You can lead a horse to water, but you can’t make it drink. The same can be said about sales teams and data entry in your CRM. You can give them the tools but if they don’t log the information in Salesforce, it is all for not.
We’ve all heard the excuses:
“I don’t have time to create a new contact everytime I speak to someone.”
“Do you want me to do data entry or close deals?”
“There are too many required fields, I just want to enter my notes.”
And we all know the common saying, “If it isn’t in Salesforce, it doesn’t exist!”
So how do you win the battle for data and make everyone happy?
The answer is simple—automate it.
By automating the creation of sales activity in your CRM, you can remove the barriers which prevent access to accurate, consistent, and real-time data.
Tools like People.ai help companies increase sales productivity by automatically capturing every email, meeting, and phone call into their CRM. Plus, you can say goodbye to manual contact creation. People.ai creates new contacts in your CRM without your sales team lifting a finger. It’s a win-win for everyone.
Sound too good to be true? I promise it is very real. In fact, PandaDoc was able to give their sales team 20% of their time back by automating the capture and creation of emails, meetings, and new contacts into their CRM. You can read more about their success in this case study.
Wondering how much time and money you can save by capturing and logging sales activity? We’ll show you with our ROI calculator. Simply request a demo and we’ll show you how easy it is to capture and log all your sales activity.