Sales leaders searching for CRM and sales management solutions typically have Dashboards and Reports high on their shopping list. Unfortunately, they’re often misled by the sexy demos they see and only learn about key limitations after they’ve made a commitment and it’s too late. Imagine two car sales people traveling to the Amazon to sell […]
Deciding to write a CRM RFP is a tough decision for most organizations. (Acronym Disambiguation: CRM = Customer Relationship Management; RFP = Request for Proposal). Typical businesses decide to implement a new CRM solution, for the first time or to replace an existing solution, and go through a “selection process” that is loosely structured. Typically […]
Effective CRM training is the key to getting your sales team onboard and off to a fast start, without disrupting their sales efforts. Lack of user adoption is the #1 killer of CRM rollouts. However, typical training approaches can err on both sides of the equation, too much information as well as not enough. Common […]