The Sales Force Automation First Approach
February 05, 2024
Matt Blatchley
matt@hotprospects.com
When evaluating CRM software, many platforms fall short when considering the sales process and any automation that can create a more cohesive sales team. CRM platforms can consist of many different tools and helpful work arounds for everyday lead management, but many customers are looking to increase the success of their sales team. Companies are looking to other places than CRM to help automate their sales process.
The CRM software industry is overrun with variety of what constitutes a ‘viable’ solution. It would seem the winning strategy is concentrating more on helping businesses streamline their sales process to make money more efficiently, than it is focusing on adding more widgets and API connections to the UI. 
The CRM software industry is overrun with variety of what constitutes a ‘viable’ solution. It would seem the winning strategy is concentrating more on helping businesses streamline their sales process to make money more efficiently, than it is focusing on adding more widgets and API connections to the UI. 
CRM systems are often robust and complex in their functionality and getting data in or out of these systems can be very challenging. When we look at the top players in the CRM industry for small to medium size businesses, we see a wide array of functionality that allows clients to import and export data utilizing web-based admin tools. But is the format of the data coming out of the system really what the client needs, or does the client have to jump through hoops and massage the data to get it in a useful format?