Spreadsheets are a tool of yesteryear. They hinder performance, as you have to browse through five or more sub-sheets to find what you’re looking for. They hinder team collaboration, as you never know who put in and updated what and you’re never sure if it’s properly synchronised across devices. They hinder customer support, as there’s no way for them to check the status of their request unless you update them manually.

However, by converting your sales and customer support departments to a CRM you’ll be able to scale sales like never before, with extremely convenient automation tools, collaboration features and customer support portals. One CRM that has all the bells and whistles and that we love and recommend is Platformax, but you can find many other options available online.

Without further ado, here are 5 ways a CRM will help you scale and skyrocket your sales as soon as you convert.

1 – Have all the data in one place   

No more browsing through countless tabs and sheets needed. No more need for additional docs or tables covered in sticky notes. With a CRM, all the customer data is in one place. All the emailing and call statistics are in one dashboard.

CRM enables you to run one centralized and always updated database, where you can jump to a profile of any of your leads while never stepping out of one browser tab. And there’ll you’ll find phone numbers, email and street addresses, their history of interactions with your team and current position in the pipeline.

Anyone from your team will always simply know where to find any data and you can even include notes, for an additional layer of security. This alone cuts wasted time during prospecting and selling in half.

2 – Standardize your sales process

The main dashboard of any sales-focused CRM will show your company’s pipeline as soon as you log in, front and center. This allows you to have a clear overview of the number and current position of all your prospects and leads.

Moreover, you’ll be able to customize and adjust the pipeline, by renaming stages and including additional ones or removing other.

After looking at spreadsheets for years on end, you’ll be smiling for weeks whenever you look at the pipeline dashboard of a CRM in the morning. You can smile, stretch and start closing deals.

Additionally, a customized pipeline that’s so well organized can make adding new members to your sales team an effortless process. As soon as you hand them over the CRM login credentials, they should be good to go.

3 – Assign customer requests and respond faster

Response time is crucial for successful sales and research suggests that sales teams and reps whose workflow is based on more traditional tools take up to 3 times longer to respond to an email and 2 times longer to follow up on calls, when compared to those using a CRM.

Besides the pipeline overview, you will also get a calendar dashboard, showing you all scheduled tasks and any additional reminders of things that are coming up. What’s potentially even better, you can also automate email replies and provide your leads and clients with instant replies.

4 – Integrate CRM with other apps you use for maximum performance

Take minute and try to think of all the additional apps and service you started using in the past few years, the number is almost certainly higher than 3 and very likely higher than 6, too.

Think about Gmail, Basecamp or Asana or Trello, perhaps things like Skype and Slack, or Toggl and TrackingTime, Slack and Skype, Dropbox and OneDrive, Evernote and Google Keep…

The list just keeps growing, year after year, and if there were no way to integrate and connect apps, imagine the amount of time that would be wasted. Luckily, the integrations keep getting better, too.

Most of the current CRMs support a range of apps that they integrate with. Platformax, for example, works wonderfully with Google Drive, Gmail and Calendar, MailChimp, Twilio, Freshbooks and we know Zapier integration is coming soon, too.

5 – CRM collects data and provides sales forecasts

As long as you keep the data in your CRM updated as you go along, it can even reward you for that and provide you with forecasts on the outcome of your selling efforts.

Besides helping you look ahead, a CRM also helps you analyze the current status of your work. It helps you pinpoint any low performance points and act upon them, but it also shows the best performing members and emails and helps you apply the same strategy elsewhere.

This ability to analyze things in real-time, in one place, will help you make decisions faster. Additionally, a CRM will also show you how long your sales cycles are and which of the steps take the longest, helping you understand and decide which processes need to be updated for an overall boost in performance.


Automated email campaigns are another feature that most CRMs have that can increase your cold emailing performance exponentially. If you have an email list of a thousand potential clients, you can reach out to all of them in a matter of minutes. Try it. You won’t believe how handy this is.

Those were our top 6 ways a CRM can help you boost your sales beyond what you thought was possible. You can check out our favourite CRM here now, or go ahead and research other offers online and get started as soon as possible.

Have you got more tips to share? Or can you think of a reason not to use a CRM? Let us know in the comments down below.