Posts Tagged ‘CRM system’

People who are new to CRM may think it’s just about collecting customer information in the same place. IT’S NOT!

Well, it’s part of it. But what really excites people is how CRM enables them to do their jobs. It’s not a resource, it’s a tool – like email, or a mobile phone.

A CRM system like Results Freak is the system on which you run your sales and marketing.

Whether you are the sales person, sales manager, account manager, marketing director or managing director, a CRM system will give you greater insight into what’s happening with the customers in your business day to day.

It will automate run-of-the mill tasks and make sure all those small but important jobs get done.

And the data that accumulates over time is invaluable when it comes to reviewing performance and planning for the future. Simply brilliant for your business.

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.