Salesbox CRM Review

POOR CRM USAGE

Sales reps don’t like/use their current CRM. This is mainly because of the fact they don’t see the personal value in a CRM. The reason is that most CRMs are built as reporting systems where you report what you have done, but you’re nor using them as offensive tools that help you, and guide you towards the growth and improvement of your business. Most sales reps don’t even like administration. Many companies are asking for an easier way  to use software. To be completely honest, software’s made easy, but that’s not enough. Users need support and reminders on what to focus on, especially when they have many parallel things to manage. Many sales reps, directors, and companies actually don’t know what is required to reach their sales targets. With a smart CRM that can predict what activity levels are needed, how many opportunities that are missing before a specific date in the period or just to remind them when they fall behind on their regular performance on opportunities, they will get both that knowledge and that extra push.

Salesbox way: Salesbox is smart and adapts to each user’s behavior and performance. With Salesbox, you get action plans for how many dials, calls, appointments, and hours needed to reach the selected period’s sales target. Salesbox lets you know if you have enough opportunities in the pipeline. If you are missing opportunities, Salesbox lets you know how many and before what date they need to be added to reach the period’s target. Salesbox also knows when you fall behind your regular performance and automatically generates tasks for you. On top of this, Salesbox is a really easy-to-use software that looks very different compared to most CRMs.

POOR MOBILE SUPPORT AND SLOW DECISION-MAKING 

Most companies want to grow. In most scenarios, that means they need to beat a competitor. The most successful sales teams in the world share relevant info in real time and can, therefore, make quick decisions. That puts them ahead of their competitors. To be able to do that you need access to your full CRM package and be able to collaborate with colleagues wherever you are (in the office, in the car, on the metro etc.). It’s also about becoming notified in real-time so you can be on top of any relevant change you colleagues do on the accounts, contacts, and opportunities that you participate in. Since CRMs are constructed primarily for web usage, they only provide cut down extensions of their CRMs, and in many cases lack collaboration features on mobile devices. This is a big problem for many companies that have a mobile workforce: It slows down the decision making process in these companies, and they risk falling behind their competitors. In a world where the speed of change has accelerated significantly, this is not a sustainable situation.

Salesbox way: Salesbox is all about making it possible to replicate the behavior of the most successful sales teams. Therefore Salesbox provides the entire CRM package on all iOS and Android devices in parallel to computers. Salesbox also has many built-in collaboration features like share tasks, share leads, and Open ticket lists where you can assign/assign to me on Tasks/Leads, and you can always ask for help. Salesbox also keeps you and your team members up to date by automatically sharing any change on the accounts, contacts, and opportunities you participate in.

GAPS BETWEEN PROCESSES AND REALITY

 If sales reps don’t like CRM, many don’t like processes either. The reason is, again, that they don’t see the personal value. The view and usage of Sales processes have not changed for many years. The main issue is that the power over the process has shifted from the sales rep to the customer (at least during the last 10-15 years). Historically, the sales rep has been the single source of information to the customer. Nowadays, the main source is the Internet. This forces the sales reps to adjust the way they work to each specific customer and their needs and purchase process. In that environment, it is not good enough to have a process support more fit for a production line in a car factory where you move something forward in a predefined order between stages; and the further down the process you go, the more complete it becomes. A modern sales rep needs a dynamic and agile process that can be applied in the way it suits specific customers, that reduces the GAP between process and reality, and gives the sales rep support instead of being an administrative burden. The way most sales reps and departments work also generates very inaccurate sales forecasts, which forces sales reps and C-level people to work intensely to produce accurate monthly reports. Last, but not least, what and to whom you are selling affects the way you need to work. Therefore, many CRMs are limited to their users’ way of working, thus they only provide the possibility to have one sales process.

Salesbox way: Salesbox lets you add as many processes as you need. In the pipeline view, you see your opportunities grouped by this process. This could be per product, per customer type, per geography etc. When adding a new opportunity, you just select what process that suits your’s and your customer’s needs. When working with the process in Salesbox you don’t move the opportunity from stage to stage, you simply check the done independent activities in the order it suits you and your specific customer. Since each opportunity has a set percentage Salesbox automatically generate the overall weight for the opportunity. This dynamic and automatic way of working with processes reduce the GAP to reality, and also generates far more accurate forecasts since the users don’t need to guess how far they have come in the process.