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.

The Salesperson’s Guide to Using Texting for Sales Prospecting

salespersons guide to texting prospects

Did you know it took the US about seven years longer than Europe to catch onto texting? It gained momentum in Europe in 2001, and quickly became a popular alternative to calls.

But in the US, text messaging didn’t take off until 2008. With the growing popularity of the smartphone, namely the iPhone, texting skyrocketed.

Today, texting is the #1 used app on the smartphone worldwide. In fact, no one even thinks of it as an “app”. It’s not a bonus — it’s an essential.

But are salespeople taking full advantage of texting? Not even close.

In most sales scenarios, salespeople deal with the buyer’s discomfort. In any good sales process, the salesperson builds rapport, the buyer begins to like them, and they become friends. But maybe the price is too high, or the products don’t seem to fit their needs. Now the buyer feels uneasy because they don’t want to give their “friend” (the salesperson) bad news. For most people, telling someone you like that you don’t want to buy from them creates an uncomfortable conversation. So the prospect often avoids the conflict by avoiding the salesperson altogether.

In this scenario, salespeople end up in a cycle:

1. Build rapport with the customer.

2. Ask pre-qualifying questions.

3. Propose a solution via email or hand-delivered proposal.

4. Silence.

In the end, they’re left without a sale and without a reason why.

How Salespeople Can Use Text Messaging

The text message gives people a more comfortable way to communicate. Building a relationship with your clients via text opens a channel of communication where they can more quickly respond and more easily deliver objections.

The secret? Text from the beginning. Here’s how to build this communication channel from the start.

Begin the text conversation with an appointment reminder. Confirm the appointment and include the address so there’s no question where you’ll be at what time.

After your first meeting, text a follow-up message. Summarize the meeting and reaffirm any promises you made during your conversation.

Start the text relationship before you get into the groove of emailing. If you wait to text until you need a response to a proposal, that’s uncomfortable. They’re not used to you texting — it’s a “stranger” text. But if the relationship exists prior, texting can be your secret weapon.

Related: 3 Ways to Integrate Text Messaging Into Your Customer Service

The purpose of the texting relationship is to better move sales through the sales funnel. You’ve built the rapport, asked the sales questions, developed and proposed a solution, but you haven’t closed the sale. In many scenarios, this is where the sale falls flat. What comes between the proposal and the close? Negotiation.

If the customer isn’t talking to you, it’s likely an issue of product, price, or prior relationship. Texting makes it easier for them to communicate these objections. So ask for feedback via text. Be direct and be brief.

Your message may say, Mr. Jones, it was great meeting with you last week. I sent you the proposal on Friday, and I would love to get some feedback. How can we move forward?

Now you’ve opened the door for him to communicate his objections and to start negotiation if he’s still interested.

Short and sweet texts can be your golden goose for moving sales through the funnel. But they won’t work if you don’t play by the rules.

The Golden Rules of Texting

1. Save Emojis for Friends

Anyone talking to the opposite sex faces a challenge in texting. Save emojis (and selfies) for your friends. Texts can appear more friendly than you mean, so play it safe and steer clear of the pics.

2. Keep It Strictly Business

Don’t veer off topic or add flirtatious comments. If you receive a message that’s inappropriate, it’s best not to respond.

3. Keep It Short and Sweet

As you message your busy prospects, focus on the facts. Don’t use text messages as an opportunity to build rapport. You’re searching for facts, so get to the point. Texts don’t need the introductions you’d include in an email.

4. Be Aware of WHEN You Text

Consider the person you’re texting and their normal business hours. It’s best to message them after they’re up, but before they get into their work day. So for people with typical hours, text between 7 and 9 a.m. For someone with night hours (like a restaurant manager), texting around 3 p.m. may be better.

Regardless, avoid early-morning or late-night texts. Most people don’t turn off their notifications, so respect their time.

5. Avoid Abbreviations

You may know all the trending abbreviations, but your prospect may not. So don’t use them. People shouldn’t have to decipher your message, so avoid abbreviations altogether. Steer clear of even the most common acronyms (such as LOL or TTYL) to keep your message as clear as possible.

6. Add Product Pictures

Depending on your product, a picture may communicate better than words. If you’re selling cars or a hot, new product, send a picture. A glimpse of your product will be much more enticing than any description you’ll write.

7. Respond in a Timely Manner

95% of people read their texts within five minutes of receiving them. The average response time is just 90 seconds. So when you get a text, don’t over-think it. Respond quickly.

