Remote Sales: Manage Your Sales Territories
Running a global business means you will have to manage your sales territories from anywhere. For such capability, your business is in need of robust CRM software that can help you connect with your leads and customers from everywhere.
Remote sales can drastically increase your profit as you provide your services and products to customers from all over the world. Customers nowadays expect exceptional customer support and seamless communication no matter where they are or what channel they use.
However, it may not be as simple as it sounds to manage remote sales for different territories; besides CRM software, you will need a dedicated team that knows how and where to operate. We will present you with some tips for managing your sales territories from anywhere.
1. Divide and Conquer
One of the most important measures to take for managing your remote sales across different territories is to divide your sales team to handle each region or area. It is great to differentiate your markets and help your team understand which products are in demand in which areas; in doing so, they can provide better customer support and sales information, in addition to customs policies, trade laws, delivery costs, and much more.
2. Set Sales Targets
To benefit from your remote sales and increase your profits and revenue, you should set sales targets for your teams to reach. Your team will be more productive when they have clear goals set for them to achieve.
Your CRM software should allow you to set targets for your team and track them accordingly. User permissions can help you adjust which team members can view which metrics and sales figures so they stay focused on where they need to sell more.
3. Define Your Teams
Defining your team should be an easy task with comprehensive CRM software. Setting up your organizational structure in hierarchal order is vital for streamlining data and reports sharing. User permissions also play a role in your organizational structure, as you will be able to define users as Senior Sales Reps, Managers, HR, Finance, and much more.
In doing so, you will allow managers to easily access their team’s sales and performances without the hassle of asking for updates, in addition to allowing you to analyze trends and team performances and create healthy competitiveness among your teams.
4. Track Results
Lastly, CRM software provides you with a variety of dashboards and customizable reports that you can use to your advantages, such as tracking sales performance by territory with visual charts, products sold in each region, and much more.
These reports and analytics will provide you with valuable insights into your business sales and allow you to make smart decisions to improve any underperforming sales in certain areas.
To be able to manage your sales territories remotely and implement our tips above, you will need an inclusive CRM software that can offer your outstanding capabilities to reach customers and leads from anywhere and simplify your team’s task management and communication. Here are a few features to look out for when considering CRM software:
1. Mobile CRM
Most cloud-based CRM software offers a mobile CRM application that allows its users and your employees to access your customers’ data and perform their sales operations from anywhere. A mobile CRM will also provide your remote workers with more flexibility as they can as they won’t need to stick to their desktops to do their work.
2. Built-in Call Dialer or VoIP Phone System
A great feature that some CRM software offer is a built-in dialer or a VoIP phone system. VoIP phone systems can help you reach international customers with a single click. A VoIP phone system also allows you to host video meetings and conferences, with great audio and video quality at relatively low costs.
Many customers prefer phone calls to reach out to businesses, and having your business phone lines ready will surely improve their satisfaction and boost your brand’s reputation.
3. Product Management
Product management is a great tool that will allow you to link your sales pipelines to certain products and generally integrate your products with CRM software. This will allow you to track a product’s performance and generate reports based on its sales, territories, and popularity.
Product management will also allow you to customize your product’s description for your customers, add tags, SKU codes, and their different variations, in addition to offering your customers personalized quotes and prices.
4. Pipeline Management
Your CRM software should allow you to create multiple sales pipelines for every deal or product and customize them to the sales process needs. Viewing and visualizing your sales pipelines will provide your team with greater visibility over which stages a deal is on and which actions need to be taken next to close deals.
CRM software can provide you with so much more, of course. We will present you with our top three CRM recommendations that will help you manage your sales territories from anywhere easily and efficiently.
1. Monday.com CRM
Monday.com CRM offers the most comprehensive CRM software on the market. Its platform is packed with great features and solutions, including the ones we mentioned earlier that will make managing your remote sales a breeze.
