Just talk on your phone! The ultimate CRM date entry solution.
Speak in your sales meeting information wherever you are, whatever you are doing. Take a few minutes to talk in your information, hang up your phone, and get back to selling.
WHY DOES CRM NEED TO BE ANY HARDER THAN THIS?
At the airport lounge/boarding area.
Pulled off for a moment by the side of the road.
In a quiet café having a cup of coffee.
In a quiet park near the customer offices.
While walking down the sidewalk while going to the rental car.
In the truck just before leaving the customer yard.
THE ULTIMATE MOBILITY APP – Anywhere, anytime.
Just dial the number, speak in the information, hang up, and get on with selling and making money..
SIMPLE! FAST! CONVENIENT! EFFECTIVE! MORE THAN SUFFICIENT!
From the point of view of the sales rep, nothing could be easier. They love to talk, they are on the phone continuously throughout the day, and getting the reporting done while moving between sales appointments is a dream come true.
MANAGERS –
Forget user CRM adoption problems!
Forget compromised CRM databases, with missing or bad information
Forget time and expense (steep learning curve) required to teach CRM keyboarding requirements
Forget management frustration from being left out or blindsided by missing information
Forget upset customers because commitments and promises made by sales reps are forgotten and not followed through on.
Forget significant loss and return on investment on the expensive CRM system.
VOICE + PHONE – WHY DOES CRM NEED TO BE ANY HARDER THAN THIS!
The Collaboration Curve – ‘World of Warcraft’ players improve their performance by leveraging a broad set of discussion forums, wikis, databases, and instructional videos that exist outside the game….The more players participate and interact with World of Warcraft’s knowledge economy, the more valuable its resources become, and the faster players increase their rate of performance improvement. Said more generally, the more participants in number – and interactions among those participants – you add to a carefully designed and nurtured environment, the more the rate of performance improvement goes up….In nearly all of these group efforts, rapid leaps in performance improvement arise as participants get better faster by working with others. This is called ‘the Network effect’ (see right for picture). These leaps in performance describe the shape and power of the collaboration curve, a new force in our professional and personal lives” (Hagel, Brown, Davison, “Introducing the Collaborative Curve,” Harvard Business Review, 2009).
Two things we might surmise from this statement: (1) the sales rep is not reporting his sales meeting information immediately or regularly, and (2) the sales manager isn’t reading reports anyway, as he doesn’t seem to notice the missing information until a month has gone by.
We encountered a sales rep who was writing this statement at the bottom of each of his daily sales reports: “If there is anybody out there reading this, please give me a call at (phone number).” For over a month, no one responded and he kept adding this statement to his reports. When we flagged this to senior management and they went checking with the sales manager, they found that the sales manager was so busy doing his own paperwork and tasks that he didn’t have time to read the sales reports and respond to them. He was fired on the spot because of his failure to understand organizational priorities.%20Report.jpg "We are seeking to be SSAE 16 SOC 3 certified")
Only the sales rep out in the field, sitting in front of Ron, can hear and learn and understand Ron’s response. Only if the sales reps is able to report what he learns in an open cRM voice-based dictation system is management in anyway to learn about it through their CRM system.
The only value of the CRM database comes from a continuous flow of current, accurate, and complete information into the databases from the sales team. Missing, bad, incomplete, or biased information, strictly numerical information with no sense of context or background filling CRM databases is a tremendous threat to management effectiveness.
Voice-based CRM data entry system, enters a PIN or security ID number, and then, in an open dictation system, speaks in all of the information from the meeting. All of the facts, observations, decisions, commitments, insights, problems, competitor discoveries – everything. This talk might take three to four minutes (the equivalent of 60 minutes keyboarding under stress), and the communication is complete with context, background, and all of the associated information of the interaction with the customer. When finished, the sales rep just hangs up and gets on with working with customers, selling, and making money. The voice-based CRM data entry system, based on a human transcriptionist model, processes the information into the desired CRM database fields and syncs it automatically into those fields.
To show you how a Voice-Based CRM data entry tool might work, here are the 10 simple steps required of a sales rep to use voice and phone to send information directly into CRM. Notice how intuitive this is, how simple and straightforward, how immediate is competent performance.
telephone. Unlike writing and keyboarding, which are learned and practiced skills that some master and many do not, speaking on the telephone is intuitive and natural. We all can do it! We do not have to be taught to speak, and we do not have to be encouraged or motivated to speak on the phone. Sales reps using their phone to report sales information can do it easily because they perform this activity over and over during any given day. They are good at it, naturals, highly competent. So, when asked to report their CRM information this way, they do it easily and with no cause for delay.
the system process the information and delivery a professional report into the database. That quality of work is only possible with native-English speaking, U.S. Citizen based human transcriptionists, working in partnership with the sales reps.
values of an active, organization-wide CRM/Voice2insight system is the continuous flow of current, accurate, and complete knowledge in the system and available through search/query to all authorized members. This organization-wide availability of good knowledge has been the “holy grail” for knowledge management systems for many years. The collaboration and sharing of lessons learned and key technical information can save many hours of searching (often with no results) and can give employees a critical competitive edge, wherever they are working in the organization. This open and collegial sharing of knowledge is a key to what is called a “learning organization,” an organization with a vibrant date entry system and with feedback loops and double loops, where good information is “powering vigorously” around in the organization.
materials? Can we raise our prices now or should we wait for the next quarter – what have our customers done in the past when we have raised prices – what have our competitors done in response? Who is this new company – why are they growing so rapidly – are they taking our customers? The greater the flow of information coming into the CRM system from the sales team, the greater the aggregation of good data and the greater the potential for good analysis, decision making, and proper action.