Posts Tagged ‘clients’

Ever worked in a sales team where one person poached all the good clients? Or where two or three sales people would aggressively go after the same opportunity?

It’s not good for morale. And it’s not a good look with the customers.

How do you stop it happening? Strong systems and transparency are a big help. In many cases this means introducing a CRM system.

A CRM system gives the sales manager enormous clarity over what is happening in the sales process. It also makes the process of managing sales people more efficient.

For example you can allocate territories and set up sales teams within the software. Leads and tasks can be automatically distributed. You can create price lists and discounts to keep offers consistent. And the workflow processes enable you to define and implement consistent sales processes across the team.

Changing bad habits in your sales team needn’t be a big confrontation. It may be as simple as switching to a new system.

In any business, conversations are happening all the time – sometimes simultaneously – with prospects, clients, contacts and suppliers. So as businesses grow and expand, it can become increasingly difficult to know who has spoken to whom, what has been said, and the timeline of conversations. This is where Results Freak can help in more ways than one.

Results Freak allows emails, calls and meeting notes to be tracked as they happen, and to remain on record, forever.  Anyone can access details of all the interactions your business has had with a contact.  If you were able to track conversations in this way, what impact could it have on your business?

With Results Freak you can be sure that you’re not interrupting an important conversation between a colleague and prospect. With the Outlook plugin, you can track emails and calls which will automatically be shared with the right colleagues.

To see exactly how this works, watch the video above.