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AA-ISP Workshop: How Financial Services Companies Can Increase CRM Adoption and Sales ProductivityAuthor: Ben Budde, GroovePosted: August 26th, 2020Play |
Overview
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.
- 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.
Featuring:
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Ben Budde
Vice President of Sales
Groove
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Categories
Leadership, Frontline Reps, B2B Sales, Motivation, Sales Process, Time Management, Sales Tools, Sales Training, Metrics
Keywords
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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