, and marketing can identify leads that require more nurturing and prime them to become quality leads.
Sales and marketing can focus their attention and energy on the right clients if they have complete, accurate, and centralized information about them.

- **Rise in referrals from existing customers**   
Cross-selling and upselling opportunities become clear as you gain a better understanding of your customers, giving you the opportunity to win new business from existing customers. With increased visibility, you'll be able to provide better service to your customers. According to some studies, happy customers are more likely to become repeat customers, and repeat customers spend more — up to 33% more.



- **Impart engaging and unbeatable user experience through Hyper-personalization**   
Businesses must ensure that the customer defines each interaction to personalize the customer experience truly. 61% of millennials are willing to share personal information in exchange for a more personalized shopping experience, and this generation is reaping the benefits of hyper-personalization.
Hyper-personalization can refer to customizing products, offering specific products in specific locations based on trending, leveraging omnichannel data to personalize communications, or engaging in real-time engagement. Being treated as a person rather than a number is essential to 84 percent of customers. Hyper-meaningful personalization engagement can improve customer experience, combining user satisfaction with increased sales.

- **AI-powered CRMs can improve decision-making and productivity**   
Artificial intelligence can help businesses make smarter and faster decisions (AI). With 64% of customers expecting tailored engagement based on previous interactions, marketing AI can collate data from interactions to predict the messaging your customers are most likely to respond to. With 71% of customers using multiple channels to initiate and complete a single transaction, using AI to track customers across mediums and devices is critical for sales. Regarding operations, 68 percent of customers would instead use self-service channels for simple questions or issues, such as knowledge bases or customer portals.

---

## Is CRM enough for your company?

- CRMs are not intended to assist with back-end operations such as manufacturing, warehousing, shipping, engineering, or finance. CRM tools, of course, cannot manage what they cannot see. As a result, if people work leads or deals outside of the system, it reduces the system's effectiveness for the entire team.
- Due to the blast (and discontinuity) of computerized channels today, CRMs are unequipped for dealing with every one of the basic information a cutting-edge business needs: action on your site and portable applications, email, pop-up messages, support tickets, installment frameworks, and that's just the beginning. 
- More regrettable still, CRM is usually purchased or worked to suit the necessities of a particular division (typically deals) instead of the whole organization. Too frequently, teams are forced to use whatever other software is included in the more extensive CRM suite (usually that software was glued on via acquisition).
- This rushed client service, and promotion applications come up short on usefulness and adaptability to adjust to an organization's novel prerequisites. When we consider top-tier apparatuses, we don't consider CRM suites.
- The truth is that there is no "single sheet of glass" for the whole organization. At the point when each group needs an alternate perspective on the hidden client record, a one-size-fits-all sheet of glass won't cut it.
- Companies in the digital economy must now consistently understand their customers to provide seamless, contextualized experiences across all channels. Businesses must deal with hundreds of customer touchpoints. However, in CRM-enabled organizations, sales teams must still manually enter customer information, resulting in human error, wasted working hours, and a fragmented or incomplete customer view. CRM software is also rigid, forcing IT to choose between purchasing a one-size-fits-all cloud suite and developing dozens of time-consuming, costly integrations.

---

## *Challenges to CRM*

- Despite advancements in CRM technology, a CRM system without proper management can become little more than a glorified database in which customer information is stored. Data sets must be linked, distributed, and organized so that users can quickly access the information they require.
- Companies may struggle to achieve a unified view of their customers if their data sets are not linked and organized in a centralized dashboard or interface. When systems contain duplicate customer data or outdated information, problems arise. Due to long wait times during phone calls, improper handling of technical support cases, and other issues, these issues can decrease customer experience. CRM systems work best when businesses spend time cleaning up their existing customer data to eliminate duplicate and incomplete records before supplementing CRM data with information from outside sources.
> To conclude, the right CRM can help your business focus on customers and unite every organization unit on a shared goal to make your customer satisfied.


CRM systems gather customer information from various contact points between them and the business, such as the company's website, phone line, live chat, direct mail, marketing materials, and social media. CRM systems can also give staff workers who deal with consumers in-depth knowledge of their data, purchasing history, shopping preferences, and issues.

A complete guide to CRM

Sales leaders spend hours analyzing funnel data from the CRM weekly, and salespeople spend even more time filling in this data. But with 40% of the organizations, even after meticulous processes, regular cadences and 6 hours spent every week the data is still not entirely accurate. 

Revenue Leaders have a simple objective regarding optimizing their funnel- Finding areas to improve and prioritizing opportunities to go after. 

