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AccountManager CRM and ISA SalesWerks Level 1.0 Certification

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Empowering Systems is excited to be working closely with Ed Gerber, President, and CEO of ISA to ensure that AccountManager CRM not only supports ISA SalesWerks Level 1.0 certification but exceeds the requirements.  It is important to Empowering Systems that we work as a team with all of our clients so they can be leaders of their industry. Our CRM system has the features that ISA SalesWerks certified reps are looking for and more.   

Here are just a few:   

AccountManager Mobile: Easily see your sales numbers, review sales calls, quotes, or opportunities with voice-to-text updates. 

AccountReporter Analytics: Quickly see the progress of your sales processes and more through analytics.   The visual statistics will provide you with a whole new way to work on your business, spot trends before they happen, measure success, and find the most profitable manufacturers and customers. 

AccountManager 365: CRM in your Outlook in-box right at your fingertips. Drag and drop important information from your email into an opportunity, sales call or quote.  

AccountManager Web: Create and manage accounts, contacts, sales calls, opportunities with the ability to customize your own views by sorting and filtering the way you want to! 

New CRM Bundle with Microsoft 365 for dynaMACS customers

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Thinking about starting a CRM program, we have an entry-level CRM bundle that includes integration with Outlook 365.

Our solution lets you start off slow by entering sales calls but with the ability to add-on other features when you are ready. Most CRM programs are all or nothing. AccountManager lets you decide the features that your business needs now and in the future.

You can also add AccountReporter Analytics. AccountReporter Analytics offers pre-configured dashboards making it easy to tap into the data you need to run your business and meet the needs of your business partners. The visual analytics will provide you with a whole new way to work on your business, spot trends before they happen, measure success, and find the most profitable manufacturers and customers.

Click the link below for more information:

https://empoweringsystems.com/2020/10/26/empowering-systems-announces-the-release-of-accountmanager-team-365/

CRM Key Features

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Now that more businesses are opening it’s time to look at your business tools. Are they meeting your needs? Do they keep your sales teams in front of customers rather than doing administrative work?  One critical tool is your CRM, make sure you are set up with a good CRM system that helps you work smarter, not harder. Make sure you know what functions a powerful CRM system should have. Here are a few to keep in mind: 

  •  Access anytime, anywhere:  A system that is available for you in your email, on the web, on your phone and on your computer.  Work in your CRM system whether you are on WIFI or not. 
     
  • Analytics: You want to Analyze the data that has been entered into your CRM system. For example, with Empowering Systems CRM system, you can review your data with our dashboards and visuals or create your own custom analytics. You can filter on many fields such as territory, state, category and so much more.
     
  • Mobile App: Be able to grab the data when it’s needed most. Walk into your customer’s office with the confidence that nothing will be missed. With our mobile app, you can review your sales numbers, look at past call reports and check on the opportunities so you can get a status update. This will make your customer feel valued and that you are on top of and understand their situation.
     
  • Reminders:  Your CRM  should have a reminder system in place. Our CRM sends an email out every day to remind you regarding quotes, call reports or opportunities.  And let me tell you, they don’t go away until you update them.  LOL 
     

Doors are opening, These tips will get you back to business

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Life is starting to get back to normal, well at least a new normal. Now is a great time to do a check in. Do you have all the tools you need to hit the ground running and be more successful than ever before? 

Customers are slowly starting to open their doors again. Get prepared and ready to get back on the road… here are few tips that can help.  

  1.  Review your sales numbers. Look at trends to see where you should start. What product line, which customers or which territory has the most potential? 
     
  1. Review your analytics, notes and sales data from your CRM system.  Brush up on these details and wow your customers with your knowledge.  
     
  1. Let your customers know the safety procedures you have put in place to ensure their health is your number one priority. 
     
  1. Now is the time to think outside of the box. Look at the products you sell and see how each one can benefit your customer. 
  1. Review the current systems that you have in place to run your business. Do you have the tools to track meeting details, get reminded of project deadlines and analytics to see historical and future trends for your business? 

It can seem over whelming but keep in mind that Empowering Systems + dynaMACS are here to help you through the transition… 

Your team’s job is nothing like a direct salesperson’s—so why use the same CRM?

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Unfortunately, most CRM systems aren’t designed for manufacturers’ reps. There are a lot of features your team doesn’t need, and many they do need are missing.  Sure, you can have it customized—but that costs money and time. There are a few systems designed specifically for our industry. Here are some features you should look out for when judging which will fit your workflow best.

Email Integration. Sales should only touch their email one time. Using CRM from their in-box is critical. Updating and adding opportunities, sales calls and more gets the job done with the first touch.

Mobile functionality. Outside sales reps would rather be on the road than in the office. Mobile capability lets them update anywhere–and cut down on time spent behind a desk.

Streamlined relationship tracking. Look for a robust system that lets your reps track dozens of product lines, territories, accounts, and activities with built-in sorting by manufacturer all in one place—without customization. This gives them an automatic edge in every sales meeting.

Security that works for a rep firm. The software should secure the right data. Don’t settle for a one size fits all and risk unwanted access to vital information.

Why CRM for dynaMACS Customers?

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Manufacturers’ representatives use CRM to stay competitive and to have one central place for everyone to stay on the same page. They use CRM to keep manufacturers informed about what they are working on and the value that they provide as a partner. Manufacturers hire the best rep first and the best reps firms use CRM to manage their customer information.

You can:

  • Create or update sales call notes
  • Opportunities
  • Review Sales numbers
  • Look up Quotes
  • Keep your customer contact information up to date

If you’re going to have a CRM, have one that’s designed for a rep firm. Empowering Systems AccountManager is just that, a sales solution designed for you and how you work, from your phone, from your inbox, offline or online.

Email April to learn more

or get a link to a demo.