5 Questions to Determine if Your Client Needs a CRM Tune-up

What questions can you use to help determine if a client needs their CRM Refreshed?

A good starting point for a conversation is asking the CEO/Owner how well is their current CRM system telling them:
 

1. The average revenue generated per lead closed?
2. Their win/loss ratio on quotes?
3. Why and to whom do account managers lose sales?
4. Which account managers are not following up on marketing leads?
5. The length of time a key account has a service request open?

If they cannot answer some or all of these questions then their CRM system is failing to deliver the results they expected. You can help them receive value from their CRM by bring in InfoGrow for a short assessment and development a roadmap for growth. ​

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