Salesforce or no Salesforce?
Where should SALES live?
CRM (Salesforce) or Off Platform somewhere (insert vendor name)... What is your system of record?
Salespeople have their fair share of "Tribal" tendencies. Some teams and ICs are better at committing deals, logging activities, and uploading notes. Let’s target your revenue team's "experience" to better understand the gaps of what needs to live in your CRM or would be better served off platform.
Here are some tips for keeping your sales process in Salesforce up-to-date:
Assign tasks and deadlines to team members.
Use checklists to ensure that all steps in the process are completed.
Regularly review and update your sales process.
Use Salesforce automation tools to help you streamline your process.
You can keep your sales process in Salesforce organized and efficient, which will help you close more deals and grow your business. Additional things to consider when deciding which sales process should live in Salesforce:
The complexity of the process: If the process is complex, it may be more difficult to track and manage outside of Salesforce.
The frequency of the process: If the process is used frequently, it is more important to have it in Salesforce so that you can easily access it.
The importance of the process: If the process is critical to your business, it is important to have it in Salesforce so that you can track its progress and make sure it is being executed correctly.
At Squivr we target the ability to transition between individuals and teams, share best practices, and put the plan into action - all within Salesforce. We all want to uplevel performance - without learning, logging into, and updating 5 more apps.
The value of keeping users on the system of record vs investing in a completely new platform is a significant factor in the decision process.
#salesforce #sales #salesbestpractices #tribal #squivr
Do we align our process in our CRM?
