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Success seems to be an elusive result for many companies trying to implement a sales automation or customer relationship management system. Unlike implementation projects for "back office" software systems, our industry has suffered a 60 to 70 percent failure rate.

Failure means that the system did not meet the needs of users and was removed from service. Overcoming these odds is not impossible. A well designed, well implemented system that accommodates the needs of all users can work in your business if it has the proper components: 

  • An activity center that is fast and easy to use

  • We stress the words "fast" and "easy to use" because if the system is not, it will not be used by your best salespeople. The activities that are most commonly performed by your staff should be accessible with the click of a button. 
     
  • Reactive Marketing

  • Reactive marketing answers the question: "Can you send me information?" Your team should have the ability to respond to requests quickly and automatically. Automatically means no waiting for application software, printers or fax machines. 

    We have built a system that enables users to quickly select a cover letter, attachments and method of delivery in one easy to use interface. They can even add a custom paragraph to the cover letter without running a separate application. 
     

  • Automated Selling

  • Automation is about doing the right things for your prospects and customers every time. Ask your salespeople what they do every time they run across a prospect who is not ready right now or every time they make a sale. If you press the issue even slightly you will find there is precious little that most sales organizations do "every time." 

    A successful system will know the right things to do at each important step in your sales cycle and make sure that they are done. We will train your users to know that there is a button for them to click for each step in the sales cycle. When a prospect says they are not ready right now and they will be worth working with in the future, all they have to do is click the "Not ready right now" button. It does not have to be complicated to raise the way you do business to a new level. 
     

Call us to find your success! 

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