How CRM Boosts Sales

Sales managers and company executives, you have a problem on your hands. You have invested in a CRM system, but despite all of the begging, pleading, threats, and motivational activities, it hasn’t been the silver bullet you thought it would be.

You’ve read all the stunning statistics about the benefits of CRM: 80% of users saw their number of leads increase, 47% said customer satisfaction was significantly impacted, and 74% said their CRM system offered improved access to customer data. By automating data management and offering a usable interface, CRM reduces error and increases efficiency.

You get it. You’re on board. Yet you aren’t seeing the same numbers in your organization. You’re not getting the participation the organization needs.

Face it. Your salespeople hate CRM, and worse, you don’t know what to do about it. I have a few suggestions as to why, and more importantly, what you might be able to do to solve your problem. When utilized properly, you can reap incredible benefits and profits from CRM, and your salespeople can enjoy streamlined, transparent business practices.

CRM is Big Brother

Think back to when you got your first job as a salesperson. What was it that attracted you to the position? Besides the promise of a good income, it was also likely the thought of the freedom associated with the position. Salespeople get to take clients golfing. Salespeople are allowed to take good customers out for fancy dinners, all in the name of “networking.”

Now, ask yourself: Are you using the CRM as a digital babysitter, in an attempt to micromanage your team without actually being present? Are you asking your sales team to record every single action, conversation, phone call, and stop they make?

For example, if your quotas are based on the number of dollars added to a pipeline each month, does it really matter how those dollars (assuming they are real) got there? If you have a salesperson who is better at building relationships and closing deals face-to-face, do you need to track the number of cold telephone calls they made, as long as they are making their numbers? Probably not. By using the CRM to track minutiae, you are probably frustrating your salespeople, and driving yourself crazy policing inconsequential behaviors. Salespeople will begin to game the system, filling their activity logs with junk. This will erode your trust in any of the data they enter.

One recurring theme that we have seen in successful implementations of CRM is that firms track only the necessary information, not every single action. In fact, at Datix, we only start behavioral tracking with “significant conversations” that have a compelling reason for further communication with the potential client. It doesn’t matter how many meetings or calls the sales team makes to achieve the number of significant conversations in their quota, so we don’t bother keeping track of those small details.

Salespeople Don’t Want to Work at Home at Night

Salespeople are running around all day, making calls and visiting accounts, and keeping sparse notes on what happened during the day. Then, they try to recall their entire day in front of their computer at home at night.

This is inefficient and risky for a couple of reasons. First of all, it’s almost a certainty that the information will be inaccurate. Everybody forgets details, and hardly anybody writes down precisely what happened at each account. Secondly, it promotes the system-gaming behavior I mentioned above: Filling in activities simply to satisfy the metrics, whether those things actually happened or not.

The solution is to make sure your CRM has simple, easy-to-use, mobile functionality. Most serious CRM systems have interfaces that can be accessed through smartphones or tablets. Many best-in-class firms are providing their sales teams with up-to-date mobile tools—smartphones, tablets, or phablets—to ensure everyone has the easiest data entry experience (and no excuses!).

Over and over we hear that a CRM system is “bulky,” “burdensome” or “takes too long to put information in.” By allowing your sales team to input only the most crucial information, in the most mobile-enabled way, you turn an hour at home at night into 45 seconds in the car, when the information is fresh in their minds.

Salespersons’ Relationships are “Theirs,” Not the Company’s

This is a tricky one, particularly in the situation where your sales team is comprised of people who are contractors, not employees. They typically think that their relationships with accounts are theirs, and are reluctant to share information about what they can sell to these accounts with the supplier.

In this case, a solution that has been successful is to provide the CRM system for the reps, allowing them to use it for all of the lines that they carry, not just yours. Then allow them to use it as they wish, with the understanding that you just need information for your lines. Choose a system that restricts access so you are only privy to pipelines and forecasts pertinent to your own business.

Sure, this solution gives them the opportunity for a “free” CRM to build their other lines, but it will also give you the insight into the pipelines and forecasts you need to help make decisions for your business for a relatively small investment.

Wrap Up

The bottom line is that CRM, when adopted and used correctly, is a great investment for your company and your salespeople. If you invest in the tools and the time to configure the system in a way that meets your sale team’s needs and expectations, you’ll start to see a return on that investment. And they’ll even learn to love CRM as they realize that automated business practices give them more time to perfect selling strategies. CRM systems also afford sales teams a complete view of their customers’ account histories, past communications and key contact data, which is crucial to driving revenue.

Datix has 20 years of experience as enterprise software consultants and is a partner with CRM leaders Salesforce and Microsoft Dynamics 365. Our expertise and commitment to providing solutions that meet each client’s specific needs make us a premier software services company. Furthermore, our Unity integration platform can connect your CRM sotware with Epicor ERP or Magento eCommerce to build one system that streamlines business processes.

Contact us today to learn more about how Datix can improve your business with CRM and our other solutions!