{"id":3738,"date":"2023-02-06T13:01:40","date_gmt":"2023-02-06T18:01:40","guid":{"rendered":"https:\/\/distributionstrategy.com\/?p=3738"},"modified":"2023-02-06T13:01:40","modified_gmt":"2023-02-06T18:01:40","slug":"crm-checklist-for-success-what-to-look-for-in-a-crm","status":"publish","type":"post","link":"https:\/\/distributionstrategy.com\/2023\/02\/crm-checklist-for-success-what-to-look-for-in-a-crm\/","title":{"rendered":"CRM Checklist for Success: What to Look for in a CRM"},"content":{"rendered":"

Effective Customer Relationship Management (CRM) software provides insight to sales representatives that they can then use to improve decision-making, make customers happier and figure out the most effective ways to manage their time.\u00a0<\/span>\u00a0<\/span><\/p>\n

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Download Now: How to Ensure Successful CRM Adoption to Drive Sales<\/a><\/p>\n

Sales reps should be looking at their CRMs upwards of 30 times per day, but half of them don\u2019t. Why is that?<\/span>\u00a0<\/span><\/p>\n

The issue often stems from a lack of buy-in at the onset. When distributors decide to adopt a CRM, they design the system without the insight from and support for the people who will be using the software day in and day out: the sales team. A foundational design criterion is that 80% of the information in the CRM goes to the sales force and only 20% comes from the sales force.<\/span>\u00a0<\/span><\/p>\n

CRM Checklist for Success: The 5 Core Sales Effectiveness Processes\u00a0<\/span><\/b>\u00a0<\/span><\/h2>\n

An effective CRM provides insight to sales reps that they use to improve their decision making around what they do and how they do it.\u00a0<\/span>\u00a0<\/span><\/p>\n

All CRMs provide the following:\u00a0<\/span>\u00a0<\/span><\/p>\n