Ways to Use Texting With Text Templates

1. Follow-Ups

Whether you’re following up with a new potential client or a prospect that’s been in the funnel a while, text messaging can be a great way to stay on their radar. Use one of these templates to touch base:

First Follow-Up

“Hi John! This is Prat with Absolute Wireless. We talked about looking into Sprint for the best possible deals for your cell phone service. Please let us know your availability, and we will reach out to schedule an appointment to get you saving sooner!”

“Hi John! This is Prat with Absolute Wireless for Sprint. I’d like to work with you like we discussed earlier for the best possible cell phone plan to fit your needs. Please let us know your availability, and we will reach out to schedule an appointment to get you saving, sooner!”

Second Follow-Up

“Hello again! This is Prat with Absolute Wireless for Sprint. I am touching base regarding an appointment to help you switch over to save more. I’d be happy to send you home with a phone accessory without any obligation just for stopping by our store to explore your options. Thanks!”

“Hello again! I am touching base regarding your appointment with Absolute Wireless for Sprint to save you more on your service bill for your cell phone. Could I give you a quick call this week to follow up on your options?”

2. Automate Monthly Follow-Ups

To make following up even easier, use an app (or your phone’s built-in feature) to automate texts. So, if you’re thinking about work late at night or prepping when it’s not appropriate to text, write a batch of texts to send later. You can even schedule your messages months in advance.

Related: Follow-Up Emails: When Should You Stop Pursuing a Prospective Client?

3. Ask for Referrals

Texts offer a great way to ask for an introduction while your phone number is easy to access. LinkedIn messages often go unnoticed. So use the network to find connections, then send a text. When you see a connection between a client and prospect on LinkedIn, ask for the referral via text message. Then they’ll see your number and hopefully forward it to their contact.

“Hi John! I saw that you work with Sarah from Sprint on LinkedIn. Would you be willing to introduce me? I’d love to offer her the same great service we provide for you. Thanks!”

4. Send Happy Birthday Wishes

Use your social networks to find clients’ and prospects’ birthdays. Then send a message on their big day. So you don’t forget, set these up to send automatically. You can even offer an incentive as a birthday gift:

“Happy birthday from Team Absolute Wireless and Sprint! Best wishes on your special day. Respond to this text within 7 days to learn more about birthday incentives for our customers.”

5. Confirming Appointments

Like we mentioned earlier, text messages eliminate the questions of where and when before an appointment. Sending the address and the time assures the customer you’re ready to meet them.

“Hi John! This is Prat with Absolute Wireless and Sprint. It was great speaking with you recently. I am confirming our appointment on Tuesday at 2 p.m. Thanks!”

6. Recapping Meetings

Let the client know you were paying attention during your meeting. This shouldn’t be a long text, but it should summarize your discussion. If you made a promise, affirm it.

“Hi John. I am recapping our meeting from earlier today. Let me know when you have a moment to briefly chat.”

“Hi John! It was great meeting you this afternoon. I’ll talk to my design team this week to see the cost to add this to the proposal. Look forward to working with you.”

7. After Meeting People

Texting can be a great way to connect with someone new. If I meet someone I could do business with (but don’t have a card with me), I can ask for their number and text them right away with my contact info.

But even if we do exchange cards, it’s still a great idea to text after we meet. Business cards are easy to misplace, while messages are easy to find. I may not need a particular service when we meet, but then something happens weeks later. Now I’m in the market for your service. Rather than searching for the business card, I’ll just look through my messages to find your information.

Consider texting as your virtual handshake. You meet someone, shake their hand, exchange contact info, and send them a message like this:

“Hi John! It was great to meet you. Earlier this week, we talked about saving you money on your cell phone service with Absolute Wireless for Sprint. As a service rep, I’m able to work out the best deal for your plan. What time would you like to schedule a quick phone call to follow up and start saving?”

“It was great to meet you recently, John! We talked about looking into cell phone service with Sprint for savings on your monthly bill. As a service rep, I’m able to work out the best deal for you. What time this week can we briefly chat to explore your options?”

8. When They Haven’t Responded to Your Proposal

The most irreplaceable benefit of text messaging in sales is the ease of communication objections. So, when you haven’t heard back about a proposal after you’ve cultivated the relationship and messaged for the seven reasons above, reach out via text. Say something like:

“Hello again. I am checking on the status of the proposal I sent you earlier this week. Please let me know what you think. Thank you!”

