The ecosystem of CRM solutions for sales people seems to be big, and it actually is. But this ecosystem lacks great solutions. While searching for one in a previous company I worked for, it came to my mind that it was impossible to find:
– A simple solution that would not lack important features I wanted
– A solution offering all the features I wanted that woud be really simple to use (and that would give me only the features I wanted)
– A good solution that would not be super expensive
Two main problems are induced by this lack of solution fitting my needs and those of many other professionals. Either people use a solution that is way too complex for the usage they need it for, or they don’t use any solution at all.
Solutions creating problems are no longer solutions
In the first case, you are lost in the middle of 500 expensive features you don’t really need. Most of the time you get big dashboards with tones of data, which are powerful tools to turn analytics into an efficient sales strategy. That’s good. But when you receive a call you don’t have time to look for information, you only have few seconds to answer the phone. You’re on the go, you are in a hurry, you just don’t know who is calling you, or even who you are calling.
Maybe you are good at improvisation and you think it’s sufficient, but it’s not. When you lack real-time information on who you’re talking to, you miss a huge opportunity to sound witty, involved, professional and relevant. Those qualities are worth much higher than a good improvisation.
When there is no solution, there is still a problem
In the second case, you don’t even have a solution. You lose a crazy amount of time writing manually the information you need to know. Back home I spent some times in this case and I can tell you that going through an excel file or a note book to remember who just called you is worse than inefficient.
That’s why we deliver not only simple and readable dashboards for sales people in a hurry but we also deliver real-time information on their phones. Our integration proactively delivers a summary status of the person calling them as soon as their phone starts ringing. In a few seconds, they can see exactly what they need to know to make a successful sales call (last interactions, last notes, contact details from social media, Salesforce, gmail, etc.).
I’m sure you have already experienced this « Sorry, could you tell me what’s your name again » kind of situation that made you lose a potential customer. I have. We almost all have. Our mission is to prevent this from happening again.