25 CRM & Sales Productivity 'Must Haves' For Growing Your Business & Keeping Your Customers...

Click here to load reader

  • date post

    17-Oct-2014
  • Category

    Business

  • view

    1.345
  • download

    0

Embed Size (px)

description

Considering how productivity impacts all levels of a company, it’s worth having people and tools that can make all elements of the sales world operate smoothly. Base is designed to significantly boost your team’s sales productivity and give you the core sales tools you need to grow your business. We'll explore 25 features that are included in Base that will bolster your productivity. From how you manage your rolodex to where you can work to how you assess your performance, learn how Base can make you a lean, mean, productive sales machine. In this 32-page ebook we'll discuss: 'Must have' strategic sales management features How to effectively manage your customer relationships The tools you need to prospect, organize and qualify leads Why mobility changes the way you sell What features are important in a sales & CRM platform to bolster productivity Start improving your sales productivity today - download your free ebook now. For more information, visit http://www.getbase.com and http://www.resources.getbase.com

Transcript of 25 CRM & Sales Productivity 'Must Haves' For Growing Your Business & Keeping Your Customers...

868-415651828-6.pdf

25CRM & SALES PRODUCTIVITY MUST HAVES

FOR GROWING YOUR BUSINESS & KEEPING YOUR CUSTOMERS HAPPY

Introduction

Chapter 1 - Sales Management

1. Accurate And Visual Sales Tracking

2. The Ability To Set & Measure Goals and Quotas

3. The Ability To Assign Teams and Regions

Chapter 2 - Customer Management

4. Unified Customer Experience

5. Contact Cards That Give You A Complete Picture

6. Accounts Tied To Contacts

7. Appointments (Coming Soon!)

8. Ability To Customize, Filter and Tag Info (Without Needing Third-Party Dev)

Chapter 3 - Lead Management

9. Lead Tracking

10. Easy Lead Conversion

11. Lead Capture Form That Links To Your CRM

12. Snag Full Profiles Directly From Facebook and LinkedIn

Base is your secret weapon for making sales reps 10x more productive and

sales managers 10x smarter - learn why.

Presented by Base

Table of Contents

Chapter 4 - Mobility

13. Native Mobile Apps

14. Oine Access

15. Geolocation - Locate Your Contacts, Leads & Deals On A Map

16. Mobile Reporting

Chapter 5 - Reports & Analytics

17. Insights Dashboard

18. Visual Reporting

19. Sales Forecasting

20. Call Analytics

Chapter 6 - Voice & Calling

21. Make and Receive Calls Right In Your CRM

22. Call Recording

23. Automatic Call Logging

Chapter 7 - Email Automation

24. Complete Integration

25. Google App & Outlook

Chapter 8 - Conclusion

Presented by Base

Base is your secret weapon because people actually want to use it.

Productivity is name of the game for sales experts in any field. To perform at the highest levels youre capable of, you need to make the most of your time. Its also not just about the individual. A sales rep who is productive means better service for clients, and happier customers mean more deals. Plus, being more productive keeps the entire sales team moving forward, making progress toward quarterly and annual goals.

Considering how productivity impacts all levels of a company, its worth having people and tools that can make all elements of the sales world operate smoothly.

Base is one of those important tools. Its designed to significantly boost your teams sales productivity and give you the core sales tools you need to grow your business.

In this ebook, well explore 25 features that are included in Base that will bolster your productivity. From how you manage your rolodex to where you can work to how you assess your performance, heres how Base can make you a lean, mean, productive sales machine.

Presented by Base

Sales Productivity: The Key to Better Business

For a busy sales executive, one of the biggest ways to impact your productivity

is to approach to sales management strategically. Whether youre in charge of

agents hitting the pavement or a manager overseeing operations in the office,

Bases approach to sales management includes features that save time and

maintain focus. Take a look at the essential sales management experiences in

Base that will make your reps 10x more productive and you 10x smarter. Base

sales management software gives you the core sales tools and information you

needtogrow yourbusiness such as:

1. Accurate And Visual Sales Tracking

Sales tracking is how you follow the development of deals through their

lifecycle. Every deal you close should move through a well-defined and

predictable sales process. This should be the backbone of your sales team. We

wrote in greater detail, a 6 Step Plan To Manage Your Sales Pipeline.