Texting shouldn’t only be the most used app with friends, it should also be the most used app in sales. Take full advantage of this essential tool to communicate with your clients as effectively as possible.

The Value of Having ALL Sales CRM Data in One Place

value of having CRM data in one place

Have you ever made a list, only to lose it before it was even used?

It’s frustrating to take notes and keep track of information, only to misplace it later. But while it may be frustrating in some circumstances, it’s costly in others. Client information is one of the most valuable resources in business. If you misplace it or the right people can’t get to it, your business suffers.

We want ALL client information in one spot. No matter who talks to the client at what time, all calls, emails, files, interactions, and notes need to be in one place.

How It Helps

Centrally located information helps in many areas, but transition periods reap huge benefits. When you promote a salesperson and reassign their territory, a new person shouldn’t start from scratch. Often, outside salespeople work a territory for a few years, and when they leave, they take their information with them. Then the new person gets a new prospect list and spends months re-creating those relationships.

But what if they could pick up where the last person left off? With a CRM that stores information in one place, they can. And the transition becomes smoother for everyone prospects, customers, and salespeople.

How It Works

So how does that happen? You could require salespeople to log all client interactions diligently (and hope they do it). Or you could use a system that automatically updates itself.

That is what CallProof does. It logs all the phone calls, emails, and meetings automatically. Salespeople handle clients the way they always have, while CallProof syncs up and logs the interactions.

Here’s what used to happen. First, I had to remember to call or email Joe. If I remembered (and didn’t snooze my calendar alert for six months), I logged into the CRM afterwards, and made my notes.

Now, CallProof tells me to email Joe. I email Joe, and CallProof automatically updates itself. If I included an attachment, it automatically uploads that attachment to the client’s file. If anyone else on our sales team emails Joe, it stores the information too. CallProof aggregates the information for us.

I hate change. So I do the same things I always did. But CallProof figures out the way I work (so I don’t have to change), and then puts the information where it needs to be.

Why It Works

CallProof offers this solution, but no one else does. Why? We found out what the people who buy and use CRMs want. Only after talking with usability experts, aesthetic consultants, and many marketing and IT buyers, did we build our CRM.

Salesforce.com was one of the earliest “software to service” solutions. Buyers consider it a safe buy because it’s well known. No one will fault them for buying this age-old service. But just because it’s popular, that doesn’t mean it’s the best solution.

The Right CRM

If you want to buy the right CRM, recognize each solution for what it is. Figure out why it works the way it does. Was it built to market or built to work?

CallProof was built to work, then we just happened to sell it later. We built it because we realized that the other CRMs didn’t work. They operated, but they didn’t fit with sales culture. When they were effective, it was because salespeople changed their mode of operation. They took on extra work to get data into the system.

Marketing buyers think about the end goal. They want to be able to market to any potential demographic middle-aged dog owners who live on the east side of town and drink coffee. They want options to create “cool charts” with the variables. But they forget to think about how that information gets in the system to start with. Sure, the marketing options and campaign potentials are appealing, but they’re useless without accurate data.

IT people look at solutions in terms of technology. They want a solution with a solid operating system. Since they know how to build systems, CRM services sell to these buyers with discussions on certifications and firewall technology. CallProof has all that too, but that’s not the most important factor.

No matter how solid the technology or what demographic specifications it pulls (which CallProof does too), the solution won’t work without data. And that’s the last thing people think about when they’re buying, even though it should be the first.

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How to Calculate the Real Cost of a Sales CRM

calculate cost of CRM

The best deal on paper isn’t always the best deal. Your CRM invoice may look like you’re spending a few hundred dollars when you’re actually investing thousands. So how do you know the true cost?

When you’re calculating the real cost of a CRM, start by adding up the setup fees and monthly costs, but don’t stop there. You also need to calculate the value of your time.

Time: The Hidden Expense

Time is money especially when you’re on the job. When a CRM requires a large time investment from you and your employees, you lose money. So ask yourself, “Do I make more money for the company updating the CRM or doing my job?”

Here’s an example. If an engineer’s billing rate is $100/hour, and they spend six hours managing the CRM, that time investment results in $600 lost revenue.

If you decrease the time you spend managing the CRM, you save major money. Let’s say this same engineer now uses a different CRM that only requires two hours to manage. That time shift saves the company $400.

