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How to Use CRM Data to Close More Deals, Faster

In today’s competitive B2B landscape, the difference between a lost deal and a closed one often comes down to how well you use your CRM data. Whether you're using a CRM like DMFunder or another system, your sales data holds the key to accelerating your sales process, making smarter decisions, and ultimately closing more deals faster.

At DMFunder, we understand that CRM data isn’t just about storing contact information, it’s about leveraging that data to drive smarter sales strategies and more efficient decision-making. In this blog, we’ll show you how to harness the power of CRM data to streamline your sales process and close deals faster.

1. Track Every Touchpoint for Complete Visibility

One of the most powerful features of a CRM is its ability to track every interaction with a lead or prospect. From the initial outreach to follow-up emails and LinkedIn messages, having this data at your fingertips gives you a complete picture of the relationship.

By tracking every touchpoint in DMFunder’s CRM, you gain the following insights:

  • Lead Engagement History: You’ll know exactly where each lead is in the sales process, how many times they’ve engaged with your outreach, and which messaging resonated most with them.

  • Follow-Up Reminders: Our CRM automatically triggers follow-up reminders based on the timing of your previous interactions, ensuring you never lose track of a lead or miss an opportunity to re-engage.

  • Customizable Filters: Use filters to segment leads by engagement level, so you can prioritize the most promising prospects who are closer to making a decision.

This level of visibility ensures that you don’t miss any important steps in the sales process and that every action you take is strategically aligned with where the lead is in their buyer journey.

2. Leverage Data to Prioritize the Right Leads

Not all leads are created equal. Some are ready to buy now, while others may need more nurturing. The key to closing deals faster is identifying which leads are the most qualified and prioritizing them in your sales efforts.

DMFunder’s CRM uses advanced tracking and segmentation tools to help you prioritize leads based on the following criteria:

  • Lead Scoring: With built-in lead scoring, you can rank prospects based on their likelihood to convert. Factors like engagement level, company size, and decision-making power allow you to focus on high-value leads first.

  • Lead Activity Level: Use data on how recently a lead engaged with your messaging to determine whether they’re a hot prospect or need more nurturing. Leads who have recently interacted are more likely to close quickly.

  • CRM Automation: Automate outreach to leads that show promise, and direct less engaged leads into automated nurturing sequences. This ensures you’re using your team’s time efficiently while still keeping all leads warm.

By focusing on the leads that matter most, you’ll close deals faster and avoid wasting time on prospects who are less likely to convert.

3. Analyze Data to Improve Your Sales Strategy

Data isn’t just for tracking leads, it can also be used to refine your entire sales strategy. With DMFunder’s CRM, you have access to detailed reports and analytics that help you understand what’s working and what’s not.

  • Conversion Rates: Monitor how well your sales team is converting leads into opportunities and opportunities into closed deals. If conversion rates are low, you’ll be able to identify weak points in your process and make adjustments.

  • Sales Velocity: Track how quickly deals are moving through your pipeline. If a deal is stuck at a particular stage, CRM data can reveal bottlenecks that need to be addressed.

  • Message Effectiveness: Analyze which messaging or outreach strategies are generating the highest response rates. This allows you to refine your messaging for future campaigns, ensuring that your outreach resonates with prospects and shortens the sales cycle.

By analyzing this data, you can continually improve your approach and make data-driven decisions that help you close deals faster and more effectively.

4. Nurture Leads Automatically with CRM Workflows

One of the most significant barriers to closing deals faster is inconsistent or delayed follow-up. With a CRM like DMFunder, you can set up automated workflows that nurture leads at every stage of the sales funnel.

  • Lead Nurturing Sequences: Automate email sequences and LinkedIn outreach to keep leads engaged until they’re ready to buy. Our CRM allows you to schedule follow-up messages, reminders, and touchpoints, ensuring that no lead slips through the cracks.

  • Custom Workflows for Different Buyer Stages: Create specific workflows for leads at various stages, whether they’re in the awareness stage or ready to close. Personalize messaging based on the lead’s interests and needs to drive faster conversions.

  • Triggered Actions: Set up automated actions that trigger based on lead behavior. For example, if a lead clicks on a link or downloads a piece of content, the CRM can automatically send them a follow-up message or schedule a meeting with your sales team.

By automating key aspects of your lead nurturing process, you can keep leads moving through your pipeline without the need for constant manual intervention.

5. Personalize Your Approach with CRM Data

Personalization is key to closing deals faster. Leads are more likely to respond to outreach that feels relevant and tailored to their needs. CRM data allows you to personalize your outreach based on the following:

  • Lead History: Access detailed notes and interaction history for each lead, so you can reference past conversations, understand their pain points, and offer solutions that are truly relevant to them.

  • Company Insights: Use company data to personalize outreach. If you know the prospect’s company is experiencing a particular challenge, tailor your messaging to position your product or service as the solution.

  • Behavioral Data: Use data about a lead’s behavior (e.g., which emails they opened or which pages they visited on your website) to inform your next steps. Personalize your outreach based on their interests to drive a higher response rate.

Personalized outreach not only helps build rapport with prospects, but it also accelerates decision-making, leading to faster deal closures.

6. Collaborate Across Teams Using Shared CRM Data

Sales doesn’t happen in a vacuum. Collaboration between sales and marketing, as well as cross-team communication, is essential for closing deals faster. With a CRM that centralizes all lead data, your sales and marketing teams can align their efforts to provide a seamless experience for prospects.

  • Shared Insights: Sales teams can access data from marketing campaigns, allowing them to engage leads that have interacted with marketing content, such as webinars or blog posts.

  • Real-Time Collaboration: Sales reps can easily share notes, tasks, and updates with other team members. This helps keep everyone on the same page and ensures that leads are followed up with at the right time.

  • Team Accountability: Track which team members are managing each lead, ensuring accountability and preventing overlap or missed touchpoints.

This cross-functional collaboration enhances the customer experience and speeds up the sales process.

Conclusion: Use CRM Data to Close More Deals, Faster

CRM data is a goldmine for B2B sales teams, and when leveraged correctly, it can dramatically speed up your sales process. By tracking every touchpoint, prioritizing the right leads, analyzing performance, automating follow-ups, personalizing outreach, and fostering collaboration, you can close deals faster and more efficiently.

At DMFunder, our CRM is built to help you use data to its fullest potential. If you’re ready to start closing more deals with less effort, get in touch with us today to learn how our CRM can transform your sales process.

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At DMFunder, we help B2B tech companies generating at least $500K in revenue secure high-value clients and grow their revenue by $1M to $5M using a proven outbound system—without relying on ads or cold emails.
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