In this episode of the Transform Sales Podcast: Sales Software Review Series, Amir Reiter, CEO of CloudTask, and Lars Helgeson, CEO and founder of Complete CRM, talked about how B2B Agencies can use Complete CRM for disconnected systems.
In this episode, they discuss how businesses can use Complete CRM to overcome the challenges of fragmented processes and disconnected data across sales, marketing, and operations. Complete CRM’s all-in-one approach empowers businesses to enhance collaboration, and drive efficiency.
When it comes to sales and marketing alignment, what alternatives were your customers most often using before buying your software?
Before adopting Complete CRM, many businesses relied on a mix of tools and systems to manage their operations. Here are three popular approaches they used:
- Standalone CRM Systems: Businesses often utilized standalone CRM platforms like Salesforce or HubSpot. While effective for managing customer relationships, these systems lacked integrated tools for marketing and operations, leading to inefficiencies and data silos.
- Separate Marketing Automation Tools: Platforms like Mailchimp or Marketo were commonly used for marketing. However, these tools didn’t integrate seamlessly with sales and operations systems, making it difficult to track the entire customer journey.
- Spreadsheet-Based Operations: Many small to medium-sized businesses relied on spreadsheets for project management, event coordination, and customer support. While inexpensive, this approach was prone to errors, time-consuming, and unsuitable for scaling.
What challenges were your customers running into with those alternatives that your software helped them overcome?
Businesses using these alternatives faced several significant challenges:
- Lack of Integration: Standalone tools didn’t communicate with one another, resulting in fragmented data and inefficiencies in decision-making.
- Limited Scalability: As businesses grew, managing data across multiple platforms became increasingly complex and time-consuming.
Inconsistent Customer Experience: Disjointed tools made it difficult to deliver a seamless customer journey, leading to missed opportunities for engagement, retention and conversion.
What are the key features of Complete CRM that help overcome the sales and marketing alignment challenges?
Overcomes lack of integration
- Sales: Complete CRM consolidates essential tools like contact management, lead filtering, funnels, analytics, and forecasting into one platform, enabling seamless collaboration across teams.
- Marketing: Its drag-and-drop customer journeys, email marketing, and advanced automation ensure cohesive engagement strategies that connect sales and marketing efforts.
- Operations: Comprehensive tools for project management, event coordination, and customer service ticketing centralize operations, eliminating the need for disparate systems.
Address limited scalability
- Customizable Platform: Complete CRM adapts to evolving business needs with features like personalized user interfaces and scalable tools for growth.
- White Label Solution: Businesses can brand the software as their own, unlocking new revenue streams by offering it as an add-on service or core product.
- Hands-On Support: Full-time training and consulting empower businesses to implement and scale the platform effectively.
Resolve inconsistent customer experience
- Unified Customer Journey: Complete CRM’s marketing and operational tools ensure every touchpoint, from email campaigns to customer service, delivers a consistent and professional experience.
- Brand Personalization: The platform allows businesses to design a user interface that aligns with their branding, enhancing customer trust and engagement.
- End-to-End Flexibility: With tools for sales enablement, automation, and operations, businesses can create a seamless experience tailored to their audience’s needs.
What tasks, deliverables, and/or people need to be involved in setting up your software for this sales and marketing alignment and how long does it typically take to reach full productivity?
Sales managers must provide consistent, targeted coaching to their reps while managing multiple priorities. Previously, they could only review a small sample of calls, missing crucial coaching opportunities.
TripleSession provides automated coaching features that:
- Generate coaching reports within minutes after each call.
- Highlight specific areas where reps need improvement.
- Track progress on key metrics over time.
- Deliver personalized recommendations based on performance data.
The platform’s AI coach analyzes every call, ensuring managers know exactly where to focus their coaching efforts.
As Matt shares, “Now when the managers are meeting with their teams one-on-one, they know exactly where they need to spend the most time.”
How TripleSession Overcomes Disconnected Performance Data
Teams need to understand which sales behaviors drive success. Traditional tools provide basic metrics but fail to connect specific actions to outcomes.
TripleSession’s analytics features solve this by:
- Mapping successful behaviors to outcomes.
- Analyzing top performer patterns.
- Tracking improvement across specific skills.
- Providing data-driven insights for replication.
What tasks, deliverables, and/or people need to be involved in setting up your software for this sales and marketing alignment and how long does it typically take to reach full productivity?
Tasks and deliverables for agencies
- Asset Collection and Branding Setup:
- Gather graphics, logos, and choose a domain.
- Deliverable: A fully branded agency account.
- Mail Server and Domain Configuration:
- Set up DNS, mail servers, and ensure proper email delivery to client inboxes.
- Deliverable: Fully functional email setup for seamless communication.
- Model Account Creation
- Develop industry-specific templates or model accounts to simplify client onboarding.
- Deliverable: Pre-configured accounts tailored for industries like education, retail, or healthcare.
Tasks and deliverables for clients
- Simple Account Onboarding
- Clients sign up through a provided link, entering their basic information (name, email, company, etc.).
- Deliverable: An active client account, ready for use.
- Custom Pricing and Services Setup
- Agencies can define price points, services, and retainers tailored to each client.
- Deliverable: Personalized service packages for client accounts.
This efficient setup process allows agencies to quickly onboard clients, configure custom services, and leverage Complete CRM’s model account system for scalability and specialization.
What KPI’s should B2B Agencies use to evaluate their success with your software for sales and marketing alignment, and what quantifiable outcomes can they expect?
To evaluate the impact of Complete CRM, businesses can track KPIs such as:
- Efficiency Gains: Many users report a 75% increase in efficiency after adopting the platform.
- Lead Generation: Businesses see a 50% increase in signups and leads.
- Sales Funnel Growth: Users experience an average 900% increase in salesperson funnel size.
Conlusion
Complete CRM is more than just software; it’s a strategic partner for businesses looking to streamline their operations and foster growth. By integrating sales, marketing, and operations into a single platform, Complete CRM empowers businesses to overcome the challenges of fragmentation and inefficiency. Whether you’re a small business or a large enterprise, Complete CRM provides the tools and support needed to succeed in today’s competitive landscape.
