Why does having the right tools matter for sales?

Without the right tools you can never get a job done on time, productively or efficiently — and most companies, in Coevera's view, choose the wrong tools for what they need, especially with CRM. The right CRM becomes essential because there are simply too many issues and tasks to manage without one.

Why is CRM ownership described as a top-down decision?

Citing Jeff Blunt's view that if you don't own CRM you'll never reach your true revenue potential, the author agrees because adoption is a top-down decision, execution and implementation. It starts with a leader at any level adopting the digital system for workflow, repetitive tasks and organizing information.

Can Coevera work alongside an existing CRM investment?

Yes. You can keep an existing CRM investment and add Coevera's sales tools alongside it through integration, rather than ripping out what you already have. Coevera frames this as the best of both worlds — your existing investment plus Coevera's sales-focused features, often with less expensive licenses.

Without the Right Tools

Q: How does AI help with note-taking in Coevera?

Coevera lets you create a call summary without typing anything — you can talk to the computer and use AI to correct the text and automatically create bullet points and tasks from the call notes. There's no need to manually update or track notes because Coevera does it all for you.

Without the right tools, no job gets done well — and most companies pick the wrong ones, nowhere more so than with CRM. The harder truth is that getting it right is a top-down decision, owned from the top or never owned at all.

Published July 2, 2024Updated December 4, 20242 min read

Without the right tools, you can never get a job done on time, let alone productively and efficiently. Most companies choose the wrong tools for what they need to accomplish, especially when it comes to CRM.

Key takeaways

The wrong tools doom productivity. The author argues you can never get a job done on time without the right tools, and most companies choose the wrong tools — especially when it comes to CRM.

You must own CRM. Citing Jeff Blunt, the author agrees CRM is a top-down decision that requires leaders to own it, because without ownership you will never reach your true revenue potential.

AI removes the busywork. Coevera uses AI and speech-to-text so salespeople can create call summaries, bullet points and tasks by talking instead of typing, freeing them to focus on customer interactions.

Extend your CRM, don't replace it. Coevera can integrate with an existing CRM setup so teams gain Coevera's features while keeping their prior investment — and save money with less expensive licenses.

Fortunately, technology has made life easier for salespeople by such as note-taking during meetings through speech-to-text technology. This allows them to focus on their interactions with customers rather than spending time taking notes.

Here’s the truth about CRM, according to Jeff Blunt. If you don’t own it, you’ll never reach your true revenue potential. I agree with him 100% because it’s a top-down decision, execution and implementation.

It starts with you as a leader – as a sales leader or at any level – adopting any digital system, especially when it comes to workflow, repetitive tasks, and organizing information. CRM is not only important for prospecting – but you also cannot prospect without technology today. It’s also critical for account management to know which customers bring in the most revenue.

Tip
The author, agreeing with Jeff Blunt, argues CRM is a top-down decision: if leaders don't own it, the team will never reach its true revenue potential. Adoption starts with the sales leader, not the reps, before any tool can deliver results.

Typically, 80% of your best customers generate 20% of new customers and convert prospects into revenue streams. Without a system, it becomes difficult to keep track of your daily tasks and responsibilities. There are too many issues and tasks to manage without it. That’s why working with CRM is essential.

Here are some examples: Most salespeople still have a negative attitude towards CRM instead of seeing it as the best tool they can have. Imagine being able to create a summary after a call without having to type anything – you can talk to the computer and use AI to correct the text and automatically create bullet points and tasks based on the call notes. There’s no need to manually update or track your notes; Coevera does it all for you. Who wouldn’t want that?

So, you need to focus on your own goals and what you want to achieve; management helps coach salespeople to reach their full potential with the tools they are given. We have moved away from the formal use of CM; now, at the end of the day, prospecting is all about using CRM effectively.

Unlock the true potential of your MS Dynamics investment without replacing it. With Coevera, you can seamlessly integrate our powerful sales tools with your existing Dynamics setup. Your team will be amazed at how quickly they can start leveraging Coevera’s incredible benefits to drive more revenue and close more deals.

It’s the best of both worlds — combining the investment you have put into Dynamics with the game-changing features of Coevera.

And you save money with some less expensive licenses!
— Nikolaus Kimla, Founder & CEO, Coevera

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