If you want to be able to improve on your results you must be able to measure your results at each stage of the process

1. The Value of the CRM System
Customer Relationship Management System

2. CRM Defined

3. And why
do I want
to add
this to
my
already
busy day?

5. YOU CANNOT FIX WHAT YOU
CANNOT MEASURE

6. Knowing how many prospects are in
each stage also helps you identify
where your leakage occurs
Knowing your actual won Vs lost numbers are
critical if you want to improve.
Most salespeople think that they close a higher
percentage than they actually do

7. Leads are not prospects and
are not in your sales funnel
until you convert them into
an actual appointment
Knowing where the lead
came from helps you
understand where to focus
your energies

8. Recordings of all telephone
communication minimizes the
chance of forgetting anything
Knowing where the
contact came from helps
you understand where to
focus your energies

9. Having recordings of calls, copies of proposals
and emails in one place

10. Benefits of The CRM System
• Snapshot of your current pipeline
– A shot of reality
• Record of Win/Lost
• Identify where the prospects came from
• Identify what sales propositions open the most
opportunities and which are easiest to close
• Makes it easy to identify where in the process your
sales are breaking down
• Complete record of all contacts with prospects and
customers (can include telephone conversations

11. Mel Schlesinger
336-525-6357
Schedule an Appointment to Talk
http://mels.youcanbook.me