A few weeks ago we reported that 58% of our members use a CRM and that 33.8% use Marketing Automation - including which specific software they use. This week we are looking at the software they use in more detail.
Having flexibility in your CRM to mold and conform to your growing business model is key.
It’s the only way to fluidly scale. Automate all that you can so that you’re not growing your payroll at the same rate you’re growing sales.
If it's not in the CRM it didn't happen.
Get one that integrates w/ your other software. People need to be empowered to use it and live in it.
It's only as good as the information you put into it. It will not solve bad sales practices.
Interview the organization on needs, wants, etc. before you make a choice.
Make a list of what you need and then ask others what they use and how they perform in these areas.
Got to find one that works best for your industry and company and hire a consultant to help implement it.
We selected ours by seeing it successful with our peers in our industry.
Simplicity is key and a CRM that talks/integrates with as many pieces of your business is critical.
Make sure it’s set up properly for what data you ar elooking to mine out of it.
Do it right from the start. It is easier than adopting down road. Hire a pro to set up dashboards and dial in CRM to manage your sales process and pipeline.
Salesforce is a black hole for dumping money into customization so just be prepared to send a few hundred thousand dollars to perfect it. Not including license fees.
If you can afford salesforce.com, it's awesome.
Salesforce is expensive and there are probably better alternatives.
It is a Must!
The software won’t do shit for you. It’s all about the staffing and effort you put into it. Make sure you have way more budget and strategy for that than the tool itself or your gonna be disappointed and waste your money.
We have 30% open rates and 200k leads. Be sure to hit inbox and have deliverability.