AA-ISP Workshop: Want More Sales? Take Inventory of Your People, Process and Technology and Truly Adopt Your CRM

October 27th, 2020 11:00am - 12:00pm EST/EDT

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Too little selling time for your team?

Too many CRM fields to fill out?

Is your team’s performance or productivity in a slump?

 If you answered yes to any of the above questions, then you need to attend this leader-only, interactive workshop!

Collaborate with sales leaders in a workshop session that will address three factors that inhibit CRM usage: People, Process, and Technology. Understanding each and finding ways to address and improve each area is key to getting the entire team onboard.

Before the event, each leader will be given a worksheet to help them identify their most pressing challenges related to CRM adoption. During the workshop, we'll come together with our fellow sales leaders to share our challenges and discuss how we can best overcome them.


While working together,  we will uncover ways to:

  • Deliver true value -
    Create people, process and technology systems that your reps will love and will give them ownership of their selling tasks.
  • Stop the “lone wolves” - Incentivize cross-team collaboration in a way that helps them close bigger deals, without wasting their time.


In addition, we will get a first-hand look at how Groove, which integrates with Salesforce can help you:


  • 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


Who should join:

Sales Leaders, Sales Operations and Revenue Operations professionals


What to Expect:

This 1-hour workshop will be conducted as a Zoom Meeting, meaning we will all have the ability to talk live, share our thoughts and challenges, and use our webcams for maximum interaction.



This AA-ISP-hosted session is complimentary and open to all. Session will be conducted via Zoom.  Can't join live?  No problem, register anyway to receive the playback information!

During the scheduled presentation, if you are experiencing any trouble connecting or accessing the session, please Click here to contact Zoom Support or visit https://support.zoom.us.

Feel free to contact us with any questions at memberservices@aa-isp.org or call 1-800-604-7085 ext 130.

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