CRM Top Priorities

Step 3/7: Deep Dive

Marketing SystemThe process by which you regularly generate demand using one to many communication methods. This includes online and offline advertising, trade journals, search engine optimization, social media, direct mail, influencer marketing, sponsorships, etc.

1 - N/A or Rarely a Concern

1 - N/A or Rarely a Concern

1 - N/A or Rarely a Concern

Prospecting SystemThe process by which your salespeople regularly get in front of new prospective customers and follow up on leads, using primarily one to one conversations. This includes networking, strategic alliances, cold-calling, referral generation, seminars, trade shows, etc.

1 - N/A or Rarely a Concern

1 - N/A or Rarely a Concern

1 - N/A or Rarely a Concern

1 - N/A or Rarely a Concern

1 - N/A or Rarely a Concern

Accountability SystemThe system by which you hold yourself (and your people) accountable. It should be consistently reinforced and primarily based on behaviors (inputs) in order to improve results (outcomes).

1 - N/A or Rarely a Concern

1 - N/A or Rarely a Concern

1 - N/A or Rarely a Concern

1 - N/A or Rarely a Concern

1 - N/A or Rarely a Concern

Sales ProcessA standard process for qualification, discovery and closing that allows you and your team to control the selling process to improve results and measure pipeline.

1 - N/A or Rarely a Concern

1 - N/A or Rarely a Concern

1 - N/A or Rarely a Concern

1 - N/A or Rarely a Concern

1 - N/A or Rarely a Concern

1 - N/A or Rarely a Concern

1 - N/A or Rarely a Concern

1 - N/A or Rarely a Concern

1 - N/A or Rarely a Concern

Post Sale, Account Management and Customer Service SystemsA consistent way to ensure effective hand off to delivery teams or operations and ensure customer success.

1 - N/A or Rarely a Concern

1 - N/A or Rarely a Concern

1 - N/A or Rarely a Concern