Top 5 tips to eliminate data silos – Pt XVI

Without clear benefits to them, sales reps may view new apps for repair and maintenance technologies as another roadblock to sales productivity.

Get them excited and onboard with the idea from the very beginning of the process. By communicating the benefits to them, you’ll help them:

• Be more productive: The best CRM platforms and sales technology stacks automate common tasks
• Be more organized: All information is in one place—plus certain tasks (such as follow-ups) can be scheduled, with reminders keeping reps on top of what they need to do
• Have more time: With less ‘sales admin’ comes more time to focus on activity that makes an impact. Sales reps are free to focus on the things that help them reach quota

Make sure you get your reps involved during the purchasing decision. After all, they’re the people who will be using it on a day to day basis.

“Rolling out a new piece of tech can be challenging in as much as you are trying to get different people, with different skills and requirements to adopt a single platform. In order to have people invested in anything, they need to feel ownership or influence, hard to do on a mass basis.

“In most instances, decisions around a new technology deployment may take a few months, evaluation to done deal. Working with sales enablement and front-line managers, you can tie the elements of the manufacturing software technology to specific elements of your annual development plan for your reps, (you have one for each, right?).”

“Making it about the rep, not the technology, allows reps to look at successful onboarding as something specific to them; it becomes about them, not the company or new application.”

Collaborating with marketing (and other departments)

Collaboration is important when it comes to integrating new technologies. It helps to promote a culture where the customer comes first. It also allows for the best method of sharing information across each department within the organization.

Lori Richardson shares her thoughts on working with other teams when bringing in new technologies:

“The best way to get separate teams in a company to work together implementing a new CRM software technology is to have key users from each team involved from the very beginning, including selection if possible.”

“Let them know how valuable the perspective they bring is and keep them engaged through the process. This is your team for adoption, if they are excited and see the upside they will take that back to the rest of their departments.”

Here, we’ll share three ways to collaborate with the rest of your organization when considering and implementing new CRM technologies.

1. Create a training plan for all teams

Each department has their own goals, workflows and KPIs to meet. For example, while sales is a one-to-one practice, marketing takes a more holistic approach further up the buying cycle.

Therefore, it’s important to collaborate on how each team will use the ERP Software for their own purposes.

Sure, it helps to choose an intuitive CRM in the first place, but each user will still need sufficient training on using them.

This may require some customization. Investigate under the hood and see which features can be unlocked. Look into integrations, and where your field service management software can plug into existing systems used by other departments.

For example, Pipedrive integrates with customer support platforms like Help Scout, marketing automation platforms like Autopilot and management platforms.

Of course, with several departments involved in the process, new requests and demands can creep in. During the initial phase, make sure that only key stakeholders from each department are making these decisions.

2. Get stakeholders to do their research

It’s important to find ngo accounting software technologies that empower or improve the processes you already have in place.

This comes back to our statement on starting with your goals and working backwards. How will your chosen CRM platform help each team, department and user complete important tasks?

When evaluating your options, find a CRM that allows for cross-department customization.

3. Use your CRM for company collaboration

By choosing the right cold storage software solution and ensuring all teams are on board, you’re more likely to get everyone and their goals aligned.

Every team has their own priorities, but they usually lead towards the same overarching goals: engaging customers and making sales.

By collaborating with other departments within the organization, you’re able to predict and prepare for interactions at all stages of the customer journey.

With the right free job card management software, you’ll also be able to automate the flow of these conversations. Should this customer query be routed to sales or customer support teams? These are workflows your CRM can (and should) automate.

How to automate sales activities and workflows

You’ve reached sales nirvana. Your CRM is in place and the promise of streamlining sales activities are in sight.

The question is, what exactly should you be automating?

Here, we’ll share some of the sales activities that can be automated with the help of your job card software platform.