Sales’ job is to sell! But the situation is far from ideal. Too much time is lost on other things. Working with umpteen open programs, for example. The absurdity of it all only becomes apparent when you imagine playing a computer game in this way. Let’s take a look…
Multi-tasking: When IT doesn’t do things the way we want
Deeply engrossed in your favourite online role play, you creep through a dark, musty forest, always ready to counter the next threat with a quick, coordinated attack. There, in front of you, leaning up against an old oak tree, sits a troll. He has his back to you. He still hasn’t seen you, but he sniffs, checks the air. Has he smelt you? Time to let go of your useless bow and reach for your flame knife, which your grandfather gave to you to take on the quest. At this point you press Ctrl+Alt+Del to exit full image mode, open the file containing your table calculation and all your items of equipment, copy the code for the flame knife so you can then use the text editor in the game’s open equipment file to swap it for the code fragment for your bow. Save, close, back to full image mode – oh, what a shame: dead.
Who would want to play like that? But that’s exactly how most sales employees work. Let’s take a look…
What happens if sales processes aren’t mapped cleanly in IT
A customer is on the phone! You quickly check the CRM system for the sales history and information on the last contact, call up merchandise management and check the availability of the goods which are likely to be requested and keep the caller entertained with small talk while you’re doing all this. Then enter the purchase order and note the conversation in the CRM system. Then quickly copy the relevant data and paste them into the Sales Manager’s monthly sales Excel sheet. Don’t forget to save everything! And in the meantime, you’ve either missed the next two phone calls. Or you had pen and paper at the ready to transfer the last three orders retrospectively (and hopefully in full) into the sales tools. Otherwise it’s a case of: Oh what a shame, we messed up that lead.
One cockpit for everything
A much easier way is to avoid this form of serial multi-tasking and use modern sales tools such as Microsoft Dynamics 365 to bring order to the hotchpotch of only partly networked solutions. All tools and information can be intuitively accessed from one interface, vastly simplifying work processes. Back to the game: You press i for inventory, double click on the knife and tackle the troll before he’s even noticed you. IPDNOW helps you with multi-tasking in your day-to-day business. Simple, flexible and with a complete overview of costs. Take a look here to see how it’s done.