DiscoverField Sales Leadership Guide18. 7 things to look for in a CRM
18. 7 things to look for in a CRM

18. 7 things to look for in a CRM

Update: 2023-09-06
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Description

In this episode of the Field Sales Guide Leadership podcast, hosts JT Rimbey and Mary Keough tackle the crucial topic of selecting the ideal CRM for outside sales teams. They highlight the common challenges these teams encounter when adopting and effectively using CRM systems. Mary introduces the core focus of the episode: the seven key attributes to prioritize when choosing a CRM tailored for outside sales.

  1. Mobile First Platform
  2. Customer Lifecycle Management
  3. Lead Generation
  4. Mapping and Routing
  5. Native Integrations
  6. Simplified Onboarding
  7. Ongoing Support

Throughout the discussion, JT and Mary draw from their sales leadership expertise, offering insights and examples relevant to each attribute. Their advice aids sales leaders in selecting CRM solutions that align with the unique requirements of outside sales teams, mitigating challenges associated with CRM adoption.

LISTEN IF YOU ARE INTERESTED IN…

  • Does your CRM surface net new business opportunities? [15:20 ]
  • How native integrations bring your CRM data to life? [25:45 ]
  • Do you need a CRM provider who owns the long-term partnership? [36:12 ]


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18. 7 things to look for in a CRM

18. 7 things to look for in a CRM

Map My Customers