Most leaders understand that CRMs are not user-friendly, and reps want to focus on selling rather than data entry. This leads to multiple silos across google sheets, marketing tools, emails, calendars, and task planners. Imagine a scenario where a company that rejected you due to a lack of budget raises funding in the following months. Are you confident that your reps will reach out to them again?


Having a Revenue Intelligence system in place can help you capture critical contact and activity data and go even further in sealing the cracks in your sales process and improving your team's productivity. 

##  What is Revenue Intelligence?

Revenue intelligence is the process of deriving actionable insights to drive revenue growth. A simple investigation into your CRM and sales funnels can help gauge areas where revenue might leak. 

For instance, understanding the risk associated with every deal based on engagement via calls, emails, and meetings can give you a comprehensive understanding of your coaching efforts. 

Revenue intelligence, as the name suggests, integrates Artificial Intelligence with your tech stack across sales, marketing, and customer success. AI allows the automated capture of critical contact, activity, and other first-party data in a single source of truth. 

Revenue-generating teams can use this data to coach effectively, identify buying signals from prospects, understand the risk in the funnel, and forecast with over 95% accuracy. 




### What’s the data that’s missing?

The increasing number of GTM tools has created a disconnect within teams and silos of data. From CRM to conversational intelligence to marketing attribution data, each needs to be entered into or integrated into the CRM separately to get a complete picture of the RevOps funnel. Even basic things like contact numbers from email signatures must be updated separately in the CRM. 

For example, suppose you have a qualified opportunity where you’ve had a few interactions. Suppose a decision maker is added to the email chain but not to your CRM. You could close the deal faster if you include the decision maker in the next few meetings and update emails. An AI-powered platform seamlessly identifies decision makers, includes them in your plan of action, and even surfaces deals where there’s a lack of one, even at the later stages. 

The previous example is a nuanced yet critical insight into closing deals faster. AI can also, in one place, organize and structure your calls, meetings, and emails and combine this with behavioral intelligence data such as website visits. This creates a knowledge cloud around every opportunity to sell, highlighting areas where there was perceived to be none. 

Such automation saves up to 30% of your reps’ time which can be used to plan strategies, research, and close deals. It also takes care of situations where a rep suddenly leaves your company and forgets to log in their opportunities or cases where the lead may convert to an opportunity in the future. 

### Revenue Intelligence beyond “Data Ingestion”

Data ingestion is just the beginning of Revenue Intelligence. The next immediate step is to derive actionable insights from the data. Things like engagement risk is a good measure of your engagement with your prospect. It factors in things like how many times you’re competitor was mentioned, or what key objections came up. Engagement risk often includes behavioral insights like when your prospect is most likely to respond or who amongst the buying team is the decision maker. 

Engagement may be better than expected, but that does not indicate whether the deal will close. External factors such as buyer intent, duration in a particular CRM stage, or even the company's budget can hamper the conversion of a deal. Leveraging AI by integrating with multiple such data sources can improve the accuracy of your forecasts to 95% and above. 

Imagine having the data confidence to say where you’ll land at the end of the quarter, with 95% accuracy. That would enable you to make data-driven decisions about forecasting, opportunity qualification, and even which areas of the funnel need improvement. 

Traditional forecasting is simply sales leaders submitting their numbers based on basic excel calculations or intuition-driven assumptions. Indicators such as conversion rates and assumptions on industry benchmarks are the backbone of such processes. This process is inaccurate as external market and competitive scenarios evolve. Still, it’s also not inclusive, as the front-line salespeople who know what’s happening at the deal level are not included. 

This is where Revenue Intelligence adds the most value as AI can, in real-time, calibrate forecasts based on over 400 leading indicators. A combination of such AI-powered and bottom-up manual forecasts can build the data trust required for sustainable and inclusive growth. 


### How do you get started?

You don’t need to start with full-blown Revenue Intelligence software!

You can start by first understanding the various types of data each of your existing tools provide and how they can be integrated within your CRM. Start with meeting with each team to understand their decisions and ask whether they are data-backed. If the answer is yes, then understand what more data would make this decision faster. 

> _The best process is no process_   
> -Elon Musk

The number of processes and data can be overwhelming across teams. So start with eliminating manual work and see if automation can be done. Your team will thank you for this; you won’t need to hire expensive data scientists and bear high costs. 

Once you have a breakdown of all the processes and data available across multiple tools and have eliminated unnecessary processes, work on building data stories. Data stories are simple dashboards that sequentially break down various metrics and KPIs. 

