I recently asked a sales rep what is the most aggravating part of their CRM application. His long answer could be summarized in a single sentence:
“Entering data more than once. I write it on paper, then I type it into our CRM, and many times I have to follow up by sending an email or calling someone about the details.”
The same task gets repeated nearly 3 times in many cases. This is a common occurrence in almost all industries we work with.
Tip:
There are many dictation services out there but they can be a hassle to train, costly, and sometimes require additional hardware. One free option is provided by Nuance http://www.dragonmobileapps.com/ and is available for an iPhone, Blackberry, or iPad.
At the end of each meeting, read your notes to your device. They are immediately transcribed for your review and correction. You can then email them to yourself, your assistant, or copy and paste them into a meeting on your calendar.
CTRAX Users:
When you post a note in CTRAX it automatically creates an Alert. Enter the data once and select the user you would like to have the information emailed to automatically. The email contains the details and a link sending them to the original note. They will have the option to check it off or reply automatically documenting the response in the customer record and notifying the author via email. This is a great way to keep all departments informed about changes and problems with key accounts
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