| This is Part Two
of our CRM series, where we'll present you with key questions
regarding Sales Efficiencies.
Sales Efficiencies
The more you know about your customers and their buying
habits, the better prepared you'll be when they're ready to make
a purchase. A good CRM system will classify your prospects and
help identify your best customers. With detailed
information about your customers, you can accurately project and
respond to their buying needs through the sales cycle. A good
system also acts as a sales assistant to help you automate sales
tasks - allowing you to spend more time focusing on strategic
sales issues.
Ask yourself the following questions:
- Are forecasts done on paper/Excel Friday afternoons so
that the manager can compile them manually?
- Do managers or sales operations have to compile all the
Excel spreadsheets to create a report, which is only a
snapshot of the past weeks activities, not the current
picture?
- Do remote sales people have their own databases that
their manager or other team members cannot see?
- If your sales team does not have readily access to vital
accounting data like accounts receivable, credit limits,
balances etc., how long does it take them to get that
information from your accounting department?
- Does your organization has a sales process that your
sales teams are supposed to follow but you have no way to
enforce it?
- Does your sales management team have issues with
proactively managing your sales pipeline and producing
timely and accurate, forecasts?
- Does Do managers have sales reps completing call reports
on paper, taking them out of the field?
- Are a large percentage of sales brought in late in the
quarter and many at a significant discount?
- Does management spend substantial amounts of time
fighting "fires" and little time mentoring, training and
coaching their teams?
Sales force automation - SFA - enables you to analyze the
entire sales cycle and successfully manage your sales pipeline -
from the first contact to final sale. SFA systems provide the
tools for sales team to:
- Perform analysis to ensure time and energy are spent on
the deals most likely to close
- Improve lead distribution and tracking
- Analyze training and performance
- Centralize contact and interaction management
- Effectively process quotes and orders
- Provide remote sales staff with instant access to
corporate information

Read Part One: Contact
Management
|