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Entries in Sales Process (1)

Thursday
Dec082011

If Your CRM is an Administrative Burden to Your Sales Team, You Have No Business Using One

Seriously, cancel your subscription now. If your sales professionals are entering opportunities after they are already won and are not entering opportunities that are closed lost then you are missing the point. The purpose of a Sales CRM is to help sales professional and sales management manage the process of selling something to people who may be unsure about buying it and then providing data back to the business that can be used to mitigate obstacles in future opportunities.

It sounds simple when it's all on paper but getting human capital to move in one smooth motion toward a common goal is the reason management was invented in the first place and it's damn hard to do. Ask anyone who has ever rowed crew.

If your CRM has become a battlefield of administrative landmines with no return on information value, then you either need to scrap the program and go back to spreadsheets and emails or you need to take six months and plan out an execution strategy that approaches your process and the system it uses from all angles to make sure that you will be working through deals instead of pretending like you're doing something meaningful with your expensive shiny rolodex.