When CRM was invented, it was a revolution in the way salespeople managed their data. Instead of bulky paper-based Rolodexes, we now had digital databases we could search and categorize with a few keystrokes.
Almost every CRM on the market today touts the benefits of a “360-degree view of your customer.” Being able to save everything about a customer or prospect in a central location that is accessible to everyone can provide many benefits:
It’s no secret that I believe Salesforce has outlived its ranking as a top-rated sales tool. It was a game changer when it came out, by moving CRM to the cloud, but it’s grown top-heavy, expensive, cumbersome, and, frankly, makes life hard for salespeople and their leaders.
What happens when one of your salespeople obtains a new lead? Do they instantly begin working it like an opportunity in your CRM? Do they work the lead for a while before putting it into the pipeline? Do they wait until they are sure they’re going to win the deal and then plug it into the pipeline so they can look like a hero?
If you are considering a Salesforce installation, or are already using it, you may already know that a plain vanilla installation is not going to give you what you need to improve sales productivity.
Keeping track of, and nurturing, key relationships is critical to growing business within key accounts and selling to new customers in a complex b2b environment.
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