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<!DOCTYPE html><html data-wf-domain="www.advisr.com" data-wf-page="63fe663a31ade690f819e26e" data-wf-site="63e3bd34df9e1947a4fd9a7a" data-wf-collection="63fe663a31ade60a9f19e262" data-wf-item-slug="how-advisr-solves-common-crm-problems"><head><meta charset="utf-8"/><title>Advisr | How Advisr Solves Common CRM Problems</title><meta content="CRMs are vital tools however many sales professionals find them to be more of a hindrance than a help." name="description"/><meta content="Advisr | How Advisr Solves Common CRM Problems" property="og:title"/><meta content="CRMs are vital tools however many sales professionals find them to be more of a hindrance than a help." property="og:description"/><meta content="" property="og:image"/><meta content="Advisr | How Advisr Solves Common CRM Problems" property="twitter:title"/><meta content="CRMs are vital tools however many sales professionals find them to be more of a hindrance than a help." property="twitter:description"/><meta content="" property="twitter:image"/><meta property="og:type" content="website"/><meta content="summary_large_image" name="twitter:card"/><meta content="width=device-width, initial-scale=1" name="viewport"/><link href="https://cdn.prod.website-files.com/63e3bd34df9e1947a4fd9a7a/css/advisr-com.webflow.117757d1b.min.css" rel="stylesheet" type="text/css"/><script type="text/javascript">!function(o,c){var n=c.documentElement,t=" w-mod-";n.className+=t+"js",("ontouchstart"in o||o.DocumentTouch&&c instanceof DocumentTouch)&&(n.className+=t+"touch")}(window,document);</script><link href="https://cdn.prod.website-files.com/63e3bd34df9e1947a4fd9a7a/63e99a7ce0068292ab161dba_advisr-icon.png" rel="shortcut icon" type="image/x-icon"/><link href="https://cdn.prod.website-files.com/63e3bd34df9e1947a4fd9a7a/63e99aba5c38f4f0cd1c1cef_webclip.png" rel="apple-touch-icon"/><script async="" src="https://www.googletagmanager.com/gtag/js?id=G-F90P4LMMXW"></script><script type="text/javascript">window.dataLayer = window.dataLayer || [];function gtag(){dataLayer.push(arguments);}gtag('js', new Date());gtag('set', 'developer_id.dZGVlNj', true);gtag('config', 'G-F90P4LMMXW');</script></head><body class="body"><div data-w-id="d5bcdbbd-7dcc-99d9-2ea6-54d359286136" data-animation="default" data-collapse="medium" data-duration="400" data-easing="ease" data-easing2="ease" role="banner" class="navbar w-nav"><div class="container w-container"><a href="/" class="w-nav-brand"><img src="https://cdn.prod.website-files.com/63e3bd34df9e1947a4fd9a7a/63e3e6027bf1705e04dce4a7_Advisr-horizontal.svg" loading="lazy" alt="Advisr Logo" class="logo"/></a><nav role="navigation" class="nav-menu w-nav-menu"><a href="/" class="nav-link w-nav-link">HOME</a><a href="/what-we-do" class="nav-link w-nav-link">WHAT WE DO</a><a href="/who-we-are" class="nav-link w-nav-link">WHO WE ARE</a><a href="/customer-stories" class="nav-link w-nav-link">CUSTOMER STORIES</a><a href="/resources" class="nav-link w-nav-link">RESOURCES</a><a href="https://app.advisr.com" class="nav-link w-nav-link">LOGIN</a><a href="/contact-us" class="button button-nav button-mobile-nav w-button">CONNECT NOW</a></nav><div class="menu-button w-nav-button"><img src="https://cdn.prod.website-files.com/63e3bd34df9e1947a4fd9a7a/63efd58c2871b23fe88ed847_hamburger.svg" loading="lazy" alt="Open Navigation Menu" class="image-29"/></div></div></div><div class="otherpagesheader-section dark-gradient"><div class="w-embed"> </div></div><div class="breadcrumb-section"><div class="w-container"><div class="w-embed"><p><a href="/our-perspective">Our Perspective</a> > How Advisr Solves Common CRM Problems</P</div></div></div><div class="newscontentsection"><div class="w-container"><img src="" loading="lazy" alt="" class="w-dyn-bind-empty"/><h1 class="heading-1">How Advisr Solves Common CRM Problems</h1><div class="newsdate">July 1, 2024</div><div class="newsbodycopy w-richtext"><p><strong>How Advisr Solves Common CRM Problems: Insights from Sales Professionals</strong></p><p>CRMs are vital tools for keeping track of leads, managing customer interactions, and driving sales growth. However, many sales professionals find their CRMs more of a hindrance than a help. They’re often either underutilized or fail to meet the unique needs of each business. To understand these challenges better, we’ve gathered insights from experienced sales professionals and explored how Advisr can help address these common issues.</p><p><strong>1. Problem: Poor Adoption due to Complexity and Usability</strong></p><p><em>"Our old CRM was so complex that even experienced team members struggled to use it effectively. It felt like we needed a degree just to input basic data," says Jessica T., a sales manager at a mid-sized tech firm.</em></p><p>Many organizations struggle to get their sales teams to fully embrace and utilize CRM systems. Sales professionals often perceive using a CRM as adding unnecessary complexity to their workflow, detracting from their primary focus on selling. CRMs are designed to streamline processes, but when they are overly complex, they can become a source of frustration. Sales teams need systems that are intuitive and easy to navigate without sacrificing functionality.