Creating the sales pipeline using CRM a 6 step plan

In my Last post I discussed how CRM managed sales in Microsoft Dynamics CRM but here I’m going to take a step back and review a 6 point plan I found on Business 2 Community Let’s look at exactly how that sales pipeline can be built and how CRM software can help you accomplish this task. Finding the prospects There are a number of different ways to generate leads, and many of them are common marketing techniques.  However, CRM software can offer a substantial amount of help in this regard.  For example, it can be linked to a lead capture form such as a "Contact Us" page, where it can start to build useful customer information right away. The contact data can be used ... [More]

CRM and business process management

We are always keen to take a look at different aspects of CRM and how the software can help to enhance each step of the process. Today, we are going to look at how it can link up with business process management. It can help improve efficiency The aim of investing in CRM software is, of course, to help improve sales conversion rates. Yes, relationship building is vital, but more sales is the ultimate goal. CRM software combined with a positive business process can help ensure that all sales staff members know exactly how to close each sale and gives them access to the information that enables them to do so. It minimises inconsistency CRM software, like all business software, has an ROI, ... [More]

How CRM software can help manage a company’s sales pipeline, when you know what it is! CRM that is!

From years of experience in the CRM market place I have come to realise, and some may disagree that CRM means many different things to many different people even when they are from the same organisation. I recently spent time with an organisation where the Sales Director sat across the table and clearly stated that “CRM is rubbish and it is all make believe and as an organisation we don't needed any of it!”.  My obvious response was just to smile and then, I asked why he thought that was the case.    I was truly surprised by the response which was “What we need as an organisation is something to manage Sales and Opportunity to know if our targets are going t... [More]

Your CRM software can your teams minimise errors

CRM software is already well reputed for helping sales reps to improve their conversion through providing useful data about both the sales process and the customers themselves. However, it can also be useful in reducing mistakes by the sales team and other teams.  Here's how: It can help record calls Some CRM software is capable of recording calls between potential clients and sales reps, meaning that they can then be gone back over once the call has completed.  This serves two purposes: firstly, it means that the rep that made the call can analyse their technique and see if they're making and repeating mistakes.  It also means that any other members of the team that pick up... [More]

Using CRM to retain and empower your Sales Team

Today’s article originally from Business 2 Community highlights some of the point on why having a well implemented CRM in your business can help retain your Sales team and make them more productive. Over many years I have worked for several CRM based organisations and have realised Sales team members are happiest when they are selling successfully and CRM can be part of the tool set that helps individual’s achieve pre-set management goals. One of the key ways to make sure that CRM software is doing its job is to look at the impact it has on the sales team.  Indeed, the source of this article has taken a look at some of the ways in which the software can be used to help bui... [More]

Getting ready for the next big things in CRM, Ready!

I recently saw this article on Enterprise Apps Today and it made me think about what 2014 means for CRM and more so MyCRM and the App Store and the release of our 2013 managed service. See more http://downloads.mycrmgroup.com/ CRM as a concept and methodology is an ever changing landscape and it needs to be as technology never standstill long enough for you to catch your breath. It's a good idea for those of you working on a new CRM system to take a look at what are some of the key trends expected to take place in the sector this year. This article highlights some key areas and it is worth thinking about, especially as how your business might benefit:- Smarter CRM One of the biggest f... [More]

A number of things to think about when getting your CRM features set up in 2014

With the New Year celebrations now done and dusted, and the plan for the New Year’s Resolutions beginning to fade then now is the perfect time to start considering exactly which CRM system or how to extend your current Microsoft Dynamics CRM to meet the growing expansions for 2014 / 2015. Is there ever a right time to take stock of your business and CRM needs that will improve the way you track interact and support your customers? Well I would argue yes now is the right time as country and global economies begin to grow and the feeling of confidence returns, now is the time to make sure your business processes are set up and ready for the next year. After spending what is now some 15... [More]

CRM in 2014 is looking good for SME’s

With the New Year upon us and economic growth seeing real green shoots, it comes with good news for small and midsize companies who use CRM. The CRM trends for 2014 will be concentrating on what SME’s have asked for from their CRM, and what customers want to see from companies who use CRM. http://blog.mycrmgroup.com/post/2013/12/17/Top-CRM-Buyer-trends-in-2013-by-Software-Advice.aspx What SME’s are looking for in CRM solutions? At small and midsize companies, marketing automation and sales force automation are fast becoming trends in IT department purchases. Recent studies show that there is a substantial move towards pricing-as-a-service (PaaS), and it is thought that we wi... [More]

CRM and Marketing for better Sales

After reading an interesting article of Business 2 Community I have to concur that a CRM system remains an effective investment for many people. However, there are several keys to making it work, especially within marketing. This is interesting, as it's often seen as being part of the more specific sales-side of things. Interestingly, though, statistics showed that 46% of marketers using more mature lead management processes will then in turn have sales teams that follow up on more than 75% of the leads they've generated. Sales teams linked to 25% of these marketers will be able to contact prospects within around a day - the figure otherwise is around 10%. There is obviously, then, a lot of... [More]

Why CRM software use needs to be consistent

After looking through a number of pieces this weekend I found a number highlighted some key facts and some of the key reasons for ensuring consistent application within the CRM process and why this was extremely important to a business.  Here are a few to take a closer look at. With No CRM - It can lead to misguided communication One of the keys to success is ensuring that customers feel like they are being specially treated and CRM software enables a company to provide the customer with relevant product promotions in order to do so.  Ineffective infrequent use of the software means that a customer is likely to receive communications irrelevant to them.  When calling if the ... [More]