How to Get Your Team to Use Your CRM – In Just 7 Minutes with Jeroen Courthout
Discover the importance of learning and using CRM as a team and as a business Find out why discussing as a team and collaborating is crucial in handling CRM Learn more on why guideline and training are important for team collaboration and development Resources/Links: Check out Jeroen’s Website: www.salesflare.com Summary Is your team struggling with CRM? Are you struggling to achieve the level of collaboration needed when handling CRM? Do you want to know the steps on how to maximize the use of your CRM? Do you want to know the secrets that can guarantee you better team cooperation in sales? Jeroen Courthout is the Co-Founder and CEO of Salesflare, an intelligent CRM built for small and medium businesses (SMBs) selling B2Bs, mostly popular with agencies and SaaS companies. In this episode, Jeroen shares his ideas on how to simplify and make CRM easier for you and your team to handle. He also talks about how you can get your sales team to work and cooperate for better collaboration and maximize the use of CRM. Check out these episode highlights: 01:19 - Jeroen’s ideal client: “It's small and medium-sized businesses selling B2B, mainly agencies and tech companies. It's a bit broader than SAS companies only, but it's a lot of agencies and quite some tech start-ups and tech companies.” 01:36 - Problem Jeroen helps solve: “Most of these companies have a CRM or they have a spreadsheet or they have something but they don't really use it, and that's because the software usually comes with outsized expectations of how they're going to fill out the software to make it work.” 02:23 - Typical symptoms that clients do before reaching out to Jeroen: “The symptoms are mostly symptoms of them not using the CRM. Its leads slipping through the cracks. It's, for me, number one, that's why most people start using a CRM.” 03:34 - Common mistakes that people make before they find Jeroen’s solution: “The main mistake is probably they look for a solution, which is good, but they don't look for a solution that will solve their problem. They just figured they need a system.” 05:04 - Jeroen’s Valuable Free Action (VFA): “find something they want to use. Secondly, make sure they understand what it does that's obvious. So training is usually aimed at making sure that the team knows how to use the system, like what functionality is there.” 06:06 - Jeroen’s Valuable Free Resource (VRF): Check out Jeroen’s Website: www.salesflare.com 07:21 - Q: How does our software solve the problem of people not using CRM? A: We made it very easy to use, which is obvious. Then the second thing is we automate most of the data input that you normally have to do in a CRM by pulling the data from all the places where it already is. Tweetable Takeaways from this Episode: “It's really important to find something that your salespeople want to use, so go with them on the lookout. Don't do it alone. Don't find something and then enforce it on them.” -Jeroen CourthoutClick To Tweet Transcript (Note, this was transcribed using a transcription software and may not reflect the exact words used in the podcast) Tom Poland 00:09 Greetings everyone and a very warm welcome to another edition of Marketing the Invisible. I'm Tom Poland beaming out to you from Little Castaways Beach in Queensland, Australia, joined today by Jeroen Courthout. Jeroen, very good morning, I believe, it would be for you. Welcome.