Does your organization have a CRM system, but you struggle with making it a useful tool for getting your job done? You're not alone! Sales Rep CRM Quick Tips from C5 Insight are an ongoing set of 5 minute tips that a Sales Rep can use to transform any CRM solution into the most valuable tool in their personal sales toolbox.
Below is a list of the planned blogs for this series. As these are published, we will update the list with links. Is there a topic you would like to learn more about? Suggest it and we'll add it to the series. Bookmark this page and re-visit it frequently to see what's new.
The Sales Rep CRM Quick Tips should help you get more out of your CRM solution - no matter what state it is in. So don't let problems with your CRM solution keep you from making the most of it.
Although most organizations have implemented a CRM solution, few of them are really helping sales reps to do their jobs better, and fewer still have realized their full potential to become a competitive advantage that leads to ongoing innovation. If you're interested in assessing how you can improve your CRM solution, click here to check out the CPR for CRM White Paper.
Trackback from C5 Insight Blogs - Business Strategy, SharePoint, Dynamics CRM, Salesforce.com, Collaboration and Relationship Management
Looking for a way to expand usage of your company's CRM? Here's a simple idea: commit to making it the one and only place that you use to manage your list of contacts. It sounds simple, but it's amazing how many contact lists are spread out over a pile... ...
Trackback from C5 Insight Blog
Not long ago, every successful sales rep had a rolodex on their desk - a paper-based filing system to ...
The complementary paper includes over 12 years of research, recent survey results, and CRM turnaround success stories.
This 60-second assessment is designed to evaluate your organization's collaboration readiness.
Learn how you rank compared to organizations typically in years 1 to 5 of implementation - and which areas to focus on to improve.
This is a sandbox solution which can be activated per site collection to allow you to easily collect feedback from users into a custom Feedback list.
Whether you are upgrading to SharePoint Online, 2010, 2013 or the latest 2016, this checklist contains everything you need to know for a successful transition.