Southeast Michigan Sales Coaching Company Helps You Pick a CRM

ANN ARBOR, Mich. - Dec. 8, 2022 - PRLog -- Most companies use spreadsheets to keep track of their customers. While some companies still use spreadsheets, many more have been employing CRMs – Customer Relationship Management software. CRMs are often robust platforms that perform a multitude of tasks. Sometimes they are found in fully integrated ERPs (Enterprise Resource Planning software) and in many cases CRMs range from very basic to more complex systems. There are free versions and ones that are very costly. So, how do you confidently select and implement a CRM or  change from a current one to a new one?

In its most basic form, a CRM supports and houses information. We can actually call it a database – one where data is captured, entered, and organized to help a sales organization carry out its strategies, sales function, and sales management.

Once information is recorded into the system, we can call up reports and information that can provide valuable feedback. This feedback can range from results to the health of a sales pipeline (discussed in our November post) and whether sales activities are at desired levels.

If you do an internet search for CRMs, you will quickly become overwhelmed with the number of choices in the marketplace. Because choosing a CRM can be a daunting and time-consuming exercise, we encourage you to build in enough time to learn, evaluate, and make an informed decision.

What CRM is best for your organization? Find out here: https://www.openbookselling.com/sales-management-michigan...

About Open Book Selling: We work with sales leaders, managers, teams, individual salespeople, and their organizations.  With both our standard offerings and our customized coaching and consulting engagements, we focus on the gap areas to drive better sales results. Our work varies in length from just one quarter to multi-year engagements depending upon the size of the organization and needs. all us at 248-468-7400 or fill out our contact form to receive a sample sales candidate assessment report! Together, we can assess how your company is doing, what potential it has, how to realize this potential, how long it will take along with expected gains. We are here to help you determine the best way to achieve your goals.