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Developing and embedding a new sales methodology
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CRM Optimisation
Why should you optimise your CRM?
It helps with the building and adoption of your CRM system and associated commercial processes.
We share how you can effectively use your CRM to support each role in your business, understand value, track key metrics, establish productive habits, and enhance forecast accuracy and productivity. Improved CRM adoption will lead to better data visibility, increased sales effectiveness, reduced ramp-up time for new hires, and better team cooperation.
The benefits
By the end of this programme, participants should:
- Have the ability to operate CRM to fulfil their role successfully.
- Have a clear understanding of the end-to-end business value of using CRM.
- Understand the key activity metrics for visibility and accountability.
- Develop a good foundation for the right CRM habits and build momentum for following the adoption process.
- Have capability to leverage CRM to support and enable greater forecast accuracy and increase productivity.
Better CRM adoption means:
- Better visibility and accuracy of data (forecasting).
- Improved sales effectiveness.
- Reduced ramp-up time for new hires.
- Improved cooperation between teams.
Delivery options for this can include:
- A CRM guide.
- Train the trainer.
- 1 on 1 coaching.
- Supplementary resources.
- Remote or in-house training.
