How to Implement A CRM With Your Sales Team

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Productive. In a word, that was my weekend. I cleaned out the car, re-organized the garage, and even fixed a few things around the house. But there was a problem. I never did the one task I needed to get done. Why? I was avoiding it. And, in an unconscious effort to delay getting to it, I kept finding “better things” to do.

Have you ever done this? There was some dreaded task looming over your head, so you worked at any (and every) thing else?

We all avoid things we don’t like. And if your sales team doesn’t like your CRM, it’ll likely fall to the bottom of their to-do list: the task to complete once all other possible tasks are finished.

Sure, sometimes, salespeople deliberately try to hide their lack of activity — so they don’t follow your sales implementation. But more often than not, they’re just avoiding it. We can always come up with something better than the task we don’t want to do, right?

But why is a CRM so dreaded to the salesperson? Because it’s not built for them.

Who’s the CRM Built For?

Most CRM systems are built for the people who buy them, not for the people who use them. When marketing and IT directors purchase CRMs, they look for the benefits of various data aggregations and spreadsheets. They’re not thinking, “How user-friendly is this for a salesperson?”

Instead, they’ll choose the CRM with features they find helpful, set it up, then require the team to use it. The team will do what they’ve always done. They’ll keep writing things down throughout the week, following their individual systems for managing clients and prospects, but now they have an added responsibility to keep the software updated. So they likely need to block off 4-5 hours every Friday to update their data — a job no one really wants to do.

To the marketing director, the CRM is great because it generates fantastic reports. Yet, to the salesperson, a CRM can be difficult to navigate and entering data becomes cumbersome. So what do they do? Mediocre salespeople make up their data to get by. They want the spreadsheet to say they’re doing a good job. Top performers don’t have time for that. They’re out doing their job, not messing with reports. So they constantly tell their managers that they just don’t have time to get to the data entry. Consequently, the sales manager ends up with skewed numbers that don’t accurately reflect activity.

How To Implement A CRM With Your Salespeople

If you want to get accurate data, you have to find a sales implementation strategy that works for everyone — directors, managers, and salespeople alike. So choose a CRM that fits into their workflow — not one that creates more work. An easy-to-use CRM should make their job easier. It should be a tool that enables them to organize their prospects, document their meetings, and keep track of clients so they can boost their sales. It shouldn’t require them to change their schedule or add another item to their to-do list. A CRM should be a tool that will benefit both of you.

Once you choose your solution, find a partner to help you adopt it. The CRM needs to work for your company and your strategies. Then make sure you have the support necessary to train your sales team so that using the CRM is no longer an obstacle.

We all put off things we don’t like. So, if you want your team to use a CRM, choose one they’re equipped to use, not something they want to avoid.

4 Ways to Increase Adoption of Your Sales CRM

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The biggest problem with your CRM is that salespeople aren’t using it. And without salespeople on board, a CRM isn’t much help.

If you’re ready to get the most from your CRM, here’s how to get your team on board.

1. Input Data in the System

Without data, a CRM is useless. So, at CallProof, we launch our CRM with data already entered.

We start by interviewing the management. We ask, “If I started working with you today, how many prospects should I have in my database?” If a sales rep doesn’t have prospects, that’s their number one excuse for not using a CRM and for their consequent low activity. We want to eliminate all the objections to using the system. So, once we know how many prospects a salesperson needs when they start, we enter data for them.

We first collect their current prospects’ and clients’ information and enter it into the system. Then we find more prospects from a variety of lead sources. This way, your salespeople start off with a full database of their current contacts, plus new prospects they can reach with the push of a button.

Data is key. That’s why we load the initial data for you.

2. Establish Norms

Once you have the data, establish a process for using the CRM. Every sales team has their own sales opportunity file system or “steps of selling” process. So make sure your team understands classifications of clients and selling sequences. Clarify when a new prospect goes into the CRM — when you first get their information or after you’ve made contact?

Then create norms for classification. How should you identify customers? Do you distinguish between a pharmaceutical lead and a doctor lead? Know how you plan to sort clients. Are certain lead sources classified differently — like trade show leads? When you create a way to see where customers come from, you’ll understand which of your resources work best.

A clear process for sorting clients and understanding the onboarding process is critical. So make time for a management meeting that includes key salespeople to evaluate your process before you train the entire team. First, you have to build the plan. Then you can use the CRM to deploy it.

