This is a part of a series that was created to help you get the practice of outbound prospecting built into your company. This series will walk through the process, necessary roles, in addition to guides for each role to help your company get started quickly. In the next few posts, I’ll be releasing the contents of a quick start guide for the outbound prospecting manager to use to attain success during this process.
Your automated platform, or sales CRM, is the place where you should store all of the data pertaining to your outbound initiative and track it on a daily/weekly/quarterly basis.
There are many different options on the market, so be sure to evaluate the following:
- Ease of use/user adaption
- Analytics and reporting capabilities
- Integration capabilities
- Customer service/available resources
- Security level
Also consider whether you want a SaaS CRM platform, an on-premise system, or an open-source system.
OpenView recommends a SaaS CRM, and we advise our portfolio companies to consider Salesforce.com. Why SaaS? Because it offers outstanding accessibility, customer support, upgrades, and control.
In addition to Salesforce.com, other CRM options include Aplicor, Entellium, Microsoft Live CRM, RightNow, SugarCRM, Anteil, Compier, Daffordil, Vtiger, SAP, Siebel, ACT!
Learning the Ropes: New to CRM? All Things CRM
CRM Platform Selection and Implementation Best Practices, Hitachi Consulting
5 Best Practices for CRM Customization, All Things CRM
Next week, I’ll be posting the next portion of our quick start guide which will cover some helpful ways to to craft your target personas.
Photo by: Robin Rocker