Blank Crm: Fill & Download for Free

Hi there!I wanna share with you some tips our Sales Manager at RightHello uses to encourage our salespeople to keep the CRM updated and filled.Remember:Right now your salesmen probably see the CRM as an obstacle to achieve their goals. Why? They were hired to generate the biggest number of sales and filling in forms about customers takes up the time they could use to make more sales. At your employees’ eyes, the CRM actually prevents them from working at maximum efficiency, which is frustrating, especially if they get money for every sale they make.As a sales manager, your job will be to make the use of the CRM as easy as possible for the salespeople. Eventually, your team will understand that the CRM is an essential tool to make their work faster, better, and more efficient.So… Off with the tricks:1) MAKE YOUR FORMS FASTER TO FILL INThe fewer blanks your salesmen have to fill out, the more likely they are to properly add data in CRM aka the easier it is to fill the CRM, the more likely you will get the data you need.Play it simple and you’ll obtain the best CRM achievements from your team.Note: what information is essential varies depending on your industry, but whatever it is, you should analyze your CRM forms and get rid of everything that’s not necessary.2) INTEGRATE YOUR CRM WITH THE OTHER SOFTWARES YOU USESave the time of your salesmen by automating the process of filling in the essential information. Integrate your CRM with the other softwares you use and automatically export as much information as you can from them.Proper fields should be auto-filled with information provided by the prospect in a form on your website. Phone calls with leads should be recorded and automatically pinned in a right place of your CRM. It’s easiest when you are using VoIP or SIP to handle your conversations.It’s also worth to integrate the CRM system with a calendar, which will not only save your team time, but may actually make their work easier by improving next contact scheduling.Big portions of CRM fields could be filled this way. Remember that there should be a way for your salesmen to manually correct those imported data, as there is always a chance of an error during a transfer.3) MAKE THEM UNDERSTANDShow your team that by analyzing the data they put in the CRM, the company creates new strategies leading to more sales and more pay for them. Show how much money they can bring or lose based on this information.This method has a chance to make salesmen appreciate the existence of CRM and to improve your relationship with them.These are some of the hacks we use at RightHello to make the CRM work well. For more tricks you can check out this article How to make your sales team use CRM or you can contact us for advice or if any questions.

CRM systems enhance the flow of any business that uses them. They automate mundane tasks, improve customer retention, and provide you with analytics to better understand your clients and their needs. What’s most important, however, is that it is made with your specific needs and requirements in mind.All about the work of the CRM and who needs it in this article.What is a CRMA customer relations management (CRM) solution is a system that helps businesses track, log, maintain, and interact with customers. While anything that fulfills this function can be considered a CRM system, be it an Excel spreadsheet or a paper notebook, in this article we will focus on a specific type of software.CRM includes a centralized database with all the information about your client that you can possibly need. By providing you with an organized and comprehensive structure you may spend your time selling instead of filling in the blank cells of a Google sheet. In fact, the data shows a 41% increase in revenue among businesses that adopted a customer relations management solution.

While the answers so far are a great list of the SMB CRM's on the market none are actually a good answer to your question.CRM is a broad word these days (there are literally 1000s on the market) that describes a host of software tools that satisfy a variety of business needs. The "Best" CRM is the one that satisfy's all of your business requirements while being easy to use and low in cost.Despite what any of these products say in their marketing, setting up or switching any CRM is hella expensive and a pain in the ass.Best to measure twice and cut onceBefore signing up for 24956234590 different CRM trials and chatting with angsty 23 year old SaaS sales reps, build a detailed requirements document for your CRM.Below is a simple plan for SMB’s to build a CRM req. doc they can use to find the “best” CRM for their business.1. Build an exhaustive list of user stories then prioritize them by how crucial they are to your businessHaving an exhaustive prioritized list of requirements in user story format is crucial to finding the right CRM. Without one you are likely going to over spend, or end up with a tool that doesn’t do what you need (or both). The user story format allows you to keep your requirements jargon free and practical.“As ____ I need to be able to do _____ in the CRM so that I can __________”The fastest way to build out an exhaustive list of user stories is going person by person.List all of the people who will use the CRM (If you have less than 20 people use their actual names, if you have more than 20 start with your roster and break them into groups).For each person/group list all of the user stories for the CRM.As Bob the sales manager I need to be able to view the pipeline of my sales teams opportunities so that I can forecast this quarters sales.As an account manager I need to be able to see all of the phone calls and emails our company has exchanged with a customer so I don’t re-ask questions the sales rep already asked.Repeat for each group but don’t repeat user stories.If you follow this process through to the bitter end you will have a complete list of requirements in user story format. From there sort them by their business impact.2. Build an exhaustive prioritized list of constraints for each end userUnderstanding what your team shouldn’t be able to do is the just as important as understanding what they should be able to do. Security and access in CRM the trickiest aspect to setup and the biggest risk to your business if done incorrectly. A clear understanding of who can do what in your CRM to is the best way to avoid data disasters and unsavory CRM behavior.Repeat the user story process, but this time list what the users should not be able to do. Sort them by how badly your business will be hurt if ____ happens.“As ____ I should not be able to _____ in the CRM so that __________ doesn’t happen”(Yes you can insert some very funny words in those blanks)3. Flesh Out How Your CRM Will Interact With Your Other Business ToolsEvery business has a “stack” of tools that makes their business tick (email, phone, inventory systems, websites, marketing platforms, etc)If you want data stored in or generated by those systems (emails, contacts, inventory, phone calls etc) in your CRM you are going to need an integration.Building integrations sucks. I mean they really, really, really suck. “Integrating" sounds reeeeal sexy and hip until you're stuck staring at a screen wondering why there are 1245 widgets on your shelf and your CRM is telling you there are 304.Your CRM should minimize the amount of custom integrations you have to build to the other business tools you use.Make a list of your other business tools, For each tool list what information you will need to put in your CRM and what information from your CRM you will need in that tool. For each set of information write down what you will use it for.4. Figure Out Who Is Going to Manage Your CRMThe less resources you have available to manage your CRM the simpler it is going to have to be. While this might seem like a no brainer, it is important to keep in the back of your head. If you have a lot of resources you can afford to add more complexity to your tool, if its just you you should sacrifice power/functionality for simplicity.5. Consider how you expect your business to change.As previously stated, setting up and/or switching CRMs is about as fun for you and valuable to your business as doing your taxes online with a dial up connection.Businesses change over time and if your buying CRM you want to plan for these changes to avoid having to refactor or switch CRM’s in the future.Write down where you expect your business to be in the next 1-2 years. If you expect major changes to happen repeat the requirements gathering process (perhaps an abbreviated version) for what you expect your business to look like then.While the above novel might seem like a lot, the end result is well worth it. A good requirements document makes finding the "best" CRM for your business straightforward, gives you a leg up when negotiating with sales reps, and will save you a fair bit of coin down the road.