The most important role of CRM:

 

You can color it anyway you want.

How to create real success in all you do

How to create real success in all you do

 

You can justify it however you like.

You can preach it, teach it, push it.

 

But if your CRM system is not helping you increase sales, then you don’t need it.

 

As a sales leader, you cannot introduce tools to the selling team that do not help them sell.  Saving money is for accounting, not sales.

 

Sales is not accounting.

Sales is not operations.

Sales is selling – getting more business and growing the top line.

 

I have seen too many CRM projects fail because the process did not increase sales but instead increased work and accounting.

 

It created burden without results, like running each day and not being able to add distance or cut time, like cutting input and not losing weight, like exercising and not feeling any better.

 

So what does CRM need to do to help your sales team grow that top line?  Here are 10 things to consider, at with a final 11th at the end.

 

 

 

 

1/        Cut down on a sales persons’ administrative tasks.  All reports can be auto generated.

 

2/        The sales rep is better organized and uses their time on the highest priority items.

 

3/        CRM should make the rep accountable and help improve the sales reporting process.

 

4/        As a sales person, CRM reminds me what I said I was going to do and when I said I was going to do it.

 

5/        CRM can help segment opportunities and prioritize them so I work what I am supposed to work.

Order your copy today - just click this picture.

Order your copy today – just click this picture.

 

 

6/        Make sure follow up is conducted when it is supposed to.

 

7/        The CRM system must be easy to learn and use.

 

8/        The system must work on all platforms 24/7/365.

 

9/        The system must also act as a repository for everything related to the client. 

 

10/     CRM systems should also have automatic campaigns where I can insert my prospects and suspects and send them stuff without any additional input from me.

 

One final one, number 11.

CRM must be required.

No exceptions.

No slides.

Either you do it the way we built it, or you are out.

 

 

Want to learn more about CRM and how to find and implement the right solution.

Click the link below to set up a call with the Coach.

http://meetme.so/coachmannynowak

 

 FrontCover