CRM usage


Posted On Mar 18 2020

Customer insights? C-suite policy makers, does your sales team feel overwhelming near-term quota pressure? The right approach to training – whatever that means in your organization – is worthless if your sales staff are unable to mentally engage due to short-term pressures. Mandatory webinar training delivers ZERO benefits if your sales staff are all checking email and following up with customers on their 2nd screen during the session. I’m a big believer in face-to-face training, (possibly even 1-on-1 uber-tailored training depending on the economics), but even those approaches can fail if their focus is so set on this month or quarter that they can’t spend mental energy envisioning a better way to operate long-term.

A key part successful digital transformation is assessing the needs and opportunities of organizations to ensure that the chosen strategy is the optimal path. Executives are justified in concerns about change, but with the pace of innovation being what it is in today’s economy, doing nothing is often actually more risky in many industries. Concerns about information security are legitimate, of course, but those countermeasures are table stakes in their own right, and many approaches to Digitalization do not raise security risks.

This is not the main driving problem though. The top CRM systems (Salesforce, Dynamics, SAP, Oracle) have been designed with sales input, design thinking and user experience experts coming out their ears. I find several of the top systems really elegant in their combination of simplicity and power. It’s hard to imagine these systems being much simpler while still achieving their intended goal. Neither is the tech IQ of sales staff the major problem. Never before have salespeople had the level of technical skill that today’s sales professionals possess. See even more info at CRM usage.

Any business should aim to have an IT consultant! One of the greatest concerns when adopting new business technology is data security. IT experts can advise a business on the safest technologies to use. The experts can also help businesses identify loopholes in their current systems that may lead to a security breach. Hiring an IT consultant is the right move whenever a business experiences or suspects a data security breach. Internal IT professionals may be too busy managing daily operations to monitor data operations keenly.

A simple info every CEO should know about cybersecurity: Achieving information security compliance with one or more government regulatory standards for information security (i.e. ISO 27001, NIST 800-171, HIPAA, NYDFS, etc.) is good, but not sufficient to ensure real cybersecurity. Historically, cybersecurity has been an area that is housed solely in the technology department of a company, whether that consists of one or twenty employees. But more and more executives are understanding the importance of being not only knowledgeable but also involved in the conversations and decision-making process when it comes to protecting their data.

We keep this level of engagement throughout project teams. We utilize only skilled staff with actual real-world experience to execute projects. Our larger competitors recruit heavily from universities and have first year associates out billing clients within a month. Our bill-rates are significantly lower across the board for all seniority levels and skill-sets, as we don’t have to carry the overhead of those larger firms. (We don’t sponsor pro golfers or tennis championships, etc…) Discover more details at Finance tech consultant.

Last Updated on: March 24th, 2020 at 8:37 am, by


Written by Raducioiu Florin