Many companies don’t appreciate the value of a CRM system until they understand its pivotal role in closing more sales. CRM’s virtues are not always apparent unless one is intimate with the ins and outs of how business gets done in the organization.
The most fundamental requirement for growing a business is having sound sales processes that can be tracked, measured, and audited. Such processes must be written down and followed closely, not shared through word-of-mouth like an urban legend. Having formal processes further supports growth when you use Microsoft Dynamics 365/CRM.
Documented sales processes allow you to create a repeatable blueprint for success. To begin, we recommend taking note of what your most successful reps do to close more sales with the right kinds of customers. By designing and implementing policies that institutionalize their processes, you create sales best practices that raise the bar on individual and organizational performance.
Check out our recent blog post to better understand the different types of sales processes and how CRM supports growth with more accurate and predictable sales forecasting.
Ask These Questions. Act on the Answers.
An excellent way to determine your need for a CRM system is to assess how well you’re handling the essential business functions listed below. We suggest collaborating with your executive, sales, and marketing leaders to evaluate which of these concepts are part of your day-to-day processes. Some may be automatic and well integrated into your activities. Others may be sporadic or not practiced at all.
All these issues and data points are managed and analyzed within CRM. Your assessment will clearly determine the extent to which a CRM system can help you achieve greater efficiency and sales success. Although this list is broken down by line of business, leadership and functional areas must embrace these concepts to ensure sustainable growth.
CRM as a Path to Growth
If your organization is well positioned for growth, you and your leadership team responded quickly and unanimously on the majority of issues. How many business functions were not being addressed, in whole or in part? Which functional areas need more attention? Is there agreement on how to improve specific areas?
CRM systems are designed to pull data and processes together and provide with a single view of every customer relationship. From detailed sales tracking to marketing, sales, and customer satisfaction analyses, a well-deployed Microsoft Dynamics system can bring rigor and accountability that helps your business grow.
InfoGrow specializes in helping companies find and keep their best customers using Microsoft Dynamics 365/CRM. If your CRM is not living up to your expectations, then seek us out. Our No Results Missed pledge ensures your satisfaction with our carefully chosen processes that will improve sales and organizational growth. Call me at 330-929-1353, extension 224, or email me at firstname.lastname@example.org to talk further.
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