3. Teach the Process

After you’ve established your methods, we make the CRM work for you. We’ll teach you how it functions best for your company. Via training calls, we show you what the screen looks like when you’re adding a client, what to do when you’re done with a client, how to order notes, and how to sync the emails. We’ll use the app screen and web portal so the team becomes familiar with each CallProof interface.

4. Provide Ongoing Training and Support

We also record each training call so future salespeople have access to the same information. When new sales reps join your team, you’ll be able to onboard them right away with access to the pre-recorded training. We even use a company called Thinkific to host our content and provide a quiz at the end of each video. Why? Quizzes help people focus on the training material. Without them, they aren’t as engaged. So we help you hold your team accountable.

With intentional data and training, we make adopting CallProof an easy transition for your business. CRMs don’t have to be a struggle for your sales team. When a CRM really works for you, adopting it is easy.

Are You Unintentionally Killing Your Sales Team’s Motivation?

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How many iconic inspiration posters have you seen? You know, the ones with landscape photography and some quote that’s supposed to change your life.

Sales managers: you are that poster.

Your most critical role is to motivate your sales team. Sure, it can be tough, but if you’re not lifting people up and removing obstacles from the salesperson’s path, you’re not doing your job.

Sales managers exist to manage resources (leads, time, people) in a way that secures the most sales. And motivating your team is one of the most vital ways you can manage your human resources.

But do you have any habits working against you? These 5 motivation killers may be taking your sales team’s drive.

Motivation Killer #1: Poor Timing

Bad things happen. Products defect, recalls are issued, delays happen. Of course you need to keep your sales team in the loop, but time your delivery right.

If you plan a morning sales meeting centered on the bad news, you’ve jeopardized motivation for the entire day. Instead, make morning conversations all about motivation. Start the day with sunshine and rainbows where everyone’s a winner.

Save bad news for the end of the day. If there’s a defect on a product or a tough conversation that needs to happen with a sales rep, wait until the sales day is over to deal with it. There’s no need to sacrifice a whole day of sales for bad news.

Motivation Killer #2: No Leader Board

Let’s say one of your salespeople closes a big deal. But when they come back to the office with their big win, they don’t get much appreciation. Sure, they may get compensated, but you shouldn’t underestimate the value of recognition.

When your salespeople close deals, then high-fives, celebrations, email accolades, conference call shout-outs, and leader board postings give them a sugar fix. And what happens when you get a sugar fix? You want another one. If you want to keep people hustling, you should keep handing out the recognition.

I can always tell top-selling companies based on their leader boards. If there’s no sales board, they aren’t fully recognizing good performances. Likely, their team is lackluster. But a leader board that is updated daily, where everyone can see it, keeps salespeople talking about the wins and motivated to climb the chart.

Related: 61 of the Best Sales Quotes To Keep You Motivated

Motivation Killer #3: Negative Influence

We’ve all met Negative Nancy or Negative Ned — that person who’s always bringing down the mood. When they get a lead, they immediately write it off saying, “They never buy anything,” or “This won’t ever close.” That kind of language asks for negative results. As these people spout off their negativity, it will probably lead to a more negative culture overall. These are the same types of people who underperform, mess something up, and then blame it on someone else.

You want the opposite type of person working for you. You want people who admit their mistakes and learn from them. Those people make comments like, “Whoa. I really messed up that sale. I answered his objection wrong, and I think it cost me the deal. I know better for next time.” And when people admit mistakes to the group, others learn from it too. Working in a collaborative environment results in high productivity. Sales teams in non-collaborative environments will never reach their potential.

Motivation Killer #4: Giant Lunch

What you eat is what you produce. Sure, it’s fun to go out for good food and good company. But plan accordingly. If you want your team to be productive afterwards, then choose wisely. Carb-filled, greasy, heavy food ruins the rest of the afternoon. If you want to splurge on this type of meal, save it for the right time — maybe a Friday afternoon when you don’t intend for them to make many calls after the meal. Otherwise, opt for healthy food that won’t weigh down your team.

Motivation Killer #5: Unobtainable Sales Goals

Every salesperson needs a baseline for sales numbers. If you’re new to an industry, set your goals wisely. Managers of smaller sales teams might pick one of their sales reps and ask others to replicate their performance. But how does that sales rep compare to the norm?

Maybe they’re a terrible salesperson but you have no one to compare them to. If so, you’ve created a false ceiling for someone new.

Or maybe they’re in the top 1% and the goal isn’t realistic for the average salesperson. Once someone realizes they can’t possibly meet the goal, their motivation goes out the window.

