Making our sales force faster, efficient, and assessible
Like any growing company we needed a vehicle to make all sales attempts accessible by management and thus assess sales rep performance. The first phase of this process is exploration of the CRM, and then to establish best practices to insure that within our sales methodology: we utilize the CRM / Lead Management System in such a way that keeps the potential data accumulation comprehensive, yet also expedites processing time for each record. More calls per day, more focus on the calls THEMSELVES, the ability to record a robust amount of data within each lead, and the ability for management level access to report on key indicators of rep performance.
Like any growing company we needed a vehicle to make all sales attempts accessible by management and thus assess sales rep performance. The first phase of this process is exploration of the CRM, and then to establish best practices to insure that within our sales methodology: we utilize the CRM / Lead Management System in such a way that keeps the potential data accumulation comprehensive, yet also expedites processing time for each record. More calls per day, more focus on the calls THEMSELVES, the ability to record a robust amount of data within each lead, and the ability for management level access to report on key indicators of rep performance.
Bert Willard, P.R.C.