How to Figure Out Your Total Cost

Start with setup fees and monthly fees. Then factor in the time it takes to set up the CRM, who does it, and what their time is worth. Now, add the amount of time that each employee spends in the system every week according to their approximate hourly rate. That’s your true cost.

Here’s how it adds up. Which of these solutions costs less?

  1. You spend $10 per user/per month. Then each user spends 40 hours a month updating data.
  2. You spend $30 per user/per month. Then each user spends five hours a month updating data.

When you factor in time value, B is your obvious deal.

A CRM may seem like a good deal on paper, but when employees have to spend numerous hours working for the system (rather than it working for them), you lose more money than you may realize. Instead, calculate the real deal. Spending a little more on an efficient solution saves you thousands in time.

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Why Everything You Know About CRM Is 100% Wrong

Everything You Know About CRM Is Wrong

Successful companies have always recognized the need for a CRM. They have a responsibility to their employees, vendors, and customers to keep information organized. But old CRM methods no longer make the cut.

Now, as people work anytime from anywhere, salespeople need customer information at their fingertips. They need data in one place that they can access or enter from a phone. Fancy spreadsheets and unique demographic pulls are no longer the priority any service can do that. What matters is accessibility.

The Problem

When business leaders decide to shop for CRM solutions, they usually delegate it to marketing or IT. Some plan to use that information from a marketing perspective to nurture prospects. Others send it to the IT department because it’s a technology solution. And IT technicians can figure out what will work with current software. What leaders don’t think about is the end user the salesperson.

What Typically Happens

CRM solution companies know who buys their solution and it’s not the individual sales rep. Therefore, most products appeal to marketers or IT technicians and disregard the ease (or difficulty) of entering the data.

After salespeople make calls and visits, taking notes and tracking appointments, they need about five hours each week to enter all that data. But they lack either productivity or time. Low performers often make up their data, completely skewing the CRM information, while top performers don’t have time to enter all their activity.

Instead, you need a CRM system that updates activities automatically. When a CRM depends on each sales rep spending hours each week correctly recalling their activities, your data won’t be reliable.

With old CRMs, you needed to remember to email your prospect. Then you’d craft the email, send it out, log into the CRM, and make a note of what you did. Now, CallProof reminds you to email your prospect, you send the message, and then it automatically copies your email to the contact record (along with any attachments). The activity is automatically updated, and you’re free to move to the next task.

CallProof also updates in real time. Why? So you can manage in real time. It’s not about micromanaging, but rather keeping your thumb on the pulse of activity so you know what’s going on. You can check in or follow up as needed.

The 3-Minute Sales CRM Test

How long does it take to enter data in your CRM? If it takes more than three minutes, that’s too long.

With CallProof, you can make any data entry in under three minutes. You can also find information you need for a visit, select the result of your appointment, or book a new meeting within that short time.

Your sales team (and people in general) procrastinate tasks that take too long. In fact, they often put tasks off so long, they never complete them. That’s why CallProof keeps the process quick and easy.

CallProof gives you a solution that stores functional, accessible, and accurate data in a central location. Because of that, our adaptation rate is stellar. It’s the easiest CRM for salespeople to use, which means companies get more reliable information and better results than from any other service.

Instead of thinking of CRM as a tool to generate reports, focus on how you’re going to get the information into the system. How can you take this burden of documentation from your day-to-day employees, and yet have data at your fingertips? CallProof is a solution that automatically does this for you.

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5 Questions to Ask Before Choosing a Sales CRM [CHECKLIST]

choosing a crm

You’ve realized that your company needs a sales CRM? Good. Now how do you choose?

Keeping customer data under control is key to growing your business. So ask these questions to choose the right CRM.

1. Are There Extra Charges?

CRM solutions were built for sales, yet most CRMs are purchased by marketing and IT departments. Therefore, most CRM services prioritize IT and marketing needs over the needs of a salesperson, which creates data problems. And fixing those problems costs extra. Here’s how it usually works.

For IT and marketing people to get the data they need, salespeople need to spend four to five hours each week entering their information. But salespeople can’t afford to spend that much time entering data. So they input data inconsistently, and the reports are unusable.

Then IT/marketing asks the CRM solution for different types of reports which cost extra. These companies were built to sell, so they’ll nickel and dime you as they offer extra services to “solve” the problem.

