Pictures are worth 1,000 words, we have heard that before. So, should we try to make everything a picture? Well, it depends on what you are trying to convey. Understanding data sometimes requires filtering or moving fields around to try and make sense of what you have.
But ultimately if you can leverage visuals to quickly gain an understanding, assess situations, know where to focus and spend more time selling, it would be valuable. The human brain processes visuals 60,000 times faster than text.1 Let’s look a bit closer at what you might gain from a visual in an opportunity.
In the Accent CRM Supercharger visualization of an opportunity, your digital assistant provides a picture of a buying team seated at the table. We can quickly look and see a few things happening with this opportunity:
As a sales rep, you might say this looks healthy as on opportunity or decide to reach out to the more influential buyer to engage them a bit more. But ultimately and regardless of the action – a more accurate assessment can be made of this opportunity while planning with a quick decision on how much time to focus on it or move to the next one.
Without a sales rep having to do anything, the CRM Supercharger digital assistant painted an information-rich picture of the opportunity. This is only the beginning.
Andy - Accent Technologies, Inc.
Whether you’re upgrading from a homegrown customer relationship management (CRM) system or switching from one software provider to another, knowing exactly how to migrate your CRM can be a challenge.
But you can take comfort in knowing that most current CRM systems allow you to export the data from the application. From there, you can import the data, but to make a smooth transition, many steps are still required.
Wondering if it’s time to reboot your system? Find out how to know for sure here.
While the implementation process can seem overwhelming, it doesn’t have to be. There are helpful tools out there, and there are experts available who can make the transition less chaotic and stressful.
For a detailed walkthough, download our CRM Migration Checklist.
This tip seems simple, but it can often be overlooked. Whether you outgrew your old system or need a price change, you’re migrating your system for a reason. Before you dive headfirst into a CRM project, understand what you want your system to do.
Talk to your team about the functionalities your old system was missing, and the improvements they’d like to see. And make sure you aren’t duplicating your problems with the old system in the new one.
Migrating your CRM is a big deal. It will affect multiple departments, including all the people in them. There will be changes, training, and more training. So set realistic expectations for your CRM migration
Create a roadmap for the integration, and facilitate buy-ins. Most importantly, make sure everyone involved understands his or her role. If your team isn’t onboard with the migration, then it’s going to be a bumpy road.
One of the best things about CRM systems is that they’re highly customizable. While this perk is extremely helpful for your business, migrating your CRM requires a time commitment.
As you move forward, it’s important to know where you came from. So make a backup plan to ensure that you can always go back if you hit a snag along the way. You don’t want to have to start from scratch.
Before you start migrating your CRM, make sure your data is ready for transfer. It’s the perfect time to do some housecleaning, and get rid of some legacy data.
Migrating additional content (such as attachments, emails, and history records) might not be as simple as entering information into standard fields. If you’re handling the migration yourself, using a migration tool, or working with an outside vendor, make sure you understand how this data transfers over.
Did you forget something? Do you need to export a contact list? Are you missing a functionality you were hoping for? Speak now, or forever hold your peace.
This step might be the most important one. Don’t jump too far, too fast. To make the transition as smooth as possible, you should do multiple rounds of testing with your team. Then you can work out the kinks before you go live.
Even with the most valuable internal resources, migrating your CRM system can still be a challenge. My best advice is to partner with an expert, who can walk you through the migration process and train your team, especially your technical support.
Are ready to migrate? Or do you just have questions about what your next step is? Either way, contact us today!