Tag Archives: CRM Pipeline Analysis

5 Pitfalls of Do It Yourself CRM Trials

Free Demos often concentrate more on how fast you can copy over what you are using now e.g. an excel spreadsheet as opposed to identifying the objectives you need to drive results. CRM changes everything: without changing your process and updating objectives is this the reason for the epidemic of such low CRM success rates?

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CRM Adoption: Simplify for maximum impact.

The job of modern selling now demands a number of practical skills, CRM is one of them. Here are some ideas at how MosaicCRM makes CRM a more harmonious tool more in sync to how people sell, and what they need to sell, to improve adoption success.

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Bias plays a huge role in sales predictions.

CRM analytical data is rarely configured for optimal ‘bias’ applications e.g. learning what customers want to buy at this very moment. CRM data is often seen as information overload when in fact just the opposite is true.

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Dumb Customer Questions

Get you customer to stop tinkering and make a decision. Learn how Account Rating, Opportunity Aging and Automated Fallback systems can help.

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