11 Tips to Motivate Your Sales Team to Engage a CRM

After investing in a customer relationship management (CRM) platform, you want to motivate employees to use it. Overcome resistance to change by showing your sales team how a CRM platform can make their jobs easier and improve performance.

Duane Kautzman, Sales Strategy and Asset Manager at Hutson, Inc., has deployed the Anvil Enterprise platform at two different dealerships and witnessed its ability to win over both skeptical and tech-challenged users.

For most of us, the real mental game when we change systems is fear of the unknown. The volume of data displayed when you click on a page for the first time can be unnerving.

Pointing out Anvil’s speed, easy navigation, and intuitiveness, he says the shock doesn’t last long. “Once they started using it, sales reps came into the office and let us know, ‘This is great! I really like what’s going on here.’”

Anvil App Works gathered feedback from several current partners and identified the top 11 reasons their sales teams are quickly adopting Anvil’s CRM-based solutions:

1. Ease of Use

Get a complete view of each customer with a unified profile on a single platform. “If you make it easy for people, they will do it,” says Jason Nichol, Interior Sales Manager, PrairieCoast Equipment. “Instead of jumping around through three screens to get one result, Anvil brings that information into one system.”

2. Mobile Access

Get things done whenever and wherever you need to. “Our sales reps love the ability to mark quotes sold, right on their phones, when they’re out there with a customer,” Kautzman says. “As fast as things sell when the market is hot, three minutes can make a difference. Somebody else could sell it when you have 50 or 60 reps with their fingers in the inventory.”

3. Real-Time Information

Anvil’s dynamic reports and dashboards keep you on top of your deals. Set up automated reports to regularly refresh your data. Use visual dashboards to easily track activities like progress toward goals, to see deals needing attention, to stay on top of customer follow-up and more.

4. Fast Inventory Search

Search for inventory quickly using an artificial intelligence (AI)-enhanced search bar. Drastically reduce the time required to locate inventory, quotes, or stock-unit history.

5. Easy Navigation

Work within one system using its quick, intuitive navigation bar to easily locate information or start new records. Working on a new opportunity? Quickly create a new opportunity record. Or access recent records and lists directly from the navigation bar to retrieve opportunities in progress.

“It’s all about staying in one system,” says Kautzman. “You don’t realize what the extra clicks do from a time-consumption standpoint, but it turns into a lot of minutes each day.”

6. Progress Toward Goals

Here’s another place where the real-time capability of Anvil makes a big difference. With a little automation magic, Anvil’s analytics can provide salespeople with a running total of progress toward goals, as an individual, a team, or a location. Anvil shows them exactly where they stand with sales volume and can report year-over-year numbers.

7. Happier Customers

Anvil creates process transparency, saving significant time for sales reps, according to Kautzman. When a customer calls with a question, there’s no need to chase around the dealership for answers. Pull up the customer account to quickly find the answer. A win-win.

8. Inventory Notifications

Looking for a specific piece of inventory? Set up a notification to automatically update you when it becomes available. Sales, holds, return-to-inventory: Stay up to date on stock units and make the best deal for customers.

9. Automate Tasks

Nobody likes busywork, particularly in sales. A salesperson’s bread-and-butter is interacting with customers. Anvil’s automation capabilities reduce those repetitive tasks. Examples include:

  1. Pre-populating fields where information is known.
  2. Repeating inventory searches on a set schedule and sending results.
  3. Assembling and distributing insightful reports on a regular schedule.
10. Healthy Competition

Everybody wants to be the best at what they do, says Andy Porsborg of Gooseneck Implement. “Don’t underestimate the power of bragging rights,” he says. Use analytics and automation in Anvil to track your sales against the rest of your team. Anvil makes competition through sales tracking easy — whatever you use for the carrot.

11. Boost Performance

Anvil can help elevate the average salespeople to top performers when used consistently.

According to Nichol, reps may have good sales skills but, when they struggle with time management and organization, they tend to lose track of the details. Nichol describes the experience of one sales rep:

“Anvil’s tools — the CRM and Visual Sales Pipeline — kept all the detail in front of him. It allowed him to see what he had and what he needed to do to move forward. His communication efforts improved and so did his stress levels, because he stopped getting calls from angry customers and started earning more money,” he says.

Anvil motivates people to engage because neither the feedback that improves performance nor the benefits that save time and effort can happen unless they buy-in and use the system.

Anvil is so fast and easy to use, most of my staff picked up on it right away. Then, seeing the success other team members have brings the rest to the table.

“I have some reps on my team that I wouldn’t classify as the most tech-savvy people,” Kautzman says. “They grabbed onto it and really use it to the fullest.”

And according to our clients, once your team starts using Anvil, the results provide all the motivation they need.

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