CallProof takes a more proactive approach. We built our service for sales reps. It’s easy to enter the information into the system, which makes the data reliable. Moreover, we offer a lot of support at the beginning, and the system is completely customizable. We charge one flat fee without a maintenance agreement or other up-charges. If we have to customize a report, it’s included in the price. We’re not smart enough to charge for every little thing, and we want to give you a service you need for the long haul.

2. What’s The Length Of The Contract?

Most companies offer a six-month or year contract. They want to get your revenue, so they use contracts to ensure your business is worth their investment.

CallProof uses month-to-month contracts because we feel it’s important that we earn our clients’ business every month. Plus, it proves that we’re on the same team we want our product to work for you.

Let’s say I have a year-long contract with the CRM vendor, but they charge for extra support. We’re not on the same side anymore. I’m tied to a CRM that should be working well, yet they earn extra if it does not. The model gets me to call in and spend money, leaving me and the vendor with different goals.

We want everything working so that if you don’t call us, we’ll make more money. If you don’t have problems, we’re in a better position. That way, we’re truly on the same team.

3. How Is Training Handled?

Make sure you know what training you’ll receive for the CRM you purchase. Ask:

  • Are we responsible for it?
  • Is there a link to a YouTube channel, or is there formal training?
  • How much does it cost?

4. What Types Of Integrations Are Necessary?

You also need to understand how this software will work with your current technology. Ask:

  • What types of integrations are necessary with line-of-business applications and other ancillary software that our organization uses?
  • Are emails, phone calls, and day-to-day activities automatically updated?

5. How Does Existing Data Get Into The Solution?

Someone needs to import, manage, and clean up your organization’s existing data. Will you or the vendor be responsible for this process?

You want the vendor to make the transition for you. If you import and convert data for the first (and only) time, the result is probably going to be poor. It’s like tying your shoelaces. The first time you do it, it takes a long time and the knot isn’t very good. But someone with experience does it perfectly.

If you rely on a person who manages the software daily, they’ll get a better result. Why? They “tie shoelaces” all the time. And when they do it, it gets done quickly and there’s a solid knot when they’re finished.

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How Salespeople Can Eliminate the Pain of Paperwork

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Paperwork is a time suck. At least that’s how one of my salespeople put it. It feels trivial if you don’t know what happens to the data. It becomes redundant with form after form. But most importantly, it keeps salespeople from selling.  

Manual Sales Reports

Traditional sales reports require salespeople to document what they did throughout the week. Ideally, during or after each appointment, they write down the key points. In reality, note-taking interferes in the natural flow of the conversation. And after meetings, salespeople are too busy to write down what happened.

Salespeople aim to make money and keep clients satisfied. Paperwork derails them. After all, paperwork and sales require different mindsets. In sales, you enter “social” mode where you focus on having a conversation and pitching your product. In paperwork, you enter “report” mode where you zero-in on the details of spreadsheets and notes. When you have to switch between the two, your momentum slows down in both areas. You can’t maintain focus on your paperwork or fully engage in a sales conversation. Basically, it kills productivity.

A normal day for a salesperson includes unexpected phone calls, rushing from one appointment to the next, resolving issues with current clients, and talking to their boss when they call to check in. It simply isn’t practical to stop and take notes in the midst of all these demands.

Then, at the end of the day, they struggle to recall the details of what happened in each meeting. And missed details result in missed sales.

Automated Sales Reports

Fortunately, CallProof records data automatically, taking it off your mind completely. With these five automated reporting features, we log the details you no longer need to remember.

1. Calls You Make

Anytime you call a client, CallProof logs and timestamps it. It’s automatically documented and stored under the client’s name.

2. Calls You Receive

When a client calls you, we automatically file that as well. Again, it’s stored by name and time, with timestamps.

3. What Was Said

You can even record these calls so you don’t have to remember the conversation. Then, when you have time, you can listen to the call to follow up as needed. Again, they’re organized under client and time.

4. Appointments

CallProof clocks the time you walk into a meeting until you walk out. Then, as you leave, you can speak your notes and schedule your follow-up with two clicks on your phone.

5. Follow-Up

When you click to follow up after a call or appointment, CallProof saves that follow-up information to your calendar along with any notes or recorded calls associated with the client.  Then you can forget about it until your reminder sounds to reconnect with the client.

My CallProof Calendar

Selling is what should be on your mind, not figuring out when to follow up. This morning, I had five follow-ups that were automatically scheduled. I don’t even remember when I set them, but they all popped up today. So, when I started working, my to-do list was set for me. With a few clicks in CallProof, I refreshed myself on the details, then made my calls and sent my emails. It built a to-do list for me, so I could focus on my sales while it focused on my calendar.

