“Don’t think short term, a few hours this week will make things smoother and ensure you can work with larger volumes of leads to achieve better conversions by the year end….and…a couple of things- the CRM software will enable you spend more time on your core responsibilities like converting leads and cross-selling. Also, we need to put all our customer information on the CRM solution to improve pipeline visibility and identify bottlenecks. The top management is only going to look at reports generated through the CRM software to ensure they have a clear picture of the sales forecast and everyone’s performance,”she replied. "They're also giving the sales and marketing teams social CRM with the latest features and tools."
We looked at each other inquiringly and suppressed any immediate responses. Most of us were often stuck in office till the early hours of the morning trying to keep up with the leads numerous campaigns were generating.
"Oh! It almost slipped my mind! We've also added a social performance management tool which will allow users in your organization to transparently set team goals and company objectives and allow employees to decide how they would like to contribute towards its successful completion within prescribed timeline. From now on, a social CRM profile page for each user will display their achievements, feedback and goals.." the trainer added. "It's a great way to ensure transparency within your organization and collaboratively work towards optimizing internal and external strategies."
Carefully evaluating our business requirements and selecting the optimal future proof CRM has made our organization slowly and steadily grow beyond everyone's expectations. At my level, I'm now home before sunset on most days and look forward to getting back to work the next day. Over the last few quarters, I've been awarded several badges by peers and C-level executives for my efforts and now continually use historical customer information that is of relevance and carefully incorporated into the CRM software from multiple systems to better understand customer expectations and needs. I'm now working towards being awarded the 'Customer Focus' badge, which will include an all expenses paid trip to New Zealand!