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.