SalesProcess360 Blog

New CRM Consulting Client: Caltrol Inc. of Las Vegas

Roger Van Nuis No Comments

SalesProcess360 has entered into a CRM consulting agreement with Caltrol Inc. of Las Vegas. 

Working closely with the Caltrol CRM team and all key stakeholders, SP360 will audit their current sales processes and CRM needs, and produce a detailed implementation strategy to elevate performance, customer service and resulting ROI.   

New Client: Vinson Process Controls Selects SP360 to Elevate Customer Value on Existing CRM

Roger Van Nuis No Comments

SalesProcess360, LLC has entered into a CRM consulting contract with Vinson Process Controls Inc.  Working closely with the Vinson CRM team and all key stakeholders, SP360 will audit and review their current CRM and produce a detailed plan to elevate performance and resulting ROI.     

New Client: Ramsey Industries Selects SalesProcess360 to Boost Customer Value Through Existing CRM

Roger Van Nuis No Comments

Ramsey IndustriesSalesProcess360 has secured a CRM consulting contract with Ramsey Industries. Working closely with the Ramsey CRM team and all key stakeholders, SP360 will audit and review their current CRM systems and produce a detailed plan to fully elevate their CRM performance and resulting ROI.      

Get ‘Sales Cowboys’ to Buy-In to CRM

Brian Gardner No Comments

It’s always difficult to get everyone on-board with new technology. CRM is no exception. In fact, distributors, reps and manufacturers often face a challenge in getting “sales cowboys” to embrace CRM. Some worry that Big Brother wants to look over their shoulders. Some just resist a change to their regular routines.

Team Selling. It Can Be Your Competitive Edge.

Brian Gardner No Comments

When speaking at conferences and I ask what is the definition of “Team Selling” I always get sharing in the responses. The word I rarely get is Leveraging. I believe companies can achieve a competitive edge by sharing and leveraging information. CRM is built for being the repository for information to be shared and leveraged. It is in CRM’s wheelhouse. The question is, who on your team is involved with sharing and leveraging information?

Are Your Hunters, Hunting or Farming?

Brian Gardner No Comments

How can focused account profiling promote business growth?

Last week during a CRM roundtable webinar I hosted with MCAA, we discussed ways to use CRM data to make better business decisions. One of the hot topics was Account Profiling and how using a 4-dimensional approach can help grow your business volume with focus on where your sales team should spend their time. You may say, “We have a profiling system and we grade our accounts.” In my experience, the information is usually only 1-dimensional; basing it off current or the past years business volume and not growing volume. This is where the 4-dimensional approach becomes invaluable.

Visibility – The WHY That Helps Drive Your ROI

Brian Gardner No Comments

I’ve found through my talks at different meetings typically 70-80% of those in attendance are using some type of CRM within their company. And that only 10% feel they are getting ROI out of their CRM. One of the factors that lead to success is setting the stage for WHY from the beginning…including getting management buy in.

CRM is a Revenue Generator – Not a Cost

Brian Gardner No Comments

Many companies, including industrial manufacturers, distributors and representatives tend to view any kind of technology investment as a cost. Part of that stems from the need to budget the investment, which is typically done under the eye of the CFO.

Steps illustration

3 Steps to Better Opportunity Management

Brian Gardner No Comments

Last week, I hosted an online CRM best practices roundtable in partnership with the Measurement, Control and Automation Association (MCAA). We covered a variety of topics, but tracking opportunities on the front end of the sales cycle was a dominant theme. Below, I’ve compiled a few opportunity management tips from the session for those who weren’t able to attend this members-only roundtable.

Desktop analytics graphic

3 Tips for Setting Up Your CRM Dashboard

Brian Gardner No Comments

Modern CRM systems collect large volumes of data that can be used to better manage people, products, business opportunities and more. Without the help of filters and views to make sense of these data, though, it would be overwhelming if not impossible to draw any useful conclusions from them. 

SalesProcess360 Videos featuring Brian Gardner

Get insights based on decades of experience in industrial markets, including why you should think beyond outside sales, how to take a proactive approach to sales opportunities and how to let sales process drive your CRM wish list.