Instead, incentivize activity. If you don’t have real sales statistics to work with, then focus on the quality of calls and activities. Instead of incentivizing them on closes, incentivize them on the number of appointments made, and then deal with closing percentages. Once you discover achievable closing percentages, you can establish realistic sales goals.

If you’re accidentally making one of these mistakes, it’s time to change. After all (to quote one of those motivation posters), “Every accomplishment begins with the decision to try.”

Why Your Salespeople Hate Using Your CRM – And How to Change Their Minds

Salespeople Hate Using CRM

CRMs started off on the wrong foot. When they first came out, they were isolated to a desktop and not user friendly. Back then, laptops, WiFi, and smartphones weren’t around to allow mobile access to data. So the outside salesperson was forced to go back to the office to enter information. And the CRM became a ball and chain.

Salespeople who’ve been in the business a while have witnessed the evolution of the CRM firsthand. Some now appreciate it, but many still hate it. Their bad experiences with CRMs leave them with little motivation to adopt a new one now. Maybe they got fired for not using it years ago. Maybe they think of it as a clunky, outdated tool. Now, they just roll their eyes every time it’s mentioned.

But the fact of the matter is, you need all your salespeople on board for a CRM to be effective. A CRM (no matter how current, user friendly, and efficient) is useless without good data. And the most vital data is contact information for prospects and clients. Who enters this info? The very salespeople that hate using it.

So if you’re ready to get a CRM that works, start by getting your salespeople on board.

Why Good Salespeople Hate CRMs

Good salespeople hate CRMs that get in their way. They want to go out and sell without having to pause their activity to enter cumbersome information. But with the right automation and set-up, a CRM like CallProof lets them simply check off information on their phone.

Imagine a big whiteboard with a list of all your customers. Each time you contact someone, you check them off. The next day, you look at your list and evaluate, “Who did I contact? What promises did I make? Who should I follow up with?” CallProof gives you this checklist digitally (via your mobile device or your desktop — whichever you prefer). Plus, we even remind you to make the check mark.

Related: Why Everything You Know About CRM Is 100% Wrong

Even the best salespeople need reminders. Selling is contacting and following up. No matter how smart someone is, it’s impossible to remember the details of 30-60 conversations per day with full clarity. Then it compounds. If you contact that many people, making promises to follow up with even half of them, you’re dealing with about 75 points of action to remember each week. But what if you forget? Each proposal that slips through the cracks or question that goes unanswered turns into an empty promise that cripples your credibility for future sales.

Enter a CRM that notifies you when it’s time for action.

Why Bad Salespeople Hate CRMs

Bad salespeople hate CRMs that show their real performance. They don’t want their managers to see evidence of the inactivity that leads to their poor performance.

But a good manager wants to know the truth. People who need to make a car payment and pay their mortgage create stories about deals they’re “trying to close”. But deals don’t close without interaction. Once managers see the correspondence (or lack thereof) between the customer and the sales rep, they’ll know the actual likelihood of the deals.

The Evolution of CRM

A CRM simply provides direction for where to spend energy and time. It keeps your list of prospects and clients organized so you know who to call first. With a clear client list, salespeople know where to start.

Back in the day, you had to enter all this information in a database on your own. Now, an app like CallProof automates your daily activities and allows you to “check” items off your list while simultaneously logging your activity. It keeps teams on track and holds them accountable. It even reminds you when to take action on the promises you’ve made.

So don’t let preconceptions of a cumbersome, stationary CRM keep your team from utilizing this tool. CRMs have evolved into mobile apps that make documentation simple. It’s time to get your team on board.

Conference Calls Are Killing Your Sales Team – Use This Free App Instead

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Ever feel like the phone is broken when you’re communicating with your sales team? You talk, but the words just aren’t getting through — especially during conference calls.

Conference Calls Are the Worst

Everyone hates conference calls, but why? To have a “successful” call, we have to stop what we’re doing. None of us can be busy during the time we talk. Now, multiply that by the number of people on a conference call. Each person has to stop the clock, engage in the conversation, and eliminate distractions. That’s highly unlikely — especially if it’s just to hear everyone’s weekly updates.

During a typical conference call, everyone’s distracted. Because they only have to pay attention to the audio, they can continue multitasking during the call. So you’ll pick up the background noise of each person’s location. Some people may be taking their kids to school. Others are grabbing their breakfast at a restaurant before work. By the time an entire group dials in, you can expect plenty of audio distractions.

Plus, there’s no good way to take turns talking. So you’ll deal with the awkward interruptions people experience as they reply at the same time.

