Maximizing Sales through the Ultimate Tracking Software

Every small to mid-sized business owner would love to know how to effectively keep a pulse on their marketing and customer service efforts. The common barrier that all companies run into is how to cost effectively measure and control this process.

How will you keep track of the marketing and sales efforts of every department so you don't create redundant work for everyone? From the inception of a marketing campaign to the lead; from the lead to the opportunity; from the opportunity to support issues, how are you monitoring this process universally at your company today?

Think of it: you could pin down how many times you talked to a potential customer; how many times you shook their hand; how many deals you've won or lost. After all, if you cannot measure your marketing campaigns and support issues, you will not be able to effectively improve or control your business processes, making it difficult to drive your business to the next level.

The answer to this business process challenge for most companies has been to use CRM software (Customer Relationship Management). Using a CRM enables you to manage relationships with the people you meet and service.

But before you run off to look into the CRM solution for your company, you must consider the five following most common pitfalls associated with this methodology in order to plan accordingly so you can effectively build the relationships that drive sales.

Culture Change:
Upper management must believe in why this initiative is taking place. They must express to the rest of the company how important the process is so that everyone in the company takes an active role in making the CRM solution a success

Buy-In:
In order to understand how the system will function, it's critical to put together a company "task force". This group should consist of the employee's that will be using the CRM on a daily basis in order to put together a list of requirements. Make them feel apart of the process so they will welcome the change once the CRM is put into place and be excited to use it.

Training:
Proper training on effectively using the CRM is crucial to your success.

Consistency:
Honoring and respecting the CRM is key. The more information you put into the CRM, the better your reporting will be.

Accountability
Enforce policy by making the users accountable for quantitative results they produce. Let them know that performance will be measured by the informational reports that come out of the CRM, such as whether people are hitting quotas, setting realistic projections, or addressing customer support issues in a timely manner.

Achieve break through performance to the common barriers of cross-communication in your organization. Cost effectively measure and control the most important asset every business owner must understand: your customers. After all, if you are not effectively measuring weak areas, you will not have the critical information you need to improve and control.

Anthony Licate is the President of Spidernet Technical Consulting, LLC (http://www.spidernetconsulting.com), a computer consulting firm located outside Philadelphia, PA. If you have further questions regarding whether a CRM is right for your company, feel free to email him at: aj@spidernetconsulting.com or call: 215.508.1036.

In The News:

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Palestinians survey a kindergarten destroyed after an Israeli air strike in Gaza January 8, 2009. (Mohammed Salem/Reuters)AP - The U.N. Security Council called for an immediate cease-fire in Gaza, but an intense bombardment of missiles from Israeli jets and helicopters early Friday and a barrage of Hamas rockets indicated there may be no quick end to the fighting.



Rep. Jack Franks (D-Woodstock) votes to recommend the impeachment of Illinois Gov. Rod Blagojevich to the House during an Illinois House Impeachment Committee hearing Thursday, Jan. 8, 2009, in Springfield, Ill. The committee voted unanimously to recommend impeachment putting the matter before the full house.  (AP Photo/Seth Perlman)AP - Gov. Rod Blagojevich faces almost certain impeachment by the Illinois House, a historic step that would trigger a trial to determine whether the Democratic governor should be tossed out of office.



President-elect Barack Obama speaks about the economy at George Mason University in Fairfax, Va.,  Thursday, Jan. 8, 2009. (AP Photo/Charles Dharapak)AP - Lawmakers are under orders to finish action on President-elect Barack Obama's nearly $800 billion economic recovery plan by mid-February. But already it is plain that a set of serious fissures need to be bridged if the bill is to be completed within five weeks.



