CRM
Q. When I use MySalesApp, do I have to change my CRM system?
A. No! MySalesApp is designed to work with and compliment your current CRM system. If you use a CRM system, it can remain your ‘system of record’.
Q. What CRM systems is MySalesApp compatible with.
A. MySalesApp has been designed to compliment many different CRM systems such as SalesForce, Microsoft Dynamics and others.
Q. I see you can create tasks, notes, etc in MySalesApp. I do this already in my CRM system. How do I avoid multiple sets of data for the same opportunity?
A. Data is automatically sync’d between MySalesApp and your CRM system, so wherever you create or change data, it will be visible and available in the both systems.
Q. How hard is it to connect MySalesApp to my CRM system?
A. MySalesApp uses advanced connector technology that automates the linking and synchronizing of data.
Q. Why should a user create tasks, notes and opportunities in MySalesApp when they have a perfectly good CRM system?
A. A great question, which gets to the heart of what MySalesApp is all about. MySalesApp seeks to bring together all of the most common activities a sales person needs to undertake in one place. This includes tasks, notes, customer questions, news, tips, coaching, analysis, in-flight training, resources such as presentations, video’s as well as document attachments relevant to the specific opportunity. Recent research published by the Forester Group shows that integrated solutions for sales can add almost an extra day of selling time. MySalesApp has been designed provide relevant information when it’s needed with the minimum of time lost looking for it. When a sales person immerses themselves in MySalesApp, the technology takes care of the record keeping in CRM.
Tribal Knowledge
Q. I’ve seen reference to ‘tribal knowledge’ on this website. What is that?
A. In the context of Sales, ‘tribal knowledge’ is the combined experiences and expertise, held internally in the organization. It could be knowledge about what wins sales, or areas to be especially careful of. It could be tips that an experienced sales person shares with a new hire. And it could be the knowledge and experience that is lost when a departing sales person continues their career elsewhere. It’s the Sales intellectual property. It’s as valuable as patents, machinery and other assets.
Q. Why is MySalesApp different when it comes to capturing ‘tribal knowledge’?
A. MySalesApp has been designed to capture all the sales knowledge and data relevant to a sale and present that data in context of the progression of the sale. That knowledge could be tips, success stories, presentations, do’s and don’t, critical activities, internal and external training snippets, etc. All filtered in context of the sale and the person doing the selling.
Sales Process
Q. Do I need to adopt a new sales process when I use MySalesApp?
A. No! MySalesApp has been designed to be totally configurable to any existing or new sales process. For example, if you use Value Selling, or Solution Selling or Target Account Selling or PowerBase Selling or Challenger Selling, etc etc etc….. MySalesApp works with them all. MySalesApp can be configured to use existing terminology such as stage names.
Q. What value does MySalesApp add to my existing sales process?
A. No commercially available sales process provides execution tactics for the complete end to end sales process. Some may be missing business case development. Others might be missing the creation of multi-tiered insight. And for the areas they do address, few if any provide detailed step by step checks for the multitude of sub-steps in each stage. MySalesApp has been designed to add value by filling in these smaller steps and providing tools to remind the user and their managers about what needs to be done and what has been missed.
Q. How can MySaleSales app address sales process from diverse industries such as Medical, Aerospace, Automotive, Chemicals, Finance etc?
A. MySalesApp has been developed with the understanding that all initial sales follow a common core flow. That flow starts with attracting a customer’s attention and ends with a customer making a decision. A sales process simply breaks that flow in to named process steps that are typically followed in chronological order. In MySalesApp our customers can have as many or as few process steps as they want. They can name those steps. Within each of those steps customers can define an unlimited number of sub checks to ensure the process is being followed.
On-Boarding
Q. I read that MySalesApp helps with on-boarding new team members. How does it do that?
A. Imagine a new hire, on their first day, being provided a log-in to a solution that provides them with all the best questions to ask their customers, their company’s sales process at a very granular level, access to all of the marketing materials that are relevant to the customers in their territory (organized so that on the materials relevant to each individual customer are provided), a tool for analyzing the risk in their sales, the combined tribal knowledge of their most successful and experienced peers (organized like the marketing materials), small on-line training snippets provided by their company or their 3rd party providers. All of this on day 1. No hunting for information. No asking for help about what works, what doesn’t. Training when they need it. Seamless integration with a new CRM system that they may not be familiar with. No barriers, minimum learning. No delays.