Session 2 CRM sales and recognition Flashcards

(11 cards)

1
Q

Describe the CRM sales process

A

Each sales step is to be updated.
Prospecting
Qualification
Need analysis
Value proposition
Id. decision making
Perception analysis
Proposal
Negotiation
Closed (Sale)

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2
Q

What activities needs to be updated in the CRM? (Examples)

A

Calls
New tasks
New events coming
Emails

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3
Q

How other departments use those data?

A
  • Marketing
  • Meeting and event
  • Procurement
  • Sales support
  • Customer success
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4
Q

What are the “windows” of the CRM?

A
  • Contact information
  • Activity updated
  • Opportunities
  • Leads listing
  • Deals follow up
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5
Q

What do sales teams use CRMs for?

A

To understand their sales pipeline better
To update client and company profiles
To load opportunities (close, win, lost)

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6
Q

What do marketing teams use CRMs for?

A

For campaigns, newsletters, social medias

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7
Q

What do customers service/supports use CRMs for?

A

Client contacts and purchase historic

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8
Q

What do supply-chains / procurement use CRMs for?

A

Products turnover per countries, per shop

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9
Q

What do HRM use CRMs for?

A

for recruitment, measure sales performance and valid commissions

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10
Q

What do the sales director use CRMs for?

A

For check turnover, staff performances, calculate commissions

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11
Q

Top CRMs in the world

A

salesforce
odoo
monday.com
Zoho
ORACLE
HubSpot
Microsoft Dynamics CRM
keap
NETSUITE

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