Trying to get accurate sales data seems like it would be relatively straight forward.  After all, you probably already have a CRM (Customer Relationship Management) tool.  So all the sales team needs to do is keep you informed via that tool regarding where their opportunities are in the sales pipeline.

Unfortunately, while many companies have invested a lot of time and money in the technology behind Customer Relationship Management, most forget about the complexities of support for the people who will use the technology. Over the past 30+ years, we have found that it isn’t technology that breaks down, but rather the people and the processes using them.

Here are a few challenges you are likely facing and how we can help you overcome them:

Not all sales people have accounts to the CRM due to costs so we don’t have complete data.  This is a very common issue.  To overcome it, we don’t use a cost per license model.  It doesn’t matter if you have one sales person or 10,000 your cost with us will be the same.  Even better, we can provide our tool to those sales people who don’t have access to your CRM and integrate our data into your existing tool, giving you the best of both worlds.

We are constantly hiring new sales people and CRM knowledge management is a huge challenge.   At SmartLead, we see ourselves as a Service Provider with Software rather than just Software as a Service (SaaS).  We have implemented a concierge services team comprised of Customer Relationship Management experts who are available to your sales force for questions via phone or email.  This team doesn’t just wait around for questions though.  They proactively monitor reports for trends that indicate a problem is starting to arise well before it is actually a problem, and work with your sales team or sales managers to develop solutions.

We have an independent sales channel who sells many other brands. This is where SmartLead shines.  We have developed our platform to be easier to use than any other.  In fact training a new sales person takes less than 5 minutes. We’ve also developed special services to support the independent channel.  As an example, we can trigger nurturing campaigns based on updates in the CRM by the sales channel.  This essentially tells your independent sales channel that if they give you 30 seconds of their time you will give them a few weeks worth of direct nurturing support to drive more sales their way. When we combine automated nurturing with sales channel support services we have seen an average of 120% increase in sales opportunity follow up.

Our company has a challenge that you haven’t listed here. With over 30+ years of experience we can safely say that we have both seen and solved virtually every sales channel challenge out there.  However, there are so many that it we’d never actually expect someone to read it all. With that said, we would love to speak with you in person if you have some challenges that you would like to find solutions to.

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