Paperwork is not productive. Let CallProof manage the details while you make the sales.

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How Salespeople Can Maximize Their Time with Automated Routes (Introducing Callproof Routing)

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We all know the best sales tactic is to minimize drive time and maximize face time. Now CallProof routing does that for you!

Every salesperson knows visiting clients and prospects based on location optimizes their time. CallProof has always shown these businesses on the map so you could maximize your proximity. Now you just select who you want to see, then CallProof maps your day.

Plus, routing reports automatically. Sales managers love real-time data, but they love REAL data even more. Although we give salespeople all the tools they need for easy reports, that data still depends on someone entering it. Until now. The routing feature automatically reports the route salespeople take, and the appointments and prospecting that happens along the way.

How Routing Works

Using this feature is both easy and efficient. Routing allows salespeople to maximize their time and location by producing a turn-by-turn guide in just a few steps.

First, choose an area of town. When you pull up the map, you’ll see prospects and existing clients nearby. Then select the businesses you want to visit.

CallProof routing organizes those stops into the most efficient route, choosing the order and giving you directions from one place to the next. Along the way, you’ll know which contact is closest and the best way to get to them. And you’ll view it all through an interface you’re used to: Google Maps. If you plan to visit the area again, you can even save the route for future use.

Sales managers also reap a major benefit from routing. They get to see the exact route their salespeople took and the stops they made. They get data they can trust. Managers can then use that data to keep their sales team accountable and offer additional training as necessary.

At the end of the day, salespeople have maximized their time, mileage, and prospecting opportunities. Meanwhile, sales managers have equipped their team with the tools they need for great sales opportunities and received reliable data in return.

Phase 2: The Desktop Version

Managers, get ready for a desktop version of routing coming your way soon. With this tool, you’ll be able to build routes for your team. After creating a route, you can assign it to a salesperson, giving them a specific course for the day.

You’ll then be able to review these routes (and the ones they created) on your desktop, using the information to tailor your training and sales plan.

How It Simplifies

CallProof takes a map you already use and makes it even more efficient. You don’t have to figure out another mapping system. You just use the CallProof app (and soon desktop version!) to plan your day and optimize your time on the road.

No use copying and pasting the addresses from an app to a map. With routing, you’ll just click your stops and let the system do the work. Now you can visit even more clients, and boost your business.

If you’re an outside salesperson, you already use your phone and maps to get the best routes. This system ties them together without creating extra work.

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How the Right Mobile App Can Skyrocket Your Auto Glass Sales

sales tracking app auto glass sales

Would sales call software make a difference in your sales? Sometimes apps seem more like a convenience than a necessity, but the right sales app can change your game completely. Why? It actually gives you information and protects it like no spreadsheet can.

People only buy auto glass when they have an accident, right? When people need a new window, they call their insurance agent, not the auto glass company. So you face a unique challenge of influencing the referrer, not the buyer. To complicate it, you need to see as many people as possible during a day, maximizing time by location.

So how do you influence an influencer? Build relationships. Get to know local insurance agents. Become friends on Facebook so you know what to talk about (or not talk about). Remember their kids, hobbies, likes/dislikes. Why? You want them to remember you and be the one they recommend.

Benefits of a Sales Tracking App

Sales tracking apps help you do all that (and more!). It keeps you in those face-to-face meetings and minimizes drive time. Plus, it provides you real-time information on your clients while keeping your notes stored securely. Here are the top five ways sales call software improves your business.

1. Keeps Data Accessible

You need a place where you can quickly find your prospects’ data and access it easily. Here, you can see all your notes and data from past visits. CallProof takes this a step further and allows you to generate a map of these clients to optimize your day.

You can log into CallProof and see the 10 insurance agents you want to see that day on a map. Click on the agents you want to visit to optimize the route. Now you know which one to start with and which one to go to next.

When we navigate your stops, we generate an extra 25% increase in the number of people you visit. Any CRM can organize data; the key is organizing your route. Plus, it factors in current traffic issues to save you even more time.

2. IDs Prospects You Haven’t Called

Our system also reminds you to contact the prospects that you haven’t talked to recently. As it tracks your follow-ups, we organize the reminders from oldest entry to newest. This way, your clients hear from you in regular intervals.

