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The SET Blog

8 Ways to Use Your CRM for so Much More than Sales!!!

You can use a CRM to do so much more than just managing and monitoring opportunities. Typically, businesses use a CRM tool to manage sales activities. But you shouldn’t just think of your CRM as a tool designed for the daily monitoring of sales, there are SO MANY other ways a CRM can be utilised […]

What is a CRM and what can it do for your business?

You might not have ever used a CRM before however we’re quite sure you would’ve heard the term loudly very recently, especially due to the new GDPR rules coming into force next month. You may also be aware that many companies, including your competitors are implementing CRM software because it saves time and drives growth. […]

A 6 Step Guide to Finding the Perfect Salesperson for Your Business

If you’re growing your sales team, that’s a great sign. You’re on the road to greater successes. To ensure that success continues, you need to attract the right talent to join your team. You will probably find it difficult to see through the charisma and well-rehearsed interview skills that most sales people were born with […]

Simplify your sales by migrating from Salesforce to SET

Switching CRMs isn’t a mammoth project. After noticing an influx of companies transitioning from Salesforce to SET, we started to ask, why? Here, a SET customer explains, “After getting lost in Salesforce the simplicity of SET and ease of use allowed us to spend more time doing what we do best, selling. Darran and the […]

Developing and training your sales team – The seven sales training fundamentals

One of the most effective ways to improve results in any sales division is through a structured training program. The difficult part can be deciding on what training, how much and how often does this training program need to be revisited. If you then combine this with time constraints, many sales managers end up opting […]

Five things you just can’t do using a spreadsheet

When you’re used to using traditional business tools like spreadsheets your sales team ends up using it for big projects – projects they’re not meant for. If you are using shared spreadsheets to manage sales activities it can often lead to frustration and there are serious limitations on what your team can accomplish. While spreadsheets […]

Five SET Habits to Boost Your Productivity in 2018

By now you may have heard about SET and how it helps many businesses across the UK organise their sales processes. You may have even customised your pipeline, added contacts, uploaded opportunities or even won a few deals already; if that’s the case you’re already doing well but the chances are, you could be doing […]

SET: A case study from RFS

“SET has had such a positive impact on our sales productivity. It’s taken away the headache of the usual administration and given us more control. We get far better information and more time to talk to customers and prospects.” – Heidi Lavery, Client Engagement Manger RFS. About RFS We are a specialist resourcing and regulatory […]

6 Ways to Ensure a Smooth CRM Transition

Whether you’re transitioning into using a CRM for the first time or you’re switching to a new CRM, change can be difficult for your employees and processes. Luckily, you have the control in ensuring your CRM transition is a smooth ride. By keeping everyone involved you can keep the migration to a new CRM painless. […]

Three TOP ways CRM Data Can Boost Your Sales Pipeline

One clear advantage of having a CRM is that you can access centrally located customer data. 74% of CRM users say that their CRM system offers improved access to customer information. Sales professionals can be very resistant to CRM implementation at first as it seems like a lot of challenging work and can be a […]