I've been a top salesperson for the past 10 years without a CRM system!
Posted: Mon Feb 10, 2025 11:45 am
“We failed with CRM last year, will it help to do it again?”
“Excel spreadsheets work just fine!”
“CRM gives me too much information about my to-do, to-do, and to-do lists, and that puts unnecessary pressure on me at the end of the week, month, or quarter!”
Are employees making CRM less effective?Do employees really make algeria whatsapp data CRM less effective?
07 ways for employees to use CRM software more optimally
To help employees adopt and use the system and maximize the effectiveness of the CRM system, here are 7 actions you can refer to. These activities are drawn from the experiences I have learned over the years:
How to get employees to use CRM effectively
07 Ways for Employees to Optimizely Use CRM Software
1. Make CRM a tool to improve work performance
CRM needs to be positioned as a tool that will help businesses sell more goods and services, rather than just a system for storing customer information, or a centralized data warehouse. Sounds simple. However, I have seen many sales teams use CRM simply as a report for their work.
CRM tools such as presentation templates, sales letters, personalized reporting tools, to-do lists, Outlook integration, mass email automation, etc. will help you improve the efficiency and effectiveness of your sales team. All you need to do is quickly demonstrate the effectiveness of your CRM system to your sales team.
2. Use CRM to manage your business
If you’re a VP of Sales, hold CRM system review meetings, including meetings on sales forecasting, pipeline reporting, and other reporting. Set up dashboards on your home page to make it easier for sales managers to see CRM analytics.
At the same time, make sure that higher-level managers are also using and benefiting from the system. You can cite the increased profits from the customer sources exploited by the tool on the CRM to increase the persuasiveness of the effectiveness of CRM.
“Excel spreadsheets work just fine!”
“CRM gives me too much information about my to-do, to-do, and to-do lists, and that puts unnecessary pressure on me at the end of the week, month, or quarter!”
Are employees making CRM less effective?Do employees really make algeria whatsapp data CRM less effective?
07 ways for employees to use CRM software more optimally
To help employees adopt and use the system and maximize the effectiveness of the CRM system, here are 7 actions you can refer to. These activities are drawn from the experiences I have learned over the years:
How to get employees to use CRM effectively
07 Ways for Employees to Optimizely Use CRM Software
1. Make CRM a tool to improve work performance
CRM needs to be positioned as a tool that will help businesses sell more goods and services, rather than just a system for storing customer information, or a centralized data warehouse. Sounds simple. However, I have seen many sales teams use CRM simply as a report for their work.
CRM tools such as presentation templates, sales letters, personalized reporting tools, to-do lists, Outlook integration, mass email automation, etc. will help you improve the efficiency and effectiveness of your sales team. All you need to do is quickly demonstrate the effectiveness of your CRM system to your sales team.
2. Use CRM to manage your business
If you’re a VP of Sales, hold CRM system review meetings, including meetings on sales forecasting, pipeline reporting, and other reporting. Set up dashboards on your home page to make it easier for sales managers to see CRM analytics.
At the same time, make sure that higher-level managers are also using and benefiting from the system. You can cite the increased profits from the customer sources exploited by the tool on the CRM to increase the persuasiveness of the effectiveness of CRM.