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How to Use a CRM System the Right Way
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An Oracle study found most salespeople would rather clean toilets than update the CRM. So why do we love to hate CRM software and what can we do about it?
In this episode of Key Account Management in Action, I'm joined by Sam Wilcox, Managing Director of Tribecto Automations, who specializes in CRM & Marketing Automation.
We discuss problems and solutions with CRM software and how to use it effectively. And we explore why sales and key account managers find the CRM so difficult.
🔖 CHAPTERS
00:00 Introduction
01:58 Don't think like a salesperson
04:03 Why salespeople hate CRM software
07:52 Is the CRM the problem? Or lack of automation?
09:53 Don't overuse CRM automation - sales is still a human-to-human process
10:29 CRM data is only as valuable as the decisions it enables.
13:29 Why small business has the CRM advantage over big business.
17:09 It's time to challenge the CRM software and not the people
19:43 How to design your CRM: what you want isn't what you need.
25:11 How to manage your CRM and not let it manage you.
28:22 Useful resources
32:30 Best advice: be intentional with your time
37:51 Final word
⭐
Warwick Brown
Founder | Account Manager Tips
NOTE: The video and description may contain affiliate links. If you click on a link, I may receive a commission. Money earned helps to support my channel.
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💡 THE KAM CLUB
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📚 RESOURCES
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👋 CONNECT WITH ME
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📞 CHAT WITH ME
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🔗 ABOUT ACCOUNT MANAGER TIPS
Helping organisations grow client revenue, reduce churn and get things done by giving their account management teams the tools and the mindset that gets results.
---------------
#amtips #keyaccountmanagement
In this episode of Key Account Management in Action, I'm joined by Sam Wilcox, Managing Director of Tribecto Automations, who specializes in CRM & Marketing Automation.
We discuss problems and solutions with CRM software and how to use it effectively. And we explore why sales and key account managers find the CRM so difficult.
🔖 CHAPTERS
00:00 Introduction
01:58 Don't think like a salesperson
04:03 Why salespeople hate CRM software
07:52 Is the CRM the problem? Or lack of automation?
09:53 Don't overuse CRM automation - sales is still a human-to-human process
10:29 CRM data is only as valuable as the decisions it enables.
13:29 Why small business has the CRM advantage over big business.
17:09 It's time to challenge the CRM software and not the people
19:43 How to design your CRM: what you want isn't what you need.
25:11 How to manage your CRM and not let it manage you.
28:22 Useful resources
32:30 Best advice: be intentional with your time
37:51 Final word
⭐
Warwick Brown
Founder | Account Manager Tips
NOTE: The video and description may contain affiliate links. If you click on a link, I may receive a commission. Money earned helps to support my channel.
---------------
⏯ SUBSCRIBE
---------------
💡 THE KAM CLUB
---------------
📚 RESOURCES
---------------
👋 CONNECT WITH ME
---------------
📞 CHAT WITH ME
---------------
🔗 ABOUT ACCOUNT MANAGER TIPS
Helping organisations grow client revenue, reduce churn and get things done by giving their account management teams the tools and the mindset that gets results.
---------------
#amtips #keyaccountmanagement
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