With Base, you have a written and visual representation of how your clients are

moving through the sales funnel. See exactly where each opportunity stands in

1

Presented by Base

4

Sales Management

the simple drag-and-drop interface, which can be customized to fit your

companys specific steps. For reps, tracking helps you stay on target because

youll always know exactly where you stand with your assigned deals. This is

great information for managers, too, since you can coach your team effectively

and make sure the rightopportunities receive attention at the right time. With

Bases easy drag-and-drop interface, you can move deals to the next stage

seamlessly so your sales pipeline is always accurate.

Sales tracking with Base gives you a detailed picture of exactly where you and

your team stand. When you know the status of each opportunity and which

opportunities your team members are pursuing you can coach them effectively

and help them focus on the rightopportunities.

2. The Ability To Set & Measure Goals and Quotas

Sales pros need to stay focused on the final result. Achieving the desired

outcome with any given customer means setting goals and quotas to serve as

benchmarks for your progress. Goals keep you and everyone on your team on

track.

Presented by Base

5

Base helps you communicate goals and quotas with your team and allows you to

track everybodysprogress. Its a valuable tool for aligning the sales team around a

shared objective. To use the feature, select Goals from the navigation bar in Base.

Assigning goals and quotas of dierent amounts to dierent players is easy in

Bases straightforward, intuitive interface. After the goals are set, youll see a quick

view of where you stand whenever youre at the Dashboard screen.

Measuring performance demands setting specific, measurable, attainable and time

based sales revenue goals. The Sales Revenue Goals report allows you to set

revenue based sales goals for your team and track the progress. Forecasted

revenue will show up in a lighter shade of green or red and the on-track flag paces

you to meet your goals.

Presented by Base

6

3. The Ability To Assign Teams and Regions

A great sales team needs to be organized. Just as dierent units and divisions

in the military have certain strengths or specialties, your sales sta is

composed of teams. Base allows you to segment contacts and deals while

giving access to all of the information your people need on the

samedashboard.

This is a huge boon for managers. With Bases visual permissions setup tool,

you can easily organize your teams privileges so everyone has access to the

right info without extraneous clutter. Assign visibility to individuals, peers,

superiors, divisions, or whatever classification works best for your company.

The organizational chart in Base also gives managers a birds eye view of the

flow of information for easy changes and updates.

Building this type of organizational structure into your CRM and sales

productivity tool ensures that everybody has the information they need for

their jobs. Sales management should be a team-wide idea. When everyone on

the team is using the same system, youll all be in sync. No questions about

whos on point for a project, no distractions in the tools.

Presented by Base

7

After youve got control of how to track your sales processes, turn your

productive focus outside your company. A great CRM and sales productivity

tool should make things simple for customer management; after all, its built

right into the tools name. Base can make sure that your customers always feel

like your top priority.

4. Unified Customer Experience

Think about what makes your top customer unique. What are her quirks?

When is her birthday? Whats her top priority for her business? What is her

companys mission? Knowing all those details about her and her work is part

of why your relationship succeeds.

To apply that level of insight and understanding to one client is well within

your grasp. But to obtain it across a full suite of dozens or hundreds of distinct

people and deals, youll need a little help.

2

Presented by Base

8

Customer Management

Base has your back. You can store every note, every document, every file re-

lated to each one of your clients. Store it all and be able to retrieve exactly the

intel you need in just a few taps. Think of it as an extra memory bank for track-

ing and managing those essential insights to facilitate a seamless customer

experience.

5. Contact Cards That Give You A Complete Picture

When you open a contact card in Base, you can see the call history, notes and

contact details for the individual you are working with, as well as all of the

related contacts at that persons company. You can also easily review all of the

activity tied to thataccount, from calls to notes to emails.

Presented by Base

9

By gathering all the pertinent business and personal information in one

contact card, your reps can know everything in minutes. Whether youre just

brushing up on the details before an important call or the deal is being

passed on to a new person, maintaining these contact records is crucial to

the health and longevity of customer relationships.

6. Accounts Tied To Contacts

Its important to have contacts and accounts tied toget