How to Have Your Sales Team Love the CRM

For many enterprises the challenges begin after the CRM system is installed. The biggest challenge that they face is with user acceptance, especially that of the sales team. Most companies are driven by the performance of their sales team. But unfortunately, they are also the most unorganized workforce in an organization. As it happens, most of the sales representatives are still old fashioned. They believe in stick-on pads and address books and often possess average computer skills. But since the success of the CRM system mostly depends upon the data gathered by your sales department it is imperative to have them recognize the contact management software and maintain it. Here are ten smart tips to have your sales team by your side in making your CRM efforts successful.

sales-efficiency-ratio

  • Ensure involvement: It is important to identify the key players in your organization who are going to play significant role in CRM adoption. Involve them from the beginning. It will help you in developing the best CRM strategy appropriate for your business.
  • Highlight the benefits: Most often CRM implementation is challenged by the question ‘what is in it for me?’ Playing up the benefits will help your team recognize their benefits in adopting the sales force automation software. Arrange demos for your team that will tell them about the benefits of contact management system. Don’t make it look like a task; rather encourage your team to take advantage of its sophisticated features.
  • Arrange for training: If you think your sales team needs to be trained to use the CRM arrange for enough training sessions. However, the needs of training can be minimized by adopting simpler solutions. This is one of the reasons that many small and medium size organizations are inclined towards adopting SaaS CRM. These are simpler solutions, specially designed to fit in SMB environment.
  • Identify key users: Identify the people and the groups who are going to use the system most. You may also take into account the people who are most influential within the group. Form a core group of early adopters and involve them during the implementation process. Seek their feedback on improvements.
  • Trial phase: Some software vendors, specially the cloud based ones, allow users to run a trial phase by offering free cloud based CRM software. You can test run the software to confirm if your sales team is comfortable using it. This is one advantage allowed by SaaS vendors over legacy software providers.
  • Ensure mobility: Your sales team should be able to access the software on their mobile phones and tablets when they are out in the market. Light weight, web-based CRM solutions offer better accessibility to the data stored in the contact management software and also provide online backup and updated facilities.
  • Easy customization options: Adopting a CRM solution that is customizable will let your sales team personalize the UI according to their needs. They will be able to customize the dashboard and even the fields of the lists to make it more interactive and informative.
  • Adopt phased out implementation: Do not bombard your users with the most advanced features of the software at once. Phased out implementation is the most preferred CRM implementation technique. Also, do not over customize the system. Once your users are comfortable with the basic functionalities they will find it easier to upgrade themselves to the updated versions.
  • Round the clock support: During the initial phase of CRM implementation you may expect many hiccups. Ensuring technical support from the vendor will help in dealing with the issues faster. This will translate into earning confidence of your users and improve user adoption rate.
  • Integration: The CRM shouldn’t look like cast away island. Your sales team may need the support of the other departments to process their deals faster. You must insist on creating a unified platform within the CRM for better data sharing and collaboration.

Installing a CRM software in your organization won’t worth much unless and until it’s being put into use. It is important to ensure that the data is regularly inputted in the system and the information gleaned is being used to drive in more business.

Article originally written by Paul Anderson

Optimize and Measure your Lead Source

Can you quantify how many leads your business receives from each marketing channel? More importantly, do you know which channels bring your most qualified prospects? As a business owner, it is vital that you are able to measure your lead source time to time to make strategic decisions and make profitable business.

Lead source is a critical piece of data you need in order to assess the value of your marketing campaigns and to take it forward with you lead management.

Maple CRM Solution

If you are using any Marketing or Sales tool to manage your lead process, you would have noticed the lead source or account source as one of the field to capture. By putting in place the best practices, you will be sure you can measure the value of your sales process efforts.

Define lead sources

Tracking lead sources can get confusing when leads encounter multiple touch points at a later stage. Ensure to have the lead sources defined which can be allocated whenever a new lead flows in. Most common applicable sources could be social media, advertisements, website, phone call, etc which can be followed with multiple others sources applicable to your business.

Avoid cluttering of lead source

During the initial stages you might have identified a set of lead sources and over a period of time that may keep growing. However, try to keep the number of lead sources to a minimum when customizing. Many tools provide charts and graphs based on sources which can be very informative with a good set of valuable sources.

Keep the lead source constant

Lead source should never change. The lead source is to identify where the lead is oginating from and that must not be changed once captured.

Analyze lead source

The value of a lead from each source varies from company to company. As important is the defining of your lead sources is, accurately tracking them is just as vital. If you are using Sales Management software or any Marketing Automation tool, you will be able to keep a good tracking process in place with different levels of metrics. Many tools offer various types of charts and reporting to have an indepth annalysis on the lead sourcing which you can make use of.

Accurately tracking lead sources is certainly a major value proposition for most of the businesses. Doing this step correctly is crucial to maximize your sales profits.

 

4 Powerful ways to manage your Tasks

Enquiries to follow up, need to keep track of what is happening with each leads, have to prepare and send reports, need to keep up the productivity, newsletters to be sent to hot prospects and finally reach the targets. So much to do and less time in hand?

Well, it indeed seems to be so difficult when you start making the list of to-dos. To all the Maple CRM users, here are few effective ways that you can make use of.

