In this video, SalesChain’s founder and president, Tim Szczygiel, outlines five essential tips for maximizing your CRM/CPQ investment:

Align CRM with Sales Process:

Customize your CRM to fit your sales workflow rather than the other way around. This ensures that the CRM supports nurturing, communication, and measurement plans effectively.

Leverage Data-Driven Decisions:

Utilize data analytics to focus sales efforts on target customers. By understanding your strong and weak areas, you can make informed decisions that drive success.

Integrate with Business Tools:

Seamlessly integrate your CRM with all essential business tools, such as marketing platforms (e.g., Evolved Office, HubSpot), leasing partners, and ERP systems like E-automate. This integration eliminates manual processes and enhances efficiency, providing salespeople with comprehensive customer information at their fingertips.

Ensure Robust Support:

Provide strong support for your sales team through accessible helpdesk systems, online training, and offline support tools available 24/7. Effective support is crucial for the successful implementation and use of the CRM platform.

Utilize Sales Automation Fully:

Enter every deal into the CRM system to ensure accurate and timely management reporting. This practice not only streamlines commission payments but also enhances data-driven analytics, allowing managers to make real-time, informed decisions.