If your sales process is broken, you're always going to be playing catch-up with your competitors. You might be plagued with mobility issues, disconnected systems, or information that isn't up-to-date. Fixing these flaws by switching to an improved, fully integrated customer relationship management (CRM) system is crucial to your company's success.
Look at the infographic below to see if your sales process is broken – and find out how you can fix it. Click and hover over yellow text to interact with the infographic.
How do you feel about your current sales process?
What's broken about it?
It's hard for you to organize and manage the deluge of information coming in from different places.
Too Many Systems
Your everyday processes and systems – email, presentations, databases – are disconnected.
It's hard to identify the right decision-makers and get accurate, up-to-date information about them. You have to make too many cold calls, which almost never work.
Working in a Vacuum
You're not always aware of what the rest of your team is working on, and you have a hard time getting their help when you need it.
It's difficult for you to access all of your presentations and data when you're traveling to meet clients and don't have your computer.
What would help fix it?
Your work shouldn't suffer when you're on the road – you should have systems and devices that enable instant access to information on the move. Giving presentations and closing deals with mobile devices is the new standard for modern selling.
It can be a headache to get everyone on your team to provide feedback on documents at the same time. It would be much easier if everyone could review and edit them simultaneously.
You shouldn't have to open a separate app every time you want to get something done, and learning a new system takes time and effort. It's a far better solution to integrate the tools you're already familiar with into one cohesive system.
Microsoft Dynamics CRM
Microsoft Dynamics CRM integrates programs you're already familiar with – such as Microsoft Outlook, Excel, Word, and PowerPoint – so you don't have to learn a new system from scratch.
Take advantage of the seamless integration of Microsoft Dynamics CRM with tablets, phones, and Microsoft Outlook. Plus, you can create new sales records, update existing ones, and run pipeline reports to track your success. You can also sign documents instantly on a tablet using DocuSign.
Deliver better proposals as a team through Microsoft Dynamics CRM features such as real-time co-authoring and sharing, video conferencing via Skype for Business, and group insights via Yammer enterprise social networking.
Microsoft Dynamics CRM has advanced analytics with real-time dashboards that help you track metrics, monitor your progress against key performance indicators, and interact with data using natural–language queries.
Track products, brands, and campaigns – and pick up on social conversations and trends – with Microsoft Dynamics CRM Social Engagement tools. The Insights tool can help you identify quality targets and increase response rates by providing you with real-time company news and social buzz.