As originally published in the AbleBridge blog, on the post date. On June 1, 2016, Crowe Horwath LLP welcomed the personnel of AbleBridge, Inc. and acquired its intellectual property.
It has been said repeatedly: ‘you can’t manage what you don’t track.’ When it comes to sales pipeline, sales managers must be able to track what their team is doing. But before that, Individual sales reps must be able to track what they are doing and be accountable for their own pipeline. Salesmen like to sell, not to get tied up in administrative tasks like reporting. So for them to be successful at monitoring and reporting their pipeline, it has to be made easy for them. That is where Microsoft Dynamics® CRM comes in. Here are 4 key questions that sales reps must be able to answer and how Microsoft Dynamics CRM with Crowe EditAble CRM Grid makes it easy for them to do so.
What is the total revenue value and the estimated closing date? Where is each opportunity located in the sales process?
The numbers need to line up with the goals each week or you need to account for the gap.
What opportunities are in your sales cycle that could be brought forward if any of your forecasted deals fall through? Are there incentives or discounts you can offer to move them along?
Looking even beyond this quarter, we need to have prospects for next quarter.A sales rep might be managing a pipeline of four times their forecasted goal. They need to be able to enter and track all of their opportunities. This can be easily done in Microsoft Dynamics CRM, in fact, it is what the system is designed to do. With Crowe EditAble CRM Grid, an affordable add-on tool for Microsoft Dynamics CRM that turns any Dynamics CRM form (or page) into an Excel-like grid format, records can be updated quickly and easily with calculations and groupings done right on the screen.With Crowe EditAble CRM Grid you can:
With Crowe EditAble CRM Grid, sales reps can track their ongoing status rather than waiting for weekly reports.
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As of June 1, 2016, the professionals of AbleBridge have joined Crowe Horwath LLP, a public accounting, consulting, and technology firm. We continue our focus on Microsoft Dynamics® CRM (now Dynamics 365) sales and implementation as well as innovative add-on products.
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As of Oct. 30, 2017, the professionals of Rowbotham International have joined Crowe Horwath LLP, a public accounting, consulting, and technology firm. We continue our focus on domestic and international tax and audit compliance services, as well as advisory services.