10 very good reasons to automate CRM data entry

CRM is like a car: if you don't put gas in it, you won't get very far Above all, CRM needs to be fed with data to express its full power.

However, according to market leader Salesforce, on average, less than 20% of sales activities are recorded in CRM. This trend is confirmed by a study conducted by another vendor, Hubspot, which shows that for almost a quarter of respondents, manual data entry is the main obstacle to using a CRM.

Against this backdrop, automation is the ideal solution for ensuring the reliability of data input into CRM. Discover the top 10 benefits of automated data entry:

1. Time savings

Manual data entry into a CRM is a time-consuming task for most of your sales teams (between 3 and 5 hours per week on average). Automation limits the time spent entering information (contacts, emails, meetings, reports, etc.), enabling them to concentrate more on higher value-added tasks, such as prospecting, sales and customer follow-up.

2. Data reliability and quality

The primary objective of a CRM is to centralize contacts and sales activities. Automation avoids the risk of human error, such as typos, omissions and inconsistencies in data. As a result, CRM users benefit from customer information that is not only reliable, but always up to date.

3. Sales execution

Your sales staff lose efficiency because they don't have the information they need, or because they spend too much time looking for it. With real-time access to a complete history of the entire customer relationship, they can improve the quality of their actions and speed up decision-making.

4. Secure your business

Never again worry about losing valuable information on your customers and prospects when an employee leaves. Thanks to EverReady Flashback, all sales data is automatically entered, ensuring business continuity and accelerating the ramp-up of new sales reps as they discover their portfolio.

5. Marketing operations

All the contacts with which your sales reps interact are instantly fed back into the CRM. Use automation to increase the quantity and quality of your contact base. Multiply your audience and leverage all sales reps' touchpoints to personalize your messages and improve the effectiveness of your emailing campaigns and events.

6. Monitoring

Automation ensures you have complete, relevant sales activity data - a prerequisite for feeding your dashboards and carrying out sales analyses. As a result, managers can leverage reliable data for decision-making and sales strategies.

7. Enhanced customer experience

Automation ensures that every customer facing department has access to identical, complete and up-to-date customer information. This fosters synergies between departments, ensuring an optimal customer experience throughout the sales cycle.

8. HR management

Micro-management is a source of tension, which is damaging to company performance in the long term. Automating CRM data entry has a virtuous circle effect on the manager/sales relationship. It enables managers to steer their teams more serenely, and to have positive exchanges focused on the business and the best sales strategies.

9. Cost reduction

Manual data entry errors cost companies an average of 15% in revenue every year. While implementing automation solutions may initially require an investment, in the long term it can help reduce operational costs by freeing up time and avoiding costly errors.

10. Valuing a genuine asset

Just like financial elements and technology, data is now an asset in its own right. Automation provides a complete, up-to-date CRM, enabling executive management to capitalize on sales activity data and develop a genuine corporate asset.

Related EverReady solutions

• Automated Salesforce activity capture - log every email, meeting and call with zero manual entry.

• Salesforce data enrichment - fill the gaps in your CRM automatically.

• Automatic contact capture - create and update contacts from email signatures.