Welcome to our short miniseries on how we use a product called DocumentsCorePack from MS-CRM ADD-ONS. In this miniseries, I'll show you our situations and a little bit of technical background so you can try it for yourself.
Data. Is it the kryptonite of the sales rep community, weighing down their time, and draining their energy as they sift through commission reports, territorial splits, and design wins? Or can harnessing data be a sales rep’s greatest asset in achieving client satisfaction and financial success? That all depends on whether or not that sales rep has a properly designed Customer Relationship Management (CRM) system.
I always find myself in awe of people who can admit when they’re wrong. I mean, this is something people avoid doing, so whenever I come across one who does, I respect them a lot. Recently, I realized that a few of my P2xRM clients were working with the wrong software for their businesses. But this was not their fault, it was mine. I had set it up for them a year before. I knew I needed to make things right.