“Keep it simple, when you get too complex you forget the obvious.” Al McGuire
A Better Call runs on our CRM. It is the most important program we use. It is the heart of any sales operation. Setting up and using a successful CRM system is critical to sales success. You need a system to accurately record and store prospect data and notes along with follow up actions. The key to a successful CRM is to use it consistently across the entire sales team.
When it comes to your CRM , you want to think about your company’s goals and objectives:
- Why will your company use it?
- What will be your potential client’s journey through your system?
- What captured information is critical for success?
- Company name
- Buyers name
- Buyers title
- Phone number
- Email address
- Physical address
- Line of business
- What are their needs
- Custom fields as required
- How will you designate and require updates on key activities?
- Initial calls
- Follow up calls
- Information requests
- Sales meetings
- Sales
- Add users and set permissions
- How many users will be on the system?
- Who will have full access?
- What activities can users perform?
- What data can users see?
- Will other departments have access to the system?
- Sales Script
- Templates for sales letters and emails
Our database guru, Angela, has been setting up databases for years and has become an expert at what works and what doesn’t. We have found over the years that the best policy is the keep it simple. We know our process works. We would love to talk to you about getting the most out of your CRM. Please give us a call at 888-845-6495.
Regards,
Maureen