Event description

The workshop consists of two main parts:

• What factors affect the performance of the team?
• The role of CRM & ERP solutions in assessing and supporting the sales performance of the team.

The labor market is increasingly fierce that many people have to say: “Recruiting talented people is a war…” Companies pay high salaries, invest in a recruitment team or organize free training programs just to recruit salespeople, but the actual number of hired employees is still lower than demand. Therefore, to ensure sales KPIs are still achieved, we need to improve the productivity and efficiency of our sales team.

Application of technology and customer management solutions (CRM & ERP) is an mandatory solution for the company to manage, measure efficiency and business strategy in various functions such as Sales, Marketing, Services. But successful application is a difficult problem, and the fact that 95% of businesses stop using or deploy ineffectively after 6 months. So what is the main reason for the unsuccessful use:

• Recruitment: It is difficult for an enterprise to recruit a good salesperson and offer a suitable salary, especially in the first 3 months of the probationary period. This is considered a risk and can cause financial waste due to the fact that wage costs have not been used effectively.
• Job management: It is impossible to control the sales team activities in each stage, resulting in employees constantly repeating mistakes or inefficient ways of working, and this is extremely difficult to improve. The consequence is not to create customer satisfaction and lose existing relationships.
• Information management: Managers usually only know a small part of information in the sale process, and this information is also very fragmented. When not fully provided with information about ongoing activities, it will lead to inconsistency and inaccuracy in measuring business performance.
• Managing short-term goals: Short-term goals are often overlooked because long-term goals are more preferred, while they directly affect customer satisfaction. Since then it will certainly affect long-term goals.

When businesses adapt an appropriate CRM & ERP system, the ability of efficiency measurement will be significantly improved:

• CRM & ERP systems will enhance Sales performance and track the entire Sales process.
• CRM & ERP system will help sales staff classify, prioritize potential customers and hot deals.
• CRM & ERP system will make reading data become easier by visual presentation.
• CRM & ERP system will automate tasks and track the automation to export report for users.
• CRM & ERP system will increase accuracy of sales successful prediction rate.

By utilizing the functions of top CRM & ERP software such as Salesforce or Zoho, the management can track and understand sales team performance in each specific stage. Then, the management can control and support staffs better in making decision stage.

In this workshop, we aim to share with you our knowledge on exactly how to do that on Salesforce and Zoho Platform. Wolf Solutions believes that your sales performance will increase up to 50 – 100% if you join and capture the knowledge of CRM & ERP we share at this workshop.