Your company’s interactions and relationships with your customers is the backbone of your business. Getting the most out of your CRM means taking full advantage of all of the features that the software has to offer.
There are six points to be mindful of because these will ensure that your CRM is working for you.
Table of Contents
1] Integrate CRM Software with All Other Company Software
This type of software typically plays into the other software used by your business. While it can be used alone, when it is integrated with your management, data collection and analysis software, it allows you to better keep track of data and analyze information more thoroughly.
It naturally works well with your ERP software, e-commerce platforms, marketing automation tools and similar technology. When these different software types work together, it allows for more efficiency. For example, if you have a lot of excel data, you can export it and create maps out of your excel data to get better insights.
Also, the information you derive will be more comprehensive and beneficial for tracking information related to your company’s success and challenges.
2] Ensure Proper Employee Training
When CRM software is used properly, it can play a major role in customer retention and loyalty. Proper use requires that employees have enough training to use this software. Having a training program in place for both the roll out of the software, and continuing training for new updates or to refresh knowledge is imperative.
The software may include a training mode for employees to use, but if not, employers should create a program that allows employees to learn the CRM software.
3] Use Other Data Sources with Your CRM as Supplements
When you are running a business, you are tracking a wealth of data to determine how well your company is doing. There are other data sources that allow you to get a more complete picture of your customers and leads. For example, Twitter Firehose and Google Alerts provide valuable data that works with CRM software.
You will be able to collect information that makes it easier to know your customers and leads better before you even make contact with them. This makes it easier to close and generate more business with less effort.
4] Make Sure Your CRM is Frequently Updated
Updating this software gives you new functions and features, but it also ensures greater security of your total system. There are often new software vulnerabilities to think about, and software vendors create updates that address these via new versions or patches.
If you choose CRM software that is cloud-based, it usually allows you faster access to the more secure, latest versions of the software. This is something to consider when picking out the CRM your company will use.
5] Enter Data Regularly
When data is not regularly entered, this can cause you to not be working with the latest information and data. If this continues, it can hinder your company’s ability to best secure leads and handle your customers.
You should create a schedule for entering data and institute consequences for those who fail to update information in a timely manner.
6] Utilize Your CRM for Optimal Company and Personal Organization
This type of software often includes virtual notes, a calendar and a to-do list. This allows you to schedule meetings, important calls and deadlines.
You can also set up tasks, so that you are less likely to forget anything that needs to be done. This can streamline your productivity and ensure that all important tasks are attended to.
Start incorporating this information now to improve your sales with Spiro’s sales automation CRM. This type of software can help you to take your business to the next level when you are taking full advantage of all that it has to offer.