For example, if you want to understand which channel to spend on in demand generation, start with understanding the ratio of qualified leads to closed won just for that channel. Break it down by geography, business unit, or teams. The channel which is the cheapest may not be the best for a particular team, say in North America, but it may be the one for APAC. The more granular you go, the more answers you find. 

Once you’ve done this for a few weeks, the gaps in your GTM will surface, and you’ll notice areas where your team members view data as a task, not a habit. This is the time to bring in your Whatson, as every Sherlock needs one. Invest in a Revenue Intelligence solution and make sure it integrates within your workflows seamlessly. The last thing you want is another tool to solve the problem caused by multiple tools. The choice of tool needs to have customizable forecasting and automated workflows. This combination will give you the data confidence to focus on execution over planning. 

If you want to know how Clientell can help you with your CRM data, you should definately see [how we did it for Pixis](https://www.getclientell.com/resources/case-studies/pixis-drives-trust-in-data).





Sales leaders spend hours analyzing funnel data from the CRM weekly, and salespeople spend even more time filling in this data. But with 40% of the organizations, even after meticulous processes, regular cadences and 6 hours spent every week the data is still not entirely accurate. 

Enhance your CRM Data with RevOps

a-comprehensive-guide-to-crm-components-and-how-they-work

Imagine yourself, a seasoned sales leader, sitting in your office, contemplating the quarterly sales figures. You're aware of the relentless pace of business and the need to stay ahead of the game. In this competitive landscape, CRM is your secret weapon. 

Customer Relationship Management (CRM) is like the central nervous system of your sales operation. It's not just a technological tool but a strategic framework, aimed at understanding, managing, and improving your relationships with customers.

## Main Components of a CRM

### Contact Management
Imagine having a digital Rolodex, always at your fingertips, with each card holding not just a name and a phone number, but a comprehensive profile of every customer and potential customer. That's what the contact management component of a CRM offers. It keeps track of all customer data, including contact details, demographic information, and even purchasing behavior.

### Interaction Tracking
Remembering every interaction with every customer can be like trying to remember every meal you've ever had. The interaction tracking component of a CRM takes care of that. It records every call, email, meeting, and even social media interaction, creating a chronological narrative for each customer.

### Lead Management
Leads are like seeds. They need to be nurtured and guided through the sales funnel to bloom into customers. The lead management feature of a CRM helps you track and manage leads effectively, ensuring that no potential customers slip through the cracks

### Email Integration
Imagine not having to switch back and forth between your email and CRM. The email integration component synchronizes your email system with the CRM, making it easier to track communication and maintain records.

### Reporting and Analytics
Numbers can tell compelling stories if you know how to read them. Reporting and analytics tools in a CRM system can provide insightful data narratives. These narratives can guide decision-making, forecasting, and strategic planning.

### Mobile Access
In today's fast-paced world, having access to your data on-the-go is vital. Mobile access features in CRM systems ensure you can access customer data, interact with your team, and make critical decisions, no matter where you are.

### Social Media Integration
In the age of social selling, understanding customers' social media behavior is key. A CRM with social media integration can track interactions across various social platforms, helping you stay connected with your audience.

### Artificial Intelligence
AI is revolutionizing how we interact with data. In CRM systems, AI can automate routine tasks, provide predictive analytics, and enhance personalization, making your job as a sales leader easier and more effective.

## How CRM Components Work
Think of your CRM as an orchestra, and you, the sales leader, as the conductor. Each component plays its part, but it's the harmony they create together that makes the music. For instance, contact management keeps customer data organized, while interaction tracking and lead management ensure that data stays relevant and useful. Email and social media integration keep the communication flowing, while AI, reporting, and analytics help interpret the performance. And mobile access ensures you can conduct this orchestra from anywhere.

### Role of CRM in Revenue Operations (RevOps)
RevOps is the symphony of sales, marketing, and customer success. As a sales leader, a CRM is your baton. It helps you align all aspects of the customer lifecycle, from lead generation to customer retention, ensuring a streamlined, efficient operation that maximizes revenue.

### Benefits of CRM for RevOps
A CRM system is not just a tool, but a game-changer for RevOps. It can increase sales by up to 29% and sales productivity by up to 34%. By providing a 360-degree view of customers, it improves customer service and retention.



In the final act of this symphony, let's take a moment to appreciate the CRM, your maestro in the grand performance of RevOps. It orchestrates every element, from lead nurturing to customer retention, empowering you to conduct a seamless operation that maximizes revenue.

From our journey, it's clear that CRM is more than just technology; it's a strategic asset that enables you, the sales leader, to foster better relationships with customers, make data-driven decisions, and ultimately, boost your bottom line. 