</p><p>In fact, a well-known report from <a href="http://insidesales.com">InsideSales.com</a> revealed that sales representatives spend only 37% of their time actually selling, with the remaining time consumed by administrative tasks, including data entry and CRM management. This data highlights the complexity of many CRM systems and their negative impact on sales productivity. </p><p><strong>How Advisr Solves It:</strong></p><p>Advisr boasts a user-friendly interface designed with simplicity in mind. The platform's intuitive design ensures that even new team members can quickly learn to navigate and use it efficiently, reducing the time spent on training and data entry. This ease of use allows sales professionals to focus on what they do best—selling.</p><p>Additionally, businesses can incentivize adoption by tying it to performance metrics and rewards. Advisr allows sales managers to better track individual performance (revenue and non-revenue related) and measure it against other sellers to motivate some level of friendly competitiveness. This can be used to determine eligibility for bonuses or other incentives. By aligning usage with tangible rewards, organizations can motivate sales teams to embrace the system and realize its full potential in driving sales success.</p><p>In addition to automating tasks, Advisr can recommend optimal strategies and streamline workflows, offering a holistic solution for sales and marketing operations. This leads to greater internal adoption and drives overall business growth.</p><p><strong>2. Problem: Insufficient Reporting and Analytics</strong></p><p><em>"Our CRM's reporting features were limited and often inaccurate. We couldn’t get the insights we needed to make informed data-driven decisions" notes David R., a sales analyst at a financial services company.</em></p><p>Accurate and comprehensive reporting is crucial for understanding performance, identifying trends, and making data-driven decisions. Without reliable analytics, sales teams are flying blind, unable to navigate their strategies effectively or capitalize on opportunities. Poor data quality is also a costly problem.</p><p><strong>How Advisr Solves It:</strong></p><p>Advisr offers advanced reporting and analytics tools that set it apart from traditional CRMs. These tools provide deep insights into sales performance, ensuring that sales teams have the data they need to make informed decisions. Here's how Advisr's analytics capabilities are best-in-class and vastly superior to typical CRM solutions:</p><ul role="list"><li>Customizable Reports: Advisr allows users to generate highly customizable reports tailored to their specific needs. Whether you need detailed sales performance metrics, pipeline status, or customer behavior analysis, Advisr can create reports that provide exactly the information you need. This level of customization ensures that you can focus on the most relevant data, making your analysis more efficient and actionable.</li><li>Real-Time Data Visualization: With Advisr, data visualization is taken to the next level. Sales teams can track key metrics and visualize data in real-time, allowing for immediate insights into performance trends. Real-time dashboards and visual analytics tools make it easier to understand complex data sets at a glance, helping teams to quickly identify patterns, spot anomalies, and make timely decisions.</li><li>Comprehensive Data Integration: Advisr integrates seamlessly with various data sources, both internal and external, to provide a holistic view of your sales landscape. This integration ensures that all relevant data is considered, providing a more accurate and complete picture of your performance. By incorporating data from market insights platforms, communication tools, and other sales tech, Advisr ensures that your analytics are based on comprehensive and up-to-date information.</li><li>Actionable Insights: Advisr doesn't just present data; it provides actionable insights. The platform's sophisticated analytics capabilities translate raw data into meaningful recommendations, highlighting areas for improvement and suggesting concrete actions to enhance performance. This empowers sales teams to take immediate steps to optimize their strategies and achieve better results.</li><li>Collaboration and Sharing: Advisr makes it easy to share insights and collaborate across teams. With features that allow for easy report sharing and collaborative data analysis, teams can work together more effectively, ensuring that everyone is on the same page and working towards common goals. This collaborative approach enhances overall productivity and drives better outcomes.</li></ul><p><strong>3. Problem: Lack of Customization</strong></p><p><em>"Every business is unique, but our CRM didn’t allow for any customization. We couldn’t tailor it to fit our specific processes, which made it less effective for our needs," explains Sarah L., a director of sales at a healthcare startup.