Thinking about migrating to a CRM system? WHY?

On December 26th, 2011 CRM   1 Comment

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 us know why you moved to CRM when you did or are currently thinking of moving.

Feel free to comment and explain more in comments; as always.

When spreadsheets no longer work..

On December 23rd, 2011 CRM, Lead Management   1 Comment

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 your team size has grown to the extent there is at least one layer of supervision between you and the lowest level- the customer facing executive.

A day in the life of a Sales Manager using Salesgenie CRM++

On December 7th, 2011 CRM   Leave a comment

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.

The all new dashboard for Salesgenie CRM++

On December 2nd, 2011 CRM   Leave a comment

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 new opportunities were created this month? What value?

- What business did we win this month/ previous month?

- What did we lose? How much?

And, we even have aggregated views by industry for all the above! Useful, when you want to know in which target segment, you are having the maximum impact.

If you are an existing customer, you will see it being rolled out in the next one week.

If you are not an existing customer but, want a “test drive” or just a demo, click here.

Manage field sales and service teams, tasks from same platform

On August 18th, 2011 CRM   Leave a comment

We are happy and proud to pre-launch Saleswah! Our plaform for managing teams of sales and service personnel as they go around performing sales, service and repair and delivery work at customer sites- often being away from office for hours if not days.

Saleswah helps track your sales and service actions in the field; whenever and wherever.

No matter if your team is delivering packets, collecting cheques, repairing or installing equipment, Saleswah helps your office stay in touch and on top.

 Saleswah helps to assign the tasks to the agents and get their instant updates on closures, follow-ups and customer feedback. 

Anwesha CRM brochure

On July 30th, 2011 CRM   Leave a comment

We are coming with some more exciting stuff- newer products, more features to existing ones and the best way to get a preview is by checking out our brochure- hot of the press!

Why we automate lead-recognition in Salesgenie CRM++?

On October 7th, 2010 CRM   7 Comments

How to get to your most productive prospects before your competitors?
I posted Why most sales leads are useless. It is our view that simply following up on a contact list with no other information is useless. Calling a list of contacts as leads is delusional.

A CRM for hunters

On October 4th, 2010 CRM   7 Comments

When you have an installed base, a CRM works really well to cultivate a relationship with the members of the installed base for more business. Which is why, a CRM product makes so much sense to “farmers” rather than “hunters”.
What if you are a “hunter”?

Most sales leads are totally useless..

On August 31st, 2010 CRM   1 Comment

How to improve things using a modern CRM system:

Watch this presentation that makes the case that more sales leads are not necessarily better. And, a CRM software must be smart enough to pick up signals from the market and show them as leads if they pass a threshold.

CRM tips on campaign effectiveness

On June 25th, 2010 CRM   Leave a comment

You know those times when you must, at all costs, deliver.
Your marketing campaign must generate leads, must flood the inbox of your sales people and your New Product Launch must be a huge success.
The question is simple: how can you guarantee success?
How do you know that your campaign will bring in the leads, improve customer satisfaction and acceptance of your product?