Tuesday, February 28, 2012

Won Opportunity – CRM celebration
Salesman just closed an opportunity in the CRM as a win. What was CRM's reaction for that update? How the management would react to this info if it was a phone call or a text message?

CRM is all about winning deals. Actually, any organization main target is winning deals. When a deal is being closed in the system, it should be clear that an amazing thing just happened. Does your system give that feeling to its sales team?

CRM gives you the ability to react immediately and to be very focus on the message you deliver. Not like adding new contact or update a task, closing a deal in the system should be treated like the best thing that can happen within the system borders.

Use the CRM to increase the influence of a win. When it is still fresh, ask the sales rep to share his winning experience.  Try to allocate the main reasons for this particular win. Leverage this win in order to win similar opportunities that are stuck in the pipeline.

Make all the organization part of this win. Notify the rest of team with this event. Mark this opportunity and post it on the company's dashboard for the rest of the week. With the help of the management, give the salesman the recognition he deserves and by doing so, motivate the rest of the team to close their deals as well.

Closed Won... How did you do it?
Closed Won... Show the rest of the team how they should work.
Closed Won... We are happy to have you on our team!

Celebrate a win! This is what it's all about and with CRM, it was never so easy

Ignore a win and you are missing a huge advantage of this system

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