A rep was entering notes into each of the manufacturers’ CRM for each of their customers late one night.  Trying to remember each of the CRM system’s passwords, recalling how to navigate through all the screens, and searching through the pages of notes for each customer for a single manufacturer just to turn around and do it again for another manufacturer.  Getting increasingly frustrated as each minute passed.   There must be a better way, he thought.  I’m not a computer guru, I’m a salesperson.

Empowering Systems has a few options that will let your salespeople do what they do best, sell.  Let your salespeople focus on their customers and offload the mundane task of CRM updates.  We recommend you consider using the Principal CRM Dashboard feature in AcountManager to manage these updates, or most of them anyway.  Your salespeople manage the opportunities in AccountManager and offload the updates to an administrator or principal product manager. The benefit is that your expensive salespeople only need to learn one system and that system can be a click away from their inbox, not some other companies’ CRM.  A lower cost admin becomes responsible for the Principal’s CRM and updates all the opportunities with the help of the Principal CRM Dashboard.  The dashboard makes the updates a breeze.

Here are some of the benefits, again, of the Principal CRM Dashboard: