This guide by Zoho is a great way to start of your sales team. This quick read goes over some great getting started tips and tricks to make you CRM wizard in no time.
Most sales reps are not fond of using CRM software. They have to enter data manually and spend countless hours doing reports. They claim that the CRM isn’t user-friendly. According to CSO Insights research, a CRM is not about helping salespeople but only to show the sales pipeline and activities. However, the CRM systems have a ton of features which is quite beneficial to the salespeople. The question is how can you implement and manage your CRM system to get your sales reps to love it and adopt it?
Here are the contents covered in this guide:
- Cut the clutter
- Give them the benefit of going mobile
- Bring social media into CRM
- Automate work
- Suggest templates and Macros
- Make yourself at home
- Make work a game
- Keep the door open to all
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