Pay Equity pioneer Lily Ledbetter addresses the Democratic National Convention in Denver, Tuesday, Aug. 26, 2008 file photo. Democrats are ushering in what they believe will be a new labor-friendly era in Washington with House votes on two bills aimed at helping women fight pay discrimination in the workplace. The House was to vote on the bills Friday Jan. 9, 2009, and they could reach Barack Obama's desk soon after he enters the White House.  One of the bills, the Lily Ledbetter Fair Pay Act, is a response to a 2007 Supreme Court decision that made it more difficult to sue over past pay discrimination.  (AP Photo/Ron Edmonds, FILE)AP - Democrats are ushering in what they believe will be a new labor-friendly era in Washington with House votes on two bills aimed at helping women fight pay discrimination in the workplace.



A sign instructs job seekers at the California Employment Development Department in Sunnyvale, Calif., Tuesday, Jan. 6, 2009. The country lost nearly 2 million jobs through November and more bad news is expected this week when the government releases data on weekly jobless claims and December unemployment. No matter how bad those numbers are, and economists expect at least another 500,000 jobs were lost last month, the pain is stretching into 2009.  (AP Photo/Marcio Jose Sanchez)AP - Trying to survive a deepening recession, employers are cutting their work forces to the bone, leaving more Americans unemployed and with dim prospects of finding a new job any time soon.



In this Monday, Dec. 29, 2008 file image provided by Greenpeace, coal ash slurry left behind in a containment pond near the Tennessee Valley Authority's Kingston Fossil Plant is shown  in Harriman, Tenn., after the dyke at left broke Dec. 22, 2008. Millions of tons of toxic coal ash is piling up in power plant ponds in 32 states, a practice the federal government has long recognized as a risk to human health and the environment but has left unregulated. (AP Photo/Greeenpeace, Wade Payne)AP - Millions of tons of toxic coal ash is piling up in power plant ponds in 32 states, a practice the federal government has long recognized as a risk to human health and the environment but has left unregulated.



In this Dec. 5, 2006 file photo, Leon Panetta, then a member of the Iraq Study Group, walks into a Washington hotel.    (AP Photo/Kevin Wolf, File)AP - President-elect Barack Obama is completing his national security team by announcing his unusual choices for CIA director and a national intelligence director who may face tough Senate confirmation questioning over how he confronted the Indonesian military when civilian massacres were occurring in East Timor.



In this Dec. 1, 2008 file photo, Defense Secretary Robert Gates, second left, speaks as Vice President-elect Joe Biden, left, President-elect Barack Obama; and Secretary of State-designate Hillary Rodham Clinton, far right, listen at a news conference in Chicago.  (AP Photo/Charles Dharapak, File)AP - Just minutes after George W. Bush took the oath of office eight years ago, he signed papers formally nominating 13 Cabinet-level officials. Several hours later, the Senate, meeting in a special Saturday session, confirmed seven Cabinet secretaries, including the heads of the key posts at State, Treasury and Defense.



Florida's Tim Tebow celebrates during the fourth quarter of the BCS Championship NCAA college football game against Oklahoma in Miami, Thursday, Jan. 8, 2009. Florida defeated Oklahoma 24-14. (AP Photo/Mark Humphrey)AP - Tim Tebow enjoyed the battering-ram runs. He liked the old-school jump pass. Drawing a rare penalty, that really made Tebow's day. With No. 1 Florida about to finish off No. 2 Oklahoma 24-14 for the BCS championship Thursday night, Tebow was flagged for unsportsmanlike conduct.



Freida Pinto backstage with the best picture award for 'Slumdog Millionaire' at the 14th Annual Critics' Choice Awards on Thursday Jan. 8, 2009 in Santa Monica, Calif. (AP Photo/Dan Steinberg)AP - The critics have spoken, and "Slumdog Millionaire" is their final answer.



Jaclyn Holt (R) fills out an application form at a job fair organized by the New Hampshire Employment Security agency in Salem, New Hampshire December 17, 2008. (Brian Snyder/Reuters)Reuters - U.S. employers probably cut the most jobs in at least 34 years last month as the global economic crisis gathered pace and moves by policy makers took time to filter through to struggling companies.



