One of the most important benefits of any CRM solution is enabling a Sales Rep to track their pipeline. Sadly, this is also one of the areas that many organizations tend to make overly complicated and so painful that reps often revert back to using a legal pad. This article will provide some tips for using your CRM solution to track your pipeline – and why this is important – regardless of the condition of your CRM solution.
There are a number of reasons why you should manage your pipeline in CRM – ranging from the obvious to the subtle. Here are three of the more important reasons.
So how do you manage your pipeline in your CRM system? An opportunity record may look radically different from one organization to the next. But we have found a few rules that seem to remain consistent everywhere.
Your CRM tool – no matter how old or complex – should allow you to track at least the basics of your pipeline. Combining this with an accurate list of your contacts and accounts is a powerful tool for tracking and improving your sales results.
Additional CRM Sales Rep Quick Tips:
Ask the executives in your organization to request a CRM Executive Briefing.
The complementary paper includes over 12 years of research, recent survey results, and CRM turnaround success stories.
This 60-second assessment is designed to evaluate your organization's collaboration readiness.
Learn how you rank compared to organizations typically in years 1 to 5 of implementation - and which areas to focus on to improve.
This is a sandbox solution which can be activated per site collection to allow you to easily collect feedback from users into a custom Feedback list.
Whether you are upgrading to SharePoint Online, 2010, 2013 or the latest 2016, this checklist contains everything you need to know for a successful transition.