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Sales Force Automation CRM Solutions
Each of these sales force automation CRM solutions are grounded in best practices collected from hundreds of thousands of sales professionals supported over three decades. You will increase the velocity of your sales cycle, eliminate sales bottle necks and maximize your sales team’s effectiveness in less than 30 days.

Baker Sales Systems will help you:

  • Significantly expand the capacity of your sales, marketing and business development teams
  • Improve the efficiency of your sales prospecting funnel
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Sales Force Marketing - Salesforce.com CRM:
Customer Relationship Management - A Not-So-Hidden Sales Edge

There was a time, long ago, when that sort of situation might have been acceptable, or at least understandable. After all, leads were often received on cards - slips of paper that smeared, tore, were lost, or otherwise stopped being useful.

These days, however, there's just no excuse.

Customer relationship management, through sales specific software packages and company wide databases, has become so cheap, convenient, and easy to use that no producer should ever miss out on an opportunity simply for lack of follow-up. And yet, they do.

I know, because in my 20+ years as a sales trainer and speaker, I've visited hundreds of sales departments across North America and beyond. I've watched firsthand as thousands of salespeople, and more than a few sales managers, have struggled to find even the simplest details about their prospects and clients. That's not good enough.

Here's how to put the power of customer relationship management to work, and to stop leaking commissions out of your contact list:

Learn to use the software... and then use it:

Whether you have to use your own CRM software, or the company provides it for you, learn exactly how it works. Take the time to read a manual or attend a seminar. It's probably going to be boring, but what you'll learn has the potential to save you hundreds of hours - and tens of thousands of dollars - in the coming years.

Once you know how to use the software, do the smart thing and start using it. Don't just log in your biggest accounts, or schedule the biggest meetings; get used to putting all the details into your CRM system. As with most things in sales, our success or failure is going to be determined by our ability to master habits, so get used to doing things the right way.

Overcome procrastination:

If you have a conversation, note, or fact you should include in one of your client files, then do it now. Don't wait five minutes, or even five seconds. It's tempting to think you that would never forget an important detail, but forgetting is easier than you think. Distractions, fatigue, and time spent away from the office have a way of dulling our memories, so don't wait to write something down.

Backup, backup, backup:

The unreliability of computer hardware is a fact of life, so don't rely on it completely. There are lots of backup systems available that cost less than a tank of gas, and only take a few minutes to learn and operate. Get familiar with one of them and use it religiously. Besides your sales skills, your client contact list as the most valuable thing you have, so treat it with care.

Go beyond the most basic info:

Even amongst salespeople who take great notes and keep pristine records, I see a lot of databases filled with nothing more than phone numbers, e-mails, and simple recollections of opportunities discussed or proposals sent. If you are going to go to the trouble of setting up a comprehensive client database, why not fill it with as much detail as possible? You never know when some snippet of information about a client or potential sale is going to be useful, so keep them all.

Coordinate with other people in your company. Unless you have a specific reason to keep things closed off, share CRM information with the other people and departments in your company. By having them update information even when you're not around, you gain lots of extra sets of 'ears to the ground' to be on the lookout for future sales.

CRM isn't new. Nor is it particularly innovative way to outsell your competitors. But, like prospecting or taking the time to listen to your clients, it's an easy activity to mess up. Get proficient with your customer relationship management software and develop good habits - over time, your ability to keep track of the details will set you apart from the other salespeople who are too lazy or sloppy to keep up.

Source: Carl Henry link


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