Resolv Inc.

January 2007 Newsletter

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Resolv Inc.

821 E. First Ave.

Appleton, WI  54911

 

Phone:

(920)730-1300

 

E-mail:

info@resolvcrm.com

 

We’re on the Web!

www.resolvcrm.com

Achieving CRM Success with Sales Enablement

By: Luke Russell 

Productive salespeople have a huge impact on a company's success or failure. But in terms of helping salespeople become more productive, sales force automation has had mixed results. Typically instituted from the perspective of sales management, the emphasis has been on sales pipeline management and forecast­ing. Now, a new approach to driving sales productivity is emerging which focuses on optimizing the productive interaction between salesperson and customer. This sales enablement approach addresses what is often a thin line between business success and failure—delivering consistent high-quality customer service.

Sometimes this means remembering as small a task as sending an e-mail to a prospec­tive customer, sometimes it is more significant, such as making sure a proposal is delivered on time.

Sales enablement is targeted to meet the needs of both senior management and sales­people. This article will outline how sales enablement is an important central compo­nent of successful customer relationship management (CRM) strategy, distinguishing it from traditional sales force automation.

An Industry of Transition

Historically, sales force automation was aimed at improving the efficiencies of sales management. It relied on features such as solid forecasting and tools which made the pipeline easy to see and administer. Less important features included a few usable screens for salespeople and automation of some processes to improve sales efficiency and productivity. From the perspective of senior management, the top enterprise leaders had the necessary transparent window into sales.

While there were notable successes in larger enterprises, salespeople universally resisted sales force automation, seeing it as not much more than allowing senior management visibility into what they were doing. The tools that sales force automation provided, while valuable to management, were not salesperson friendly. Acceptance by sales personnel was less universal than desired.

However, sales force automation has provided a valuable lesson: For CRM to succeed, salespeople must use it with enthusiasm. And that hinges on a system which delivers sales productivity benefits and a user-friendly interface.

Usability vs. Functionality: First Things First

There has been ongoing discussion about CRM usability versus functionality. Functionality is defined as the feature set of any given application. Yet, a function or feature itself has no real value for a user unless they put it to use. Inclusion of hundreds of functions without regard to their overall or individual value does not necessarily produce a better CRM experience.

What makes a CRM application viable is the usability of key features. This is far more important than the total possible functions in the application. Useless or little-used functions increase the price and complexity of an application and reduce the viability of the CRM project. However, the number of functions is often positioned as the signature

value for sales force automation applications. If the value of a function is relative to the user, how do you determine which are useful and which are useless?

The cardinal principle of salesperson acceptance is embedded in individual self-interest. That does not mean corporate interest, departmental interest, or sales force interest. It means that which makes a single person a supportive participant. If the individual receives value from the CRM system then they will use it. If not, they won't.

How do you please each individual in a sales environment? Simply put, there is no way every­one can immediately be satisfied with a sales automation system. That is reality. However, a good sales automation system will provide a benefit to the sales division and support the “greater good.”

User Acceptance and Usability

Productive salespeople understand success is more than a qualified lead or closing an important contract. There has been an increasingly sharp understanding that a customer relationship begins by nurturing a target account into an inquiry, then an opportunity. And, most organizations find relationships considerably more profitable after the initial sale.

This understanding is leading to a change in sales force automation and toward the sales enable­ment approach. Traditional sales force automation is targeted to the vice president of sales, sales directors, or others who are interested in pipeline management. Although substantial functional­ity has been aimed at the salesperson, it has frequently been rejected as difficult to use or not useful at all. CRM customers are demanding revamps to their applications to make them more useful for their sales personnel.

What changes make CRM more useful for salespeople? Here are some of the features most likely to be used regularly by the majority of sales people. In other words, those features which are in their self-interest to use:

  • Clean, Easy-to-Use Interface
  • Effective Account Management Tools
  • Easy Integration with Familiar Desktop Applications Like Outlook and Word
  • Seamless Integration with Back Office
  • Adaptable and Flexible Business Process Capabilities
  • Tools that Enhance Interactions with the Customers
  • Personalization So That Individuals Can Have a System That is “Theirs”
  • Mobility for the Mobile Sales Force

 

Automating the sales organization is almost always the first task of any CRM initiative for a small or mid-sized company. Nearly 90 percent of successful CRM implementations include sales automation. Over 90 percent of the CRM users are sales people—sales force enablement is a critical outcome for any CRM effort. The sales enablement value chain works like this: first salespeople accept the system, then sales force productivity increases. Finally, sales force pro­ductivity drives sustainable sales performance.

You can deliver a tool which provides your salespeople value and usability. In return, you will have a system people actively use and which benefits the entire organization. If a CRM solution is on the radar screen for your company, be sure emphasize sales enablement.


Resolv Seminar Series Continues

The Executive Dilemma:

Marketing is From Mars; Sales is From Venus

 

A CRM Seminar for Business Leaders

Marketing and sales working together to achieve a common goal always improves the bottom line; yet, it’s not uncommon that marketing and sales speak different languages.  They have different goals, different definitions of what a lead is, and different expectations of the other department’s role.  During this seminar we will discuss how to bridge the gap between marketing and sales.  We will look at each department’s role in lead generation, qualification, and sales.  Finally, we will delve into follow-up processes and the importance they play in tying the two departments together. 