3. Gives Up-To-Date Business Info

There’s a high turnover with insurance agents. We integrate with Google Business directory to see the most recent information on each company. With this tool, you can find new agents in the area and know when your old contacts have moved.

A lot of organizations buy leads but the data can be 10+ months old by the time it gets to the sales team. Some organizations we work with even come in using data that they bought years ago. When they start using CallProof, their contact world completely changes because their data is up to date.

4. Tracks Referral Sources

Sometimes it’s hard to know whom to thank for your referrals. And a thank you goes a long way. With CallProof, you can create special numbers for agents to distribute to their clients. Then, when a customer calls, you know who referred them and can give credit where it’s due.

5. Continues Relationships If Your Salesperson Leaves

You’ll have turnover in your organization. So set yourself up to easily fill the shoes of someone who leaves. If you’ve been using a sales tracking app, you know the clients for each of your employees. CallProof keeps track of call history, plays previous conversations, and documents each meeting. Plus, it’s out of the salesperson’s hands. If they decide to leave, good terms or bad, they can’t manipulate or deny access to their data. The manager always maintains access.

Sales call software works. Let it work for you.

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Follow-Up Emails: When Should You Stop Pursuing a Prospective Client?

prospect follow up emails

Any good salesperson knows they have to follow up to get a response. Only 2% of sales occur at the first meeting, and if you didn’t follow up with prospects persistently you’d never meet your sales goals. But when should you stop pursuing a client? How do you know if it’s time to move on?

Spoiler alert: it’s probably not.

Before You Call It Quits

Remember, buying decisions are event-based. Whether it’s pain points or circumstances, the conditions have to be right for a sale to take place. So before you move on, make one last contact.

You never know when circumstances will change for your prospect. Recently, I found out a company we used was not honest in delivering the services expected from them.  Now it’s time for a new company. I get calls or emails from similar providers once a week. A week ago, I told them I wasn’t interested in changing.  But now, after a mistake like this, I’m a viable prospect. All it takes is one mistake for a prospect to go from telling you to go away to being willing to meet.

People make purchases based on pain points that they have today or expect tomorrow. If they don’t have pain, they don’t care about your service. So look for a potential pain point. Are they paying too much for the same service? When you point that out, you cause discomfort. Can you offer them incentives to sign up or give them additional benefits? When you show all they could gain with your company, you highlight the problems with their current situation.

Also, everyone has a different industry. If you know people become prospects seasonally, insert calls or emails before that time comes. If you sell landscaping equipment to landscapers, you know the season starts in February. Have your sales team work overtime in January to build those relationships and get your products delivered when the prime time comes. Look at the calendar, and plan the year down to a micro-level based on your industry highs and lows.

Not All Follow-Ups Are Created Equal

When you have a qualified prospect (but can’t make the sale), you may just need a different approach to your follow-up.

Sometimes you need to hit pause on the pursuit. If someone tells you no and asks you to stop emailing, set a reminder to check their profile once a month. As soon as they leave the organization, resume contact with the person who takes their place.

For those that aren’t responsive to your sales efforts, touch base for a different reason. If you see a prospect in a news article or featured in a blog, email them and say congratulations. Just set a Google alert for their name so you don’t miss an opportunity.

Also, look for introductions that benefit your prospects. Is there someone you can introduce them to that would help their business? Later on, they may return the favor. You can even just tell them, “Happy Birthday!” The key is to stay in their realm of contact. Stay on their mind.

You don’t always need to push the sale, but any communication that provides them value works in your favor.

How Do I Track My Follow-Ups?

Keep track of when you talk to your prospects so you can stay in touch regularly. At CallProof, we track follow-ups by the last point of contact and we organize this oldest to newest. That way, you know that your next follow-up should be with the prospect that you talked to longest ago.

The software automatically takes emails, follow-up calls or face-to-face meetings, and puts them into the database, so you know the last time you communicated. It also keeps the actual recording or email. I recommend going back and listening to those previous calls before you make the follow-up call. Then, reference things from that last conversation to show the client you’ve been paying attention.

Is It Time to Stop Following Up?

The only real time to stop following up is when someone isn’t a qualified prospect. Maybe you realize they don’t have the money for your product or aren’t the right size for your service. If the company is too small for your service to apply or too big for you to provide for, it’s okay to call it quits.

When you have a good prospect, don’t give up. Instead, get creative and clue in. The more intentional and valuable you are to your prospects, the more likely you are the close the deal, now or later.

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