Just about every salesperson has a CRM that they like using. But how many sales teams agree on a CRM that helps them all work together? Probably not as many.
Your sales people probably have individual preferences for features like task tracking, email integration, easy activity tracking, access to analytics, or even simple contact creation.
This means CRM can be tricky when you want to get your sales team happily using the same platform.
So, what makes a CRM sales-team friendly?
It might be best to look at why sales teams don’t necessarily align on a CRM.
Here are some of the reasons:
1. Most CRMs offer all-or-nothing access that breeds concern over who can access what.
It’s hard to use a CRM properly when teammates have zero ability to see who’s doing what or they have to wade through a lot of useless data, including EVERY email their teammates have sent to EVERY client.
RESULT: All-or-nothing access discourages salespeople from using their CRM effectively. If salespeople don’t track their interactions or get frustrated because they can’t find what they’re looking for, the CRM becomes more of a cost than a benefit.
2. Most CRMs make it hard for sales teams to collaborate on opportunities.
A lot of CRMs are designed with an assumption that one salesperson will tackle new opportunities alone. This means it’s often impossible to tag other people on opportunities, assign tasks, or pass the account to a new salesperson. But as we know, there is a lot more collaboration involved than this – winning in sales is a team sport, after all.
RESULT: Whenyour CRM has few or no options to involve other teammates in opportunities, it’s only doing 50% of its job. You shouldn’t need to supplement your CRM with another platform or spreadsheets to collaborate as a team.
3. Most CRMs present a ton of data, making it hard to identify who is supposed to do what.
When there is a lot of data in the CRM, it becomes hard to identify who does what. CRM views can be convoluted, which makes it time-consuming for salespeople to scroll around, find, and track important information.
RESULT: Your salespeople spend more time in the CRM than out in the world, selling! Opportunities can even be lost when it’s unclear who was supposed to follow up, take the next steps, or close a deal.
Evolved Metrics CRM is a team-friendly CRM that deals with all of these problems.
We’ve designed our CRM for sales teams. Here’s how we’ve created a win-win platform for individuals to make it their own, while still collaborating as a team.
1. Our CRM allows for granular-level data management that isn’t all or nothing.
What a novel idea! In Evolved Metrics, sales managers can easily engage with, and organize, who does what – even creating custom user types that allows for customization of the system to support an individual team’s use cases.
RESULT: With specially-designed access on an individual level, your sales people can see what they need to see without getting bogged down with extra stuff.
2. Our CRM is designed to allow for easy collaboration and shared opportunities.
We make it easy for salespeople to bring their teammates in on opportunities by easily assigning other user tasks as part of the activity tracking for any contact, account, or opportunity.
RESULT: You can do everything on one platform, which makes it easier to create processes, track data, win opportunities together, and stay on top of lots of tasks without fretting about forgetting something.
3. Our CRM offers simple, seamless views & filtering options
Our Activity Feed and custom reporting make it easy for each sales person to filter and group data based on what’s most important for them to see.
RESULT: All your salespeople can custom-filter their views to see who is doing what, provide support, offer help, or jump in and work.
Are you ready for a CRM that helps you win more, as a team?
We offer a FREE 30-day trial for our uniquely simple, customizable CRM designed for small and medium businesses just like yours. Click below to create an account and get started!
