Many teams start out without using all the materials available

[nishat@264]

It’s often said that this is the number one reason why CRM implementations fail. It’s not (unless you don’t know the other reasons), but it’s still an important one.

At Salesflare, for example, we have a YouTube playlist "Getting started" available of 14 videos that take just over an hour to watch (at 1x speed).

By watching these videos, you will understand in no time the basics of how CRM works and how you can use it.

Is it worth spending that hour? I think so. This is again a high ROI investment. Just consider the benefits of using your CRM to its full potential.

SOLUTION : Watch CRM tutorials with your china whatsapp data team. Then, hold a basic training focused on how to track information, lead tracking, and how you want to use it as a team. (which brings me to the next challenge )

5. You haven't defined with your team how you want to use the CRM together.
One benefit of using a CRM is better collaboration. Another is improved sales forecasting. Yet another is extracting insights to improve your processes.

None of this is possible if your team isn't using CRM consistently.

If a field, a field option, a stage of an opportunity, ... has a different meaning for different people on your team, this information cannot be used at the team level.

It doesn't have to be difficult. Just discuss it as a team.

Here are some questions you may want to ask yourself:

What does our sales pipeline look like? How do we define the stages? What should we do at each stage?