CRM Implementation

Sick CRM? Get The 5-Step Cure

Roger Van Nuis No Comments

With CRM, 80% of us suffer from low adoption leading to poor ROI-itis. Fortunately, this condition is not terminal and can be fixed by following five easy steps. 

Why Is CRM Adoption So Difficult? First Answer: “Who Is Your CEO for CRM?”

Roger Van Nuis No Comments

Have you invested plenty but still struggle to get adoption and ROI on your CRM?

You don’t have to settle for an underperforming CRM. Use this guide to Identify the issues, detail a path forward and reconstitute your project with a CEO for CRM.

Case Study: Spartan Controls Finds the Right Partner in SalesProcess360 for Their CRM Journey

Roger Van Nuis No Comments

By all accounts, Spartan Controls is a highly successful company.  For over 60 years, Spartan has been successfully providing customers with high performance solutions, industry expertise, lifecycle support, and technical training.  

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.

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. 

Start Slow: The Right Way to Set Up a Pilot of Your CRM Software

Start Slow: The Right Way to Set Up a Pilot of Your CRM Software

Brian Gardner No Comments

The implementation of a new CRM software program can feel like a full-time job. While it may be tempting to push through the implementation quickly to move on to other projects, I highly recommend you roll out your CRM project slowly and grow it from there. One great way to do this is with a pilot, but there is a wrong and a right way to conduct one.

Skeptical senior businessman standing in boardroom

How to Get Executive Buy-in for Your CRM Initiative

Brian Gardner No Comments

Last month, I conducted a webinar on ROI from CRM in partnership with Modern Distribution Management (available on-demand here). Among the questions I received: “What tips do you have for bringing the executive team on board after purchase?”

Listening to Distributors

3 Things I’ve Learned About CRM by Listening to Distributors

Brian Gardner No Comments

As a sales manager for a major industrial distribution company for 15 years before founding SalesProcess360, I gained firsthand experience in establishing successful sales processes driven by customer relationship management.

What Millennials Want: The Latest Tech – Including CRM

Brian Gardner No Comments

We’ve all heard plenty of statistics about how the millennial generation is impacting distributors from the buyer side; the trends of millennials being more likely to buy products online and of millennials having growing influence in B2B buying have attracted plenty of attention.

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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.