It all depends on the chosen CRM system. There are cumbersome programs, working with which requires experience, time and effort for implementation. There are systems that can be worked with from a browser, so in order to get to the work area, it is enough to register an account and log in. If the specifics of the company involve the selection of software that needs to be fully integrated, then implementation and configuration should be entrusted only to specialists.
An important stage of implementing a CRM system for the purpose of automating sales and increasing the speed of transactions is checking their operation in test mode. First, you should familiarize yourself with the instructions and other training materials, after which testing is carried out, for which you need to:
Form a testing team of several sales managers.
Form a second group of workers that will act in the same way as before.
Discuss with sellers their vnpay database expectations regarding the functionality and convenience of the system.
Make a list of parameters on the basis of which the effectiveness of interaction with CRM will be assessed.
Monitor the performance of both teams over a specified period.
After completing the plan, discuss with those who interacted with the CRM their opinion about the system.
Compare the answers and performance of the testing team with the second team.
If the test group's result exceeded the control (second) group's result, then the CRM system fully meets your requirements. If not, then you should continue searching for the best option.
Download a useful document on the topic:
Checklist: How to Achieve Your Goals in Negotiations with Clients
Working time map as a way to speed up sales
One of the factors that slows down sales processes and prevents them from becoming more efficient is the irrational use of time by employees. The situation can be corrected by using a work time card. Outwardly, it resembles a simple to-do list indicating the period spent on each task.
The work time card must be checked at least once a month, and more often. All actions of the seller during one work shift must be reflected in the document with a clear indication of the moments. For this reason, a person from outside is brought in to track the activities of managers. As a rule, he is introduced into the team under the guise of an intern. In this case, the managers will not suspect a secret agent in their team. At the end of the "intern's" work, the manager will have the work time cards of each employee. In the process of analyzing the received material, the periods spent on performing certain actions are summed up, after which all tasks are divided into four categories:
the main ones, which consist of the direct sale of goods or services;
non-core, that is, internal tasks, for example, negotiations with management, drawing up a plan, etc.;
personal, which includes breaks, communication with colleagues and everything that is not related to work;
related, that is, indirectly affecting the sale of goods or services.
Based on the data from the work time cards, the manager can see which specialists can be eliminated without causing much damage to the company's operations, which people will work together more effectively, and how to adjust the work schedule so that the main process receives the most time. The result is that sellers perform their duties more effectively, which has a positive effect on the speed of closing deals.
Advice. Without further ado, conduct an asses