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.
Experience unprecedented productivity by seeing exactly where your best customers and prospects are located in relation to where you are calling, all without leaving CRM.
InfoGrow recently released its most popular CRM mapping solution with enhanced desktop functionality and new mobile capabilities, enabling account managers to schedule more appointments and make more sales.
A well-executed CRM deployment will change the way you do business by transforming your relationships with prospects and customers, and by refining and revamping internal processes. But for CRM to achieve its full potential, it must be embraced and actively used by all stakeholders.
Resisting change and clinging to what’s familiar are part of human nature, even when such resistance works against us. What can you do to improve user adoption and ensure CRM success? Use value selling techniques to convey CRM’s worth to employees, just like you do with prospects and customers!
Here’s the beauty of integrating Dynamics 365 for Sales with a CRM mapping application: raw CRM data comes alive on an interactive map so you can quickly visualize what would have taken hours to analyze in a spreadsheet.
What value does this have for sales reps? It helps them see exactly where their best customers and prospects are located so they can plan more-productive sales trips and close more sales, all without leaving CRM.
A Tiered Approach to CRM
Another way of looking at the issue of overhauling your CRM is a three-tiered approach. The first tier is technical. How well is CRM actually working in your technical environment? This is often the lowest tier because with most well established CRM systems the technical side is a non-issue overall. However, one spot of concern at this level does linger. How well is CRM aligned, technically speaking, with your mobile strategy? Do you have a mobile strategy? Or are your users beating you up to make CRM work with their tablet or cell phone du jour?