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10 Tips for Choosing an Effective CRM for Your Sales Team

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In the media industry, efficiency and effective management of advertising are essential for maintaining and increasing revenue. Having a customer relationship management (CRM) system tailored to the specific needs of advertising sales is crucial.

An appropriate CRM (Customer Relationship Management) can make a difference in how advertising salespeople interact with their clients and achieve their sales goals. Based on our experience as media partners for over 40 years, we have found that making the right decision about CRM for your business requires careful consideration to avoid choosing one that is too complex and not well-suited to the reality of its users. To assist you in this process, we have compiled 10 tips to keep in mind:

1. Intuitive and user-friendly interface

The CRM you choose should have an intuitive and user-friendly interface. This will allow advertising salespeople to quickly learn how to use it and take full advantage of its functionalities without difficulty.

2. Customization and adaptability

Each media outlet has its own peculiarities and specific processes. It is essential to select a CRM that can be customized and adapted to your company's needs.

3. Contact and lead management

A good CRM should offer robust contact and lead management functionality. This will enable advertising salespeople to keep track of all interactions and sales opportunities.

4. Task automation

Task automation is crucial for optimizing the time and resources of advertising salespeople. A CRM is part of the entire sales process and should be well-designed to simplify tasks as simple as checking the history of advertising orders, billing, or unpaid invoices.

5. Integration with existing tools

Your media outlet is likely already using other tools and software. Ensuring that the chosen CRM seamlessly integrates with tools such as Google Ad Manager is key to avoiding compatibility issues and improving productivity.

6. Analysis and reporting

The ability to generate reports and analyze data is essential for evaluating the effectiveness of advertising strategies. A complex CRM can hinder access to key information for your team. A tool specifically tailored to your activity that provides valuable information about your performance is crucial.

7. Data security and privacy

Data security and privacy are critical aspects to consider when choosing a CRM. Make sure that the provider meets security standards and offers access control options to protect confidential information.

8. Mobility and remote access

In an increasingly mobile business environment, it is essential to have a CRM that allows access to information and tasks from anywhere and at any time. Ensure that the CRM is compatible with mobile devices and provides a seamless experience on these devices.

9. Technical support and training

A good CRM provider should offer strong technical support and training to ensure that advertising salespeople can make the most of all system functionalities. Verify that the provider is committed to providing quality assistance and training. Our tool has a dedicated department for product training, and in the case of our global advertising management product, Ad-on-Line, we regularly send newsletters with product updates.

10. Reputation and user reviews

Before making a final decision, research the reputation of the CRM provider and seek reviews from other users. Experiences from other companies in your industry can provide valuable information for making an informed decision. A good example is the story of COFINA, which achieved significant cost savings when it decided to stop using its old CRM and optimize its work with a single tool for all advertising management.

Choosing the right CRM for advertising salespeople in a media outlet is a crucial decision that can directly impact your company's results. If these tips weren't enough and you would like us to help you improve your software for managing your media's sales activity, we are here to help!

Contact our team
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