Once upon a time, salespeople were hired based on the size of their Rolodex. How many contacts could they bring to the table?
The age of the Rolodex is firmly over. Sales, a role that depends on “soft” skills like pitching and interpersonal skills, has been disrupted by digital as much as product or marketing. Services like LinkedIn Sales Navigator, LeadIQ and Email Hunter segment leads and collect contact data. Platforms like Winmo and DiscoverOrg provide predictive sales intelligence on where to go after new business. Ambition rallies sales teams with scoreboard-like features to keep the team focused and productive. The modern day salesperson needs to lean on data, technology and insights as much as anyone else.
The glue holding this all together is a CRM, or Customer Relationship Management software. Among all the shiny new digital sales tools, the CRM is the central nervous system. It’s the glue that allows both the sales technology stack and the sales team itself to have seamless and transparent communication with each other.
In this guide, we’ll explain how using a CRM allows agency owners and business development teams to keep customer data organized, increase sales productivity and track the ROI of different marketing channels.