13. Have your CRM be a one-stop data hub for your sales team. "It's critical to move customer data information from various systems like marketing automation and email into the CRM to create a holistic customer profile in one central location," says Lou Guercia, the CEO of Scribe Software, which provides data integration and data migration software. "By freeing the data from silos and centralizing the information, all stakeholders can find the customer information they need, where and when they need it."
"By enabling sales teams to access all information they might need from a single place, the sales process can be streamlined and less daunting for sales teams," adds White. Moreover, "a portal that allows any salesperson to have a bird's eye view of all the resources available to them is a great way to motivate adoption."
Sign up for Computerworld eNewsletters.