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New Business Team to Train on a New CRM Tool

Context

  • A telecom operator seeks to incorporate a method that enables the sales team to be more professional in business efficiency
  • The company decides to invest in the implementation of a CRM tool for its sales team to manage sales rep activity and results

Client Brief

  • To provide training on the new tool
  • To take full advantage of the CRM tool to improve assimilation and foster an ‘open forum' for good business practices (visit preparation, results analysis, drawing up development plans, reports)

Anderna’s Role

Assisting salesmen by:

  • Helping them understand the ‘why' (expected benefit) that was the impetus for implementing the ‘how' (the tool and its processes) and expand the business
  • Providing practical access essential for training
  • Showing the usefulness of the tool and its relationship to salesmen's variable salary based on their expected goals/contribution
  • Providing a team dedicated to teaching good business practices
  • Teaching about the transparency of accessible information based on user category
  • Eliminating complex tools: move towards discovery-based interactive training (each participant has his own PC)
  • Early stage guidance: Regional monitoring devices installed 3 and 6 weeks post- training

Result: all objectives met are in line with project success indicators

  • User connections
  • % visits prepared and closed (reports)
 

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