[vc_row][vc_column][vc_column_text]One of the worst practices you can embrace is bogging down your sales team with operational work that takes them away from sales.
Sales tasks and operations tasks are two different animals that demand two very different functions inside your IT business.
And in spite of their differences, they need to work together in harmony to keep a business running efficiently.
But how do you effectively do this?
A lot of businesses find themselves with no other choice but to make their sales team handle a lot of the administrative, operational tasks. These non-automated tasks take up precious time and ends up hurting your company.
If you’ve ever been here, you’re not alone.
It’s something we’ve struggled with and is something most businesses struggle with, too.
They kept mixing sales with administrative tasks
Case and point, the team at National Technology Management (NTM) struggled with this exact issue.
By having members of their sales team focus on operations tasks and administrative tasks, it made scaling and growing their business a challenge.
The team at NTM had multiple challenges. They had an inefficient process of entering lead information and sales requests from forms on their website into ConnectWise.
The team at NTM had no process, no workflow, and no automation behind getting information into ConnectWise from their forms plugin, in Gravity Forms. The team at NTM tried every channel-based integration from their WordPress website into ConnectWise but were not satisfied with the results.
It was the goal of the NTM team to simplify the process of connecting their web assets and forms with ConnectWise. Unfortunately, none of the tools available were able to help NTM solve their main issue which was syncing data from form fields with ConnectWise, and allowing them to manage it all accordingly.
“There was no process, no workflow, and no automation for us. The other solutions required some manual labor, which wasn’t helping us. We wanted to get our lead information and support requests into ConnectWise from Gravity Forms, without having to do a thing,” said Ryan Seymour, Director of Business Process.
Not only is this a slog for the sales team, but half the time the lead information would be lost in the shuffle.
NTM fixed all these problems
As an integration connoisseur, the team at NTM searched through multiple WordPress integrations to find a way to automate the process of entering lead information from Gravity Forms on their site into ConnectWise.
And he found it.
The value our ConnectWise WP Plugin brings to Ryan and NTM is invaluable.
“The Plugin brings customer data to our company’s ConnectWise software. There are no cracks anymore in our broken process. Before BNG Design, the form data would go to random people’s inboxes and may be left in someone’s email.”
Now, it’s all automated.
“I was able to build forms out using Gravity Forms and hook that right up to the site and now the sales guys, it’s all electronic and automated.”
Not only does his sales team love that manual administrative tasks are removed from their day. But it’s not only a win-win for sales, but it’s also ideal for business operations.
“To get that data into the funnel faster and more accurate it helps from not only a leadership perspective but, also down at the sales level too. I mean you’re giving the guys a better chance to win and makes sales when all their data’s in the system.”
The value to NTM
The elimination of lost lead and sale information is invaluable to National Technology Management and their needs.
“By not having this solution, we lose sales opportunities. With our average deal size being approximately $6,000 to $8,000 a month, we can’t afford to have potential sales situations die by the vine because of a lack of an efficient process. Rather than lose a potential sales deal because of an inefficient system, I would rather pay a monthly fee and know that our team have the best tools available, so they get their jobs done. Our goal has always been to give our team the right tools so that they can sell and serve our clients and prospects. Paying to automate a manual task so we can increase our sales efforts is a no-brainer.”
Let’s talk
Interested in how the ConnectWise WP Plugin transformed their business? Download NTM’s case study and see how they automated their sales process for their growing business.[/vc_column_text][/vc_column][/vc_row][vc_row][vc_column][vc_btn title=”Read the free case study here” style=”flat” color=”vista-blue” align=”center” link=”url:http%3A%2F%2Fdev-bngdesign2.pantheonsite.io%2Fwp-content%2Fuploads%2F2016%2F05%2FNTM.pdf|title:Read%20the%20free%20case%20study%20here||”][/vc_column][/vc_row]