One of the questions I was asked after my Catersource presentation on the Sales Pipeline was about which Customer Relationship Management system I recommend. CRMs are a software or cloud-based tool for managing your communication with current and potential clients. They can help organize and track every interaction you have with a customer.
I say “can help” because it’s important to note that the effectiveness of any system you choose will only equal the amount of commitment you make to it. Collaborative features won’t benefit your sales team if some people refuse to adopt the program. Likewise, if you don’t use the program consistently (for example, you casually meet with a client but don’t track it in your schedule), your data will be incomplete.
It is also important to make sure that any system you use is a good fit for your current business model, current volume, and the volume you are projecting in the next few years. You will waste a lot of time switching systems if you outgrow one, and if you’re a small operation, you probably don’t need all the bells and whistles of some of the more complicated systems available.
With those caveats in place, I suggest looking into Salesforce CRM or utilizing the CRM features in Caterease. Both include tools which can greatly benefit a sales team.
Just remember: CRMs are a tool to support your sales effort. They cannot replace the hard work of selling and they should not take time away from your interactions with your clients.