CRM Adoption

The “trick” to getting your CRM utilized to maximum potential is part art and part science. It requires a mixture of selecting the proper platform, integrating with key business functions, supporting your sales process and leveraging simple psychology to motivate your team to want to use/update it habitually.

Process

  • If no formalized process exists, we work with your team to create one that’s repeatable
  • If process is already in place, we utilize a detailed, carefully honed system to create accurate reports and recommendations for key areas of sales and marketing processes
  • Once process is finalized, we will either tweak your existing platform to align/support the process, or we can help you source, purchase and implement a new platform

Platform

  • You will likely benefit from our decades of experience both using and specifying/implementing various CRM platforms
  • We have developed an in-depth, detailed methodology for analyzing critical areas of CRM requirements
  • Once the proper platform is agreed upon, we work closely with your people to ensure it will be utilized to full capacity

People

  • Our team has authored several books on personality typing and how it applies to job performance
  • We will run personality and motivator assessments on each salesperson and then work with you to train each one in a manner that’s both comfortable and effective for each person
  • When we complete the CRM adoption process, you will have a strategy to lead, manage and motivate each one of your salespeople as individuals; shifting you from leading with “position power” to “personal power”. This is called The Platinum Rule… treating others the way they want to be treated!

Other Sales-Growth Services We Offer:

  • Cyrano Sales Support Services (please click here to view our web site)

Cyrano is a done-for-your-reps service that immediately increases sales activities, creates more selling opportunities, ensures that no leads/relationships ever go dormant and requires no new software, no training and—most importantly—salespeople LOVE the service! We support sales teams/organizations, professionals service providers and medical practitioners that offer patients a subscription-based pay option.

  • Platinum Rule® Sales Training (please click here to view our web site)

The Platinum Rule teaches your salespeople how to quickly and accurately assess the buying styles of every single prospect. We teach them how to adapt both the pace and focus of each conversation to increase levels of trust while reducing levels of interpersonal tension. There are four very clear personality types; how many are your reps unconsciously repelling? We can fix this in very short order!