The start of a new sales quarter is always an exciting new milestone, no matter if that means a chance to start fresh or to continue the momentum from last quarter. Beginning a new sales quarter means new leads to chase down, new deals to close and new goals to meet.
Using a CRM system streamlines business and makes team members more efficient, IF used properly. Sadly, some companies spend a lot on a CRM and never get much value out of it. These tips can make using Salesforce easier, and they also apply to other CRM systems.
For generations, selling was an art: people selling to people. CRM, on the other hand, makes it more of a science—isolating repeatable processes that work. In this blog, Sam Parker argues that sales is a rocket science that can be broken down to 7 steps. At Rollio, we’ve noticed that CRM can help or hinder every one of those steps. Here are some challenges and how we can help.