Unleashing the full potential of your CRM starts with understanding and maintaining CRM hygiene. This fundamental process is a game-changer for any sales team seeking to optimize their sales processes and achieve superior outcomes.
CRM hygiene refers to the practice of keeping your CRM data clean, accurate, and up-to-date. It's about ensuring your sales team operates with the most relevant and reliable information, thereby streamlining sales processes and driving enhanced performance.
Why is it so critical? Without robust CRM hygiene, your sales team faces the risk of poor data quality. This could lead to unqualified leads, inaccurate sales forecasts, and inefficient sales processes - all detrimental to your sales performance.
1. Targeted Marketing Campaigns: Supercharge your marketing efforts with accurate and complete data, ensuring personalized campaigns and higher conversion rates.
2. Strategic Hiring and Resource Allocation: Optimize your teams and resources based on accurate forecasts and comprehensive data.
3. Agile Product Roadmap Planning: Collaborate seamlessly between sales and product teams, delivering innovative solutions that meet market demands.
Automate your sales process with Luru's intuitive workflow automation by setting up real-time and scheduled Slack alerts for any specific condition. Notify your team of wins, missing fields, or stuck deals with Luru's no-code Workflow builder. The bi-directional alerts allow sales reps to update Salesforce or HubSpot right from within Slack boosting productivity without context switching.
You can automate the implementation of sales methodologies by enforcing MEDDIC or BANT CRM fields inside Slack.
Drive better customer calls by using Luru's Playbooks feature that automatically loads templates based on attendee email addresses. Ensure meeting success by guiding reps with the right questions at the right time using custom or standard sales methodologies like MEDDIC or BANT.
Take your meetings to the next level with Luru's Meeting Co-pilot. With features like real-time note-taking, automatic CRM updates, and post-meeting action items, Luru makes it easy to stay organized and focused during meetings. Luru ensures that nothing falls through the cracks and keeps everyone on track.
Built for sales teams, you can create and access notes right within your meeting app. With real-time syncing, customizable templates, and one-click CRM updates, Luru makes it easy to keep track of important details and automate the sales process.
Luru's Sidekick is your perfect sales companion. You can quickly access and manage your CRM from anywhere, with real-time Slack alerts, one-click updates, and powerful pipeline views. Say goodbye to unrelenting context switches and frantic clicking. With Sidekick, you can bring CRM to your fingertips supercharging your sales process and closing more deals.
Get a clear view of your sales pipeline with Luru's pipeline management feature. Manage all your deals and opportunities in a familiar spreadsheet-like interface. You can create custom views in seconds and update your pipeline with a single click. Luru makes it easy to stay on top of your sales pipeline.
Sales automation is the use of software tools and applications like Luru to streamline repetitive tasks in the sales process. It includes lead nurturing, record creation, email campaigns, follow-up tasks, scheduling, reporting, and invoicing among others. It helps sales teams save time, reduce errors, and increase efficiency.
Start by identifying the repetitive tasks like lead scoring, email campaigns, data entry, etc, and identify the areas that can be improved with automation. Luru helps execute, monitor, and automate sales processes at scale with Slack workflow automation and meeting playbook templates
After identifying the areas and tasks to automate, configure rules interfacing Salesforce or HubSpot using Luru workflows automation features.
To automate sales funnel processes, first, identify the stages of your sales process like lead generation, lead nurturing, follow-up tasks, closing the deal, etc. Then, select and configure the right tools and software to automate these tasks and optimize the funnel at each stage. With Luru’s workflow builder, you can automate your sales funnel in minutes.
Helps me quickly search and access Salesforce
Luru has made taking sales notes and updating Salesforce a breeze. All the context for my accounts are accessible for me and my team in a single place
Luru has helped us stay on top of our pipeline
We are able to quickly create and iterate on sales processes on Slack. This has helped us to get a better picture of our pipeline in real time, identify blockers and react quickly to close more deals
As a sales leader, Luru is a life saver!
The ability to pre-define templates and prompt my SDRs and AEs on must-discuss info is amazing! Personally, my hunt for a hassle-free meeting note taker is over :)
Luru gives easy visibility into my team’s pipeline helping in better pipeline review meetings.
Luru enables my team to update Salesforce a lot quicker through a simple spreadsheet-like interface. Now our pipeline is always up-to-date !