CRM's: Relationships are the foundation of business.  How do you manage relationships?

You're missing out, if you're using spreadsheets or the wrong software.

Your sales team needs the right CRM for your business and the way your sales process works.  Out of the box CRM's are great for small companies.  But larger companies have processes already in place.  Customizing a CRM to meet your needs, plus integrate with your other departments and team members, is where a CRM shines.

  • Customizable fields to track the data you need to track.  (I.E. stop putting everything in the Notes field)
  • Manage your pipeline, quotas, commissions, sales tasks, and tweak your sales processes as needed

Sell more with a CRM

  • Sell more by gaining insight!
  • Track everything!
  • Find up-sell/cross-sell opportunities
  • Manage your sales team better

A Measurable Sales Team, Generates more Sales

Manage & Organize Contacts

The foundation of your business.  How do you manage and organize them currently?

Manage Sales Team

Gain insight into your teams activities and opportunities

Sales Funnel

Move them along!  Managing opportunities is key.

Sales Process

Make sure it's followed and make improvements, and then automate

Sales Insights

Gain accurate sales and opportunity reports.

What is a CRM?

Customer Relationship Management (CRM) is a platform that allows to you manage and organize contacts and the relationship your company has with those contacts.  Any good piece of software starts with people.  A CRM is the first step into a business platform.  The next step would be ERP (Enterprise Resource Planning) software that manages your service, processes, teams, and delivery.  CRM is the front-end, top line of your company whereas ERP is the back-end bottom line.

  • Manage your leads, commissions, quotas and opportunities

  • Make sure sales team is on same page and pulling their weight

  • Find opportunities within your existing customer base

  • Identify up-sell and cross-selling opportunities

Who Needs a CRM?

For starters, every business should have a CRM.  No matter how big or small, you need to manage contacts and turn them into opportunities.  Some options fit smaller companies better where you're just managing a pipeline.  For more complex sales organizations, there's more complex CRM's that will check all your boxes.  You need a CRM if you...

  • Have no centralized system to manage leads, opportunities and sales.  (see point #2)

  • You manage leads in excel.  No insights or automation makes you behind the curve.

  • You don't manage leads or opportunities at all.  Structure creates habit.  Habit creates success.

  • You need accountability within your sales team

Tried other CRM's and weren't impressed?

There's a literal ton of CRM options.  They all do different a piece of the sales process, have a different way of doing the same thing, and can also focus on specific things.  Some of these CRM's do certain things really well, then lack other functionality that seems pretty basic.  When you have complex sales needs, most of these won't make the cut.  Some solutions like SalesForce, are great but can be expensive and overly complex.  Solutions need to be straight-forward, customized to the business, industry and sales process.  Why customization matters:

  • We have a more complex discovery process that's built around our service, we need a ton of custom fields.

  • I have product/services lines that have different requirements, sales cycles, and approaches.

  • We need more than just a funnel management system.  We need to track all touches, tasks, and materials.

  • We have business development initiatives, that aren't leads or opportunities yet.  How do I track progress on those?

Customizing a CRM for my business

As all businesses are different, so are all CRMs.  In today's world, there's no shortage of CRM options to confuse you and complicate things.  We like to make things easy and talk in non-tech speak.   Here's how we start your CRM process to success.

  • Identify your complete sales process

  • Identify it's effectiveness in reaching your targets

  • Identify integrations you need.  After you make a sale, then what?

  • Build out sales system to fit your service and customer base.

Reach out today and see why a CRM closes more sales