  •  Lead Generation whose responsibility is it? 
  • Where does marketing end and sales begin?
  • Differentiating between two versions of reality, marketing and sales.
  • What qualifies a lead?
  • What defines an effective lead follow-up process?

 

CRM ROI – Can You Achieve It?

 

A quick look at how companies are achieving ROI in CRM implementations.  We will discuss where to start determining ROI for your CRM implementation and discuss when and how to implement CRM.  We will also cover how to measure ROI and what to expect in the first year.

  • Where are other organizations finding ROI?
  • Should you implement CRM for process improvement?
  • Roadblocks to achieving ROI.
  • What is the value of a customer? 

 

Complimentary breakfast seminar - 7:30 am - 10:30 am

 Seminar Dates:

Oshkosh, WI  - February 7, 2007

Green Bay, WI  - March 22, 2007

Milwaukee, WI  - May 9, 2007

Fond du Lac, WI  - August 16, 2007

Appleton, WI  October 10, 2007

 

Register now  1-866-737-6581  www.resolvcrm.com 


Enhancing Productivity with Mobile CRM:

Customer Relationship Management to GO!

Complimentary Seminar in Chicago

Thursday, February 1 - Hyatt Regency O’Hare

To Register - Click Here

You are invited to join executives from Sage Software and Research in Motion (RIM), makers of the wildly popular BlackBerry® devices, for an exciting, informative executive seminar. We will discuss and demonstrate the latest developments in Mobile Customer Relationship Management (CRM) technology. Plus, you’ll hear from executives at companies already reaping the benefits of providing their management and field staff with rich, interactive customer information on their handheld devices.

At our seminars, you’ll gain important insights, meet industry leaders and network with colleagues. Plus:

  • Listen to companies like yours discuss their experience with Mobile CRM from Sage and BlackBerry®.
  • Enter a drawing for one of three free BlackBerry® Pearl™ devices.
  • Every attendee will receive an executive gift package.

 

Speakers

Dave Batt

Paul Briggs

SVP & General Manager,
Global CRM
Sage Software

BlackBerry Business Solutions -
CRM
Research In Motion, Inc.


Skyline Exhibits – Seminar Series

Complimentary Seminars in Green Bay

Hosted at:
Skyline Great Lakes

780 Bayland Ct.

Green Bay, WI  54304

[ map ]

January 18th at 9:30 a.m. – Maximize Your Trade Show R.O.I.

1:30 p.m. – Designing Effective Trade Show Exhibits

 

What you'll learn at Maximize Your Trade Show ROI Seminar:

·         Why Exhibiting Belongs in the Marketing Mix

·         Setting Measurable Objectives

·         Measuring Your Performance

·         Selecting Shows and Spaces that Work

·         Designing Exhibits that Support Your Mission

·         Promoting Your Participation

·         Budgeting for Success

·         Successfully Staffing the Show

 

What you'll learn at Designing Effective Trade Show Exhibits:

  • Four questions that will focus your design
  • Using exhibit design to promote branding
  • The four domains in the trade show environment

 

Who Will Profit From Attending:

  • Marketing, Sales & Advertising Managers
  • Directors & Vice Presidents
  • Presidents, Owners & CEOs who want more from their trade show investment
  • Innovative Trade Show Managers
  • Ad Agency Designers, Principals, Creative & Production Managers with clients that exhibit

 

To Register:

www.skyline.com/seminars


March SalesLogix User Group

Save the Date – Wednesday March 14, 2007

Who Should Attend:
SalesLogix Users and System Administrators

If you are not a SalesLogix user:  

Please come and talk to other SalesLogix users and see how SalesLogix can assist you with your business needs.

 

What is a User’s Group:

The SalesLogix user group is a great place for SalesLogix users to exchange ideas and ask questions of each other and an experienced SalesLogix consultant.  Meetings consist of a presentation on a featured topic, followed by “what’s new” with SalesLogix, and a question and answer period.

 

Location:  To be determined

 

Register for the User Group:

e-mail info@resolvcrm.com

 

Cost:  No Charge – Lunch is included


SalesLogix Tips & Tricks

How to get column totals and a Pivot Table when you Export a group from SalesLogix.

 

SalesLogix will automtically create a Pivot Table when a group contains any columns that are formatted as Fixed, Currency, or Integer.  The excel sheet will contain an extra sheet with the pivot table and field list.

 

 

The excel sheet will also contain totals for each column that is formatted as Fixed, Currency, or Integer.

 

Note: To format a column in a group – edit your group – go to the layout tab – right click on your row and choose Format – and your desired format.  If a group contains a column with numbers that is formatted as NONE, a pivot table and totals will not show in the excel sheet when exported.


KnowledgeSync Tips & Tricks

 

Allocating no space for a field in an alert message if its value is null
In some cases, you may have a KnowledgeSync query that retrieves many fields of data from an underlying database, and some of those fields (under certain conditions) may have no value in them (are null). If, in an alert message, you wish to test to see if the value of a field is null and (if so), allocate no space to that field within the alert message, you can use the tilde (~) character as in the following formatting:

{CommentCode:15+~}

 

http://www.vineyardsoft.com


Our Referral Program

Resolv LLC is always looking for referrals, but what bonuses do you receive if you give us a referral?

 

  • 1 Year Referral commission of 3% of every payment we collect from the customer
  • Infinite Referral commission of 1.5% of every payment we collect from the customer

 

To Read More on our Referral Program, Click Here