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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 
     

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.

The release of AccountReporter Analytics by Empowering Systems

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Southborough, MA, June 19, 2019 – Empowering Systems, Inc., is pleased to announce the release of AccountReporter Analytics™.

Empowering Systems, a leader in CRM solutions for manufacturers and manufacturers’ representatives since 1994, announces the release of their industry leading AccountReporter Analytics. Powered by Microsoft Power BI® these interactive analytics dashboards reveal opportunity and sales data from AccountManager and SalesAnalysis in ways never before possible. These dashboards give owners valuable business intelligence to measure success, show trends and find the most profitable partners.