CRM Consulting

What is a CRM?

CRM stands for “Client Relationship Management”, a powerful tool that helps sales teams reach their highest potential through tracking and reporting on client relationships and activities.

Numerous factors can affect a client relationship, including:

  1. Collections calls
  2. Vendor problems
  3. Delivery issues
  4. New product offerings
  5. Promotions

Therefore, a good system should track:

  1. Account and contact management
  2. Call planning and recording results
  3. Opportunity tracking
  4. Task, quote management
  5. Communication management 

I've heard CRM systems fail a lot

They often fail, but largely because of bad implementations. CRM systems fail when they aren’t being used effectively. Often, their powerful tools excite managers and technology leaders, but implementing a CRM can be challenging. Managers can overfocus on the tools themselves, which leads to less-than-successful implementations.

The most advanced software systems in the world are hardly useful if they aren’t widely adopted and used effectively. When you partner with Focus Ten Consulting for your B2B CRM implementation, you’re working with a team that understands how to put process first and adapt tools to your reality.

Why do I need a CRM?

Your sales team is good, but they could be exceptional with the right system. With proper implementation, you efficiently manage your existing relationships and more accurately predict what is coming down the pipe. A user-friendly CRM empowers both staff and clients.

With decades of combined experience in the manufacturing and distribution industries, Focus Ten helps you with the complicated process of maximizing relationships with existing clients and potential new business.

What makes a good implementation?

A good CRM system allows to easily interact with their data, provides insights to potential blind spots, and keeps leaders abreast of their team’s activity. Often, CRM is approached as a “one-size-fits-all” solution. However, a good CRM reflects the existing sales processes and behaviors within your organization. There are a host of CRM systems in the market today, Focus Ten Consulting works with you to find the best CRM solutions for specific needs.

How does Focus Ten help with CRM implementation?

We start by assuming your sales team is already proficient at their jobs – that’s why you hired them! Their sales processes have brought them success and comfort, and we understand they might be reluctant to make changes to that process. We use our descriptive discovery techniques to find out how your firm is successful at selling. We know and recognize that there is more than one sales process in any firm, so we model a sales process that respects these differences, which also harmonizes with your sellers’ sales processes.

Ready to Start?

We’re here for you and ready to listen. It all starts with you reaching out.

Looking for a user-friendly solution to manager your relationships easier? Find out more about how TDF CRM by White Cup can help you make faster, fact-based decisions about your customers and sales opportunities!

TDF CRM by White Cup

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