Even dialing in can be an obstacle. You dial the 800 number, but then you have to enter the access code. If you’re driving, then trying to find the email, copy the access code, and type it in is extremely difficult (and impairs your driving!). Then, once you’re in the call, the audio can malfunction or someone dials in late and needs a full recap.

Bottom line: conference calls are too hard to focus on. Even the best conference calls are a poor substitute for a face-to-face interaction when everyone’s engaged.

Why Use the Marco Polo App

Marco Polo takes the age-old idea of the phone call and makes it better. Whether you’re calling a group or an individual, you get to respond face to face on your schedule, and avoid all that wasted time. Here are a few of the perks.

1. Works With Everyone’s Schedule

Instead of being stuck in a conference call, Marco Polo frees you up to enter the conversation on your timetable. So, rather than setting an alarm to dial in and going through inevitable hassle and distraction, you get the message and reply anytime.

It’s also a great alternative to individual calls. Phone calls trap us in endless loops of voicemail and call-backs. If I need to advise someone on my team, I can call, but often people can’t pick up. I leave a message, they try to return the call, I’m busy. And so the cycle begins. We end up playing phone tag until the message becomes more cumbersome than helpful.

But with Marco Polo, I plan what I’m going to say, then I say it to the person via video. They respond when ready. And if one of us forgets to respond, that app reminds us intermittently.

Related: Sales Managers: How To Get Over Micromanaging Your Salespeople

2. Offers the Insight of Face-to-Face Communication

True communication consists of more than words. As we interact face to face, we benefit from non-verbal cues. People can neutralize their voices to mask emotions, but it’s much more difficult to disguise facial expressions. If I have a conversation with an under-performing salesperson via video, I’m more likely to understand what’s going on than if we’d only talked on the phone. Audio simply doesn’t tell the whole story.

3. Reduces Wasted Time

People need time to think. When we don’t have to respond immediately, we form more developed ideas. In a conference call, there’s a pressure to reply right away. However, if you present a problem via Marco Polo, I can think through solutions and respond with more valuable input.

Video also encourages people to get to the point. Most people don’t want to send a video of themselves thinking and stalling for the right words. It makes them self-conscious. So they come to the conversation with their thoughts prepared and save everyone’s time in the process.

4. Motivates Your Team

As a sales manager, you should spend about 80% of your day motivating people. Your job is to remind your team of the obvious. Remind them what to focus on and praise them when they do a great job. Marco Polo gives you the opportunity to publicly praise them face to face.

When I look at sales data, I jump on my app and send a quick video saying, “Great job!” to my team. Then I name the people who really stood out in their sales. When I send this out to the team, the top performers feel great, while the people who weren’t named are usually motivated to win recognition the next day.

A lot of sales organizations send out emails to report their wins, but so much is lost in email. A video communicates much more.

How Do I Use Marco Polo?

1. Create a group with each member of your sales team.

Marco Polo identifies people by phone number. So just enter the numbers of salespeople to create your sales team group.

2. Check in with the team via the app.

Instead of a Monday morning conference, click on your Marco Polo app, get on the group, tap on the group, and say, “Good morning team! Looking forward to seeing your game plan today. Reply with your goals for the week!”

You can also use this to communicate other items on the sales meeting agenda, such as company updates or upcoming opportunities.

3. The team gets a message notification and replies.

Each person will get a notification when new messages come in. After they listen, they can make their own recording.

You’ll get replies like, “I’m ready to crush it today! I’ve got three appointments today and four more this week. I expect to close the Johnson deal by Thursday at 4:00.”

Related: 4 Simple Strategies for Becoming a Better Sales Manager

4. Listen when ready.

Just like that, you end up with a face-to-face report from each salesperson you can listen to right away, or when it’s convenient!

What About Reprimanding?

A good manager praises in public and reprimands in private.

With these recorded updates come extra levels of accountability. If someone isn’t meeting their numbers and closing expected deals, go back and listen to their reports. Then talk to those salespeople one on one. Marco Polo backs you up and directs your conversation. Maybe you say, “In your Monday report last week, you said you would close the Johnson deal on Thursday at 4:00. Why didn’t that happen?” You can even play back their report to fact-check.

Meanwhile, Marco Polo also gives you another way to praise your highest achievers. Give top salespeople kudos in the group thread. You want everyone to know they’re a rock star!

Why Does Marco Polo Work?

Give the app a try, and you’ll be hooked. Why? It’s a “time-shifting” app for meetings.

