CRM-Record marketing activities mkt.tpe2ww

Client： Why do local reps need to share details of marketing business activities in real time?
How do I keep my local reps from getting too out of control?
What are the measures and tools for sales representatives to use CRM to record marketing business activities? What are the CRM systems?

Email: mkt.tpe2ww@evershinecpa.com
Or
Dale Chen General Manager
Mobile: +886-933920199 in Taiwan;
or TEL: +886-2-27170515 E100

Client： Why do local reps need to share details of marketing business activities in real time?

Dale：
It is an important asset for the company to have a dialogue between the local sales reps and the customer in the country.The parent company in Taiwan can understand the front-end customer’s needs for products and services, then take corrective actions to develop products according to local conditions.

Therefore, it is important for the parent company to communicate directly to the relevant R&D & technical service & sales staff.

Client: How to let your local sales representatives won’t get too big to control?

Dale：
Most of the overseas business of parent companies in Taiwan is to go to an agent in a country, but not directly to the customer.
Agents are reluctant to provide information about their customers, and if there is a cheaper product of the same quality in the future, they will easily lose their business.
This is especially true if the parent company has its own technical staff and often offers a lower price to the agent, thus wasting years of effort.

Therefore, it is important for local sales representatives to use the company’s email and to keep complete information about their customers and their dealings with them. In case sales reps are leaving the company and leaning on other competitors like agents.

Client： What are the measures and tools used by sales representatives to record marketing business activities using CRM?

Dale：
First of all, establish SOPs for marketing business activities of overseas companies, which must be recorded.
Secondly, use company emails and local phone calls.
Thirdly, use CRM tools.

Client： What are the CRM systems?

Dale：
We can help you choose an off-the-shelf CRM and customize it for your company. If you are using Salesforece, we can customize the docking program.

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