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re: Customer relationship management (CRM) software
Posted on 1/14/25 at 11:17 am to RummelTiger
Posted on 1/14/25 at 11:17 am to RummelTiger
quote:this time a bajillion
Sounds like someone's company didn't pony-up for CRM training.
We purchased Oracle Netsuites recently but allowed the biggest two idiots we could pick to do the implication and roll out and it's been the absolute disaster I said it would be when announced.
By all accounts I believe it could be a great tool if tailored correctly and proper training.... but it's an absolute shite sandwich and the idiots that rolled it out are floundering
2
Posted on 1/14/25 at 11:23 am to SuperSaint
I'd probably say it is more users not doing/paying attention to training and/or management not enforcing training and proper use.
Not saying company doesn't share some of that blame, and they very well may have skimped on it, but i've seen enough implementations where the training is part of the package, but it just isn't well attended by the most important users (salesmen).
Not saying company doesn't share some of that blame, and they very well may have skimped on it, but i've seen enough implementations where the training is part of the package, but it just isn't well attended by the most important users (salesmen).
Posted on 1/14/25 at 11:29 am to Wildcat98USA
CRMs must be heavily customized for each business. If you're company didn't properly invest in customization then its going to be a headache. There is no one size fits all. Every business is different.
Posted on 1/14/25 at 11:40 am to GoCrazyAuburn
quote:
CRM software when actually used by the sales team/management correctly is a fantastic tool, though, assuming it is set up correctly and users actually use it.
a lot of times it is more beneficial for the next guy than it is for the guy using it.
i took over a territory that an old guy ran for decades, hell of a salesmen, but every contact was in a file. Thankfully he was good enough to leave that. Other reps left with everything in their head or business cards in their briefcase as they left the building so the next rep had to start from nothing.
the guy who took over for me had everything in the CRM. Emails, numbers, and purchase history
other sales managers use them for busy work and can be useless time sucks
Posted on 1/14/25 at 11:40 am to Ping Pong
quote:
CRMs must be heavily customized for each business.
Yeah I'm building a home brew currently and nobody than lawyers could use it efficiently and even other law firms may have a different workflow.
A while back when Clio Grow was about $20/month, I wasn't looking at CRM options but I should have gotten it. It integrates with my website provider and answering service so that would help greatly.
However, now I think you can only get Clio Grow by doing a higher-end, regular Clio membership. At one of the top tiers Clio Grow becomes included and I don't think you can get it separately.
Posted on 1/14/25 at 11:46 am to Wildcat98USA
quote:
Is the worst creation ever. That’s. All.
Someone dosen't use Dealertrack...
Posted on 1/14/25 at 11:48 am to Wildcat98USA
I use Veeva for a medical sales role and it works like a charm
Posted on 1/14/25 at 11:52 am to Dire Wolf
quote:
a lot of times it is more beneficial for the next guy than it is for the guy using it.
I mean, yes, one aspect of it is a centralized contact list, but that is far from the main use of it when done properly
The ones I have seen/used, incorprate call tracking/touches, quote management and follow up scheduling, can see open A/R and late payments to help accoutning with cash collection and order hold issues, win/loss tracking, open orders, and those are just the basic things. All things that a salesperson should be doing and tracking anyways, it just centralizes it.
quote:
other sales managers use them for busy work and can be useless time sucks
Bad managers are bad managers, regardless of the software being used.
This post was edited on 1/14/25 at 11:54 am
Posted on 1/14/25 at 11:53 am to lsuchip30
quote:
When it is used to track activity only, then yes it is awful. I will never work for a company that uses its CRM to track activity of its sales professional
I should have stated this. No value other than babysitting at this point. They want fluff, bs etc
Posted on 1/14/25 at 12:09 pm to Wildcat98USA
quote:
When it is used to track activity only, then yes it is awful. I will never work for a company that uses its CRM to track activity of its sales professional
I should have stated this. No value other than babysitting at this point. They want fluff, bs etc
Eh, yes it can be, obviously. There is legitimate value of tracking activity from a company perspective, beyond just seeing what your people are doing.
