AA-ISP Workshop: How Financial Services Companies Can Increase CRM Adoption and Sales Productivity

Author: Ben Budde, Groove
Posted: August 26th, 2020

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Your reps (and even managers) hate your CRM. We know it, we struggle with it, but what can we do about it? 

According to Forrester Research, 49% of CRM projects fail. With inside and field sales teams going fully remote as a result of COVID-19, creating systems to drive CRM adoption and visibility are more important than ever. Success starts with what’s in it for them, and being tracked is not a good reason.
This limited workshop will provide sales leaders for Financial Services companies with a blueprint/playbook for benchmarking and improving CRM adoption rates using proven best practices from Groove’s customer base of 50,000 sales engagement platform users across Fortune 1000 and high-growth companies.
In this hands-on workshop, we explored how to:
  • Deliver true value - Create people, process, and technology systems that your reps will love. Don’t helicopter. Help them build stronger relationships and close more deals.
  • Stop the “lone wolves” - Incentivize cross-team collaboration in a way that helps them close bigger deals, without wasting their time.
  • Look forward, not backwards - Instantly and accurately capture all customer-facing activity. Spend your valuable time planning and forecasting instead of babysitting your reps.
  • Automate non-sales tasks - Give reps 1-2 days of their week back to focus on selling.
  • Bring CRM to the inbox to see actual usage - Eliminate the need to switch between apps in order to research account history and update records.

“Show me the incentive and I’ll show you the outcome.” - Charlie Munger


Who should watch:

Sales Leaders, Sales Operations and Revenue Operations professionals at Financial Services companies.


Brought to You By:


Leadership, Frontline Reps, B2B Sales, Motivation, Sales Process, Time Management, Sales Tools, Sales Training, Metrics


Operations, Strategy, Motivation, Productivity, Leadership, Metrics, Performance, Vision, Prospecting, Closing, Time Management, Appointments, Appointment Setting, After Meeting, Virtual, Problem solving, Crushing, Building a Pipeline, Software, Best Practices, Structure, Recognition, Organization, Calendar, Effective, Priorities, Pipelines, Measurements, Technology, Tools, Effectiveness, Time Investment, Activity, Measurement


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