The Board CRM™
Sales teams prosper when working within a framework that uses training, information, and technology empowering each individual to succeed. But most CRM solutions have it backwards.
CRMs are not a sales solution or sales process; they are a part of the solution. Cloud-based The Board CRM™ linked with a sales framework, Prospect Management System, will change the way you and your team approach revenue growth.
“We are 30% ahead of where we were last year at the same time, in essentially the same market conditions. What are my guys doing differently than before? They are doing a much better job of qualifying the customer, asking the tough questions and either finding out what it will take to win, winning or understanding they can’t win and maximizing their time. It’s hard to teach old dogs new tricks, but I think you did just that and the results speak for themselves.””
The Board CRM™ Program Features
Sales Calendar
Individual and team calendars for the three vital sales activities: prospecting, appointments, and stalled opportunities.
Sales Ratios and Average Sale
Provides all opportunity and closing ratios by sales rep, sales team, and product line by any specified date range.
Sales Forecasting
Shows highly visible forecasts for a specified date range, rep, team, and/or product line in two ways: close date and rep committed. Your actual Closing Ratio data is factored into the forecast, not just assumed.
The Board CRM™ Program Focuses
Accountability & Transparency
Clearly and objectively define the necessary steps to achieve revenue objectives, while identifying the areas where development and behavior shifts are needed.
Simplicity
In one day, your commercial team will be trained on numerous sales processes that are then supported by the The Board CRM™ Module.
At-A-Glance Visibility
The Board CRM™ will allow you to determine within seconds if a sales representative or team is on target, above target or below target with a clear visual layout.
With an emphasis on activity and effectiveness, Prospect Management System will enable you to better focus on prioritizing sales team activity. Your team will learn to quickly identify their best prospects, properly balance their selling and prospecting activities, measure their next-step strategies, and understand the need to prospect consistently.
Prospect Management System Live Classroom Training
Full day workshop for managers and sales people.
Highly customized for your business.
Interactive format to create a high level of engagement.
Pre-workshop session for managers.
Post-workshop session to sustain results.
Live training provides optimal training experience.
"Go Live" during the training.
Prospect Management System Allows You To:
Determine if you are on/above/below target.
Have sales ratios and metrics at your fingertips.
Forecast sales more reliably and report more effectively
Instantly coach sales behaviors & empower wins.
Have a single repository of all prospects.
Distinguish between effective and ineffective sales activity.
Find balance between prospecting vs. selling activities.
Identify the six “sales killers” disguised as sales activity.
“What I find so appealing about the system is first of all, it works–that’s the most important thing! Most of us in leadership positions have tried a number of things over the years and this system is so intuitive and simple to use. It just makes sense.””
Top 10 Essentials of a CRM: An Alternative Perspective
Most companies spend money, often a lot of money, on Customer Relationship Management (CRM) software in an attempt to manage and track their sales leads, know what their reps are doing, keep an eye on sales activity, and magically drive sales.