Using “Down Time” to Get Your CRM In Order

By Erica Abt

Sales professionals are occasionally faced with a lull in client meetings due to regular business seasonality, vacation schedules, or as we all know too well - a global health pandemic. While maximizing face time with clients should always be the #1 priority, it is important that sales teams take advantage of any extra time at their computers executing high value activities.


When the reason for the extra time calls for increased sensitivity around typical sales tactics (like aggressively cold calling for new meetings or asking for more business), we encourage sales teams to look inward and use the time to evaluate and improve their own business processes and tools so that they are ready to hit the ground running when a normal schedule resumes. One example of an internal tool that requires “TLC” in order to drive sales effectiveness is the CRM tool.


In this blog we explore four foundational CRM data elements that sales leaders should routinely evaluate to ensure the tool accurately reflects the status their client relationships in addition to their territory’s pipeline potential.

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The Big (Data) Obstacle that Sales Organizations Must Overcome

By Kelsey Peusch

Buzzwords like “big data” and phrases like “strategic data-driven decision making” have been bouncing around board rooms for quite some time. Experts report that up to 97% of organizations are investing in big data and AI, with each striving to harness data to be smarter about the people they target, the products they offer, the pricing they set, and the distribution paths they select.

Organizations across industries are clamoring for tools and techniques capable of aggregating important data as they mine for meaningful insights. No doubt the topic is hot, and there are bright spots emerging within the world of sales, yet why do so many sales organizations still struggle to fully optimize the potential of the data at their disposal?  

Read on to learn more about the power behind data analytics, why sales organizations continue to struggle to unlock its true potential, and the bright spots emerging within our own client portfolio.

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The Top 4 CRM Pitfalls and How to Avoid Them

By Erica Abt

CRM (Client Relationship Management) can be defined as “the strategy upon which companies plan, manage and analyze interactions across their customer’s lifecycle to acquire, grow and retain customers”.

That’s at least what CRM is supposed to be. Instead, what we usually hear from clients about their CRM are comments like:

“It’s a mess.”
“We use it badly.”
“We bought it for reporting but since nobody uses it, it adds no value.” 

For a tool that is so expensive, time-consuming to implement, and promises to help sales people do their jobs more easily, it’s surprising how many companies struggle to get the full return on their CRM investment. Why is it so difficult?

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6 Strategies for Sales and Marketing Alignment

By Masami Middleton

Like oil and water, Sales and Marketing teams don’t always “mix” the way they’re supposed to, and at worst, will view each other with suspicion or blame. This is a sad and ironic truth, given that everything these two teams do should support a singular goal of growing revenue. 

The benefits of sales and marketing alignment are compelling.  Together, these teams have the potential to reduce the sales cycle, meet the needs of high value customers across their buyer’s journey, and directly link ROI to marketing initiatives.

Underscoring the importance of a blended marketing and sales skill set, Forrester Research says the most successful sales people will become hybrid marketers1. By 2020, the need for B2B salespeople will change to demand a more “consultative seller”.

How can Sales and Marketing work more effectively together? 

Based on our experience addressing these opportunities for clients, and our first-hand experience with marketing and sales collaboration at Symmetrics Group, here are 6 strategies for achieving sales and marketing alignment.

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The Sales Technology Challenge - How Much is Too Much?

By Michael Perla

According to CB Insights, in 2016, deals and dollars invested into sales tech startups reached all-time highs of over $5B invested across 425 deals. Moreover, sales organizations spent an average of $4,797 per quota-carrying rep on enablement technology annually, according to a Gartner (formerly CEB) analysis. Net net, more and more money is being spent on SalesTech and sales enablement and it doesn’t look like it’s slowing down anytime soon.

You can’t read much today that doesn’t mention or involve technology. I just read an article on digitizing the customer journey and processes. There are now SalesTech (think FinTech, AdTech) awards that recognize products and companies who exhibit excellence, innovation and leadership in the sales technology space.

Suffice it to say, the technology wave has not bypassed the sales function. Most B2B sales professionals would be lost without some basic sales tools - a smart phone, an audio or web conference line, and a way to keep track of contacts, opportunities, and their pipeline.  Per a recent Techcrunch article I read, the authors ask a good question in their title: 

How Much Sales Technology Is Too Much?

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The 4 Most Common CRM Disasters

By Symmetrics Group

Sales leaders ackowledge CRM's role in business success, yet 63% of CRM initiatives fail. Learn the warning signs and first responder tips for four of CRM's biggest pitfalls with our CRM Disaster infographic.  Dig deeper and download our disaster prevention article "CRM & Sales Effectiveness: Where's the Link?" where Tim Clarke of Symmetrics Group explores the critical components of a successful CRM program.

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How to Support Your Sales Process with CRM

By Warren Shiver

Want to know what’s ailing your sales process? Look no further than how your reps are using CRM.

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Who Cares About CRM Adoption?

By Michael Perla

Yes, the title is a bit facetious. In my conversations with sales executives and management, CRM adoption by the sales force is a serious matter. If the data is suspect, the discussions on sales performance can devolve into “jungle” arguments – the loudest and strongest wins vs. the facts and analysis.

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Developing Sales Talent: Art, Science or Theory?

By David Szen

Regardless of your own answer to the question let’s face the facts.  If you stop everything you are doing right now and call 100 sales reps across a diverse industry pool and ask the following questions you WILL get the following answers:

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