Free crm software outside sales how to#

The best outside sales CRMs offer native apps and ideally ones that are available for the particular operating system of the phones you supply to your team (or if you don’t, the phones they have). Outside sales reps live a very active life, so it’s only natural that they’d need a CRM that can go where they do.Īlthough smartphones certainly have browsers where a rep can access a web-based CRM, many sites are not mobile optimized or don’t have the amount of functionalities that are uniquely offered with apps. So of the few outside sales CRMs out there, what kind of functionality can tell you whether or not it’s going to deliver on your needs out in the field? The following questions can help you find the best CRM for outside sales:

Free crm software outside sales how to#

How to find a CRM for your outside sales team If it’s not pulling in live data that communicates which are more likely to close, it makes strategy course-correction harder.

Doesn’t deliver actionable information: Field salespeople need to quickly understand not only where leads are but why they’re the best leads for them.

Future-facing reports should be a standard feature.

Only offer retrospective analysis: Sure, the old saying about “those who don’t learn from history are doomed to repeat it” is certainly true, but planning for a better future requires a lot more than just the stuff you’ve already done.

Many CRMs arbitrarily limit how to manipulate the data, which limits how a salesperson could understand their market or territory. Needlessly limiting data sources: Everything entered into a CRM should be able to be either displayed as a “layer” or collected through “filters” for better access to granular data.There are three big, philosophical ways field CRMs are missing the mark: Figuring out how to juggle the particular struggles of physical travel with data-entry needs can create a lot of stress and unwanted pit stops.Īlthough all sales reps are evolving with the times by using virtual conferencing and emailing, most of the customer relationship management (CRM) software out there is catered to salespeople who stay “inside.” It’s a shame, because outside sales is certainly still a necessity, even with thriving startups - just ask Grubhub or emerging SaaS companies.Ĭomodo One How CRMs are failing outside salesīecause so many CRMs are catered to inside sales, they’re not giving salespeople out in the field the data they need to close. In a world where more and more of us are stuck behind screens, the world of outside sales can feel like a breath of fresh air (literally).īut as any outside sales rep knows, it’s not all sunshine and daisies, even though you may encounter them along the way.