You’re the sales director for a fast-growing company and something is amiss. Going over the numbers yet again, you realize you need help. The quotas you’ve set for this quarter are not being met, despite a high demand for your products. You know the answer is staring you in the face, somewhere within one of your company’s assorted filing systems and the metrics being sent in to your office from locations across the country.
It’s time for a change, and you’re in just the right seat to make it happen. What your company needs, you decide (after sifting through yet another dozen emails), is a unified hub that houses information and metrics gathered not only from the members of your team, but from their customers as well. In short, you’re looking for a customer relationship management (CRM) solution.
First, you notify your team that help is on the way. They’ll soon be working smarter, not harder, and you’re going to get them the tools they need to get the job done.
To meet your quotas you’ll need to act fast. Whatever sales CRM solution you choose, it will have to be implemented and widely used in short order. Your company already uses Microsoft Outlook, and seeing that Microsoft Dynamics CRM has a similar look and feel gives you confidence that your sales team will pick it up quickly. That seamless functionality will also get you out of any hot water the IT department dunks you in for stepping on their toes.
Of course, since the focus of your new CRM solution is communication, you’re going to want to partner with someone whose focus is the same. Your need for instantaneous data, accessible from anywhere via the cloud, should be part of your Microsoft Certified Partner’s expertise. It’ll help make the most of your new capabilities. And they’ve got your back if you need a little guidance here and there, too.
It strikes you, as you’re beginning to implement your CRM solution, that the folks across the hall in marketing just might love to get their hands on an integrated hub of customer data as well. You shoot them a memo and they hop on board. Now your customers, your sales people and your marketing team can all be in direct contact with one another. You’ve just changed the way your entire company reacts to customer desires.
You’ve also freed up both the marketing and sales departments by automatically getting them the metrics they (and you) had to waste time compiling themselves. With more time available for sales and responding to customer concerns, your team can now capitalize on more of that high demand for your products in the marketplace.