How to improve Salesforce usage with Bloobirds

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How to improve Salesforce usage with Bloobirds

How many times did you find yourself struggling with your CRM? Whether it be to increase adoption in your team or look for key data many organizations have a hard time making the most out of their platforms. This is why improving CRM usage with apropiate tools is key.

Customer relationship management (CRM) platforms are an essential component of any successful sales strategy. By maintaining a comprehensive and up-to-date database of customer interactions, a company can personalize its approach, make more informed sales decisions, and ultimately increase revenue. 

However, many sales teams struggle to fully utilize Salesforce, leading to missed opportunities and suboptimal results. That’s where Bloobirds comes in. This cutting-edge sales engagement platform can help sales teams optimize their CRM usage and achieve better results. 

The triple frustration a CRM can cause

Salesforce, or Microsoft Dynamics, is used by thousands of companies worldwide. Despite these traditional software programs are used by thousand of people worldwide, many businesses struggle with what we call the “triple frustration” when using them.

This phenomenon appears when organizations invest in a platform that is expensive and difficult to use, which does not translate into sales and requires additional spending on external consultants. On top of this, managers experience a critical lack of, while the end user feels forced to use a system that does not help them sell.

Simply put, the triple frustration we discussed can look like this:

  • Company frustration: having to invest in external solutions, like consultants and internal teams of sales operations, after deployment to update and maintain sales infrastructure via their CRMs.
  • Managers’ frustration: having to “chase after” sales reps to make sure they use the CRM, so activity is tracked and recorded to get data insights.
  • Sales reps’ frustration: feeling “forced” to use a platform that is not intuitive and that overloads them with administrative tasks.

The importance of effective CRM usage 

The first step in improving CRM usage and to get rid of the triple frustration, is understanding why it’s so important in the first place. According to a study by HubSpot, sales reps spend only about a third of their time actually selling, with the rest of their time devoted to administrative tasks like data entry and record-keeping. 

This can be a major drain on productivity, especially if those records aren’t being used properly. Effective CRM usage can help sales teams avoid wasted time and missed opportunities. By tracking interactions with customers and leads, sales reps can prioritize their efforts and focus on the most promising prospects. 

Additionally, by using data to inform their approach, sales reps can tailor their message to individual customers, increasing the chances of a successful sale. In short, CRM usage is essential for maximizing productivity and revenue in sales. 

What is Bloobirds? 

Bloobirds is a Salesforce app that adds an extra layer to your CRM and makes it more functional for the sales team, by optimizing the user experience. It helps the sales teams flow through their pipeline and also collects crucial data and creates competitive insights for managers to make wise decisions. Bloobirds improves CRM adoption and productivity by providing key sales and productivity tools such as:

  • Contact tools
  • Smart Content Suggestion
  • Commercial Follow-up Manager
  • Digital Assistant
  • Email Automation
  • LinkedIn Integration

With Bloobirds, sales reps can streamline their daily tasks and focus on what matters most: selling. Here are some of the key features of Bloobirds that can help improve CRM usage:

  1. Click-click.

Have you ever found yourself clicking on the X button repeatedly to close a window or tab? With Bloobirds, you can avoid this hassle. Simply click on the same button or tab again, and it will minimize or close the window without the need to use the mouse or trackpad.

  1. Intuitive navigation.

While on a call, it can be challenging to navigate through different tabs and windows. With Bloobirds, you can use the arrow keys to move around, enabling you to easily access the information you need while on the call.

  1. Playbook pitches.

During a phone call, having the right pitch is crucial. Bloobirds offers a playbook feature that allows you to display your pitch on the side while on a call, helping you deliver your message with confidence.

  1. Country phone.

If you’re calling international numbers frequently, you’ll appreciate this feature. Bloobirds’ dialer makes sure that you are calling using an outgoing phone number that matches the calling code of the country you are calling.

  1. Edit contact details.

Editing contact details can be time-consuming, especially if you have to switch between different platforms. With Bloobirds’ bubble feature, you can edit contact information from anywhere, including LinkedIn, and have it automatically updated in Salesforce and Bloobirds.

  1. Snippets.

Email communication is an integral part of sales, and snippets can save you time and effort. With Bloobirds, you can attach snippets of text in the email and edit them directly, making it easier to personalize your emails with specific information. Also, any text written in the email can be saved instantly as a Snippet when selecting it.

These six features are just a sneak-peak of Bloobirds’ platform and how it can help you boost CRM usage. With our solution, you’ll be able to work smarter and faster, achieving better results in less time. 

Whether you’re a seasoned sales professional or a beginner, Bloobirds has something for everyone. Go ahead and try it and experience firsthand how it can transform your CRM into a sales machine.