It's time to step onto the podium, take up the baton, and let the CRM system guide you to a standing ovation in the grand theater of sales. This is the power of CRM, and as you've discovered, it's a performance worth mastering.

Looking to find, [How RevOps will enhance your CRM data](https://www.getclientell.com/resources/blogs/enhance-your-crm-data-with-rev-ops) 


Discover how each component could transform your sales process, potentially boosting revenue by up to 41%. Learn how to master the art of CRM and make it your secret weapon in revenue operations.


A Comprehensive Guide to CRM Components and How They Work

How CRM Systems Work: A Beginner's Guide for RevOps Professionals

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Revenue may be any company’s problem for a variety of reasons - the team may not be working hard enough, there may be logistical problems or many other issues.

However, one problem which is right there in front of you, but goes unnoticed generally, is that of siloed data.

## What is siloed data?

Information coming from revenue-generating operations like sales, marketing, or customer success is kept in separate tech stacks and depositories, making it inaccessible to other teams and people. This is siloed data. 

For example: The sales team might use the data from their own tech stack to nurture and convert a lead. This information is unrelated to marketing or customer success information. 

As a result, these departments continue to operate alone, without sharing data or finding ways to assist one another. 

CS will not get a comprehensive picture from sales about the lead and the effort of sales to convert the lead may not get translated to custom retention.

These divisions cause a lack of smoothness in transition between teams, hampering the goal of maximizing revenue, as data is not fully available to act on.

But why does siloed data develop in the first place?

### Difference in departments   
Different departments like sales, marketing and customer success have their own way of working, their own tech stack, and their own nuances. They have their own goals to achieve. 
Marketing has to run certain campaigns, sales has to nurture and convert and CS has to be there post-conversion and retain. All that’s fair, but these are individual goals.

The cumulative goal is to work for the organisation’s betterment and benefit and maximize its revenue. Keeping tab of individual goals, employees lose track of this and forget its their responsibility to ensure seamless transfer of data in optimal workflows with other teams. They think once they’ve done their individual job, its not their problem anymore, and that shouldnt be the case.

### Separation of tech stacks   
Each team has its own tech stack, to focus on individual goals. With technology evolving and companies growing, more tools are added.

This is okay, but there needs to be a process where data is easily accessible from one tech stack to another team’s, so that they can use it easily. Most organisations do not have such integrations in place.

### Resistance to change   
The data problem requires technology. Tools and code can solve this problem efficiently.

However, most important positions in companies are occupied by people who aren’t exposed to the power of tech in the data space, given that these developments are relatively new and these positions are for more experienced folk.

This causes a certain resistance to change, to try new tools, products and softwares to solve your problems.

This is how siloed data is created and this hence affects your revenue engine adversely.

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## How will it affect your revenue?

### Inaccurate Revenue Forecasts   
If your data is inaccurate, you don’t know what to forecast on the basis of. You’re basically shooting in the dark, guessing that a certain deal or a certain customer will behave in a certain manner, as you don’t have tangible data on their behaviour. 

You have to work to combine data in different stacks and depositories to get a forecast firstly, and that too not accurate.

### Shabby customer experience   
The journey from a lead gotten by marketing to one nurtured and converted by sales and then handed over to customer success for queries and retention is a long one. 

Since there are so many touchpoints on the way, and data is not transferred accurately through them, the customer’s experience gets very diluted. 

For them, it’s like they were having a different conversation with sales but suddenly that doesn’t make sense anymore because customer success doesn’t know what they were talking about with sales priorly. 

This causes a shabby customer experience.

### Untapped business potential   
Data siloes also cause business potential to remain untapped. If data is available across teams, experts from different domains can see the lead’s journey and together give inputs on qualifying and nurturing prospects.

There may be something marketing can add to a lead, which sales cannot, given their behavior, and vice versa. But if the leads’ data and journey with different touchpoints is not clearly visible to everyone, the potential to convert them reduces, hence losing out on business.

Thus, the cost of siloed data is greater than what you would assume. Its time organisations started paying attention to this and working on it. And for the start, you can read this article about [Enhancing your CRM data with Revenue Intelligence](https://www.getclientell.com/resources/blogs/enhance-crm-data)


Having siloed data across multiple sales tools can definitely hinder pipeline growth. When data is siloed, it means that it is isolated and not easily accessible to other parts of the organization. This can make it difficult for sales teams to get a complete view of their pipeline and customer interactions, which can impact their ability to effectively nurture leads and close deals.

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