WBSP230: Grow Your Business by Understanding CRM Onboarding Best Practices w/ Josh Curcio

WBSRocks: Business Growth with ERP and Digital Transformation

Getting in front of more customers is typically the response of most manufacturers that might have sales performance issues or ambition to grow their sales. But you need a formalized sales process and a deep understanding of why you might be losing your current deals or how to find the next cohort of customers that might be similar to the ones you currently might have to be successful. Also, unless you have a well-adopted CRM for your sales team, it's hard to formalize the sales process and get the insights that will be meaningful for your sales leadership to create strategies that will help them get the desired results.

In today's episode, our guest, Josh Curcio, shares his insights on CRM onboarding best practices for manufacturers in the metal industry. He also discusses why most manufacturers don't have visibility into their sales performance problems unless they have a formalized sales process and collect data that is meaningful to create a feedback loop for the sales process. Finally, he discusses the specific CRM process and data issues for the metal industry.

For more information on growth strategies for SMBs using ERP and digital transformation, visit our community at wbs.rocks or elevatiq.com. To ensure that you never miss an episode of the WBS podcast, subscribe on your favorite podcasting platform.