The use of CRM systems is almost ubiquitous. No matter what platform you choose, there are often challenges that every Sales Leader and CXO encounters with the CRM:
- Widening gap between business processes and CRM set-up.
- Inadequate training and handholding of new users.
- Under-optimized levels of automation.
- Inability to support decisions due to poor data quality & analytics.
- Un-integrated systems leading to data/task duplication
- Repetition fatigue amongst sales executives when the system has been structured inefficiently.
Ambit Software’s Managed Sales Operations helps you deal with your CRM platform’s functional complexity, organizational dynamism, and oft-overlooked data indiscipline.
Daily Operations
Ensuring there are no precedent system changes impacting the CRM platform; Advise on CRM technology change impact; Define (ongoing) CRM system evolution; Manage liaison with Business Users (L1 support for CRM); Define and Maintain record/ field/ data rules; Implement Master data rules
Ad hoc requests
Create and maintain queue of user requests; Triage and attend to L1 requests; One-off reports; User-profile based dashboarding; Territory/Account alignment and realignment of individuals; Maintain and update territory master; Moving ownership of data from incumbent to incoming individuals in case of employee churn; Mass data uploads
User Admin
Provide recorded and ad-hoc training; Training capsules/ FAQs; Manage Change management process (User request – analysis – vendor check – cost approvals); Ensure Client’s regional admin alignment; Scheduled Internal communication – progress reports, features, rules etc.; Training schedule aligned with HR onboarding process
Leadership Support
Dashboards for Sales, Service, Adoption metrics, and Compliance data; Reports – ad-hoc and scheduled; Customized high-impact employee onboarding (aimed at leadership); Sales & leadership incentive calculation
User Admin
Monitor utilization limits – storage/ APIs; License utilization; Duplication checks (over-night runs); Monitor batch-failures; Scheduled reports; Workflow configurations; Process Improvement areas