Step-by-Step Guide for
New Users
Schedule a
Demo
Sales Enablement with TigerLRM: Step-by-Step Guide for New Users
Welcome to the next-generation of sales enablement! If you are reading this it most likely means you’ve chosen a powerful, end-to-end CRM and Sales Enablement Platform to help propel your sales team to new heights. We understand that there are many choices and choosing a CRM is not always a clear decision, we are confident that you’ll be glad you chose TigerLRM. If you are still trying to decide, stay tuned for some useful information that can help you decide.
While you may have heard about TigerLRM’s built-in and fully automated sales follow-up feature, Sales Playbook or robust learning management platform that increases adoption and streamlines the training process, many fail to remember that it also comes with an end-to-end CRM as well! That means that your sales team doesn’t have to juggle multiple devices to access data, training, or to communicate with leads, or other team members. It solves the disconnection that leads to missed opportunities and wasted resources.
We want to help you hit the ground running so we’ve made the process of setting up your account very simple. This article will cover the recommended steps we encourage you to take to make sure your account is fully optimized for success. Two thing are certain, you are providing your team with a unique tool that will help them close more sales and become better sales professionals, and you are also providing yourself with tools that will help increase compliance and adoption of your sales processes. Neither of the two have been easy to solve in the past for most companies, but TigerLRM solves them both with ease. See below for step-by-step instructions on how to get started.
Account Setup in 5 Steps
We are committed to helping your team get the most out of TigerLRM. The following five steps were designed to leverage all of the tools that our platform offers while offering the maximum amount of support for you and your team.
Schedule Your 360° Tour
The first step after registering for your free TigerLRM account is to familiarize yourself with the platform and the powerful sales tools you’ll soon be able to use. To help you learn how to use TigerLRM we will invite you to join one of our experts for a personalized tour of our platform. We are not your average CRM or Sales Enablement Provider, TigerLRM is designed to offer a unique set of functions, modules, and features, which is why providing real-time onboarding support for new users is so important. Our commitment to setting you up for success is what sets us apart from the competition.
What to Expect: During your tour you’ll get to see a glimpse of how different features and modules function and how to optimize them for best results. You’ll be able to ask industry specific questions and see how our CRM, sales content management, learning management platform, and sales enablement features work in real-time. Our expert will demonstrate for you how data is stored and leveraged within TigerLRM to streamline the sales process, then he will work with you to schedule a convenient time for us to migrate your data. Our data migration service is managed in a timely and professional manner, and of course it is completely complimentary.
Stress-Free Data Migration
The next step after your personalized tour of TigerLRM is to complete your free Data Migration. Data migration is the process of moving data from one location to another, one application to another, or one format to another. A major factor to consider when migrating such sensitive data is the skill and competence level of the data migration team handling your project. Our team is made up of highly-experienced data migration specialists with a deep understanding of how to execute such important projects. Any questions you may have about our complimentary data migration service can be answered during your tour. If you need additional time to prepare for data migration, we will gladly arrange for that to be completed for you at a more convenient time.
What to Expect: While data migration can often be thought of as risky, time-consuming, or complicated ordeal, TigerLRM’s process is handled professionally and designed to cause minimal disruption to your business activities. Our team typically takes 1-2 business days, however, the length of time it will take varies greatly depending on the size of the project and complexity of the data they will be migrating. We understand that the data migration processes can be difficult to accommodate for, especially for busy sales teams, so we take every reasonable effort to complete it with the least amount of downtime possible.
Setup TigerChat/ Lead Forms
Now that all of your business data is in one centralized location, we will add our powerful TigerChat tool to your website to help you gain more leads and optimize your sales process. TigerChat is an integrated lead form that will help you capitalize on engagement and send new leads directly to your sales team’s TigerLRM dashboard. It’s important for your sales team to have immediate access to new lead information so they can jump into action and follow up while interest is at its peak. Our integrated lead forms eliminate the delay that usually occurs during the time that a lead form is filled out and when it’s finally entered into the CRM and assigned to a sales rep. With TigerChat , when visitors submit their information a lead is automatically created within TigerLRM and assigned to a sales rep, improving your sales process and the chance of closing that sale.
What to Expect: Installing TigerChat and other integrated lead forms is a simple process with an immediate impact. With your permission, our team of web experts will add an integrated lead form to your website that will help you capture data and send it directly to TigerLRM.
Create Your Sales Playbook
Offering your team comprehensive sales training is priceless, but providing them with a tool to promote business strategy, company culture, and team synergy is perhaps the most important aspect of them all. While most CRM’s overlook this part entirely, TigerLRM has placed an emphasis on delivering a robust Sales Playbook and Learning Management Platform that is easy to access, navigate, and manage. These vital tools allow users to upload their existing training materials or create personalized, on-the-go training modules with quizzes and exercises designed to increase software and process adoption. In fact, a recent study found that sales people that have access to a Sales Playbook are 33% more likely to become high performers within their organization. The result is a sales team that knows what to do, how to do it, and why it all matters.
Why it Matters: Even for an experienced sales professional, a comprehensive Sales Playbook and training program represents an opportunity to refresh sale basic sales skills or to stay up to date with company announcements and strategy changes. The quality of the training you provide and the effort you invest in developing intra-organizational communication channels will ultimately shape the future of your company. Having an up-to-date Sales Playbook and built-in Learning Management System (LMS) as a central part of your CRM will undoubtedly help you develop and retain your top performers.
Sales Enablement 2.0
In the spirit of offering the best Sales Enablement tool possible, TigerLRM also offers businesses a few premium add-ons if they want to maximize and expedite their results. Optional add-on features include the ability to send and receive text messages (SMS), make phone calls, have conversations on social media platforms, and even accept payments directly through the platform. Having the option to reach out to customers in the way that is most convenient to them and offering a streamlined payment process can be the difference between successful sales and a missed opportunities. During your personalized tour we can demonstrate how these features could be applied to your specific business model and how it will eliminate distractions, save time, and boost sales.
Need More Help? If you require additional sales assistance, TigerLRM also offers direct support in the form of a dedicated Sales Enablement Team. When sales reps have to complete too many administrative tasks it can become a costly distraction. Their energy and focus should remain on sales, not searching for contact information, opening other applications, or entering call notes. Having a dedicated Sales Enablement team improves accountability, lead management, and keeps your team on task, allowing them to focus on closing more deals and finding new opportunities.
Join us for a Tour
As stated earlier, we want to invite you for a personalized 360° tour of TigerLRM and all of its features. This is the first step toward improving the way your sales team communicates, executes your sales processes, manages opportunities, and shares knowledge. To schedule your personalized tour, click here and select the day and time that is most convenient for you.
How to assign a user to become a sales enablement professional in your TigerLRM Dashboard.
To assign a sales enablement user, simply go to Administrator > User Management > Edit User.
Once you are on the user's information, you can select if you want them to be "Non-Admin," "Admin," or part of the "Enablement Team." Save this information, and your desired user will have the right access.
You can access your Dashboard here.