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Why CRM’s are holding 
your sales team back , 
and what you can do about 
it. 
@jamesepember 
@spartasales
Ah, the trusty CRM. The sturdy backbone of every 
sales team. The workhorse. 
The storage for all our sales data. 
The holy mecca of sales enlightenment, helping us 
to close more deals with all that great information 
right at our fingertips. 
@jamesepember 
@spartasales
IF ONLY SALES PEOPLE WANTED TO USE THEM!!! 
@jamesepember 
@spartasales
CRM’s are built for sales managers, not sales people. 
Sorry to the makers of this software…
Why do reps dislike CRMs? 
•CRM’s feel like a mandate from above, so sales reps 
feel they are being strong-armed. Reps think 
managers use CRM like Big Brother, to micro-manage, 
and not as a tool that helps them. 
! 
•It’s too time consuming to enter data after a busy day. 
They don’t see how it benefits them personally or 
has money-making impact. 
! 
•Sales people love interacting with customers, not 
CRM programs. They’d rather be out selling and 
closing deals than logging a bunch of info. 
http://blog.capterra.com/6-things-salespeople-hate-about-crm-and-what-can-change-their-minds/ 
!
Before we start, let’s look at what motivates sales people 
Source: http://sales20network.com/blog/?p=467
OVER 60% of what motivates sales reps has 
NOTHING to do with cash. 
“Making progress” = 40% 
“The thrill of the chase” = 14% 
“Recognition” = 9% 
@jamesepember 
@spartasales
“Ok, I get it - carrots and sticks don’t necessarily motivate 
my team. What’s this got to do with CRM?” 
@jamesepember 
@spartasales
“Does your CRM system provide feedback to 
the user on the progress they are making – or 
is is just used for data entry to supply 
management with whatever reports they 
need.” 
Source: http://sales20network.com/blog/?p=467 
Question time…
If we agree that the best salespeople are motivated by 
recognition and personal development (and not just cash), 
we must also agree that traditional sales support software 
is failing us. 
@jamesepember 
@spartasales
So what’s the answer? 
@jamesepember 
@spartasales
THROW OUT YOUR CRM! 
@jamesepember 
@spartasales
Just kidding :) 
! 
CRM’s are important and they aren’t going 
anywhere. 
The key is to realise that your CRM is not a tool to 
drive performance, energy and motivation 
amongst your sales team. 
@jamesepember 
@spartasales
What can I do then? 
Try using leaderboards and gamification to drive 
performance, energy and motivation amongst your 
team. 
@jamesepember 
@spartasales
Why leaderboards? 
Leaderboards 
drive: 
1. Transparency 
2. Real time 
feedback loops 
3. Recognition 
@jamesepember 
@spartasales
Summary 
• CRM’s are important, however they are not tools to 
drive energy, results and motivation on the sales floor. 
• In order to get your team focused, motivated and 
performing - use leaderboards, gamification and non-financial 
motivators to drive accountability, 
transparency and recognition on your sales floor! 
• If you’re looking for an easy way to get started with sales 
gamification and leaderboards, sign up for a 2 week free trial 
of Sparta at http://www.spartasales.com 
@jamesepember 
@spartasales

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Why CRM's are holding your sales team back (and what you can do about it)

  • 1. Why CRM’s are holding your sales team back , and what you can do about it. @jamesepember @spartasales
  • 2. Ah, the trusty CRM. The sturdy backbone of every sales team. The workhorse. The storage for all our sales data. The holy mecca of sales enlightenment, helping us to close more deals with all that great information right at our fingertips. @jamesepember @spartasales
  • 3. IF ONLY SALES PEOPLE WANTED TO USE THEM!!! @jamesepember @spartasales
  • 4. CRM’s are built for sales managers, not sales people. Sorry to the makers of this software…
  • 5. Why do reps dislike CRMs? •CRM’s feel like a mandate from above, so sales reps feel they are being strong-armed. Reps think managers use CRM like Big Brother, to micro-manage, and not as a tool that helps them. ! •It’s too time consuming to enter data after a busy day. They don’t see how it benefits them personally or has money-making impact. ! •Sales people love interacting with customers, not CRM programs. They’d rather be out selling and closing deals than logging a bunch of info. http://blog.capterra.com/6-things-salespeople-hate-about-crm-and-what-can-change-their-minds/ !
  • 6. Before we start, let’s look at what motivates sales people Source: http://sales20network.com/blog/?p=467
  • 7. OVER 60% of what motivates sales reps has NOTHING to do with cash. “Making progress” = 40% “The thrill of the chase” = 14% “Recognition” = 9% @jamesepember @spartasales
  • 8. “Ok, I get it - carrots and sticks don’t necessarily motivate my team. What’s this got to do with CRM?” @jamesepember @spartasales
  • 9. “Does your CRM system provide feedback to the user on the progress they are making – or is is just used for data entry to supply management with whatever reports they need.” Source: http://sales20network.com/blog/?p=467 Question time…
  • 10. If we agree that the best salespeople are motivated by recognition and personal development (and not just cash), we must also agree that traditional sales support software is failing us. @jamesepember @spartasales
  • 11. So what’s the answer? @jamesepember @spartasales
  • 12. THROW OUT YOUR CRM! @jamesepember @spartasales
  • 13. Just kidding :) ! CRM’s are important and they aren’t going anywhere. The key is to realise that your CRM is not a tool to drive performance, energy and motivation amongst your sales team. @jamesepember @spartasales
  • 14. What can I do then? Try using leaderboards and gamification to drive performance, energy and motivation amongst your team. @jamesepember @spartasales
  • 15. Why leaderboards? Leaderboards drive: 1. Transparency 2. Real time feedback loops 3. Recognition @jamesepember @spartasales
  • 16. Summary • CRM’s are important, however they are not tools to drive energy, results and motivation on the sales floor. • In order to get your team focused, motivated and performing - use leaderboards, gamification and non-financial motivators to drive accountability, transparency and recognition on your sales floor! • If you’re looking for an easy way to get started with sales gamification and leaderboards, sign up for a 2 week free trial of Sparta at http://www.spartasales.com @jamesepember @spartasales