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Best Practices for CRM Sales Teams

Written By: Cliff Ford on June 6, 2012 No Comment

Implement a CRM for your Sales Team with these ten Best Practices 

Being in charge of a sales staff can be stressful. When you are ready to implement your CRM software into your sales team, it is crucial that you follow these best practices below.

Top 10 helpful tips for implementing CRM for your sales team

These ten simple but effective tips will help make your CRM implementation a success. Keep in mind that each sales team is unique. This means there are no cut and dry answers for every situation – but these Sales Team best practices for CRM will help you regardless.

Best Practice #1 Get buy in! You need to make sure that everyone supports the CRM system. The way to do this is to drive home the benefits of using the system to your sales team. Go to the leader of the sales team and tell him or her everything and get that person to educate their staff about the importance of CRM. Every word and action should match. This will get the sales team working together.

Best Practice #2 Involve the team from the very beginning. Not just top down decision making! Every single member of the sales team should be involved.

Best Practice #3 Remember that everyone watches to the television station WIIFM. That means What’s In It For Me? So, tell the team what is in it for them. It will mean more money and it will make their workload easier. They need to know that this system will provide them value.

Best Practice #4 Make the CRM Sales process easy to use. You will want to make it as easy as you can. Cut down the number of clicks it take to access and store information without sacrificing any important details. Try to get as many bugs out of the system in advance as you can.

Best Practice #5 Always work on improving the system after you have it up and running. When you initially implement, you will only build in the basics – to make it easy to grasp. But don’t settle for this? Always improve.

Best Practice #6 Make the sales system easy to integrate with other systems. This will allow everyone in the sales team to import and export contacts with ease.

Best Practice #7 Train the sales team. Once the system is ready to go, you will want to show everyone how to use it.

Best Practice #8 Maintain questions and answer sessions and on-going CRM sales training. This will allow the sales team to ask questions and get more training as the need it. The more training you provide the better it will be for everyone.

Best Practice #9 Maintain high quality data. You want to put everything possible in the CRM system so that everyone who needs it can get it quickly. Make everyone dependent upon this system.

Best Practice #10 Make sure the managers use the system too. If they don’t, then it will never be adopted by the sales team. Never. Never. Never.

Free Download - CRM Needs Assessment Document - Checklist of CRM RequirementsFree CRM White Paper PDF – Checklist of Best Practices for Finding your CRM Requirements

With this PDF Paper, you will be able to understand the Best practices for grasping your requirements and needs when implementing a CRM project.

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About the author

Cliff Ford Author: Cliff Ford. CRM Solution Comparison has provided CRM cloud software reviews and evaluations for several years. Our staff of CRM certified partners implements, tests and uses the various systems discussed within this blog. We have created a number of excellent CRM comparison and evaluation tools that we provide our readers. Google

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