How to make sure you sell with a CRM Software

Have you ever thought about what the purpose of your business is? Well, no matter the industry or your company’s profile, the main goal is to sell. This is where a CRM Software will definetly help you!

What would be the best approach:

Direct selling or indirect selling?

Direct selling is when you sell your product or service, while indirect selling is when you sell your company’s image first, in a way that earns the interest of potential customers.

Both of them can be good approaches for a business, but indirect sales can lead to a better retention rate and ultimately, to converting leads into customers. In the end, the impression you leave on the customer matters a lot, but so does the quality of the product and the customer’s desire to buy it again. 

You have to know that people, generally speaking, make choices based on how they feel. So, if an emotional link is built between the customers and your product, service or  your company most of the time, he will continue to make the same choice.  

You probably wonder why your high quality products don’t sell as well as other products, which are not that qualitative. Well, the secret is to have a good marketing strategy and a very well chosen process of presenting an offer.

What does presenting an offer mean?

Presenting an offer is just a part of the sales process, and it’s a very important step that has an impact on potential clients, especially by the way it is presented. 

Thus, when you present an offer, it must have a set of carefully chosen features and aspects, and it must follow basic requirements such as: 

Normally, when you manually generate an offer for a prospect, it must contain more information, for example: 

All of the things mentioned above require more time when they are generated manually. As you already know, time is money and it’s the most important resource that we have. So, it would be ideal to be able to do as many good things as possible in a short time.

However, if we calculated how long it would take to generate the offer, it would sum up to more than 50% of the time we spend in the office on a normal day.

Meaning that sales agents would only be able to focus and perform a quite limited set of activities.

What do clients say?

Usually, clients request the offer in a short period of time. Well, this situation can lead to something very stressful, especially if you are dealing with remarks such as: “I will sign with another company, if i don’t receive your offer today!”, “Why does it take so long? I want to receive the offer today!”.

Continue to read this article so you’ll find out how to solve these problems! 

What is a CRM Software? 

First, you have to know that CRM is an abbreviation from „Customer Relationship Management”. More exactly, CRM stands for “Customer Relationship Management”. More exactly, it’s a system that deals with the excellent management of your company’s interaction, both with potential customers and existing ones.

It is a management model based on placing the customer at the center of the company’s attention so that it can maximize their level of satisfaction, loyalty and acquisition.

Therefore, CRM helps you permanently collect prospects and customers data, to analyze it and use the accumulated elements in order to improve the relationships and results of your business.  

This software helps employees (who work with clients) or salespeople to always be ready to respond to customers’ needs and to to be a reliable help in everything related to the services and products your company offers.

To have a better understanding about what a CRM Software is, read this article!   

Let’s see what statistics say about installing a CRM Software, and about how much such a system helps sales 

  1. CRM apps can increase income by 41% per sales representative

It’s a good idea to know from the start how much a CRM software can positively influence your company’s sales.

So, with software like that, your company will clearly be on an upward trend.

  1. CRM can increase conversion rates by  300%

At the beginning of this article, we talked about the most important thing for your business in order to be successful.Thus, the goal is to sell. 

The numbers are incredible- CRM Software can turn leads into customers by 300%, which means that your business will grow considerably.

How to make sure you sell with a CRM Software?

Our solution is Zimplu CRM, a software that will definitely help you have a successful business!

  1. Benefit from a pre-set product presentation format that can be used by all sales agents in your company

Everything will be much easier for your employees, because in the offers section in Zimplu CRM, you will find general presentations of the products or services you offer.

So, all that needs to be done is to select the presentation for the product to be added to the offer.

These presentations can be used by all employees who have been granted access by the application administrator.

  1. Offers will be generated as soon as possible 

As I wrote above, manually generated offers normally require about 50% of the total working time of sales agents in a day, which is not in the least productive.

If you choose to automatically generate offers with the help of Zimplu CRM Software, you will save a lot of time, because everything will be ready in just a few minutes.

 This will greatly increase the productivity of the business you run. 

Here’s what you can do:

Once you have completed all these fields, all you have to do is generate the offer.

Zimplu CRM will automatically perform all calculations, and the entire set of activities will take no more than 5 minutes. After that, you can send the offer immediately to Clients.

  1. All data is stored in the system

As you probably know, offer generation is based on discussions with customers or prospects over time, in which you have identified their needs.

With regard to manual generation, it often happens that, due to carelessness, you can skip certain information. This contributes to customer dissatisfaction.

When it comes to generating offers through the Zimplu CRM System, there is no possibility to omit information and generate offers that do not meet the needs of customers.


With Zimplu CRM it is extremely easy to have a complete and complex database; which allows you to have easy access to all the information you need! Thus, you can keep track of customers and prospects with great ease, and have everything well organized.

What’s next?

Once you generate the offer, you just need to send it to the prospect. So, with just a few fields to fill out and no hassle from salespersons, everything is much faster,. The whole process takes about 5 minutes – which is great!

So, what’s in it for you?

Once you’ve implemented Zimplu CRM Software, the results will appear as soon as possible: 

As Milton Berle said:If Opportunity doesn’t Knock, Build a Door”.

So, you always have to find opportunities and solutions for your business so that it can grow more and more everyday!

Now you know that Zimplu CRM will be a great support for your company. Try it for free for 30 days and discover more about Zimplu CRM features; which will help you to have a successful business!