Empowering Systems Blog

Subject: How to get sales teams to use CRM software: make it easy

It’s no picnic getting everyone on your sales team to use the same CRM software. They’d rather be out making deals than sitting in an office, filling in a spreadsheet. Or scribbling a note on a napkin. Or updating a dozen separate CRM systems for different manufacturers. But without a powerful, consistent CRM system to manage their own data, both you and your salespeople could be missing valuable opportunities—and leaving money on the table.

This email is the first in a four-part series that will help you solve this problem—and show you what to look for in a CRM system your salespeople will actually use. The first tip: make sure it’s easy.

A few things to look for:

A system that follows their workflow. Look for a system designed specifically for representative sales—this will make the transition much easier.

Training and support. A few hours of up-front training means your team will hit the ground running. Look for a CRM system that offers training and ongoing support—so your salespeople can get quick answers to questions and then go back to their jobs.

The right data at their fingertips. The best CRM systems let your sales team pull up crucial sales data in just a few clicks. Information like client sales history, which lines are selling across key customer groups, and at-a-glance design wins can make their jobs easier.    

 Look out for the next in our series:  Make it valuable.

Got more questions about how to choose the right CRM system for your business? Get in touch!

About Empowering Systems, Inc.

Empowering Systems Inc., headquartered in Southborough, Massachusetts, empowers manufacturers and representatives with customer relationship management solutions.

Contact

Carroll Boysen
Empowering Systems, Inc.
508.281.7980
Email Carroll

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Representative" >Manufacturers&#039; Representative</option><option value="Manufacturer" >Manufacturer</option></select></div><div id="wpforms-5071-field_4-container" class="wpforms-field wpforms-field-text" data-field-id="4"><label class="wpforms-field-label" for="wpforms-5071-field_4">Company Name <span class="wpforms-required-label">*</span></label><input type="text" id="wpforms-5071-field_4" class="wpforms-field-medium wpforms-field-required" name="wpforms[fields][4]" placeholder="Enter your company name" required></div><div id="wpforms-5071-field_6-container" class="wpforms-field wpforms-field-number" data-field-id="6"><label class="wpforms-field-label" for="wpforms-5071-field_6">Size of Sales Team</label><input type="number" pattern="\d*" id="wpforms-5071-field_6" class="wpforms-field-medium" name="wpforms[fields][6]" placeholder="How many people are on your sales team?" ></div><div id="wpforms-5071-field_7-container" class="wpforms-field wpforms-field-select wpforms-field-select-style-classic" data-field-id="7"><label class="wpforms-field-label" for="wpforms-5071-field_7">What is your priority?</label><select id="wpforms-5071-field_7" class="wpforms-field-medium" name="wpforms[fields][7]"><option value="" class="placeholder" disabled selected='selected'>Please Select</option><option value="High (Have someone call me ASAP)" >High (Have someone call me ASAP)</option><option value="Medium" >Medium</option><option value="Low" >Low</option></select></div><div id="wpforms-5071-field_8-container" class="wpforms-field wpforms-field-checkbox" data-field-id="8"><label class="wpforms-field-label" for="wpforms-5071-field_8">Checkboxes</label><ul id="wpforms-5071-field_8"><li class="choice-4 depth-1"><input type="checkbox" id="wpforms-5071-field_8_4" name="wpforms[fields][8][]" value="Call Me" ><label class="wpforms-field-label-inline" for="wpforms-5071-field_8_4">Call Me</label></li><li class="choice-1 depth-1"><input type="checkbox" id="wpforms-5071-field_8_1" name="wpforms[fields][8][]" value="Schedule Demonstration" ><label class="wpforms-field-label-inline" for="wpforms-5071-field_8_1">Schedule Demonstration</label></li><li class="choice-2 depth-1"><input type="checkbox" id="wpforms-5071-field_8_2" name="wpforms[fields][8][]" value="Send Information" ><label class="wpforms-field-label-inline" for="wpforms-5071-field_8_2">Send Information</label></li><li class="choice-3 depth-1"><input type="checkbox" id="wpforms-5071-field_8_3" name="wpforms[fields][8][]" value="Pricing" ><label class="wpforms-field-label-inline" for="wpforms-5071-field_8_3">Pricing</label></li></ul></div><div id="wpforms-5071-field_2-container" class="wpforms-field wpforms-field-textarea" data-field-id="2"><label class="wpforms-field-label" for="wpforms-5071-field_2">Comments (let us know if you have any specific requests)</label><textarea id="wpforms-5071-field_2" class="wpforms-field-medium" name="wpforms[fields][2]" ></textarea></div><div id="wpforms-5071-field_9-container" class="wpforms-field wpforms-field-hidden" data-field-id="9"><input type="hidden" id="wpforms-5071-field_9" name="wpforms[fields][9]"></div><div id="wpforms-5071-field_10-container" class="wpforms-field wpforms-field-hidden" data-field-id="10"><input type="hidden" id="wpforms-5071-field_10" name="wpforms[fields][10]" value="34.231.21.105"></div><div id="wpforms-5071-field_11-container" class="wpforms-field wpforms-field-hidden" data-field-id="11"><input type="hidden" id="wpforms-5071-field_11" name="wpforms[fields][11]" value="rqRaHhnXK3I5Ecjw"></div></div><div class="wpforms-submit-container"><input type="hidden" name="wpforms[id]" value="5071"><input type="hidden" name="wpforms[author]" value="7"><input type="hidden" name="wpforms[post_id]" value="2984"><button type="submit" name="wpforms[submit]" id="wpforms-submit-5071" class="wpforms-submit om-trigger-conversion" data-alt-text="Sending..." data-submit-text="Submit" aria-live="assertive" value="wpforms-submit">Submit</button><img src="https://empoweringsystems.com/wp-content/plugins/wpforms/assets/images/submit-spin.svg" class="wpforms-submit-spinner" style="display: none;" width="26" height="26" alt="Loading"></div></form></div> <!-- .wpforms-container -->