Does Your CRM Need a Reset? Part 3: Scorecards

https://www.youtube.com/watch?v=uhoJFufu_7k Part three of our reset series is about Scorecards. Previously, we've identified companies in the database that are clients, prospects and possible win back opportunities. Then we figured out what data our salespeople should collect to help the whole organization run smarter. Read Part 1: Crashing the Data, Part 2: Leveraging the Data   Last but not least, we have to set up a Scorecard. Every company is different. You may be tracking sales and revenue by sales rep.…

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Does Your CRM Need a Reset? Part 2: Leveraging the Data

https://www.youtube.com/watch?v=jzCRmi_ou-4&t=1s   Get ready for part two of 'Does Your CRM Need a Reset?'! In the first post, I identified businesses that are in your database that need to be reclassified. If the data isn't setup right, the salespeople will not find value in the CRM. Read Part 1: Crashing the Data They will not use it because the data is bad. But when the data is regularly updated, you're going to get better results from your sales team. Data…

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Does Your CRM Need a Reset? Part 1: Crashing the Data

https://www.youtube.com/watch?v=8Wd3z2MlIvM  If you have a CRM and it's been a while since you set it all up, it's probably set up wrong. Your business has changed, your business has evolved and the data you have in there is frankly old. It may mean that it's time for a complete reset. Well, just like anything, sometimes you have to press the restart button.   Step one is identifying all of your contacts in the database. When you export CRM contacts by…

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