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How to Maximize the Return of Your CRM Platform

In 2017, information alone is no longer power, as “57% of the buyer’s trip has been completed before the buyer even talks about sales”. Buyers enter the market engaged and trained so that the knowledge of their experience will be your company’s competitive advantage, which may exceed an increase in earnings.

“With the customer in control, knowledge, and vision is the new currency of differentiation that organizations need to raise their conversations and interactions with customers.”

A unique view of the client

To win your customers, speed up a sales opportunity and deliver the right information at the right time, your entire organization must have full visibility for its customers during the buyer’s trip: a single source of all your customer data that is smart and accessible. However, it is rare for organizations to have a centralized customer information system. What we often see is a silo effect, where different information about the client is stored in multiple systems in different departments. But it’s not enough to just have the Salesforce CRM platform.

Is CRM customized to the customer?

Recent studies show that companies currently operating with a CRM platform like Salesforce have not yet taken advantage of 80% of the potential benefits. If you use only 20% of your abilities, it is possible to go beyond the scratch surface. Think about it. Want to buy the latest modern tablet or smartphone and just use it to take notes? Of course not! You can definitely use that feature, but there are so many other important features available that it’s foolish to think about it.

The same goes for Best CRM for Small Business Australia: integration, expansion, and cooperation are the most important areas where returns are improved and all its opportunities are exploited. In fact, CRM systems are nothing without an appropriate commercial process and quality data.


“The value of a CRM system lies in the data it collects and uses strategically to create a panoramic view of its customers, enabling them to turn them to the right message at the right time.”

The adoption of the Salesforce CRM user is critical

Salespeople and managers are already so overloaded with information, but what they really need is valuable knowledge: the ability to identify, manage, construct and convert quality management. CRM, which enables implementations, looks like in most technology implementations generally a single-projected mentality. They focus too much on how to use the software and very little to apply key customer key contact points in real-time sales situations.

“71% of sales representatives say they spend too much time entering data.”

The break between CRM activation technology and the delivery of its promised potential is the most common complaint among sales and marketing leaders who had previously spoken for and invested in technology.

Salesforce CRM platform designed for internal processes

Most Salesforce CRM deployment partners expect you to tailor your business to fit the platform rather than vice versa. Even worse, each sales representative has its own version of the knowledge they retain, resulting in distortion of access to the field, erroneous notifications, and less predictable results. Therefore, unless you get the right process, even the best technology will only help you fail faster and at a higher cost.

Choosing your next Salesforce CRM activation partner

Through our unique positioning and our Certified Salesforce team, we are ready to equip organizations to get a 360-degree view of their customers. We help promote knowledge retention and increase accuracy so your sales team can be consistently and reliably equipped to do the right things at the right time when interacting with potential customers and prospects.

Our deep professional experience in sales and marketing and understanding business processes within complex organizations places your business’s need for technology and customizes solutions that raise your organization to create inspired experiences for the customer.

More CRM statistics from HubSpot and Capterra:

40% of marketers still use informal media like Microsoft Excel or Outlook to store their data from potential customers and potential customers. (HubSpot, 2016)
32% of sellers spend an hour or more in data entry every day. (HubSpot, 2017)
Almost half (45%) of companies use a type of CRM to store lead data, and 84% of these companies have an established lead quality assessment standard. (DMN News, 2014)
53% of the highest-performing companies invest in CRM to increase productivity in production. (Source: Brainshark, Anne Lambert, and Forbes Insights)
80% of marketing automation users saw their number of potential customers increase and 77% saw the number of conversions increased. (Source: VB Insight)
“While 80% of B2B marketers consider the understanding of marketing technology and use it as part of their work, only 17% of respondents consider themselves leaders in marketing technology, but only 10% believe that you can perform mature marketing automation strategies fully. “