The first step is review the objectives you had when you first implemented your CRM. If this was in place before you joined, reaching out to peer executives, marketing team, and sales reps can answer this (hopefully.) Then assess your current workflow and usage. As a start, get answers to the following:
This exercise wil branch off into other questions, but knowing where you are is the place to start to see what options you have and where you want to go.
Once you are confident your system provides an accurate history of accounts, you can then explore ways to have it provide a view into the future. Some areas that your CRM would be able to surface for you are purchasing patterns, most profitable customers, better account management, identifying accounts in crisis, competitor displacement, and vertical industry trends.
To do this, visibility is key. Having mandatory fields reps should populate will help achieve this. A good start would be to at least have:
Does your small or medium-size business need a new phone system? Then you're in luck! Our new, updated comparison guide helps you cut through superfluous information and narrow down your list of solution providers. Get the latest data on phone system features, pricing, and performance metrics in an easy-to-use format. more
The holiday season is filled with frenzy and excitement for businesses and consumers alike. Consumers prepare gift lists, compare brands and prices, and begin shopping with a vigor that is not present most other times of the year. For many businesses, the holiday season accounts for a large profit bump at the end of each year, and companies strive to exceed their goals and keep customers happy during this rush late in the year. more
There are a lot of possible reasons you might want to switch to a new phone system. The old one might cost too much or be too troublesome to operate and maintain. It might not be flexible enough. It might not be reliable enough. Or it just might not have the kinds of features and capabilities that you need in today’s competitive business climate. more