Nimble the world of Networking

Subsequently running with a renowned CRM, at my company, we decided to get a stab at Nimble CRM.  I took a trial offer.  It is very sophisticated software.  The approach is straightforward.  You can have the contacts and relevant information on the contacts can be pulled by enabling social media networks.  They have a list of them through which we can import contacts and also allows csv imports.

The most interesting from the sales management perspective is, you can tie all your contacts to Deals.  Tags are a neat means to streamline the whole list of contacts.  Simple customizations are possible on the record/field level.    Other typical functions like activity log, events, and calendars are available.  It also allows Google Calendar Sync.  In general, Nimble could be a single stop to manage communications, deals and social activities that relates to the business.  

Check how nimble works for you

Does Appointment Setting Services help Businesses? 6 Questions to help define an Appointment Setting Strategy

Appointment setting approach has been a model among many mid sized organizations.  But do these services help businesses achieve their goal?  It depends on the business model and the purpose of appointment.  It is given that the result is to discover a need and to align the offering. 

Many businesses choose to outsource appointment setting services and some set up their own team to do the activity.  Here are some questions to help define an appointment setting strategy and a desired outcome.

1. Why do you want an appointment?
2. What does appointment setting means to you?
3. How do you qualify an Appointment?
4. When do you qualify an Appointment?
5. Who is the target industry?
6. Which Job Function, Title is your focus?

Work on getting answers to the above questions. It should open up new dimensions to the overall objective.  Draft a plan and give it a start. 

CRM for Sales Management

Critical to Sales cycle is to understand the leads to opportunities and close ratio. A CRM is to help manage these information and enhance the ability of sales team. Although the software is helpful, a solid sales process is important before deploying a solution.  Many organizations fail to understand this aspect.

For example, a typical sales process is to generate lead, convert as an opportunity, track them and close. Having said that, these has to defined and drafted.  Every individual in the team has to understand the sales process followed and their responsibility.  This helps in playing the game right, monitoring becomes easier by way of dashboards, reports and other relevant metrics on the performance.

The challenge is identifying the right CRM.