Sales Essentials: A simple CRM for robust sales teams

By , September 22, 2019
Workestra Simple CRM
A CRM, customer relation management, is an important part of every sales organization to collect existing and potential customer contacts in one place. One of the most important ways to learn about customer’s experience and build out a journey for your customers is a CRM.

Workestra’s sales team uses Workestra

At Workestra, we use Workestra as our CRM. We can easily follow up with customers and ensure they have everything they need to make the most of the Workestra platform for their work and team management. Using the email forwarding feature, we forward emails to the Leads or Contacts collections and they automatically turn into a new contact. Dynamic email templates let us follow up with new customers with a single click, personalized with their information.

Sales Essentials: The simple sales template

We like to share our best practices so others can get started quickly and adopt Workestra’s simple CRM for their own sales team. The common caveat with CRMs is that it typically require a lot of setting up. Often the integration to the website and social platform require custom development and it can take up to months before being able to use them. Tip: Don’t over customize your CRM. It’s a no-brainer to tailor your CRM to your business needs, but it needs to be done with great care. Every time you add a new custom filed, you’ll have to check other softwares to ensure they have the matching field or moving your data between them can turn into a nightmare.
With that, we have put together Sales Essentials that contains the 3 essentials of a robust CRM.
  1. Leads
  2. Contacts
  3. Opportunities




That’s all! You can easily turn leads into Contacts as they move through the pipeline. Link contacts to opportunities and follow up with them without leaving Workestra. All the activities are captured in one place so the next member that joins your team can get up and running in no time!    

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