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Sales Process – Do you really have one?

9/15/2022

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As we determine the deployment requirements for Dynamics CRM, one of our first discovery questions we ask for is a copy of the sales process. It is still quite surprising how many organizations do not have a documented process. We are often told that sales process is something that “all the account managers know”. Sometimes there might be an elaborate Visio diagram tucked away, out of sight, generated by a previous VP of Sales, which outlines an unusual number of steps, however, today no one on the sales team is aware of or following. Even when a sales process is unearthed, quite often there is no role for marketing in the process.
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According to Objective Management Group http://www.objectivemanagement.com/ 92% of the companies whose sales force they evaluate have ineffective, incomplete, non-existent sales processes, or sales processes that their people don’t follow.

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Dynamics 365 Lead Management: A CEO's Dilemma with Prospecting

10/20/2020

 
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Dear Bob,​
My account reps just don't prospect or even follow up on leads we provide! What can I do?
- Barb

Dear Barb - 
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One of the challenges that we often see from a CEO is really trying to drive account managers to do prospecting and to reach out and follow up on leads.

​A CRM system provides vision into what is happening, or not happening with leads provided to the account manager as well as vision of the sales VP and CEO.  

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How Lead Tracking Creates Stronger Customer Engagement

4/3/2020

 
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Generating leads and acquiring new customers is the lifeblood of every organization. Many organizations believe that satisfied customers and referrals are their best sources of leads. That’s certainly a sound principle and something to strive for but unless you’re measuring and tracking where your leads are coming from, this belief is anecdotal and little more than company lore.

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  • Services
    • CRM Implementations
    • Dynamics CRM Rescue
    • Dynamics CRM Support
    • Dynamics Success Management
    • Formstack and Dynamics
    • Dynamics CRM Reporting
  • Solutions
    • Dynamics 365 CRM
    • CRM for Nonprofits
    • Marketing Automation
    • Business Central
    • Project Operations
    • Power Platform
  • Resources
    • Dynamics CRM Blog
    • Webinars On-Demand
    • Videos
    • Guides & Ebooks
    • Dynamics CRM Quiz
  • Why InfoGrow
    • Our Approach
    • Our Pledge
    • Our Story
    • Careers
    • Our Clients
    • Alliances
  • Business Partners
  • Contact Us
  • Schedule FREE Review