CRM & Beyond

Discover how Mike Swenson scaled Mel Foster into a tech-forward rep firm with AI, CRM, and bold strategies for the future of electronics sales.

Goals, Expenses, CRMSync, and Order Tracking. Learn how and why you want to use these four modules. Increase productivity and adoption and stay on top of real-time sales.

What to do when you’re 6 months in with a failed CRM system. Is it time to cut your losses and move to a successful CRM where you can see a quick ROI?

What are the personas and how do you adjust training for each type to improve adoption of your CRM?

Is your sales team self-directed or management-directed? Learn what your style is and what the differences are between the two. Learn how to navigate moving from one to the other with your top salespeople.

Who’s a super user and a champion? What are their roles, and how do they help increase the adoption of your CRM?

Goals create an atmosphere of proactivity and not reactivity. Learn how CRM helps you manage and reach your goals with sales tracking (samples, opportunities, quotes), reminders, and task follow-ups.

Best practices for email marketing. What you should consider when doing marketing campaigns and how to get the results you’re looking for.

Which approach do you use, the carrot or the stick? Learn how to present your CRM as a sales tool for your team to leverage so they can sell more and become more efficient.

Learn the importance of capturing and protecting all your company’s IP: account and contact information, buying trends, budgets, decision-maker details, and more.