Is Your CRM Holding You Back?

Ask yourself (and the sales team!) the following questions to determine if you are using the right CRM application.

1. How much time is being spent entering and accessing data?

Your team is probably very busy. Creating time-efficient processes for data entry is important. The faster data can be entered, the more likely users will take the time to enter it in accurately.

2. Is your CRM a true part of the current sales process?

Your CRM should really hold an active role in your sales process, not just for the purpose of entering in names. The application should also be used for running reports, checking to see if a lead has already been contacted, and adding in notes for other team members.

3. Is your CRM accessible online and offline?

Your offline CRM isn’t much use for anyone when you’re in Japan on business, and need to make an update.

Read the full article courtesy of Sales Lead Management Association, written by Patrick Cahill, Senior Associate with Wellesley Hills Group