Not taking the time to customize reports and analyze them
At the end of the day, CRM, if it has all the necessary records, is an invaluable source of information, but if it is not analyzed and all the value it can deliver is not extracted, it becomes a useless tool.
The usefulness of this tool depends largely on the time you invest in creating and analyzing reports.
These mistakes are complex, but by far the most serious mistake will always be:
Thinking that opening the CRM or having a tool alone will not solve your business problems. That will never happen.
What you can really expect from this tool is:
Be a repository where sellers can record all the information about their clients and their activity with them
Provide management with the necessary data to understand what works and what doesn't, what needs to be improved, and which team members have the best and highest performance.
Provide accurate data on billing projections, taking into account the pipeline and activity
Provide productivity tools so that sales force members can generate more activities with the most focused and concentrated effort possible
Hiring the tool does not guarantee anything, in fact, quite the opposite: if you hire the tool without implementing the necessary processes so that your commercial activity is coherent, recordable and scalable, the only thing you will achieve is to worsen the situation:
No one will know what to do with CRM
The entire corporate team, owners or managers will country wise email marketing database have their own ideas of how they want things to work, each one will be different and many of them will not be feasible.
Since it is not clear what is expected of each person, everyone will have their own ideas of how things should be applied and it will only create a lot of chaos.
By trying to solve the problem with a quick fix, you will end up contaminating your company and, worse still, you will have wasted a lot of time and energy and the company will consider that this tool is not useful, when the truth is that the implementation was not adequate.
Software doesn't solve business problems, you have to do that. Software makes your solutions actionable.
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Topics: HubSpot Impleme