common CRM problems

The 5 Most Common Problems With CRM Systems

sales common problems with crm systems

“If they’re not using the CRM, then you need to force them to use it or else we’ll start cutting their commission payments!”

That was the answer a sales operations manager from a big company gave when another manager mentioned his reps weren’t keeping their CRM up to date.

I had to laugh when I heard that, because having used the same system he was expecting his reps to use, I knew what a pain in the ass it was and how much other reps hated it.

Unfortunately, he’s not the only executive who thinks that way. But why don’t sales reps use the CRMs we put in place?

If you’re like the sales guys we know, then you’re probably familiar with these 5 most common problems with CRM systems.

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Is There a Mobile Sales App For the iPad That’s Any Good? There is Now…

mobile sales app for ipad Finally, the first all-in-one mobile sales app is about to be released. Starting at the end of July, you’ll be able to have a complete overview of all your deals, right from your iPad. With iSEEit’s mobile sales app, you’ll be able to work with all of your contacts, handle all of your tasks, and view all of your deal information wherever you are. Basically, we’ve packed in everything you could possibly need to drive your deals. With our mobile sales app, you’ll have:

  • A comprehensive sales dashboard that shows you all of your deal relevant info upfront
  • An intuitive contact manager that makes it easy to import your contacts and link them to your deals
  • Lead scoring and qualification that helps you focus on the hot leads
  • A built-in sales methodology that let’s you see which deals have the highest chance of closing
  • In-depth deal information, so you can keep track of all the events and milestones that you’ll need to hit on your way towards closing
  • An awesome task manager that keeps all of your tasks and meetings linked to your deals and makes it easy to collaborate with your team
  • Forecasting that’s easy to use and easy to customize
  • And all within an interface that makes iSEEit the first mobile sales app that’s actually fun to use.

What’s even better, we’ll be releasing a web app version of iSEEit early this fall, so you and your sales team can work with a sales tool that will not only work they way you need it, it’ll also keep the back-office happy with all of it’s data. This is just the start, and in future versions our mobile sales app will also come with:

  • A built-in sales playbook that will let share best practices and sales relevant documents
  • A KPI dashboard that will allow you to generate just about any report you would need with just a few taps
  • And… (drumroll please) Offline access

That’s right. You’ll be able to access and edit all of your deal-relevant information whether you are on a plane, in the subway, or right after a client’s meeting.

Because at iSEEit, we believe that sales can and should be fun again, and we want to do whatever we can to make life for sales people everywhere a little easier.

Be the first to experience iSEEit’s mobile sales app:

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How to Better Close Complex Deals

Scoring a complex deal goalClosing large deals is the World Cup of sales.

Your first $1 million-dollar deal won’t let you sleep at night. You’ll be running in circles coordinating all of the people, tasks and information you need to close.

And it only gets worse as you get closer to D-Day, the final decision, where you find out if all your effort was worth it or not.

No matter how senior you are, large deals ask everything of you and change your life after your first big win. Your confidence, recognition, and compensation all transform overnight.

In our efforts to help sales professional everywhere, we have put together a summary of best practices that will help you close complex deals faster and more effectively.

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crm killing sales productivity

8 Reasons Why Your CRM is Killing Your Sales Productivity (and what good might look like)

CRM kills your productivity

CRM’s are meant to help sales people. After all, nobody sets out to design software that makes your job harder. And yet many CRMs do exactly that. In fact, according to a recent study by Merkle Group Inc.,

Up to 63% of all CRM initiatives fail.

What’s going on? Why don’t CRMs actually help sales reps do their jobs better?

Here are the top eight reasons why your CRM is killing your sales productivity (and what good might look like):

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sales playbook

How a Sales Playbook Can Help You Find Business Insights

Playbook-web

97% of B2B customers rate a sales rep’s ability to offer unique and valuable perspectives as among the top drivers that led to closed deals. Coming in close at almost 90% is the ability to educate the client and help them avoid landmines within their own industry.

In other words, sales reps who challenge & teach their clients with business insights are shooting well past the competition.

The question is, just where do we find these insights?

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The Art of Stress-Free Productivity: David Allen’s Getting Things Done

Here is Getting Things Done author David Allen talking about ‘The Art of Stress Free Productivity.’

For those of you who are not familiar, Getting Things Done (or GTD) is a very popular and very effective time-management method whose core premise is simple:

Our productivity is directly proportional to our ability to relax.

According to Allen, it’s only “when you can clear your mind and organize your thoughts that you can truly achieve effective results and unleash your creative potential.”

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improve sales performance

How On-the-Job Coaching Can Improve Your Sales Performance

On the Job Coaching

According to Neil Rackham, 87% of sales training content is lost after 30 days. How can you stop this loss of investment? Are there better ways to improve sales performance and knowledge?

I’m sure you’ve experienced this before: your employer spends hundreds of thousand of dollars to get all customer-facing sales reps together and ‘brainwash’ you on the latest product updates, sales techniques and SOX-compliance rules.

You spend 10 hours a day in a room with no daylight, using your breaks to make return calls to your clients and prepare your forecast by Friday, only to come back the next day (maybe a little hung-over from a night at the bar) and repeat the whole thing.

By Monday morning, you’re lucky if you remember about half of what was covered. And, according to a study by Neil Rackham, 87% of what you learned is lost within thirty days!

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