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Motivate Your Sales Team With CRM: Here’s How... www.redspire.co.uk

How to use CRM to motivate your sales team

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Motivate your team to get the most from your CRM and sales department by understanding that it’s about the process as much as the product.

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Page 1: How to use CRM to motivate your sales team

Motivate Your Sales Team With CRM: Here’s How...

www.redspire.co.uk

Page 2: How to use CRM to motivate your sales team

It's

HARD to recruit great salespeople.

Page 3: How to use CRM to motivate your sales team

HARDER still to keep them great.

Page 4: How to use CRM to motivate your sales team

It’s important that you get the most

out of your CRM and sales team. While CRM can do it, the product is only half

the story.

To get the most from Customer

Relationship Management, you

have to get your salespeople not just using it, but liking it.

Liking the way it delivers sales targets.

Liking how it helps them succeed.

HERE’S HOW.

Page 6: How to use CRM to motivate your sales team

Cold doesn’t mean dead. It just means someone wasn’t ready to buy yet. What if:

Many CRM applications can provide such out-of-the-box insights. They’ll get your salespeople warmed up as fast as

those unexpected prospects.

You know which “cold leads”

still click every newsletter?

You know it takes 21 calls to get an

appointment - and 500 cold leads are

on twenty?

You know cold leads warm up

after their annual trade event?

Page 7: How to use CRM to motivate your sales team

Remember KISS - Keep It Simple,

Sales.

Page 8: How to use CRM to motivate your sales team

Complexity gets in the way. There’s no surer way to hamper adoption than to make users think the old way was easier. So double check:

Main charts and functions are

reachable with a click.

Any journey through a task

is easy to understand.

Everything integrates with the natural application for that task - such as

Microsoft’s Outlook for email campaigning.

Today, some of the best lessons in ease-of-use within CRM and sales come from mobile app design.

Page 9: How to use CRM to motivate your sales team

Get that data to go with mobile

access.

Page 10: How to use CRM to motivate your sales team

Salespeople are big mobile users. So a CRM application that plays well with their phones and tablets - especially those they own at

home - will see greater use. It enables:

A sense of ownership. Mobile

devices are all about the personal.

More work hours to be put in as staff can now log in from

anywhere.

A sense of empowerment -

you’re letting them do things their way.

And maybe, just maybe, all that leads to greater sales numbers. Make CRM mobile.

Page 11: How to use CRM to motivate your sales team

Find the boring bits and take them out of

the loop.

Page 12: How to use CRM to motivate your sales team

A powerful application makes it easy to load up on menial tasks too. So actively look for things to automate. Here are some ideas:

A great deal of sales can seem quite time consuming. The best CRM practices will save you a vast amount of time.

Set follow-up calls automatically.

Calling people who clicked the newsletter?

Deliver lists to salespeople’s desktops.

Find the big trade days in each sector and

automatically schedule appointment-setting calls

a few days before.

KEEP IN TOUCH.

CAMPAIGN CHASERS.

EVENT DATES.

Page 13: How to use CRM to motivate your sales team

Show them opportunities in

social media.

Page 14: How to use CRM to motivate your sales team

The formula for happy, successful salespeople is simple: keep them supplied with quality leads that you have found from various places.

There are many opportunities for this, such as:

The best CRM applications know social media backwards - but many companies underuse it.

Getting your prospects’ social media handles.

Connecting not just to prospects,

but prospects’ customers.

Looking for common denominators in

what they click, post, share and follow.

01 02 03

Page 15: How to use CRM to motivate your sales team

Say it in pictures, charts

and graphs.

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A good chart or graph can foster understanding in CRM and sales that drives double-digit jumps in conversions.

When you need to present data, do as much as possible in graphics. A good CRM setup will give you the tools.

Ask your people what information from the

weekly report they use most and give it to them on-demand, in real time.

Choose graphics that can be used by easily by both

Team Leaders and Sales Executives.

Don’t limit yourself to pie charts and bar charts -

scatters and circumplexes have clinched many a consultant’s sale too.

Page 17: How to use CRM to motivate your sales team

Demonstrate the power of all in

CRM and sales.

Page 18: How to use CRM to motivate your sales team

The outputs of a CRM system - ideas, insights, opportunities, conversions, closes - are only as good as the data you put into it. So take care to get every lead and every action where it belongs and make it easy to do so.

If two are using CRM, those two will find it hard.

Usage will drop to zero.

If five are using CRM, that five won’t get full value.

They’ll use it under duress.

Once six are using CRM, it’ll persuade those who aren’t to get on board.

Imagine you have ten salespeople:

Page 19: How to use CRM to motivate your sales team

It’s the process, not the product.Above all, remember CRM isn’t a product.

For the people who use it - nurturing leads, chasing closes, maxing-out conversions - CRM is a process.

So when you choose your CRM partner, make sure they focus on how things are done within your organisation. Match product with process

and your results from CRM will be sky-high. Ready to look up?

Page 20: How to use CRM to motivate your sales team

Once your team is motivated, you’ll need to make sure they have the knowledge to make the most of your CRM system. Discover how to increase your sales with your free ultimate guide: The ultimate guide to: upselling and cross selling.

Download Now

www.redspire.co.uk

01

The Ultimate Guide to: Up-selling and Cross-sellingDrive cross-selling and up-selling with CRM, by thinking people - not software.

ULTIMATE SERIESVOLUME 1