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CRM.Period

Discussing your sales and marketing application

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CRM.Period | crm-period.blogspot.com Reviews

https://crm-period.blogspot.com

Discussing your sales and marketing application

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crm-period.blogspot.com crm-period.blogspot.com
1

CRM.Period

http://crm-period.blogspot.com/2012/04/sync-with-outlook-really-one-of-main.html

Discussing your sales and marketing application. Monday, April 9, 2012. Think before Sync (With outlook). One of the main demands from a CIO or VP Sales when talking about CRM is the option to sync with Outlook, Google Mail or any other mailing system. This is strange for me because I find it hard to believe that someone will use this information. Here I review the most common arguments regarding the demand of email synchronization. CRM is a strategic tool and not and archive. Adding ten emails to te...

2

CRM.Period: February 2012

http://crm-period.blogspot.com/2012_02_01_archive.html

Discussing your sales and marketing application. Tuesday, February 28, 2012. Won Opportunity – CRM celebration. Salesman just closed an opportunity in the CRM as a win. What was CRM's reaction for that update? How the management would react to this info if it was a phone call or a text message? Make all the organization part of this win. Notify the rest of team with this event. Mark this opportunity and post it on the company's dashboard for the rest of the week. With the help of the management, ...Sunda...

3

CRM.Period

http://crm-period.blogspot.com/2012/03/shhh.html

Discussing your sales and marketing application. Sunday, March 18, 2012. When you stand in front of a tree, you can see that he has no fruits, but when you climbed on a mountain, you can see that that the river's flow is not strong enough to bring the water to the tree. When a manager is looking on a salesman's deal, he can see the information on this specific deal and learn from it. Does he really? What if the manager will look on the last 10 deals that this specific salesman managed? Already in the des...

4

CRM.Period: August 2012

http://crm-period.blogspot.com/2012_08_01_archive.html

Discussing your sales and marketing application. Sunday, August 12, 2012. Make the user an autodidact. CRM with fast learning curves are highly more successful. Users that will know how to use the CRM quickly will benefit the company with high usage rates and more reliable information. How do you help your users to become independent in the CRM? I am always keeping the below points in the back of my head, when working on a new or existing environment. I am sure you have much more to contribute. Stop writ...

5

CRM.Period

http://crm-period.blogspot.com/2012/08/make-user-autodidact.html

Discussing your sales and marketing application. Sunday, August 12, 2012. Make the user an autodidact. CRM with fast learning curves are highly more successful. Users that will know how to use the CRM quickly will benefit the company with high usage rates and more reliable information. How do you help your users to become independent in the CRM? I am always keeping the below points in the back of my head, when working on a new or existing environment. I am sure you have much more to contribute. Stop writ...

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Discussing your sales and marketing application. Monday, October 15, 2012. Your CRM is missing opportunities. A common problem of CRM data input is that sales reps insert their deals into the CRM on a very late phase. This fact can make analysis like win ratio very wrong and misleading. Why is this happening? System Validations prevent entering a deal with missing information. 8211; Not good! The user inserts only "Almost" C/W opportunities. The user does not want to harm his win ratio. 8211; Another iss...

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