Decision made at the top. We’re finally acquiring a CRM, and not just any CRM: Salesforce, the undisputed market leader. The excitement is palpable, the promises immense. The whole company is proud to join the San Francisco giant’s customer community. We say it!

In a few months’ time, we’ll finally have easy access to all our customer information and benefit from Einstein’s technological know-how to automate low value-added administrative tasks and save time. In short, we’re guaranteed to do more business.

Stage 1: I love Salesforce!

The honeymoon. At the end of the demo, it’s the Wahoo effect: Salesforce opens up a whole new world of possibilities. The data is up to date, the workflows save an incredible amount of time, and the dashboards are hyper-precise. It’s exactly what you need: a well-oiled, easy-to-use war machine.

Unfortunately, within a few weeks of discovering Salesforce, you’re disillusioned. The reality is quite different. The delivered product bears no resemblance to the Wahoo demo. Features such as workflow are not available as standard. Never mind, you’ll need a few days of development and configuration to reach the holy grail.

Stage 2: Compromises time!

A few months later, you realize that the learning curve is longer than you expected. Despite all the training, it’s not that easy to get the hang of it. The interface isn’t that intuitive, and the features aren’t that magical. You might even wonder if you’ve made the right choice. Once you’ve got the hang of it, you’ll be able to take full advantage of the tool’s power. Your initial expectations were probably too high, and you certainly got carried away quickly. True, it couldn’t have been that easy.

Stage 3: I’m fed up with Salesforce

You’ve been using Salesforce for several months now, and nothing is going the way you planned. You’ve lost count of the hours spent manually entering data and reporting bugs. Where’s the process automation you saw in the demo? And where are those dashboards?
The feeling is that there are still a lot of unfinished business, and that doesn’t help to get the teams on board.

Stage 4: I’m stuck with Salesforce

Fatalistic, you accept the situation. Salesforce is part of your daily life, and you have to live with its good and bad sides. You’re committed, and the idea of changing your solution doesn’t even cross your mind. As with most Salesforce customers, only 20% of data is entered. The irritations are legion: sales people complain about the lack of information and the time it takes (some continue to use their excel files), marketing complains about the low quantity and quality of contacts, and sales ops can’t manage to create effective dashboards. To each his own!

Stage 5: How to get 100% out of Salesforce?

You have a choice: accept to do nothing (and incidentally spend a lot of money every year) or provide simple, effective solutions. Rome wasn’t built in a day.
Salesforce is a formidable tool that needs to be built layer by layer: dealing with problems, finding the right solutions in a test & learn approach, continuous training…

EverReady’s raison d’être

The bottom line: companies choose to acquire a CRM for two reasons: to centralize contacts and to keep a record of all sales actions.

Without these 2 requirements, you won’t be able to take full advantage of your CRM.

EverReady is the solution that automatically updates Salesforce: contacts, emails, meetings, minutes.

Productivity: save your teams time by freeing them from data entry constraints.
Data Quality: improve the reliability and richness of your CRM data, so you can better manage your business and improve your MKG campaigns.
Adoption: create a virtuous circle by offering your teams an always up-to-date CRM.

Thanks to EverRady, you can change the way users perceive your CRM, and make it a solution truly at the service of your employees.


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