Implementing a New CRM Platform
Implementing a New CRM platform is a big step in building out your revenue organization, but most organizations don't spend enough time planing on the front end.
If you're considering implementing a new CRM system or utilizing an existing system such as ConnectWise or Solutions 360 to support your professional sellers, there are a few things you should keep in mind. First, you have to have a sales process. This will make using a tool feel natural to your sellers and if this preplanning is not done, your success rate will be considerably lower. Second, you need to consider how opportunities flow through your organization. What system do you quote with? How do you convert to a project? Who needs visibility? The better you can plan for this, the more your organization will see the benefits of an investment such as this.
As many as 70% of CRM implementations fail.
At Reveueify we are the sales process experts, and we can help you with the preplanning for a CRM system. We have experience with Salesforce, ConnectWise, and Solutions 360. We have been able to help organizations double their win rates, triple managed service attachment, and grow product margins by up to 5% by having a well-thought-out CRM platform. Some of the areas we can help:
Sales Process Creation
CRM Preplanning
CRM and Sales Process alignment
Forecasting
Budgeting
Quota creation
AIM Process (Analyze, Implement, Move forward)
If you are ready to start increasing your win rates, improve margins and drive managed services, contact us today to see how we can align your sales processes and your CRM application to your business goals.