Egyptian citizens look at rising smoke during Israeli strikes at the Gaza Strip, in the Egyptian border city of Rafah January 7, 2009. (Asmaa Waguih/Reuters)Reuters - Israel pushed ahead with its two-week-old offensive in the Gaza Strip, ignoring a U.N. Security Council resolution calling for an immediate ceasefire.



Reuters - A report being released on Friday alleges that the U.S. Treasury has failed to reveal its strategy for stabilizing the financial system, not answered questions asked by a government watchdog, and has done nothing to help struggling homeowners, the Wall Street Journal said.

A pressure gauge is seen at a Ukrainian gas compressor station in the village of Boyarka near Kiev January 9, 2009 (Konstantin Chernichkin - UKRAINE/Reuters)Reuters - Europe sought a swift restoration of gas supplies on Friday after striking a deal with Moscow on monitoring gas shipments via Ukraine that have been halted by a pricing dispute with Kiev.



People taking the Long Island Foreclosure Tour arrive at a foreclosed home for sale in New Hyde Park, New York in this May 17, 2008 file photo. Citigroup could soon agree to principles that would let troubled borrowers save their homes through bankruptcy, sources familiar with the talks said on Thursday, while industry groups are easing their opposition to the plan. (Shannon Stapleton/Reuters)Reuters - Financial giant Citigroup Inc will support a proposal in Congress to rewrite U.S. bankruptcy law to help troubled mortgage borrowers avoid foreclosure, Chief Executive Vikram Pandit said on Thursday.



Illinois Governor Rod Blagojevich gestures as he announces former Illinois Attorney General Roland Burris as his choice to fill the vacant U.S. Senate seat of President-elect Barack Obama during a news conference in Chicago, Illinois December 30, 2008. (Frank Polich/Reuters)Reuters - A legislative committee on Thursday recommended the impeachment of Illinois Gov. Rod Blagojevich, citing widespread abuse of power including allegations he tried to sell the U.S. Senate seat vacated by President-elect Barack Obama.



Timothy Geithner (R), pictured in Chicago, November 24, 2008. (Jeff Haynes/Reuters)Reuters - President-elect Barack Obama's economic team is urgently overhauling the $700 billion financial rescue package to broaden its scope beyond Wall Street, The Washington Post reported on Friday.



Usama al-Kini, Al Qaeda's operations chief in Pakistan, is pictured in this undated FBI Most Wanted photograph. Al-Kini, also known as Fahid Mohammed Ally Msalam, and a top aide are believed to be dead, a U.S. counterterrorism official said on January 8, 2009, in what appeared to be the latest results of a campaign targeting the militant group's leadership. Operations chief al-Kini was thought responsible for attacks, including the bombing of a Marriott hotel in Islamabad that killed 55 people in September, and an unsuccessful attempt to kill former Pakistani Prime Minister Benazir Bhutto, who was later assassinated in a separate attack, the official said. (FBI/Handout/Reuters)Reuters - Al Qaeda's operations chief in Pakistan and a top aide are believed to be dead, a U.S. counterterrorism official said on Thursday, in what appeared to be the latest results of a campaign targeting the militant group's leadership.



US Secretary of State Condoleezza Rice speaks to an unidentified aide during a Security Council meeting at the United Nations. Israel and Hamas have launched heavy air strikes and rocket attacks on each other, ignoring a UN Security Council order on the warring rivals to end their conflict.(AFP/File/Timothy A. Clary)AFP - Israel and Hamas launched heavy air strikes and rocket attacks on each other Friday, ignoring a UN Security Council order on the warring rivals to end their conflict.



A man carries firewood in the suburbs of Sofia, Bulgaria. The European Union demanded that Russian gas supplies to Europe resume immediately now that details of a mission to monitor the flow through Ukrainian pipelines have been agreed.(AFP/Dimitar Dilkoff)AFP - The European Union demanded Friday that Russian gas supplies to Europe resume immediately now that details of a mission to monitor the flow through Ukrainian pipelines have been agreed.




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