CRM for Managers
Updated: Feb 15
Give your managers the tools they need see what their team is working, measure the effectiveness of the sales reps, report on revenue and potential revenue, and support their team.
Help your sales managers sell more: Build your CRM for sales managers. Or if you are a sales manager building your CRM. Identify the gaps in your sales process, understand your leads and where they are in the sales process and be able to close more deals.
Make your sales team more effective: Give your sales manager the tools they need to support their sales team and make them more effective. The sales manager can see where everyone is in the sales process, understand the potential revenue for each deal and how long each deal has been open.
Challenge: Managers can't always see what their reps are working on with with customers Solution: The CRM integrates with email, phone and chat to give managers and reps a 360 degree view of each customer and the conversations they have with sales.
Ditch the spreadsheets
Challenge: Managers often work from a spreadsheet to see which deals their teams are focused on.
Solution: Visualise each deal at each stage of the sales process, see which deals need attention and which are on track
Evaluate your team
Challenge: Sales reps are often evaluated on sales alone but managers can't always see a problem until its too late Solution: Evaluate sales based on emails sent, calls made, appointments scheduled, tasks completed, sales revenue, win/loss rates and any other metric within the CRM