From Chaos to Control: Why Every Organization Needs a CRM System.

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Take Control of Owning Your Customers.

Imagine a scenario where all your sales reps suddenly quit. Would you still have access to your customers, or would you be scrambling, relying on them to provide client lists? If you lack a CRM, your sales team essentially controls your customers. It's a risky position, especially in today's volatile job market.

You're paying your sales team to bring in revenue, not to micromanage their every move. But without a CRM, you're left in the dark about their performance and communication with leads. Transparency is key; without it, you're at the mercy of your staff, regardless of their loyalty.

A CRM isn't just a luxury; it's a necessity for effective leadership. It provides oversight, streamlines workflows, and ensures your clients remain accessible even in unexpected situations, like a key salesperson's sudden absence.

At Moxie Brands, we've seen firsthand how a lack of CRM leads to staff management headaches and, ultimately, business decline. Implementing a CRM, custom built with the right messaging strategy, can be the key to revitalizing a struggling sales operation or taking a plateaued business to new heights.

But it's not just leadership that benefits from a CRM; sales reps do too. It offers organization, reporting capabilities, and time-saving automation, allowing them to focus on building relationships and closing deals.

If you've had a lot of turnover in sales people, you may be missing a few key tools to set them up for success. Imagine having an entire fleet of passionate sales professionals who show up digitally, on social networks, in emails, or by phone just as strong as if you, the CEO (or your top producing sales person) was to meet with your dream client in a one-on-one meeting.


Now -- Imagine your top sales rep, Cam, is about to close numerous deals and suddenly you receive a phone call that they had a death in the family and is leaving town for over a week, unable to work. You have a lot riding on their performance and you know you can’t ask them to take the time to get client lists over to you and then take the time to provide every single status update on all of the accounts.  These prospects or clients are just hanging, waiting, and you risk losing deals without consistent follow up.  You don't need us to tell you... with a CRM system that’s being regularly updated, all of that information would be instantly accessible by anyone within the company to step in and be informed to pick up right where Cam left off while they are away.  Within this example you are dealing with a top performing sales rep that does still work for you and will be returning, but imagine this scenario with a rep that either no longer wants to work for you, is disgruntled, or any other negative scenario in which they don’t even care enough to send you their clients.  You can bet you won’t be getting the information you need in a timely manner, if at all.

What we find over and over again at Moxie Brands is that when our clients come to us for a rebuild they are already in one of two places: they either have a frustrating time managing their staff, hoping they are doing what they say they’re going to do, or they have a very sudden and unexpected demise as a company where numbers begin to fail and they can’t find the way out due to a lack of any centralized place with data to pinpoint the loss. Both of these top issues would have been solved if a CRM system had been implemented, which is why that is one of the first primary functions needed to rebuild a failing sales business, or drastically improving a business that has plateaued or begun to decline.

It’s also very helpful for efficiency and consistency of message. In most sales cycles, the same types of correspondence are occurring over and over again. Sales automation provides efficiencies within the workflow that can help you navigate the work of your sales team without putting in a lot of extra time or work.  These automations can save so much time and ensure the communication is staying consistent and happening at various stages of the sales cycle, helping you get in front of issues beforethey become problematic.


CRM systems aren’t only helpful and necessary from a management and business owner perspective, but the sales reps themselves benefit immensely from this type of software - in turn, so do your customers.

Sales reps spend 440 hours each year trying to find the right content to share with their prospects and customers! Many of them feel isolated and aren’t sure where to place their efforts each day. But what if they were given better marketing systems, better sales tools and a solid understanding of their target audience to set them up for success.

With a CRM system, your sales reps will have the branded content they need to communicate with prospects at various stages of the sales cycle. They’ll have the ability to plan out their days with optimized schedules and prioritized tasks to help meet their client needs, making sure all customers are taken care of in a timely manner. They can pull reports with filters, creating segments on workflows that are the highest priority down to the lowest priority, removing the need to sort through a long list of people and try to navigate who is most important in that moment - a task that can take an excessive amount of time without a CRM.

In conclusion, a CRM isn't just a tool; it's a game-changer for any organization. Whether your business is struggling or thriving, implementing a CRM system is a smart investment that ensures both short-term stability and long-term growth.

If you're ready to build a sales team and give them the right tools, we can help.