Keep up with the Follow ups

Your customer enquiry supports reminder option. Add a follow up for each enquiry on a specific date and time. The system will remind you the day’s tasks on the Dashboard. It shall also notify through email about today’s activities and the pending ones. So you will never be able to miss any task.

Make sure you close each of the task once the activity is completed. If not, it will fall under the Pending tasks and you definitely do not want your manager to see that, Right?

Flexible Views

Configure your View Settings as per the way how you would like to see. Make different views for Hot or Cold cases. That way it will be easy for you to directly jump into those set of enquiries and work on them. Also, configure your enquiries view as per the stages you have accomplished. Keep an easy tab on where each of your enquiries stand today.

Send instant Emails

Draft your newsletter template and save it for multiple usage. Choose the type of segment to whom you want to target your emails, select the template and shoot the email. You can easily keep a note on which all enquiries the emails have been sent.

Status Reports in seconds

Well, in seconds? You got it right. Do not waste time in downloading customized reports for last updated customer enquiries. We have your daily and weekly status report ready for you. Go to Report Templates and choose Account Updates Report. Download your report by selecting the date range and there it is.

Additionally, you also have an option to share the report to your manager directly from the Report Templates. Now sending the report is also easy.

Want to explore more options with Maple CRM? Write an email to support@maplecrm.com and our team shall guide you through it.

Looking for subscribing to Maple CRM? Please write to us info@maplecrm.com or visit www.maplecrm.com

Effective Sales Management and Sales Follow-up

Sales Management is one of the most important process of business functions. Businesses always try to keep themselves on top of the sales leads. There is always a huge investment of time and money generating leads and following up with it.

But are you able to keep a track of your sales leads and the follow ups? How many times have you lost a sale because you forgot to make a follow-up call in a timely manner?

Maple CRM here enables you to effectively manage all your sales leads at one place. It also helps to keeping tracking of all your follow-ups of the day. This will give you a greater control over the sales process and ensure that all leads get the attention as needed. This way you will never miss out any lead.

Here is snapshot of the Maple dashboard that displays all the follow-ups of the day.

Sales Management and Follow up

 (Click on the image to enlarge it)

If you would like to find out more information on how Maple can help your business in Sales Management, then contact us.

Maple CRM is a simple and powerful CRM tool that enables you to effectively manage your sales and customer enquiries. The solution provides features which can automate your sales process and manage your marketing process. It empowers organizations to manage the entire customer relationship cycle – from lead, opportunity to client.

Sales and Lead Management with CRM Software Solution

Its very clear that many companies use technology to manage and nurture their sales leads. Salesforce.com, Zoho, InfusionSoft and services like such are in the business market to help you to manage your leads. However, it is also true that most of the companies still use pencil, paper and excel sheets to do this. Definitely these companies are not being productive as they can be and more likely may be loosing potential customers. I would to title it as a big mistake as none of these methods work well for better sales management.

An automated system can qualify and create the leads and further the sales system for tracking and processing will help tremendously. Sales Management Software ensures that your sales leads are followed up, pipelines are being managed and goals are being met. Regardless of the size of your sales team, a good CRM tool will pay of the results in profits.

Firstly, it is a wise idea to understand that CRM is an important tool for the business and not just an application that should be used by your executives when they find time. It must become a part of the day to day business process. CRM software should be used as a mandatory process as it offers flexibility and is very informative and resourceful.

With Maple CRM, we continuosly look ways to provide an efficient tool that eases the work process. In fact, we do a lot of customization based on the real time analysis of our customer requirements. Effective functional features would defintely increase the usage benefits.

Your sales people should be provided with the right tools for their operations. Email marketing, to-do lists, contacts manager etc. are all the tools that sales team find very useful. This way, by giving more useful tools they are likely to use the CRM tool on a necessity basis thus enabling them let CRM be the part of their business life.

Make a note that speed is one of the important strategy when dealing with sales leads. Research shows that calling new leads in less than one minute can increase conversion rates.

If all the business functions and activities are recorded, assigned and managed at one place then your CRM Software will be a valuable resource. You will also have to make sure everything comes in and goes out through the CRM system only. The better you plan and execute the CRM process flow, the greater your chance of success.

 

Men’s Health

Generate sales quotations in less than 5 minutes!

Quotation Management in Maple CRM software is a comprehensive system that helps in generating quotations for your prospective leads and keeping in track of the quotes for further use. Maple’s quotation feature acts as an essential tool for any business who would need to issue sales quotations.

Its flexible and customizable feature helps to increase sales productivity, reduce costly errors, enhance customer service and improve sales effectiveness. This feature definitely makes the quotation preparation task very easy for you.

Key features:

– Unlimited quotation generation
– Quote profile
– Define your own default quotation profile settings
– Adjustable tax and discount rates
– Easy creation and conversion to pdf format
– Quotation brading with your company logo
– Track and Store Quotations
– Maintenance of products or service items in catalogue with its unit price
– Quoting items from the Product or Service Catalogue list
– Accessible from anywhere

Contact us if you wish to have a look at this feature. We can arrange for a demonstration at your convenient time.

Further highlights:

– Simple to use
– Generate as many quotations for each customer as needed
– ‘Print ready’ quotations

Visit our website Maple CRM for more details.