Your Challenge - Implementing a CRM Successfully
Being able to understand your prospects and clients and how your company interacts with them is paramount to your success. If you don’t have a central location where you can store, track and report on client data, you will not be able to effectively plan for the growth of your business or hold your sales team accountable to that growth. The data captured in your CRM (customer relationship management software) is the foundation for effective communication across your company and without it, comprehensive and transparent client data will continue to be elusive. Your client data is a “strategic” advantage to your company and without a CRM that advantage goes to your competitors.
How We Help Implement a CRM
We are proud partners of Pipeliner CRM (www.pipelinersales.com). The award-winning platform continues to receive accolades for its ease of implementation and its ease of use. The largest hindrance to seeing the return on investment of CRM is lack of use by the sales team. We have considerable experience in ensuring a CRM is adding value to the life of the salesperson through understanding how they use the tool and why. We focus first on how you want to use Pipeliner and then implement the product based on your company use case. We then ensure that your sales team understands and gets immediate value from your Pipeliner CRM.
- Fast: Pipeliner’s intuitive design allows for us to configure the system, import data and train users in days, not weeks or months.
- Intuitive: Salespeople can immediately use Pipeliner and begin to get value due to the intuitive interface.
- Functional: Pipliner offers many features not found on other platforms, such as “one click” reports for salespeople and sales managers.
- Low administration: Pipeliner requires no coding skills, no experience with reporting tools and no need to assign an admin to effectively capture, analyze and report on sales data.