Please Read CRM and Leave Me Alone!


Begin rant here…

If you look at it from the perspective of the sales representative, one of the principal benefits of CRM (and I’ve selected, implemented, and used them all – Microsoft CRM, Salesforce.com, Oracle CRM, Sugar, you name it)  is creating a “book of record” for opportunities and client touch points. 

I know where my opportunity stands.  I know the sales stage we’re in.  I know the people making the decision.  I know our allies and our detractors.  I have all my correspondence to and from our buyers.  I have the latest feedback from the  influencers.  I’ve documented our partners on the deal. Ditto the competition. I know our relative strengths and weaknesses.  And, here is the coolest part – SO DO YOU!  In fact, everyone in the organization has this information in one, centralized spot.

This is why my pet peeve is doing perpetual deal reviews for various members of a pursuit team – catching them up.  As the Sales Rep, this consumes  untold cycles of my time.

If you want to know about a deal, please go review the notes on it in CRM! 

Otherwise, why am I doing this typing?  (I’m the one who already knows this information, remember?)

…Rant ended

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2 thoughts on “Please Read CRM and Leave Me Alone!

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