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We did a post couple of days back on “A case for migrating from Excel and Outlook to CRM system“. We listed 9 triggers which may force you to think about switching from spreadsheets to a proper CRM system.
Read that post if you will and let
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If you are using MS-Excel® and MS-Outlook® to manage your sales and marketing teams and processes, when do you know it is time to change?
I put together this small list of things you need to watch for- feel free to add yours in comments:
1. When
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1. 9:30AM on Tuesday:
Sales Manager1 (SM1) logs in to his desk.
Just so that we know, SM1 is a mid-level sales manager with a company selling to other businesses.
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We have gone graphical!
Salesgenie CRM++, the enterprise class CRM at small business pricing, now has a nice graphical dashboard; useful when sales managers want to get a bird’s eye-view of:
- How much business to expect; this month and the next 3 months
- How many
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Did we get returns out of our investment in this tradeshow? If this is the recurring question in your mind after you wind up as an exhibitor in any tradeshow, then read on…
If you are attending any tradeshow as an exhibitor, for instance the just concluded
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After the show is over, will you remember to follow-up? Your booth in the trade-fair, dear exhibitor, is NOT the only one your visitor went to!
Log your visitors in Saleswah lead management system; immediately assign the “leads” to salespeople or telecallers and even schedule the time
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It is 6 pm and time for being updated over the days’s activities:
If you run a large team of repair or sales or delivery people, you know the feeling.
Your people have been out in the field all day, attending to customers and now they are
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How demo management is the bottle-neck for a successful “NPI” process
One of the biggest issues of running a large sales and marketing operation of capital goods (scientific instruments, computers, desktop software, industrial valves and motors, telecom hardware etc) or white goods (refrigerators, TVs, washing machines) is
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Are you still using email, phone and spreadsheets to track your inventory pipeline?
Consider getting your distributors and stockists on Fastock and link up with them online.
When you have hundreds, or even thousands of products (SKUs), shipping out of one or more central warehouses and trying
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Saleswah is a hosted CRM software, which works best on the assumption that your field sales, service, repair and delivery folks are carrying mobile phones on customer visits.
Your field sales team has the latest, constantly updated task-list pertaining to their area or “beat”; pushed to their
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