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Managing your sales team just got easier… using your CRM

Managing your sales team just got easier… using your CRM

You have to prepare a report for your CEO or the Board… how long will this take you? First of all you need to find out what all of your team are doing… and how long will that take…? Even with a small team it probably means a phone call at least and possibly a number of emails as well. This gets you updated, now you have to put all of this information together into a report. If only there was an easier way to approach this…?


You are on the way to an important meeting with clients yourself, actually you are taking them to watch the game of the season… but the Board have just let you know that they need your report in the next 2 hours… sound familiar?


What if you can see all of the reports you need on your mobile phone? See where each of your team are working and who they are working with? See what is scheduled over the next 3 or 4 weeks, including how much they can realistically expect to receive orders for over the next 3 weeks.


How much time do you spend now trying to keep a track of where they are all working? and how well they are they working…? Whether you have a team of 1 or 20 or even 30 it will be much simpler if you have access to a CRM and even better when your team have access to the CRM as well.


They will work smarter and much more productively because they know where they need to work. Nothing will get missed because they can track all potential sales opportunities and quotes. The best part is they don’t mind using the CRM because they can make notes and set reminders right from their mobile phone… it is so easy! I am sure they will agree with you, after all why should they have to spend most of their day preparing reports or updating a database after making visits and then eventually getting back to the office or at home… making it simple for them as well will mean they want to use the CRM because they will see the benefit from using it.


And for those joint presentations, quotes or other meetings… what if you could get a simple update on the progress of all projects simply by looking on your phone or computer…?


When updates arrive by email it takes up precious time to read the email and then sort and store the information. Of course it will have taken your team time to write and prepare the emails and reports as well.


Instead they can do a quick update either by typing a note or just selecting from pre-prepared standard responses with a few clicks in your CRM… and this can even be done while they are still with the customer, in the car parking space or on a train… you will know what happened at the meeting and all of your reports will already be up to date and ready for you… life just got easier…!

Written by Bryce Anderson, read more about the author on Google+

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This is the cornerstone of your CRM – your connections, your contacts, your customers, your suppliers. It all revolves around the people you know and are connected with.

As you build and grow your relationships with your contacts you are able to develop a loyalty between you and your brand. This will directly translate into increased and improved business performance.

List all of your contacts and companies you do business with and link them together. Add log entries to record all your interactions.Wherever you are, you are always connected with your contacts, you can make any updates, record notes and access information or files.


Create and allocate tasks. These automatically sync with your calendars on any media device and set automatic reminders.You can assign a team member and a contact or a group of contacts to a task.

A collection of tasks, referred to as a case, is an ideal way to manage a project or a series of events that are required in your business. By sharing the case everyone associated with the project can monitor it’s progress. They will be able to see when the project is started, whether it’s ‘on track’, ‘overdue’ or ‘completed’.


Groups are like a saved of your contacts.

This is a really essential tool, by being able to categorise your contacts into different groups means that you are able to identify the contacts that you want to work with at any time.This might be because you want to visit all of your contacts in a specific postcode or town or you want to email a special offer to different types of contacts.


Having your documents in one place together with your CRM makes perfect sense. Our documents feature allows you to store and share files relating to a specific contact together the contact details.

Your sales team will always access the most up to date sales support material. There is no need to backup your documents any more as we take care of this automatically for you. You have reassurance and peace of mind when using our document feature because we use the same advanced security level when storing your documents as every else in Light Degree CRM.


At the heart of every business is the customer and it is imperative that they feel valued. They appreciate being kept up-to-date with the latest news, promotions, events, reminders or simply to stay in touch.

We can tailor make e-mail campaigns to suit your business. Reports and full campaign analytics are generated automatically. Preview messages, see who is opening them and what interests them so that you can send them further information. All templates are optimised for mobile devices for quality viewing.The campaign size can grow as your organisation does,with a strong emphasis on expanding your brand, it will give your business an amplified appearance of online presence.


Even when remote from the office you can have a complete overview of all event details. An accurate count enables you to manage marketing strategies and facilities. New events created will automatically appear on your website, enabling customers to register immediately. All registrations will instantaneously be added to your event and contact book.

Make sure your attendees and exhibitors have all the information they need. It’s simple to send message reminders of event details or any last minute changes. If you need to share documents, these can be uploaded ready for your event managers to download.


Each user can adjust their own settings, including setting up a social login (using Google or Linkedin) so they can just click and login with details they are already familiar with.
Admin users can manage other users, change the way the contact information is displayed and create custom fields or tags to categorise contacts.


Reporting gives you an overview of everything that is going on in your business. It helps you to focus on what is important rather than just getting lost in all of the detailed information you have in your CRM.

We offer an extensive range of reports to be sure that you can get the best information to manage and operate your business. We specialise in reporting on sales activity for individuals and teams.We even add another report every time you add tag (or custom field) to categorise your contacts. So you will always have the information that you need to build and increase your sales.


A great way to be remember to follow up on all of those quotes that you have prepared and given to customers and potential customers, is to enter these as opportunities into your CRM.

By adding them as opportunities you can check on the progress, right from the time you prepare the quote, through to when you receive an order or send an invoice to a customer. Once entered into the application you will be reminded as the date approaches, when you anticipate the order to arrive. This means that you can follow up with the customer if necessary to assist the process.You can add other potential quotes or opportunities to your list as you identify these so they will tracked and followed up as well.


A great way to work with other people or for using as a simple check list of things that need to be done. Track all tasks to be completed and see the overall progress of the project. A collection of tasks where you are collaborating with other team members like this is referred to as a ‘case’.
It can happen like this…
– You need to prepare a quote and need someone to prepare a drawing and someone else to get pricing from several suppliers first
– You are working on an event where several people have to complete different tasks to make it happen
– You need to advise a customer and have to call in expert advice first
– You are working on a project and everyone in the team needs to know where the others are up to and the progress overall