Event description

This workshop, proudly brought to you by Wolf Solutions, features:

• Why is measurement important in sales?
• The role of CRM & ERP in maximizing performance measurement features

Application of technology and customer management solution CRM & ERP is an almost mandatory solution to manage and measure the efficiency and business strategy in many different functions such as Sales, Marketing, Services. But to achieve success is a difficult problem, and the fact shows that 95% of businesses stop using or report ineffectively after 6 months. Below are the main reasons for the unsuccessful use:

• Employers will be hard to recruit a good salesperson. Because offering a right salary is difficult to determine, especially in the first 3 months of the probationary period. This is considered a risk and can cause financial waste because the cost of investing in salary fund has not been used effectively.
• It is impossible to control activities of the sales team in each stage. This results in the sales staff/team repeating the same sales actions over and over again without improvement. This would dramatically decrease customer satisfaction and relationships.
• The management usually has the knowledge of small and different parts of the sales pipeline. Failure to provide adequate information about ongoing activities will lead to inconsistency and inaccuracy in measuring business performance.
• Short-term goals are often overlooked due to the focus on long-term goals. Meanwhile, short-term goals directly affect customer satisfaction. Since then it will certainly affect long-term goals.

By using an efficient CRM & ERP system, measurement features and performance are augmented by way of:

• CRM & ERP systems enhances Sales performance and tracks that performance increase.
• CRM & ERP systems filters and tracks leads quality, enhancing customer data quality.
• CRM & ERP systems simplifies and makes reading data representation visuals easy.
• CRM & ERP systems automates tasks and tracks that automation to report to you.
• CRM & ERP systems increases sales predictions accuracy.

When assessing a sales force’s performance, management normally only pay attention to the sales figures. This is definitely an essential measurement of performance, but the nature of sales is that of a lagging indicator. Hence, as sales managers/leaders, it is extremely important to create indicators to track the activities that is needed in the present, to prepare for tomorrow’s sales. Which would also mean, sales management would definitely need to possess multi-level factors to forecast future sales successes, such as a sales pipeline.

By using the capabilities of good CRM & ERP software such as Salesforce and Zoho, the management would be able to control and manage the whole sales landscape. Via tracking and comprehending the sales performance of the sales staff/team, added with detailed overseeing of tasks that are linked to every stage of the sales pipeline, the management would be able to exert effective and efficient control of the sales decision making process.

In this workshop, we aim to share with you our knowledge on exactly how to do that on Salesforce and Zoho Platforms. Wolf Solutions believes that your company’s sales efficacy will increase from 50% to 100% , if you are able to follow the techniques and grasp the specialized CRM & ERP knowledge that will be shared with you in this workshop.