At this time of the year, every self-respecting Sales Manager is pushing their team to the limit to close those sales that can be “brought home” before the end of the calendar year. I love the real “Old-Guard” ones that won’t even allow a single Xmas decoration to appear in the office until all the old prospects are closed. December 1st might be the time to celebrate Christmas if you are a nine-year-old, but for us hard-nosed sales people, we have come to our toughest part of the year. What we want most is a present in the form of a decent CRM system. But if you don’t have Trivaeo Crossroads CRM by now, it’s too late for this year I’m afraid. Anyway, as it's order closing time I thought I'd spend a minute reflecting on what the CRM must do for you when you actually get that order from your opportunity?
What a term! It is banded about our industry like candy at a childrens party. But what is it? In my experience most business owners treat the term with some skepticism because it relates to a strategy as much as a tangible application. What a small business owner needs is a simple and effective way of managing contacts and keeping on top of simple tasks. Let's have another look at CRM, let's demistify it, learn more about what it is and how it relates to your business today.
This has to be one of the most desired features of any CRM solution. Namely, the ability of the solution to capture sign-ups, queries, leads and other contact information directly from a website and publish it straight into the CRM platform without any user intervention on the way.