Meetings and conference calls force everyone to be on the boss’s schedule. Everyone stops what they’re doing to be in a meeting they don’t want to be in. Even your best sales meeting ideas keep people in the office when they want to be out selling. But with Marco Polo, you time-shift your agenda. You change the clock so meetings are convenient for the manager and the team.

But you don’t sacrifice the face-to-face benefit and can still set a schedule of expectations throughout the day. Set timelines for the meeting (maybe 8-4 on Monday) and set deadlines for status updates. Then the reps chime in anytime, and you listen when you’re ready.

Plus, if you want to emphasize something, use the text feature. You can easily overlay text on videos or pictures. Sometimes I’ll just type Goals? to remind everyone to send me an update.

Sure, traditional sales meetings and conference calls have their perks, but Marco Polo utilizes the best aspects of each.

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On the surface, this app looks like an easy way to chat with family and friends. But it can also transform your business. You’ll be able to establish a higher level of accountability while giving everyone a little more flexibility in their schedule. Marco Polo frees up your salespeople to sell… while keeping you in the loop.

The Average Salesperson Wastes 2 Hours a Day — Here’s Why

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We’ve all experienced decision fatigue — when we’ve made so many decisions we can’t make one more. But we’re exhausting ourselves on the wrong decisions, namely, figuring out who to call.

If we eliminate all those choices about who to call, we’ll be able to focus our thinking on more important tasks during the day. So how do you get that decision off your plate?

First, you need a central place to store your previous contacts. Most people don’t have an easy place to store their data. Some just try to remember it. Others use a notebook. But sometimes they forget to take thorough notes. And even when they don’t forget, they have to go through each page to decipher and sort information.

The choice of whom to call becomes clear when you can see a chronological list of whom you last contacted. Then you simply go in order. So what’s the best way to gather all that info?

Don’t Collect Data — Make the CRM Do It for You

Any worthwhile CRM collects data automatically. Don’t rely on people to enter it. Some people think they can remember it all, but they just can’t. Can you remember whom you met with three days ago? There’s little chance you’ll be able to recall the details. (And even if you do, why use your brainpower to remember something an app can remember for you? Channel that effort towards sales!)

Each company cares about two things: existing customers and prospects. And every person you contact is a potential customer. An automated system makes sure no prospect (or client) goes unnoticed.

After storing the contact info for each person you see, an app like CallProof sorts the data. With a click, you can see whom you need to contact. The app has done all the sorting and filing for you.

Moreover, you can set reminders about how frequently to call your customers. We all know that it’s harder to get a new client than an existing customer to buy. So make sure to contact existing customers as regularly as they buy from you.

Identify Hunters and Farmers

You can also maximize effectiveness by making sure your salespeople work to their strengths. On your team, you have hunters and farmers. Farmers build relationships and take care of existing customers. They handle accounts and keep customers happy.

Hunters find new customers and close deals. But then they move on. The key is identifying the different types of salespeople you have. When you find hunters, keep them hunting! Once they close a deal, hand off the account to someone who will cultivate the relationship. Then you keep your hunters free to sell.

There’s a real danger to your profitability if you force your hunters to be customer service reps. Strong hunters grow your business. So eliminate anything that slows them down. You don’t want them bogged down by paperwork or dealing with customer service issues. Instead, keep them selling as much as possible.

3 Questions to Ask Your Salespeople About CRMs

Is it time for you to change CRMs? Your CRM should make everyone’s job easier — documenting data automatically, keeping salespeople on task, and preventing missed opportunities. If you think your CRM is lacking, ask your team these questions.

Does our CRM dis-incentivize you?

If each client requires manual documentation, you may be crippling your top salespeople. That means the more sales they close, the more updates and entries they’ll need to enter each week. Instead, automatic data entry logs their contacts without slowing them down.

Do you know how many calls you made yesterday?

When you do something repeatedly, it’s easy to lose count. You may think you called 40 clients yesterday when you actually talked to 20. If it’s not recorded automatically, these numbers are hard to track.

Have you every forgotten to follow up?

Let’s say I have a prospect I cold-called, met for an appointment, but forgot to follow up and document. Now, that sale goes away. So how many calls will it take to make up for that missed sale? Automatic entries and follow-up reminders keep prospects from falling through the cracks because of human error.

The right CRM eliminates wasted time — whether it’s time you spent deciding whom to call or logging a contact. A CRM like CallProof simplifies everyone’s job while making your business more successful.