
Prospect says: “email me your proposal”. What should you do?
Get Ready to Walk At the end of your sales meeting or call...
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So often CRM is viewed as “a necessary evil”. Sales people complain that typing data into CRM is a waste of precious sales time, something imposed upon them from above. Managers may retort by suggesting that if sales people took CRM more seriously it would really work for them. Can CRM ever work for everyone? Yes – but the widely divergent needs of different users and groups must be recognised up front and built in.
CRM, the bane of many sales professionals’ lives! But why is CRM so despised? There are two main reasons:
Yet the truth is most organisations could not function without CRM – especially managers and directors who are responsible to forecasting to the upper echelons of their business. Accurate forecasting is certainly a key function of a good CRM system but we should be serving only the top people in our business. CRM should be serving our sales people and the clients that we are working with.
Quantum will undertake a health check of your current implementation, probing to understand how useful the system is. Our recommendations are impartial, but we are guided by the conviction that CRM must serve all of its stakeholders, not just the Board. Where CRM can be improved we clearly highlight those areas, supported with a Return on Investment case as required. Because we are independent our recommendations can be trusted as entirely objective. And we will also bring to your attention sales automation and efficiency tools that can be brought into (or run alongside) CRM to boast efficiency and sales performance.
Get Ready to Walk At the end of your sales meeting or call...
When it comes to winning business on the back of proposals...
The Executive Summary is right up there with your Financials section as the most important element of your proposal – you’ve simply got to get this right.
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