Imagine a marketing associate received the following 2 new mailing list sign-ups. How would the marketing associate use sticky notes to record relevant data about these sales leads? <ul> <li> Seydou Opeyemi </li> <li> Job:Office Manager </li> <li> Company: Rainforest Keepers </li> <li> Phone Number: (534) 989-4807 </li> <li> Email: seydou@rainforestkeepers.com </li> </ul> <ul> <li> Dewi Bulan </li> <li> Job: Executive Assistant </li> <li> Company: Silver's Gym </li> <li> Phone Number: (373) 957-9787 </li> <li> Email: dewib@silvergym.org </li> </ul>

Answers may vary. You might discuss some of the following points: <ul> <li> The marketing associate takes 2 sticky notes from their desk and adds Jayden’s information to one sticky note and Emma’s to the other. </li> <li> The marketing associate writes down all of the given information for both leads. </li> </ul>

True or False: All of the following are advantages of using a CRM software like Salesforce: <ul> <li> Log and digitally track information </li> <li> Keep information private to each sales person </li> <li> Reporting and analytics capabilities </li> </ul>

Yes! Salesforce allows salespeople to log and digitally track all information about leads, companies, and deals in a centralized and simplified database. It also allows this information to be easily accessible to other team members, and provides reporting and analytics to help sales people understand their performance and sales forecasts.

Types Of CRMs » Week 3 » Sales And CRM Overview

Q: Describe some of the benefits and challenges of using sticky notes as a CRM tool.

Your answer will vary, but here are some benefits and challenges you might have discussed: Benefits: <ul> <li> Sticky notes enable you to log and track data quickly and in the moment. </li> <li> You can color code sticky notes to organize your data. </li> </ul> Challenges: <ul> <li> Sticky notes can get unwieldy! If you have too many leads to track or too much information to keep an eye on, you can easily end up with way too many sticky notes or lost sticky notes. </li> <li> Similarly, sticky notes are not the ideal database for tracking complicated data because they're too small and there can be too many. </li> <li> Tracking data on sticky notes makes it incredibly hard to share your data with other people who might need it. </li> <li> Other people might not easily understand the system that you've created to organize your sticky note data. </li> </ul>

Q: Describe the benefits and challeneges of using spreadsheets as a CRM tool.

Your answer will vary, but here are some benefits and challenges you might have discussed: Benefits: <ul> <li> Spreadsheets help sales people maintain a digital log of customer information and interactions which is more reliable than using paper sticky notes. </li> <li> Spreadsheets allow sales people to track a lot of information because there are a lot of rows and columns that can store data. </li> <li> Spreadsheets can be organized in numerous ways, ranging from colors, sheet tabs, tables, etc. </li> </ul> Challenges: <ul> <li> It is tricky to manage complex data using spreadsheets, such as if one company has multiple leads. </li> <li> It's also hard to manage spreadsheets across multiple sales people and teams, which makes losing data a very real concern. </li> <li> It's also hard to set reminders for follow ups through a spreadsheet, or to integrate with any external platforms that could be helpful in the sales process, like email, calendars, and marketing apps. </li> </ul>

Q: Why is storing and tracking data important for CRMs? Select all that apply.

Yes! Databases allow sales teams to save important information in a structured, organized, accessible, and up-to-date way and to analyze that data later to gain insights about measures like performance, sales forecasts, and more.