There are several types of sales CRM, but regardless of what you use, they all have “must have’s” and “must-do’s” that contribute to accelerating your revenue. Here are six of those must-have functions for CRM and sales success.
Wherever possible, automate data entry as opposed to manual entry. Data entry in systems is a fact of life, but it doesn’t have to be overwhelming. Minimize it at every opportunity to do so. The more manual entry required, the higher the level of non-compliance, resentment, and inaccuracy.
Examples of fields to automate: Opportunity naming, Account Type designation, company profile info such as revenue, employees, etc.
Sounds obvious? You’d be amazed at how many companies don’t have a planned approach to the onboarding and ongoing training of any and all personnel interfacing with the system. This applies to both the input side and the analytics side. Knowing how to use the system to manage the business is as important as how to use the system to get data in.