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WHY USE A CRM



Because a CRM Greatly helps Sales People, Management and
Support Staff do their job better.



It's the application to manage and organize account information, contact information and company activities in a centralized location that's easily accessible to everyone.


A CRM gives you the best understanding of the current state of your business, along with the best understanding of the growth projections for your company.


It's also the application that enables you to scale your business - to grow faster and achieve greater results - without adding additional resources.


​No matter how well a company is doing, operating results significantly improve with a properly used CRM.


more



If you are not using a CRM, ask these questions:



  • Is your business achieving the results you want?
  • Is your sales process organized and operating as effectively as possible?

  • ​Is your company managed by emails, multiple spreadsheets and isolated applications that don't communicate with each other?


If your company is indeed manged by emails, spreadsheets and isolated applications - then it's probably not organized as effectively as it can be - and in all likelihood not achieving the results you want.


We know from experience that organization along with a systematic approach to selling is the winning formula for success - without those a business lacks focus, operates aimlessly, and fails to succeed.


Adopting a CRM will put you on the path to your desired results.


The CRM thoroughly organizes a business and enables that systematic and methodical approach to selling. It improves communication and productivity - creating efficiencies - saving everyone time - and driving profits up.





Without a CRM, the sales process is disorganized and disjointed. Organization and communication are greatly diminished. Time is wasted - productivity suffers.

  • Sales people work as a group of individuals not as a team. They're not coordinated with each other and their goals are not necessarily aligned with those of the company.

  • Management lacks transparency and has no visibility into the sales process. This inhibits their timeliness to make decisions, hindering the ability to effectively manage.

  • The sales team, account management, support, and other departments are disconnected, working without information about each other.

    Think about the sales person trying to sell an additional product to a client. At the same time the client is working with account management to resolve a major issue. Thus, the right hand doesn't know what the left hand is doing. This makes the client question whether they want to continue doing business with you, let alone do additional business.

The CRM coordinates everyone, keeping them informed and avoiding counterproductive situations like these.





COMPANY DATA



Company Data is just that, the company's data. Account and contact related information belong to the company, not the employees. The CRM is the repository for that data, keeping it centralized, accessible and easily shared.


Most importantly it keeps the data from disappearing or getting lost.


Why keep such valuable company information with individuals in separate locations? Why keep it in locations that aren't accessible to management and other employees?


What happens when a sales person leaves the company and takes that info with them, leaving you to start all over? Or worse, if that sales person takes your valuable data to use at a competitor??


A CRM solves this problem, keeping all company data in the company's possession to access and use in the best interest of the company.





THE 3 ESSENTIAL CRM TASKS



For any company actively selling, there are 3 basic and essential sales tasks that need to be done day in and day out by everyone to consistently produce strong results and steady growth.

  1. Sales Pipeline - manage the pipeline, optimize the process, maximize sales.

  2. Documentation - activities of the company, including calls, meetings, demos etc.

  3. Follow-ups - schedule and manage, insure opportunities aren't missed.

The CRM is absolutely the best tool to manage these essential tasks, insuring they are part of everyone's daily work-flow - not addressed just casually and randomly, or just by memory. Using a CRM will help confidently manage these tasks reliably, accurately and consistently.


How to start with a CRM:


Start by using a CRM to facilitate just the 3 essential tasks. You can expand usage once these are mastered. Doing this will go a long way to establishing a strong work-flow - insuring your sales process continuously runs smooth.


Most CRM's provide countless functions and modules that rarely, if ever get used. They can be overwhelming, which can discourage companies from adopting and people from using a CRM. Before getting started, establish the results you want and what's realistic to achieve.


Don't don't take on too much too soon and don't attempt to implement the "perfect system" with all the bells and whistles and insignificant "want to have" functions right out of the box. That's a recipe for failure.


Don't let perfection be the enemy of good.


Start slow and focus on these 3 essential CRM tasks. Once you get started, we're confident you'll immediately begin seeing results that you thought were unachievable.