From the company's perspective for just one example, having a log of when an employee contacted someone, was onsite, etc and what was done or discussed is very valuable in any dispute resolutions. It is something a salesperson should have a log of anyways.
Now, that being said, if all management does is review activity log and focus on that as their only metric for meetings and tracking what someone is doing, that is just bad management. However, a salesperson that isn't comfortable having their activity tracked in a CRM program is just as much of a red flag as a company/management that tries to use that portion of a CRM to micromanage/babysit the employees.
Posted on 1/14/25 at 12:13 pm to Wildcat98USA
We use D365 and it’s a powerful tool if you know what you’re doing.
Deltek sucks
Deltek sucks
Posted on 1/14/25 at 12:17 pm to Wildcat98USA
It really does all suck. These big integrated softwares over promise and under deliver routinely, and usually create as much work as they eliminate.
Posted on 1/14/25 at 12:20 pm to Wildcat98USA
SalesForceItUpYourAss.com
Posted on 1/14/25 at 12:27 pm to Wildcat98USA
Oh a topic I know a lot about, this will be fun as I been in the Salesforce admin/architect space for 10 years now.
Not all companies need a CRM, not all companies need a CRM like Salesforce.
If you have incompetent people in your sales/revenue operation departments and SF admins. It can lead to a shite show quickly.
If your company ever wants to have a full picture of what your customers are, what contracts they have signed with you, etc. You need a CRM. At least for a SaaS company.
Having an enablement team aka training. Is incredibly helpful, but the company has to want to spend for the headcount.
If your company is just using Salesforce to track activities and leads with 40 variations of a status of a lead, it's a waste of time. I would agree with that.
If our sales team isn't going to use Salesforce they don't get paid. Most companies follow some kind of similar carrot approach. If it's not in Salesforce how do we know what you sold.
It's my job so I am very passionate about Salesforce.
Not all companies need a CRM, not all companies need a CRM like Salesforce.
If you have incompetent people in your sales/revenue operation departments and SF admins. It can lead to a shite show quickly.
If your company ever wants to have a full picture of what your customers are, what contracts they have signed with you, etc. You need a CRM. At least for a SaaS company.
Having an enablement team aka training. Is incredibly helpful, but the company has to want to spend for the headcount.
If your company is just using Salesforce to track activities and leads with 40 variations of a status of a lead, it's a waste of time. I would agree with that.
If our sales team isn't going to use Salesforce they don't get paid. Most companies follow some kind of similar carrot approach. If it's not in Salesforce how do we know what you sold.
It's my job so I am very passionate about Salesforce.
Posted on 1/14/25 at 12:28 pm to tide06
quote:
Getting sales people to pay attention to software training is like getting 5 year olds to watch a documentary.
Guilty
Posted on 1/14/25 at 12:30 pm to SuperSaint
quote:
the biggest two idiots
quote:
to do the implication and roll out
The irony
Posted on 1/14/25 at 12:53 pm to tide06
quote:
Getting sales people to pay attention to software training is like getting 5 year olds to watch a documentary.
This.
I was the only sales engineering in my region that paid attention. When we expanded sales force into quoting I had to sit with all the other older sales teams and give them a crash course on everything before revenue dropped due to incompetence in the sales process. Imagine getting a verbal agreement but then stalling the deal because you didn’t know how to submit a quote to initiate the sales order.
Posted on 1/14/25 at 1:20 pm to Wildcat98USA
When used correctly it’s the best tool you can have.
Look away from the big names and into midsized companies. Builderprime, Company cam and Leap. Very affordable and can be customized to your needs.
Look away from the big names and into midsized companies. Builderprime, Company cam and Leap. Very affordable and can be customized to your needs.
Posted on 1/14/25 at 2:44 pm to Mingo Was His NameO
quote:
The irony
Posted on 1/14/25 at 2:48 pm to Wildcat98USA
quote:All the upvotes have been personally victimized by Salesforce's ineptitude
Customer relationship management (CRM) software
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