How to sell Data Entry to Your Sales Team

If your team understands the huge benefits the guidance the CRM provides with only 3 minutes of attention per day, they’ll buy into it. And, the data will be inputted. If the data are accurate and kept up to date, developing dashboards and delivering reports becomes the easiest aspect of any CRM. They’re amazing tools if the data are there.

Using the CRM, it takes minutes at most to complete this task. And the actual data entry involved (i.e., apart from the call itself) can usually be completed in just seconds.

Managing Opportunities that may be going stale.

Everybody loves having a lot of Opportunities in their Pipeline, but often we see the same ones sitting there over and over. To maintain a healthy Pipeline, these stale Opportunities need to be freshened up. Doing so is quick and simple:

On the streamlined Dashboard the salesperson will see the average Aging days of Active Opportunities. If this number is a much higher than the target set, the salesperson needs to see why. To do so, they simply click on the Aging number, see the list of active Opportunities being worked on with the number of days next to each, and take action on those that are over the target.

This may be to recycle the deal back to another stage if the salesperson feels it has gone cold, or maybe schedule a task if they have a plan for what to do next with the client. Whatever the salesperson decides to do is only a click away.

It may take a minute to brainstorm ‘next steps’, but the actual data entry takes only seconds to complete. That’s a short amount of effort that leads to a potentially huge payoff.

Managing Your Closing Ratio

Or the salesperson might see on the Dashboard that their Closing Ratio is lower than the target set. What do they do? Simply click on the Closing Ratio number, and a list of lost and won deals pops up. The salesperson can then review the lost ones to see if there are any trends that explain the failure to close those particular deals.

For example, maybe the source of the Opportunities appears to be the culprit. That information allows the salesperson to brainstorm actions that can be taken to deal with the problem.

To get the information takes mere seconds. Identifying trends and brainstorming solutions is then up to the user.

The Importance of Tailoring Your CRM Dashboard

When it comes to your Dashboard, the most important thing to remember is to tailor the Dashboard with your goals squarely in mind: Decide first on your goals, then streamline the Dashboard to prioritize the meeting of those goals.

This minimizes the amount of data your salespeople will need to enter and makes the process of daily task completion and data entry as painless as possible for them — ensuring that you’ll get the biggest bang for the buck out of your CRM.