"Although climbing a mountain can seem overwhelming at first, strive for progress, not perfection. There is no shortcut to the top. It will seem insurmountable if you try to do it all at once. But by taking one step at a time you'll scale the mountain"



From Chuck Garcia's Amazon best-selling book. “A Climb to the Top"



www.aclimbtothetop.com



Use this same approach when initially adopting a CRM - or switching from a complex and confusing CRM.





SALES PIPLEINE



Essential CRM Task # 1



A CRM is the best tool to effectively manage the sales pipeline - keeping it organized, transparent and consistent throughout the company - consistency being extremely important.


The pipeline tracks the company's entire sales process, including the status of ongoing sales, new sales projections and revenue forecasts.


Sales people use the pipeline to manage their accounts, sales management uses it to manage the sales people, and senior management uses it to manage the company. Then the CRM is used to manage the pipeline.


One identical process for the pipeline should be used by everyone, which keeps sales people and management coordinated. It should be maintained meticulously and always kept up to date. Remember, it's a company-wide process, not a collection of individual processes.


If not implemented on a company-wide basis, sales people will create separate versions, use differing formats, keeping them in scattered locations. This leaves the company pipeline in disarray. It creates additional work for and wastes time for everyone, making it difficult for management to manage, and inefficient for sales people to sell.


By managing the pipeline with a CRM everyone will use one process and one one format, assuring the company's efforts are aligned. It's kept in a centralized location that's readily accessible to all staff. This keeps everyone informed and makes it easy to update, review and manage - minimizing work, maximizing results, and saving valuable time.


Sales people:


The CRM increases the efficiency of sales people by allowing them to spend less time managing their pipeline and more time selling. It makes their job easier.


Using a CRM eliminates the need for sales people to create their own tracking methods with different applications. Sales people don't have to figure out what data to track and what not track. The CRM includes the necessary data required to use in the pipeline.


Sales people can keep the entire company apprised of their sales progress in real time - without having to communicate to multiple people multiple times. No need to send extra emails, make additional calls or hold redundant meetings.

Management:


A CRM gives management a clear view of the aggregate sales pipeline, including contributions from the individual sales people - efficiently managing the pipeline without wasting time.


Management can easily view progress and recognize trends. They can reliably access real opportunities vs. wishful thinking and identify strengths and weaknesses. Then allocate resources and set goals and priorities accordingly.


Without a CRM management cannot view the aggregate sales pipeline, making it more difficult to manage. Subsequently they manage each person separately, opposed to managing the sales group as a whole.


They spend time gathering and assimilating information from each sales person, including spreadsheets, emails, phone calls etc. - like reviewing the individual pieces of a puzzle instead of the finished product.


All this increases their work load and wastes time, hindering their effectiveness to manage the process, sales team and company.





Documentation



Essential CRM Task # 2



A CRM documents the activities of a company.


Attention to detail is important. Most sales are a process with many moving parts, with numerous individuals involved with multiple calls and meetings. Documenting customer feedback, requirements, objections and the competition are important factors in the sales process - and are all needed to close sales.


These should be documented, organized, and easily accessible - not left to scattered emails, random notes and memory.


A CRM also documents reasons why sales are missed. By documenting these, a company can evaluate shortcomings or missteps, then make the necessary adjustments to succeed with future sales and products.





Comfort -An Intangible Benefit



A CRM provides a level of comfort. How many times have you said “oh boy I forgot to do that”…


How many times have you said “what do I have to do today?”, or “what did I forget to do today?


“Reminders” can be scattered all about - in email (s), voice mail, notebooks, sticky notes, memory etc…


Not having confidence in knowing what needs to be done can cause a high level of discomfort, leading to a loss of productivity.


The CRM eliminates that discomfort. It's the centralized place to organize your workday by consolidating information, data, next actions etc.


With minimal and regular use of a CRM you’ll always know what needs to be done, how it needs to be done and whom it needs to be done with. Your comfort level dramatically increases as does your organization and productivity. You’ll work happy - and more profitably.


Contact us today for a free trial or demo

AccTRACKER CRM: 708 Third Ave. 6th Fl. NY NY 10017





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