Re: Does CRM suck or do people using the system suck? Looking for guidance on...
Great example, Adrian! This is exactly where I was going. Marketing's job is to help sales be more efficient and we solidify our reputation within the organization by delivering on this promise....
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Thank you everyone so much for your feedback. My biggest takeaway and identified "need" is someone that could fill a sales ops role. While we have good relationships with sales and even good use of...
View ArticleRe: Does CRM suck or do people using the system suck? Looking for guidance on...
Do you know the exact point of inaccurate data entry? Maybe instead of having Sales enter this manually you use a data connector. You can also use a company like Televerde to tele-verify before it...
View ArticleRe: Does CRM suck or do people using the system suck? Looking for guidance on...
Yes, the inaccurate data always comes from manual sales entry. They enter stuff like "Pres", "Prez", or "STREET", "Street", "ST", etc. We're in talks with NetProspex and I like what they can do with...
View ArticleRe: Does CRM suck or do people using the system suck? Looking for guidance on...
I would say it is the process and governance which needs to be looked. You need to build a process and then customize software around it, rather than take a software and build a process around it.
View ArticleRe: Does CRM suck or do people using the system suck? Looking for guidance on...
It might make sense to make them a Contact tied too Account Type = Prospect (as opposed to a contact tied to Account Type = Customer)?
View ArticleRe: Does CRM suck or do people using the system suck? Looking for guidance on...
I have used multiple CRM products over the years, but am now am a SFDC disciple. I do think it is the best out there, but with that said the CRM is still only as good as the data in it and the...
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I think one of the key things to having any CRM project or implementation become successful is user adoption. If sales people view CRM as a chore, with no value, you will always have adoption issues...
View ArticleRe: Does CRM suck or do people using the system suck? Looking for guidance on...
John, Completely agree with you. My post right before yours may not sound like it. As I do believe you need to hold them accountable and go with the creed if it is not in SFDC it doesn't exist. But at...
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Re: Does CRM suck or do people using the system suck? Looking for guidance on...
Required fields ensures mission critical data is captured.
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