{"id":1121,"date":"2020-10-16T15:47:00","date_gmt":"2023-10-18T15:47:22","guid":{"rendered":"https:\/\/www.salesforce.com\/?p=1121"},"modified":"2023-10-18T17:35:32","modified_gmt":"2023-10-18T17:35:32","slug":"an-uncomplicated-walk-through-of-what-crm-platforms-do","status":"publish","type":"post","link":"https:\/\/www.salesforce.com\/ca\/blog\/an-uncomplicated-walk-through-of-what-crm-platforms-do\/","title":{"rendered":"An Uncomplicated Walk-Through Of What CRM Platforms Do"},"content":{"rendered":"\n

If you\u2019re trying to pitch the idea of using a CRM<\/a> to a person or group that\u2019s averse to trying new technology, ask them to imagine the letters stand for \u201ccareer redefining moment.\u201d<\/p>\n

As you walk through the benefits, you can explain that they actually stand for \u201ccustomer relationship management,\u201d but initially you may need to get to the heart of how a CRM can transform<\/a> those working in sales or other parts of a small business. <\/p>\n

Technology can be intimidating. It can sometimes bring up worries about the possible learning curve involved, or changes in business processes that people know so well they could perform them in their sleep. And if they\u2019ve ever bought personal technology products that are difficult to figure out, the trepidation might be even worse. <\/p>\n

A CRM offers far too many advantages for companies to let those fears and misperceptions get in the way. <\/p>\n

One of the potential pitfalls organizations make when they deploy a CRM<\/a> is focusing too much on the technology and not enough on what it means for an employee\u2019s day-to-day life. <\/p>\n

Instead, you\u2019ll make a stronger business case for adopting a CRM if you offered a walk-through that was uncomplicated and made someone like a sales rep the \u201chero\u201d of the story. <\/p>\n

This is what that would look like: <\/p>\n

Welcome to your one-stop shop of work-related information<\/h2>\n

You\u2019ve been out on sales calls all day \u2014 even if \u201cout\u201d means you\u2019ve had to do them from home via phone or video conferencing. <\/p>\n

It\u2019s only natural that at a certain point, you want to make sense of all the conversations you had with customers and figure out how to prioritize what you\u2019ll do tomorrow to close more deals. <\/p>\n

You look down and all you see is a mess \u2014 figures you scribbled on the back of an envelope, other details you put in a notebook without jotting down the customer\u2019s name and a spreadsheet on your laptop that\u2019s only been half-completed. <\/p>\n

Contrast this picture with one you\u2019re looking at on a CRM, which allows you to update or cross-reference everything you need to plan for tomorrow. This includes: <\/p>\n