Monday.com CRM offers industry-based CRM templates with unlimited customization options and an easy-to-use interface to help your run your business your way. More of its key features include:
- Project management
- Lead/Pipeline management
- Collaboration tools
- Constant monitoring
Monday.com offers five subscription plans for its CRM software. However, we will present you with the two best-suited for large businesses and enterprises.
The Pro plan: $16/user/month
Some of the features of the Pro plan packs are the following:
- Customized notifications
- Marketing activity management
- Advanced permissions
- Time tracking
- Workflow and approval automation
- Advanced reports (dashboards with up to 20 boards)
- Private boards and docs
- Formula column
- Automations up to 25,000 actions per month
- Integrations up to 25,000 actions per month
- 100 GB file storage
- Full mobile CRM
The Enterprise plan: Quote-based
The Enterprise plan is the fully-featured CRM package you get from Monday.com; its price is not advertised as Monday.com will offer your business a unique quote depending on its size and requirements. Its features include everything in all previous plans, plus:
- Enterprise-scale automation and integrations
- Enterprise-grade security and governance
- Advanced reporting and analytics
- Multi-level permissions
- Tailored onboarding
- Premium 24/7 priority support
- A dashboard that combines up to 50 boards
- 1000 GB file storage
2. Zendesk CRM
Zendesk is our second CRM software recommendation. It promises to enhance your business’s productivity, processes, and pipeline visibility for your team. It will do a great job in helping you manage your remote sales territories with its rich features that include:
- Sales Email Intelligence
- Native Dialer
- Sales Prospecting
- Mobile CRM
- Sales Reporting and Analytics
Zendesk offers four subscription plans for its CRM software, two of which would be best suited for businesses with a global sales market:
Sell Enterprise: $99/user/month
The Sell Enterprise offers the most advanced features, such as:
- Email integration
- Unlimited paid users
- 2 sales pipelines
- Built-in click-to-dial, call recording, & power dialer
- Fully featured mobile CRM
- Apps & integrations - PREBUILT & CUSTOM
- Personalized bulk emailing
- Unlimited email templates
- Sales goals & forecasting
- Unlimited custom fields
- Advanced call analytics
- Activity reports
- Advanced permissions
- Product catalog
- Lead and deal scoring
- Task automation
- Customized notifications
Sell Elite: $199/user/month
The Sell Elite plan is a slightly upgraded version of the Enterprise plan; it packs everything in it, in addition to the following:
- Open API
- Rep performance reports
- Advanced sales insight reports
- Success insight reports
3. Salesmate CRM
For our last CRM recommendation, we present you with Salesmate CRM. Salesmate CRM packs a built-in VoIP phone system with the best CRM features you could find on the market. Such features include:
- Google Integrations
- Contact Management
- Pipeline Management
- Sales Automation
- Text Messaging
- Built-in Calling
- Product Management
Salesmate offers your four plans for its CRM software; we will present you with the last two, which pack the most advanced features for managing your remote sales territories.
Boost Plan: $40/user/month
The Boost plan’s highlight features:
- Team Management
- Increased Team Inbox Limits
- Smart Activity Queue
- Power Dialer
- Voicemail Drop
- Smart Activity Queue
- IP Restriction
- Increased Workflow & Sequence Limits
The Enterprise plan is the fully-featured CRM package you get from Salesmate, and it includes everything from the previous plans plus:
- Dedicated Account Manager
- Personalized Onboarding
- Priority Support
- Dedicated Instance
- Dashboards - Unlimited
- Increased Workflow Limits
- Permissions - Unlimited
- Increased Sequence Limits
To summarize, these are the best CRM in 2023…
- Automation of tasks
- Free version and free trial available
- Easy to use and navigate
- Flexible configuration
- Analytics and reporting
- Cloud based solution to reduce implementation time
- Built-in VoIP phone system
- Google Apps integration
- 15-day free trial
- Free forever plan
- Easy-to-use interface
- Several use cases
- Full customization tools
- 275 integrations
- 24/7 support