Many of our Sales Managers and VPs of Sales tell us that they struggle to figure out what their sales people are focusing on. It is not easy to predict future revenue when you don’t have a complete understanding of the challenges in each of your sales opportunities.
With a well-designed CRM System, you can support your sales staff, while gaining greater visibility into sales activities, current opportunities, and at-risk opportunities. A good CRM system will:
People are the focus of a high-quality CRM system. The technology tools that it offers are there to support your sales staff and help them develop relationships with prospects through quality and timely communications.
The system will provide easy access to information to enable staff members to view, update and respond with intelligence and compassion. Excellent communication is the cornerstone of solid relationships.
It is almost impossible for management to support sales if they have no idea what their sales people are doing. The right CRM system will allow management to identify what the sales reps are working on, make smart adjustments, and measure progress towards goals.
In addition, a CRM can help you find patterns to help identify the characteristics of ideal prospect companies and contacts. This way, you can optimize your sales performance by targeting those prospects that are the best fit for your company.
Additionally, you will be able to identify your competitors’ strengths and weaknesses. From this, you can develop a solid action strategy.
These tools will help you identify fast and slow, stuck moving opportunities. This will enable you to provide timely support and coaching to your team members, which will help you close more deals, more efficiently.
Naturally, your sales staff spends a good deal of time on the road, at meetings or working from remote locations. One common source of frustration and inefficiency is the lack of access to email and other critical information for people who are on the road.
With the help of a robust CRM system, your sales staff can access information from mobile devices, or home computer 24 hours a day, 7 days a week, 365 days a year.
Learn more about the tools and insights available through CRM systems:
With Infor CRM (formally Saleslogix), connecting with your customers is easy, engaging, and affordable. From tracking prospect calls and meetings, to updating sales forecasts, it's all readily available for you and your team - both in the office and in the field.
With a variety of solutions designed for individuals, small groups and large organizations, Act! is has a program no matter the size of your business. Let us help find the right one for you!
Partnering with Success with CRM and Act! will help you to see the full picture. View all relationship interactions and communication history for your system and everyone you do business with.
Success with CRM Consulting implements fully adaptable and customizable CRM systems that captures knowledge easily, returns new insights, and allows for better decisions to be made quicker.
We collaborate directly with our clients to focus on getting, growing and keeping profitable clients for small and medium sized managed professional service firms and process-oriented manufacturers.
Our professional service clients see rapid growth through our easy to implement systematic approach to stay ‘top of mind’ to their clients to effectively nurture business relationships. Too many precious moments are lost trying to lookup key information on important contacts that can provide quick insights into past conversations and commitments.
As a business owner and relationship building professional, the perspectives that can be gained on up to date knowledge about the clients business can transform a business for consistent long term success.