If a single team member takes their eye off the ball, you might suffer a temporary setback. But if the whole team loses sight of the goal, it is “game over.”
As a sales leader, mentor, or CEO, you need a seat in the stands with a wide view to win every time. Measuring sales performance gives you the right information to conduct revenue predictions successfully. It also helps you assess how well your team implements the sales strategy and highlights how your sales workflows are operating.
You must realize when to move resources or change priorities to avoid missing targets in the sales cycle. You need to control expectations.
Focusing on collective performance helps everyone keep the big picture in mind. It encourages a sense of unity, teamwork, and shared goals, which is highly motivating.
However, you need a simple way to introduce collective sales tracking without adding to your already heavy workload. You need tracking software that helps you, your company, and your team work smarter, not harder.
What is cloud-based CRM software?
Cloud-based CRM is customer relationship management software. This kind of software is also called software as a service (SaaS). And it’s different from traditional on-premise/installed software, which has higher upfront costs and different personnel requirements.
Cloud CRM has a number of technical and pricing advantages:
So, Customer relationship management (CRM) is a technology for managing all the company’s relationships and interactions with clients and potential customers. The goal is very simple: CRM Improves business relationships.
A CRM system helps companies to stay connected to customers and clients and streamline processes and improve profitability.
When people talk about CRM, they are usually referring to a CRM system or CRM Software, a tool that helps with contact management, sales management, productivity, and more.
Read More : 8 Reasons to choose cloud based CRM for your business
A cloud CRM helps the company to focus on the organization’s relationships with individual people — including clients, service users, colleagues, or suppliers — throughout the company lifecycle with them, including finding new customers, winning their business, and providing support and additional services throughout the relationship.
Spreadsheets vs. CRM: What’s the Difference?
Many businesses start with Excel but struggle as they grow. Here is a quick comparison to help you understand why upgrading is essential.
| Feature | Spreadsheets (Excel/Google Sheets) | Cloud CRM Software |
| Data Updates | Manual (High risk of error) | Automatic & Real-time |
| Collaboration | Difficult (File version conflicts) | Seamless (Multiple users at once) |
| Reminders | None (Must check manually) | Automated Task & Follow-up Reminders |
| Data Security | Low (Files can be copied/deleted) | High (Role-based access control) |
| Scalability | Becomes slow with too much data | Handles millions of records easily |
| Mobility | Hard to view/edit on mobile | Dedicated Mobile Apps for field sales |
| Reporting | Requires complex formulas | One-click visual dashboards |
The Best CRM Software of 2025
- Best for the one-stop solution of sales: SalesBabu CRM
- Best for Midsize Businesses: SugarCRM
- Best for Complete Client Life Cycle: Zendesk
- Best for Visual Sales Pipelines: Pipedrive
- Best for Ease of Use: Keep
- Best for Small Businesses: Salesforce
- Best for Communication: Freshsales
- Best for Integrations: HubSpot CRM
- Best for Remote Teams: Zoho CRM
- Best for Cross-Platform Integrations: Quickbase
- Best for Customer Support: Sage CRM
- Best for Customization: Insightly
- Best for Midsize Businesses: SugarCRM
- Best for E-Commerce: Oracle NetSuite CRM
- Best for Project control: mondaySales CRM
6 Ways CRM Software Can Help Improve Your Sales Team’s Performance
1. Streamlining Sales Lead Follow-Up for Effectiveness
ON-time and nurtured follow-up on sales leads is the paramount for successful transformations. A farsighted sales department assures that possible leads are not lost, encouraging the requirements for a cloud CRM system. Such a system enables the team members to record leads and consistently guide each opportunity all through the sales pipeline to its end resultant. With entire visibility granted by the CRM, the company can efficiently track the lead follow-up, acknowledging any abandoned sales leads before they transform into missed opportunities.
2. Enhancing Organizational Understanding
A deep knowledge of each of the customers within the company’s team members is efficient for targeted and efficient sales efforts. Determining deal influencers, decision-makers, and gatekeepers is a paramount. Cloud CRM systems that gather the organizational structure of client companies simplifying such processes, saving time and assuring that deals reach the right individuals.
3. Optimizing Email Strategy for GDPR Compliance
With GDPR in position, how the company reaches out the prospects is more important than ever. Personalized emails have been proven to improve click-through and conversion rates. Provided that email is the preferred way of interaction method for several clients and prospects, it is paramount that the sales staff:
- Implement email communication for appropriate client/prospect interaction.
- File emails against such customers/prospect records for future reference.
- Increase the efficiency and reduce the manual intervention with the utilization of email templates and automation tools.
- Introduce the email into the latest marketing strategies.
Keeping the records of the emails against clients records in an online system assures a complete data-driven audit trail for interaction, granting a better knowledge of each customer.
Read More : SalesBabu Solution – Cloud Based CRM Application
4. Long-Term Relation Building
Relationships are built on faith, which is why the sales team needs to deliver on promises. If a customer requests a callback, they must receive that call when they ask. Online CRM systems provide the ability to record all call notes and set reminders for follow-up.
5. Not A Single Opportunity Is Overlooked
Well-established client relationships provide opportunities to upsell and cross-sell. There are two key factors to make this happen:
- A solid, trusting relationship between clients and account manager. The personal information required to maintain a relationship with each and every client stakeholder. Data that allows account managers to match products to client preferences for upsell opportunities.
- A good understanding of the customer’s needs, preferences, and company culture.
6. Attract New Customers With Customization
How does the company reach out to new customers? Get to know their daily habits. Their actual preferences?
CRMs can track and save the preferences of cold leads and turn them into warm ones. It can make each new customer’s experience with the company’s brand a personal one.
Conclusion
A Cloud CRM system offers many ways for sales team members to improve performance. An online CRM system enables the company to provide a higher level of customer service and achieve a greater Return on investment.
