Page 3 - Getting Your Sales Reps to Love CRM
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Getting Your Sales Reps to Love CRM

            Ways to Make Your Sales Reps Love Their CRM

            Most sales reps are not fond of using CRM software. They have to enter data manually and
            spend countless hours doing reports. They claim that the CRM isn’t user-friendly. According
            to CSO Insights research, a CRM is not about helping salespeople but only to show the

            sales pipeline and activities. However, the CRM systems have a ton of features which is quite
            beneficial to the salespeople. The question is how can you implement and manage your CRM
            system to get your sales reps to love it and adopt it? Here are some suggestions.

            Introduce contextual information

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               Timeline  Last Update : 22 day(s) ago
                                    Mr. Cheryl Haroldson - Edward S Katz
                                     Mr. Cheryl Haroldson - Edward S Katz
               RELATED LIST
                                 Lead Owner
                               Lead Owner  Lezlie Craghead
                                            Lezlie Craghead
               Notes             Email
               Attachments       Phone          555-555-555
               Open Activities  1  Phone        555-555-555
               Closed Activities  Mobile   Contacted
                                 Lead Status
               Invited Events  Lead Status  Contacted
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                                 Attachments                                                            Attach
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                                 Open Activities
                                                                                         New Task  New Event  New Call
                                  Subject         Activity Type  Status  Due Date  From  To Call Start Time   Activity Owner  Modified Time

            There are a lot of modules in Zoho CRM that contain information about a particular customer
            (e.g.Activities, Deals, Quotes, Invoices). Most reps go back and forth between these modules on

            a daily basis while working with prospects. What if you make it easier for them by introducing
            Related Lists?

            With Related Lists, your sales reps can view all of the records associated with a parent record.
            In other words, all the tasks, deals, events, products, invoices, etc. are displayed in the contact
            information of the customer’s record in Zoho CRM. That way, they don’t need to navigate to different

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