CRM solutions are great for tracking your pipeline and recording your completed activities. But most sales teams overlook how powerful their CRM solution can be as a planning tool. If you’re not using CRM to plan you day, week – and even longer – then you’re missing out on some important benefits. Making CRM the center of activity management means fewer deals will slip through the cracks, calls will be placed at strategic times, and you’ll know exactly what to do every morning when you get your day started.
Let’s take a look at four simple, practical and proven tips for turning your CRM solution into a valuable planning tool.
Almost every modern CRM system provides a strong set of tools for task and appointment management. If your tool doesn’t, you may just need someone to configure it for you or to provide you with training. Or, in some cases, you may need to consider a new CRM solution. C5 Insight is here to help: contact us to discuss your needs.
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.