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.
Small business owners know all too well what it means to sacrifice for the good of their company. But one thing they should never have to sacrifice is having a quality CRM solution for the sake of saving money.
Today’s leading CRM systems present on the market are designed and produced by massive Fortune 500 companies. Salesforce CRM, Microsoft Dynamics 365, and others like them are produced by massive multinational corporations. These are not produced with small businesses in mind
I love it when I can show a company how they can save $23,000 a year. A small business we worked with was using a SalesForce CRM system. It was overly complicated for their needs, yet they still couldn’t completely customize it to fit the way they worked.
A small consulting company wants a web app to track employee time. A local insurance company wants a system to calculate policy quotes. A new coaching company wants a client portal. A growing manufacturer wants complete reports that pull data from multiple systems. A division of a medical equipment company wants a simple CRM system just to track sales.
2020 has been a challenging year in so many ways. From a business perspective, we're more optimistic about the future than we were this time last year, and we'd like to share some of the things we're bringing to our small business clients in 2021.