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The Main Reason why Salespeople don’t Use the CRM? (Interview with San-Part 5)

Published On: November 10, 20226.5 min readBy

UPilot is built keeping ease of use in mind and that's why sales folks love to use it. In this interview, San Bhaskaran explains why most salespeople hesitate to use CRM software and what business owners can do about it.

Rajesh Srinivasan, the CMO of UPilot had another interesting conversation on the topic “The Main Reason Why Salespeople don’t Use the CRM” with San Bhaskaran, the founder of UPilot. He explains why most salespeople hesitate to use CRM software and what business owners can do about it.


Let’s get into the interview:

Rajesh: Welcome San, it’s great to have you here today!

San: Thank you, Rajesh. It’s good to be here.

Rajesh: Perfect. So, what do you think is the main reason why salespeople don’t use CRM platforms?

San: I think there are a few reasons. First of all, I think a lot of salespeople find CRM platforms too complicated and time-consuming. They don’t want to spend hours inputting data into a system that they don’t feel is really helping them to close deals.

If you’re in charge of sales and customer relationships for your business, you know how important it is to have a good CRM system in place. After all, the whole point of a CRM is to help you keep track of your customers and their interactions with your company. But what good is a CRM if it’s so difficult to use that your employees are not bothered to put data into it? Sadly, this is a problem that plagues many CRM tools in the market today.

Too often, they are designed with only the IT department in mind, making them needlessly complex and difficult to use. This might not be such a big deal if you only had a few customers, but when you’re trying to keep track of hundreds or even thousands of customers, it quickly becomes a headache.

Fortunately, there are a few CRMs out there that are designed with the end user in mind. These systems are typically much easier to use, making it more likely that your employees will actually input data into them. As a result, you’ll have a much better understanding of your customers and their needs.

In the business world, one of the most valuable commodities is customer information and other related data. In order to make informed decisions, it is essential to have access to accurate and up-to-date data. However, data is not always available when it is needed. For example, let’s say you meet somebody who could be a potential customer or client. You don’t have his phone number or email address, and you don’t even know his last name.

How can you get in touch with this person? One way is to search for him on LinkedIn. LinkedIn is a social networking site for professionals, and it can be a useful tool for finding contact information for potential customers and clients. Once you find the person you’re looking for, you can connect with him on LinkedIn and later send him an email. This process can be time-consuming, but it is often worth the effort in order to make a valuable connection.

Sometimes, there are a few reasons why data cannot be added into the CRMs. The first reason is that the data may not be available yet. This can happen for a number of reasons, such as if the data is still being collected or if it has not been processed yet. The second reason is that the data may not be in the correct format. This can happen if the data is in a different language or if it is in a different format than what the CRM requires.

The third reason is that the data may not be complete. This can happen if there are missing fields or if the data is incomplete in some other way. If any of these reasons are preventing data from being added into a CRM, it is important to resolve the issue so that the data can be used efficiently.

One of the issues we have seen is that when salespeople are incentivized to create their own private Excel sheets, they slowly stop entering data into the CRM. This can create problems down the line when trying to track a customer’s history or follow up on leads.

To combat this, we have implemented a system where only the first name of someone is required to create a contract. As more data is collected, such as an email address, we will automatically populate other fields with data from LinkedIn and other sources. This should help to keep all customer information in one place and prevent any critical data from being lost.

CRM, or customer relationship management, software is designed to help businesses manage their customer interactions, including sales, marketing, and customer service. In order to be effective, CRM software must be used by the entire organization, from the sales team to the customer service representatives.

One of the challenges of getting employees to use CRM software is that it can be difficult to find the right incentive. For salespeople, who are often judged by their numbers, a CRM system can help them keep track of their progress and pipeline. For customer service representatives, a CRM system can help them resolve issues more efficiently and improve customer satisfaction scores. By finding the right incentive for each team, businesses can ensure that their CRM system is being used to its fullest potential.

Keeping your sales team updated on the status of their leads is important to the success of your business. By using a CRM, you can update the nodes with ease and efficiency. In addition, you can mention your sales manager in the notes you add. This will ensure that your sales manager is aware of the updated information and can follow up as needed. By using a CRM, you can save time and improve communication within your sales team.

A good CRM Tools provides many benefits to the salespeople. For one, it provides a platform for organization and data management. This can save time by avoiding the need to explain everything in detail during meetings. In addition, it can help to reduce workload by syncing with email and other programs. Finally, CRM systems can be motivating for salespeople as they provide a way to track progress and compare performance with peers. As such, CRM systems can offer a number of advantages for sales teams.

In order to respect the privacy of users, UPilot is designed so that emails are not visible to anyone except the direct manager and those who have been specifically added as collaborators. This allows sales executives to feel confident that their communications will only be seen by those who need to see them.

Additionally, UPilot’s Sales CRM system includes the ability to add private notes. This feature is especially useful for salespeople who want to keep track of their personal thoughts and jargon related to a deal. By marking a note as private, users can rest assured that even the system administrator will not be able to see it.

At UPilot, we understand the various pain points that salespeople face on a daily basis. We know that they need privacy, the ability to perform, and access to data in order to be successful. That’s why we’ve designed our sales CRM to address all of these needs. Our system is easy to use and helps salespeople be more productive, which is why we’re seeing such strong growth. We’re happy to say that our sales CRM is making a difference for salespeople all over the world, and we’re confident that it will continue to do so for years to come. Thank you for considering us as your go-to choice for sales CRM software.

Rajesh: That sounds great. Thanks for sharing that with us, San.

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