As IT manager you have a crucial role in supporting the sales team. You ensure that they have the right tools and systems to perform their work efficiently and effectively. In this blog, Kyung de Jong-Dijkman, Salesforce Administrator at Vloeiend IT, gives you some practical tips to optimize the sales process within your organization and support the sales team.
A seamless data flow
One of the biggest challenges in the sales process is ensuring seamless data flow between different systems and departments. As IT manager, you play a key role in integrating systems, such as CRM and marketing automation, to ensure data is consistent and up-to-date. By creating an integrated data stream, the sales colleagues can spend their time selling instead of manually updating data.
Streamlining sales processes
Identifying and streamlining inefficient sales processes is also an important task for IT managers. Take the time to analyze the sales process from start to finish and identify where bottlenecks and delays occur. By optimizing and automating these processes, you support the sales team in performing their tasks more efficiently and shortening sales cycles.
Advanced analytics and reporting
Using advanced analytics and reporting tools is invaluable to the sales process. As IT manager, you ensure that the sales team has access to the right tools and reports to measure performance and gain insight into sales results. This allows the sales team to adjust its strategy and focus on the right opportunities to drive sales.
Improve efficiency and collaboration with FILE 365
Break down information silos and drive efficiency and collaboration within your sales team with the help of FILE 365. FILE 365 allows you to integrate files in Salesforce with Microsoft 365, enabling your sales people to leverage all the smart features of Microsoft 365, directly from Salesforce. With FILE 365, the sales team has access to all relevant documents within one context, such as quotations, presentations and contracts. This means they no longer have to switch between different systems to find the information they need. With just one click they have direct access to the latest version of all the documents they need to close successful deals.
Interested?
FILE 365 integrates SharePoint into Salesforce. Microsoft 365 files associated with a record in Salesforce are stored in SharePoint, but can be accessed from both Salesforce and SharePoint with a single click. Open and edit files directly from Salesforce! Curious? Request a demo now without obligation! We’d love to get to know you.
