Finding a way to get the most out of your CRM can be a challenging task. CRMs, as they stand, are one of the most powerful tools your organization has to offer, providing your teams with analytics, insights, content, data storage, and other critical elements that give your organization room to grow. On the other hand, the sheer size and complexity of CRMs like Salesforce are as much their weakness as their strength. The bulk of their infrastructure grows too large, burying mountains of actionable intel and rendering a good chunk of your content portfolio useless to your sales teams. If you’re going to find a solution to this, you’ll need the right sales content management software that integrates with Salesforce.

Without a dedicated app to streamline content management, enabling sales reps to share, edit, source, and create content as needed, the grueling process of converting leads into buyers is double in time and effort. Building presentations purely from custom-built graphics and individually curated analytics is far from efficient, especially if these materials exist within CRM. Sales reps who cannot find the existing resources they need to adequately tailor each presentation to the needs, goals, and pain points of each unique prospect can’t perform their duties at the expected level. HeyBuddy was built to accommodate those struggles, giving each sales rep the support and tools they need to succeed.

The Problem with CRMs

Let’s say one of your sales representatives created a comprehensive chart outlining the various benefits your product provides, painstakingly listing out each feature and how they might pertain to resolving a particular pain point. It was very effective sales collateral, and after its use, it was stored in your CRM for safekeeping. A year later, another sales rep is set to deliver a similar pitch that uses many of the same points of reference mentioned in that previous piece of content. What’s easier: creating a brand new graphic from the ground up or using original material that’s already available?

The answer’s obvious. Anything already created that can be used again alleviates the weight of building an entire project from scratch. However, CRMs typically aren’t designed with the minutiae of sales rep workflows in mind. Valuable sales collateral tends to get lost across your network, especially when delving into Salesforce. As a result, between 60-80% of sales collateral stored in a company’s CRM goes unused, forcing sales reps to spend a significant portion of their pitch development on recreating existing material.

Bypassing CRM Interaction

Your teams need an app that cuts through the bulk of Salesforce’s interface to procure material from its database directly. HeyBuddy was created to make content friendly, a process that focuses on allowing your CRM to provide the total value of material contained within it for easy, fast use.

HeyBuddy is customizable to suit the needs and goals of the organization using it. Equipped with AI-powered search engines, multiple channels for communication and collaboration, and a suite of other functions for automating work practices, we aimed to create an interface that makes work intuitive—no more scrounging for sales collateral, struggling with editing a presentation, or awkward usage when working remotely. HeyBuddy, a robust sales content management software that integrates with Salesforce, keeps your teams connected when they need to be. If you’re interested in utilizing our services, call us at 610-898-1330 or visit our website to learn more.