By implementing a sales CRM , your sales team will be able to centralize customer information, automate tasks, and obtain detailed analysis that allows you to make informed and strategic decisions.
Any company with a sales network, presence on multiple channels or a wide product catalogue needs a commercial CRM like inaCátalog to improve its sales flow.
Because?
Because inaCátalog offers an online and offline commercial solution for selling to B2B companies, which allows you to save time and improve the quality of service from the beginning of the process.
As?
Through software that not only adapts to the client's needs but is also capable of integrating it with their ERP in a bidirectional manner.
And what does this mean?
Data is updated immediately and automatically, from the ERP to the sales representative's tablet, providing greater agility and increased productivity from day one.
What is a sales CRM?
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A sales CRM is a tool that helps a company's salespeople in their day-to-day operations. The main objective of a CRM is to increase orders through an improved customer experience.
What should a good sales CRM have?
To achieve success in sales, it is essential to establish a clearly defined sales process, with well-structured stages, profiles involved and necessary resources.
This is precisely what is achieved with inaCátalog's sales CRM, by converting your company's products into a digital catalogue from the sales representative's tablet.
And for this reason, and knowing the needs of the sales team, a good commercial CRM must have:
- Possibility of agenda: display of the salesperson's agendas that allow classification by dates and client status.
- Filters : whether by product or client, filters can be customized to the sales representative's taste.
- Cross-selling and upselling: capable of being created by customer type and promotion, increasing upselling and the average ticket.
- Updated stock control: stock is automatically updated at gambling data japan all times, regardless of whether the change comes from the laboratory or the sales representative.

- Loyalty by points: each client is unique and therefore a CRM in sales must allow the possibility of personalizing the treatment of each one of them.
- Business objectives: possibility of generating and editing objectives for better reading of the dashboards.
- Dashboards and control panels that allow you to view statistics: inaCátalog allows not only the sending of automated reports but also the possibility of editing and customizing them.
- Personalization: ability to adjust the look & feel of the application taking into account the corporate colors and brand logo.
What is the purpose of a CRM in the sales process?
A sales CRM is used to improve the sales process between salespeople and customers . Our solution facilitates the collection of information, allows efficient monitoring of leads and their subsequent qualification in the conversion phase.
In addition, we are able to automate tasks and processes, so that the sale can even be made on the first visit.
In short, a sales CRM not only organizes the sales process, but also provides the tools necessary to continuously analyze and improve sales strategies and customer experience.
Key stages in the sales process for CRM
With inaCátalog we differentiate a series of stages in the sales process. These stages range from prospecting, where information on potential customers is collected, to after-sales and loyalty, where additional sales are sought. With inaCátalog CRM you can control and maximize each and every one of the following stages of the sales process:
Prospecting
At the prospecting stage, CRM helps identify and gather information about potential customers. Using data and analytics, sales teams can focus on the most promising leads, optimizing the time and resources available to capture new business.
Qualification
During qualification, CRM allows leads to be evaluated and ranked based on their conversion potential. By centralizing information about potential customers’ needs and interest, salespeople can prioritize and focus their efforts on the most qualified leads.
Diagnosis
At the diagnosis stage, CRM facilitates a deep understanding of customer issues and needs. By recording and analyzing information gathered during conversations, sales teams can design customized solutions that specifically address customer challenges.
Presentation
Presentation is key to showing how the product or service can solve the customer's needs. A CRM allows you to prepare personalized and well-informed presentations, ensuring that the most relevant benefits are highlighted for each potential customer.
Negotiation and closing of agreements
During deal negotiation and closing, CRM helps manage all customer interactions and communications. It makes it easy to track proposals and counteroffers, and automates reminders and tasks, ensuring that salespeople don’t miss critical opportunities to close the deal.
After-sales, follow-up and loyalty
At the post-sales, follow-up and loyalty stage, CRM is crucial to maintaining and strengthening the customer relationship. It records all post-sales interactions, facilitates problem resolution and helps identify opportunities for additional sales and loyalty programs, ensuring a continuous and satisfactory customer experience.
What benefits does controlling the sales process from your CRM bring you?
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Controlling the sales process offers numerous benefits. It allows for more efficient and organized management of leads and customers , ensuring that no detail is overlooked.
With inaCátalog's sales CRM you can optimize time and resources, being efficient in all sales processes. In addition, you can constantly improve in all areas by measuring results, all with a better relationship with customers. We see all the benefits that it generates for us:
Reduction in time: By eliminating administrative tasks and automating processes between the ERP and the sales catalogue, the sales representative has greater work agility.
Productivity: The sales opportunity is born from the first day of the visit to the client where the software becomes a digital sales catalogue with all the stock updated every second and the possibilities of combining promotions and offers.
Efficiency: Improve efficiency by optimizing time and resources, such as cross-selling or personalizing promotions, avoiding duplication of efforts and ensuring effective sales closing.
Consistency: The process brings consistency across the sales team, ensuring a reliable experience for customers and projecting professionalism in organizations with multiple sellers.
Measurement: Data, not only sales data, but also data related to each customer, remains.
Training: Serves as a solid foundation for team training, facilitating the training of new salespeople and the development of skills in veterans.
Improve customer relationships : A structured process fosters long-lasting customer relationships by understanding their needs, providing personalized service and tailored solutions, increasing long-term satisfaction and loyalty.