</em></p><p>A prevalent misconception is that a single CRM solution can adequately cater to the diverse needs of different industries and businesses. The reality is that each industry has its own unique challenges and requirements. For example, retail businesses may prioritize a CRM for managing customer loyalty programs, while healthcare providers might use it to schedule patient appointments efficiently. An effective CRM in one industry may not be suitable for another.</p><p><strong>How Advisr Solves It:</strong></p><p>Advisr offers businesses a superior level of customization and can seamlessly integrate with existing CRMs, if necessary. Designed with flexibility in mind, the Advisr platform allows businesses to tailor various features to meet their specific needs. Whether the need is to create personalized rate cards, implement unique business rules, or develop custom workflows, Advisr is adaptable to fit operational requirements. </p><p>This high level of customization ensures that each business can optimize its operations, enhance user experiences, and achieve strategic sales goals with maximum efficiency. By aligning with existing systems and processes, Advisr delivers a solution that not only integrates smoothly but also elevates business capabilities. The platform's intuitive design and user-friendly interface also make it easy to implement changes and updates, ensuring that businesses remain agile and responsive.</p><p>By offering extensive customization options, Advisr can also support the unique needs of different industries, ensuring that the platform adapts to specific business processes to enhance overall sales performance.</p><p><strong>4. Problem: Limited Integration with Other Tools</strong></p><p><em>"Our CRM didn’t integrate well with our other tools, which meant we were constantly switching between different platforms. This not only wasted time but also increased the risk of errors," shares Michael S., a senior sales executive at a logistics company.</em></p><p>Interoperable sales tools are essential for seamless collaboration and data flow. By integrating other sales tech, they empower teams with real-time insights, personalized experiences, and streamlined workflows. Without this integration, data silos can form, leading to inefficiencies and missed opportunities.</p><p><strong>How Advisr Solves It:</strong></p><p>Advisr was built on the premise of interoperability to complement not only existing CRMs but also other tools in the sales tech stack, such as OMS systems and email communication tools. Advisr ensures that all your data is centralized, accessible, and up-to-date, minimizing the need for manual data transfers and reducing the risk of errors.</p><p>-------------------------------------------------------------------------------------------------------------------------------------</p><p>Advisr is designed to tackle the common pain points faced by B2B sales professionals with traditional CRMs. By focusing on simplicity, integration, customization, robust analytics, and a superior user experience, Advisr empowers sales teams to work more efficiently and effectively. </p></div></div></div><div class="footer"><div class="w-container"><div class="w-layout-grid footer-grid"><div id="w-node-_4a2facb6-5b3e-a01e-365f-edfcb2d94566-b2d94563" class="footer-cell"><h3 class="footer-label">Company</h3><a href="/who-we-are" class="footerlink">About Us</a><a href="/in-the-news" class="footerlink">In The News</a><a href="/careers" class="footerlink">Careers</a></div><div id="w-node-_4a2facb6-5b3e-a01e-365f-edfcb2d9456f-b2d94563" class="footer-cell"><h3 class="footer-label">Legal</h3><a href="/privacy-policy" class="footerlink">Privacy Policy</a><a href="/terms-of-service" class="footerlink">Terms of Service</a><a href="/cookie-policy" class="footerlink">Cookie Policy</a></div><div id="w-node-_4a2facb6-5b3e-a01e-365f-edfcb2d94578-b2d94563" class="footer-cell"><h3 class="footer-label">Contact Us</h3><div class="text-block-5">747 3rd Ave, 3rd Floor<br/>New York, NY 10017</div><a href="https://support.advisr.com/hc/en-us?utm_source=website" class="footerlink">Visit Help Center</a><a href="mailto:hello@advisr.com" class="footerlink">hello@advisr.com<br/>‍</a></div><div id="w-node-_4a2facb6-5b3e-a01e-365f-edfcb2d94585-b2d94563" class="footer-cell"><a href="/" class="link-block w-inline-block"><img src="https://cdn.prod.website-files.com/63e3bd34df9e1947a4fd9a7a/63e3e6027bf1705e04dce4a7_Advisr-horizontal.svg" loading="lazy" alt="Advisr Logo" class="image-21"/></a></div></div></div></div><script src="https://d3e54v103j8qbb.cloudfront.net/js/jquery-3.5.1.min.dc5e7f18c8.js?site=63e3bd34df9e1947a4fd9a7a" type="text/javascript" integrity="sha256-9/aliU8dGd2tb6OSsuzixeV4y/faTqgFtohetphbbj0=" crossorigin="anonymous"></script><script src="https://cdn.prod.website-files.com/63e3bd34df9e1947a4fd9a7a/js/webflow.b85a419d1.js" type="text/javascript"></script> <script type="text/javascript" id="hs-script-loader" async defer src="//js.hs-scripts.com/7362570.js"></script> </body></html>