Talk & Text: Simple Salesforce Tools You Can Use

"Simplify, Simplify." Thoreau

If your friend needs directions to your house, you don’t send them to pick up a map, look up the street, find it on the grid and maneuver their way to your house.

“Just Google it (or GPS it).” Of course.

If you are looking for the best hotel for your summer vacation, you aren’t going to the bookstore to research the right book, purchase it and read it cover to cover. Nope. Just look it up online with access to thousands of starred reviews.

Technology has fundamentally changed the way people live. But unfortunately - not always the way they work.

Sales teams are often expected to utilize 20^th century technology to manage a 21^st century 24 x 7 x 365 work schedule. When your team spends all day selling – demos, meetings, calls, nurturing leads, lunches, dinners, conferences…there is little, to no, room for sitting down and typing all those notes and touches into Salesforce. There is simply not enough time in a day – or even a week.

This time is better spent with customers and prospective customers, right?

Yet the average sales rep spends only 15% of their time engaging with prospects or customers. (Alexander Group) The rest of their time is spent entering data, updating tasks, managing content and chasing down information. And this can be really frustrating.

But this is critical information – data that can be used to better understand prospects, record activity, and anticipate future needs. Research shows over and over again how good CRM data and accurate Salesforce leads management can result in increased sales, improved forecasting and better customer relationships.

So what if your team could save time and update all that data into Salesforce without lifting a finger?  What if it was as easy as talking to Salesforce just like a customer, a real human being? What if less time was spent in data entry tasks and more time was spent utilizing the power of Salesforce?

With mobile tech better than ever, we can now find our way, update our calendars, send a message to a loved one, make an appointment and remember that important birthday gift – all from our mobile devices.

Salesforce management can now be just as simple - like sending a text or talking into a phone. The latest Salesforce automation tools are enabling sales and service reps to painlessly log information into their CRM with the ease of a text or voice note; ultimately accelerating, simplifying, and automating CRM updating.

So the next time someone on your team misses an opportunity due to lack of information, or spends more than 5 minutes updating an entry in Salesforce, ask these important questions:

1) Is my team spending too much time on administrative tasks like updating data fields we don't need in our CRM?

2) Is our data entry taking away from time actually spent nutruing a lead, delivering personalixed content or meeting with a prospect?

3) Despite all our efforts, are we still missing key information for accurate sales forecasting? Leaving customer data stagnant? Lagging beind the competition?

If yes, there is a better way to automate the update process. At Rollio, our solution is to take the complexity out of your CRM by automating the update process. What used to take 30 minutes to update can now be done in less than 5 minutes. Without the need for training or timely updates, implementing a CRM is now as seamless as ever. For more information on what Rollio has to offer, check out our product or contact us.