During summertime, you might have time to optimize your sales process and tools and therefore I was inspired to share some insights form me, especially if you work in headhunting, recruiting or sales.
For some years I use 4-5 sales CRM's / tools parallel because there is not the all in one solution, that satisfies me, and I will tell you why. I need all of the following things in my sales process and all tools have to communicate together in the end via zapier automation, but I do not need more than 5 tools for this.
Yes, sales have become more complex and are not just having a phone, pencil, and notebook anymore.
So what must a CRM do for me:
And what does it mean in daily business now?
Some examples, because as a headhunter we do sales in both directions: Candidates became clients and clients become candidates and this is why the CRM has also to integrate with the ATS.
So back to the examples:
So, there is no smart work without paying for the best apps and software, but I do not mean software from SAP, Oracle, Salesforce or Microsoft.
Only picture source, not for the tools: https://www.saleshandy.com/blog/inside-sales-tools/;-)