Why use an online sales CRM tool?

Have you made the shift to an online sales tool?  If not, it is time to consider it.

Right now you may be thinking, “I’m doing fine now.  Why would I want a CRM tool?”

Well, let’s think about that for a minute.  You probably use Microsoft Outlook for email.  You probably have a lot of good reasons for it:

  • You’re comfortable with the interface
  • It does a good job of managing folders and mail
  • It even synchronizes with your smart phone

But it isn’t enough.

“Why?”, you might ask.

Quite simply, because it wasn’t designed with relationship management in mind.  When did you last contact a customer?  How often have you spoken to them?  Did you complete the follow up activity you promised?  These things are hard to see in Outlook.  To compensate, we end up carrying mental maps of all our customer relationships in our head, and we use Outlook to support us by searching for past emails.  Anytime you want the details, you have to fire up the laptop and search for your information. Ever try to do that in an airport while checking in for a flight?

This is baggage we can all do without.

Instead, you should consider using a tool that provides the insight you need to manage your relationships.  A tool that provides the information you need right when you need it, whether at your desk or on your phone.

I can hear your protests already, “I’ve tried CRM tools before and they’re hard.”

I’m sure you have.  And I’m sure they were.  Many CRM tools, online or off, were built for other purposes than to support the salesperson.  They were built for call centers.  They were built for reporting.  They were built for management.  Very few were built with the salesperson in mind.

Astounding, isn’t it?  You were hired with the express purpose of managing and improving relationships, yet they didn’t give you a tool to help you do your job.  Instead, they gave you a tool that was built for someone else.  And now they pressure you to use this tool, despite the fact that it doesn’t really help you sell.

Times are changing.

SalesGoals.com has been built for salespeople.  It is easy to use.  It is pre-configured when you start.  It syncs with your iPhone, but lets you keep your customer contacts separate from your personal contacts.  Oh, and it lets you make updates on the road straight from your phone.  So the people in the office are updated immediately.  And you don’t have to open the laptop once you finally get home to play catch up.

So you can wind down.  Do something fun.  Go play with the kids.

What better reasons can we offer?

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