Step 7: CRM
CRM in your brain or e-mail system is not best practice. CRM is critical if you wish to leverage your customer base. It allows you to grow sales within current clients. Many have a CRM tool. Unfortunately, most have failed to get the results. The problem is in the adoption rates by sales people. If it requires too many steps or effort to use, then it is probably not working for your company.
There is a tool that can lay over your current CRM system (eg, SalesForce or Dynamics) to make it easier to use and grow the adoption rates as well as results. Or, you can get a new CRM tool that will allow your sales reps to easily use and leverage to grow sales. Regardless, of which you choose, it is important to your business because we know that VARs with a solid CRM tool and process will win more business than VARs without.
Take this step now: Contact us. Check off the tools and services that are of interest to you or simply put the step number into the comment box and submit. We will send you information and schedule a demo. You may also checkout our events to see the upcoming webinars or live events that you can attend to check out these tools live.