We have already warned you of the pitfalls when setting your indicators. Properly setting up the correct CRM indicators for your company is imperative for tracking your teams' business performance and designing an overall business strategy. Of course, you are an expert in your field of activity, but will this be enough to put in place business indicators that work? If you are uncertain, this is where your CRM integrator comes into play, but not all are the same. Here are some tips to help you choose your future CRM integration partner.

We've previously discussed the power of good CRM indicators for tracking sales performance, but they can be used at a larger scale to help define your company's overall strategy and future strategic decisions. Of course, the indicators you choose will vary based on your company's profile. Beyond the 10 CRM indicators we provide in this blog post to help supervise your activity and build your business strategy, we encourage you to create your own indicators that will reflect your activity, your customers, your company. Consult with the various teams and departments of your company, and of course... Your CRM integrator!

CRM indicators can be used by businesses to track employee performance, especially the performance of sales teams. The number of clients visited each week, total production hours sold, customer satisfaction index; these are just some examples of possible CRM indicators. Whether measured daily, weekly, monthly or annually, commercial activity management indicators make it possible to collect the actions and individual results of each of your salesforce representatives. But some businesses make the mistake of monitoring too many useless, overly specific or irrelevant CRM indicators. In this post, we offer 5 essential CRM indicators that are essential to manage sales activity and challenge your team.

You have a CRM project and want to have some indicators in order to manage your activity. Good idea! CRM indicators can be great for improving your organization's overall strategy and performance. If you take the time to define the right CRM indicators, involve your teams in the process, and avoid rushing, you will be able to manage your commercial activity efficiently. But there are several common pitfalls that can lead to bad CRM indicators. Indicators that will not help your business. In this blog, we will give you seven things to avoid to prevent these bad CRM indicators.

Digitization, synergies, human, goals; four words that mean a lot for the management of your sales force. As we will explain, each word represents an important aspect of salesforce management. It is important to stay on top of the best practices as the industry evolves. As a leader of a new sales team, we know you are determined to improve your team and company's performance, but it is important to establish some ground rules for long term success. We discuss more regarding these four words and sucessfully managing your sales force in this blog post.

Even though ERP systems typically feature sales, administration and accounting modules they are often underused in an SME context. There are several good reasons to operate your sales and accounting with an ERP. It'll make staff more productive and efficient as their more time consuming and menial tasks will be automated and operations will be more streamlined. If Leia was a sales manager she would agree. You can't get it all done alone. You need the right tools to help reach your goals sooner. We cover the benefits of ERP for your accounting and sales department in this blog post.

Optimize your interactions with customers and prospects and get a 360° view of all your customer information. An all in one solution for your sales department could potentially have a great impact on their performance. But this view isn't unanimous. Some sales representatives may not see the benefits of a complete ERP solution. The idea of an ERP with a built-in CRM system may still be a mystery to them. In this blog post we feature Darth Vader. With a stubborn determination and the willingness to do anything to meet his targets, he embodies the (sales) Force of the Empire and obviously uses an ERP with a high-performance CRM solution!

You understand all of the benefits that a CRM can bring to your company. You've already thought it through and you are about ready to start your CRM project. There is a lot of bad advice circulating the web, some of which you may want to reconsider before integrating a CRM software into your SME. In this blog post, we address ten pieces of advice that you shouldn't follow as well as some counterpoints that will be more beneficial to your company's CRM project. We want you to have a successful CRM integration. And of course, Captivea is here to support!