Understanding your Needs
You understand your business. We understand CRM. Let’s meet in the middle where the magic happens. CRM Pro Partners will meet with you and your staff to develop an approach to CRM that works for both management and the end-user. The end result? A CRM system you and your users believe in. Check out our consulting page for more info.
Getting your Users Onboard
Sales people are often reluctant to learn a CRM system. They say they should be out selling, not coming to the office to enter data. They’re absolutely right. Part of customizing a CRM includes eliminating any unnecessary data entry – streamlining the process so that salespeople spend their time selling. Now, add that together with proper training, and a mobile CRM app, and you’ve got yourself a serious selling tool.
Training your Team
One of the most important factors in successfully implementing CRM is training. CRMs, even the simple ones, aren’t exactly simple. They have busy screens, lots of menus, lots of fields, lots of buttons – it can be overwhelming. CRM Pro Partners simplifies. We streamline the screens, remove unnecessary items, and then train your users how to get from point A to point Z. Read more about it on our training page.
Mobile Access for Mobile Teams
Every decent CRM comes with a mobile app. CRM apps enable salespeople to work in the field, leaving notes and histories as they go. With voice-to-text, salespeople can leave notes without typing a single letter. Imagine walking out of a meeting and before you even start the car, you’ve left meeting notes and scheduled a follow-up.
This also allows users in the office to instantly see what’s going on with any account, in real time. Creating a new layer of communication that otherwise would only exist through timely phone calls. To learn more about CRM mobile apps, read our article on the topic.