Selection of the right sales tools, often including a Customer Relationship Management (CRM) system, is critical to a successful sales program. Even more important is the proper use and management of these powerful tools. Getting the right system in place and then getting end users to adopt it are both important parts of a comprehensive approach to CRM system management.
This can incorporate a variety of tools and processes that vary greatly with the size of your organization, your desired outcomes, and your comfort with and use of technology.
Sales Tool Selection and Implementation
As your business grows, keeping different clients and opportunities organized is increasingly important. Customer Relationship Management (CRM) applications are excellent options, but sometimes not appropriate for every situation. These technology tools can help, but only if they work with your business, not against it. I’ll help you:
- Review your current processes and technology tools (spreadsheets, meetings, reports, etc.)
- Develop a comprehensive inventory of questions, needs, and desires
- Review a broad range of technology tools and applications that can help
- Guide and assist the selection of the best tool with the appropriate level of vendor technical support and training
CRM System Management
As with many things, CRM system management is more complex than first thought. Your chosen provider can and will provide a level of technical assistance, and you may also have internal IT resources, but there is a need to manage these systems from both the end user (Doer-Seller) perspective and the client perspective. I work with you to:
- Create a system that is user-friendly and not overly complex
- Define and develop reports and common views to get the right information to make decisions
- Develop processes and “good practices” for users and administrators
- Train and assist your sales team members as needed
- Accelerate the Return on Investment of your CRM investment