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.
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.
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