Why do sales reps
need a CRM?

Your sales reps work on the ground-level, interacting with prospects and potentials to bring in new deals. Naturally, they have a lot to manage on their hands. Emails, meetings, phone calls, tasks for the day, sales targets, and analytics are just a few things a sales rep has to juggle throughout the day.

They need to keep track of their tasks and targets, have access to client and prospect information, and recall past interactions so they can have intelligent conversations with their leads. In short, they need a CRM to reduce time spent on mundane tasks, so that they can be more productive.

What do sales
reps expect
from their CRM?


With an AI assistant pulling prospect and customer data from your sales data, you’re also able to spend less time looking for information. AI assistants can do a lot—make deal win predictions, spot anomalies in your pipeline, and even understand your customer sentiments.

Data entry

Sales reps want a CRM that can automate most of the data entry process so they can do what they’re good at: selling. Less manual data entry also means more productivity and more accurate data.

Sales Content

A CRM with good sales content management allows sales teams to create, classify, organize, and optimize their sales collateral in a centralized area. This includes everything from proposals and slideshow templates to contract templates and best practices.

Easy to use
and get started

A CRM should make life easier for sales reps, not harder. Therefore, your CRM should be well-equipped to adapt to your business process and reflect the way your sales reps work, and not the other way around.

Better time

Sales reps can benefit from an integrated calendar to improve their time management. This allows them to depend on their CRM data in order to prioritize their tasks and spend time wisely on closing more deals.

Zoho CRM is the best CRM for sales reps

Zoho CRM can dramatically enhance your customer communication, improve the productivity of your sales reps and increase your organization sales.

Sales readiness and priority

Are you still cold-calling?

When you hand your reps a list of leads to follow-up, where exactly do they start? Cold-calling them right away may seem like the best option, but it certainly isn't the most efficient way to sell, especially given that 50% of a sales rep's time is wasted on leads that don't convert.

Intelligent selling is the future

Zoho CRM's lead predictions can give you an idea of which leads are just a call away from converting and which deals are slipping away. Zoho CRM's intelligent assistant, Zia, scores your leads measuring win-behavior, related sales activities, and lead responsiveness. As these scores change, you can also learn which sales activities have had a significant impact on your prediction score.


Sales reps can spend up to 40% of their time looking for somebody to call.

Source : Inside Sales
lead prediction in crm

Dont waste time on data entry

Data entry can kill productivity 

Did you know that 71% of sales reps say that they spend too much time on data entry? Sales reps aren't spending enough time selling. Entering contact details, account information, and updating deal stages on a regular basis can take a big chunk of time from a sales rep's day, leaving them less time for actual selling.

Automate in minutes. Save hours.

Zoho CRM saves time and improves productivity by automating repetitive tasks like email or phone logging. Automate your lead data collection process through automatic lead enrichment, and let your sales reps concentrate on what they are good at—making sales.


According to Accenture, a little over a third of a rep’s week goes to selling time, while 20% goes to account management processes such as data entry into CRM.

Source : Accenture
lead enrichment in crm

Based on our findings, here's what sales teams want from their CRM

I might irritate the customer as they are not at the tipping point and they are busy with other projects and do not want to exchange pleasantries, so they would actively avoid phone calls. It would have been more effective to fill in the time by perhaps emailing some white papers relevant to their industry to keep the communication open. A CRM should help me do that.

Soya Somanathan

Account Manager, Ayan Tech Solutions

#imagine the cost of losing one #opportunity just because your #CRM is not able to bring all communication channels in one place.


IT Solutions, CRM Consulting

You can never be sure if they read your email and if they understood what you were trying to convey. A CRM should help engage a prospect with a healthy mix of email and phone calls to ensure that you are helping them effectively. 

Soya Somanathan

Account Manager, Ayan Tech Solutions

I would like to weigh my own forecasts. For example, if salesperson A said that they closed deal X 6 months ago, I wish to know how and when they actually did it vs salesperson B

Lucy Beck

Business owner and sales and marketing specialist, A2ZCloud

Businesspeople have also been fraught with difficulties when they have not capitalized on a multichannel CRM. Now that consumers are interacting with and transacting on multiple devices in multiple channels daily, it’s increasingly important for companies to have a multichannel-ready CRM.

Bala Nagendran

Senior Digital Marketer, Yaali BizAppln Solutions

Keep a finger on your customers' pulse

Are you close to your prospects?

As a sales rep, you can often have big deals in the pipeline that require every bit of your attention. The prospect you are following up with could potentially communicate with you through a variety of channels. This can vary from visiting your website, to filling out surveys and raising support tickets, to posting on Twitter and Facebook. Unless you stay on top of all these channels, the probability of closing your deal could diminish.

Stay in the know

SalesSignals in Zoho CRM let your sales reps get real-time actionable notifications every time a prospect you're following reaches out to your organization. You can keep track of email responses across various channels in one centralized place. These notifications are actionable—you can instantly respond to the interaction wherever you are, even on the move.


A study by the TheBrevetGroup says that 30-50% of sales go to the vendor that responds first.

Source : TheBrevetGroup
real time sales notifications in crm

See how far away you are from your quota

Trouble keeping up?

How much revenue have you made so far and how much more do you need to make to reach your monthly targets? How many leads have you engaged? As a sales rep, you have multiple targets to reach, and keeping up with all of them can be a lot to juggle while working on individual deals.

Stay updated in real-time

Zoho CRM's target meters give you a real-time heads up on your goals. Revenue, leads, deals—whatever your goal is, the target meter keeps your expectations realistic and helps you see what you’ve achieved, what you haven’t, and what you’re close to completing. Feeds give you important updates on deals you're following and lets you know when your attention is needed.


Statistics say that only 24.3% of sales reps are able to keep up with their quota. 

Source : Saleshacker
real time sales notifications in crm

360-degree view of your customers

Are you making a relevant sales pitch?

Wouldn't it be helpful to know if the prospect you are currently pursuing has tweeted something in the past related to your industry? Knowing the right information at the right time can definitely make the probability of closing your deals much simpler. When your customer data is spread out across different areas, finding the information you want at a crucial time can become a hindrance to your sales pitches.

Offer a better sales experience

With the 360-degree view inside Zoho CRM, all your lead's emails, live chats, campaigns, events, social media posts, deals, and surveys are aggregated into a common timeline. This allows you to understand your customer's purchasing habits, design better marketing campaigns, and engage in informed business decisions.


Businesses that adopt omnichannel strategies achieve 91% greater year-over-year customer retention rates compared to business that don’t.

Source : Aspect
900 degree customer view in crm

Integrates with the apps you use everyday

Zoho CRM makes it easy for you to have a connected working environment by integrating with more than 100 popular business apps that you use everyday.

CRM Integration Mobile

Sell on the go with Zoho CRM Mobile

Zoho CRM's mobile app provides constant access to customer interactions, contact history, recent transactions, and up-to-date pricing information.

Capture leads, wherever you are.

Zoho CRM's card scanner app allows your sales reps attending events to extract contact information from business cards into your CRM simply by taking a photo of it.

mobile crm for sales teams sell on the go for sales teams

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CRM Integration Mobile

Zoho CRM Helps Danish Company Streamline Their Sales Process and Sell Globally

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Disclaimer: Zoho CRM is not an out-of-the-box vertical CRM solution. It is an industry-agnostic CRM platform that can be customized to suit various industries. The capabilities and solutions showcased above are a result of such customization.