You have a problem. And you need help. No, not as a person — with your CRM. Here’s what you don’t want to do — try to set up your own CRM. It’s the first time you’re working with the system and it’s the only time you’ll ever need to do it. Instead, use a company that offers a CRM implementation plan. You want an expert in the CRM implementation process to do it for you and then provide the…
In the auto glass industry, you can’t create sales. You can’t increase sales by closing deals. Unless you go out and smash windshields, you can't generate a problem to solve. You’ve got to wait for something to happen. The waiting game can be hard. After all, in auto glass sales, success depends on how well you can sell to professional sources, like auto shops and insurance agents. And it’s tough to make the top of their list. Maybe you have…
Mobile phone use is no longer new or progressive. It’s expected. 99% of people old enough to work, own a cellphone. And 90% of those devices are smartphones. There are even more mobile devices in the world than people. So why not add an app to the device everyone has in their pocket? If you’re not using a mobile CRM for your sales team, it’s time to start. Keeps Your Sales Info in One Place A mobile CRM keeps all…
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…
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…
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…
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…
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…
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…
You can almost feel the collective shudder when you mention the words “new CRM” to salespeople. The last thing a salesperson needs is another thing to do! And adding a new CRM often feels like just one more responsibility. Most people hate trying new CRMs (for good reason) because it gives them another task to think about but doesn’t generate profit. What they don’t realize, is that CallProof isn’t just another CRM. It’s a tool that eliminates some of their…