10 Ways to Supercharge Your CRM Solution
With new vendors entering the market and established vendors implementing new features like the cloud and AI, customer relationship management solutions are evolving at a rapid pace. Whether a business is looking for a customized CRM solution or require industry-specific software, there are plenty of options in the market.
After identifying the best CRM system for your company, here are 10 ways to supercharge your CRM solution.
Make It Beneficial For All Users
Even though the most popular CRM systems work best for sales rep, it is best to choose a system that takes into account all types of users. Such a CRM system streamlines all data so that your entire team has access to it for creating effective campaigns.
Hire Qualified Professionals
Even the most top-rated CRM systems are worthless if you don’t have qualified people to manage it. It is imperative that you hire a consultant who has a solid experience of managing CRM systems.
Provide Support and Training
Since implementing a CRM system is a crucial part of change management, it makes sense to train your workforce for getting the most out of your CRM system. Your CRM expert will demonstrate how to benefit from important CRM features like list building, contact segmentation and reporting,
All data teams require training in the beginning for inputting and updating information. You will also have to train your sales teams so they can boost their close rates.
Integrate It with the Rest of Your Software Apps
Although all CRM solutions are marketed as stand-alone products, it is best to implement it with other management and data collection systems across the organization.
Update Your CRM System Frequently
Upgrading or updating your CRM is the best way to benefit from all the new and innovative features. Moreover, updating to the latest version also helps you maintain the security of your system.
Incorporate Other Data Sources
The data in your CRM is a partial picture of your customers and leads. Businesses should teach their sales staff to utilize Google Alerts and other analytics to get a broader picture before making contact with the customers.
Train your service reps to focus on engaging customers without remembering where to track down data. Make sure your entire CRM system is automated and all information is easily accessible.
Get Rid Of Irrelevant Data
Data migration is a critical point when old legacy systems are replaced. You may have tons of data which is of no business value. Make sure your CRM system has only updated and relevant data.
Create a Successful Sales Funnel
Instead of relying on outdated formulas, let your CRM system generate an accurate sales funnel. This way you can forecast future sales and set realistic goals.
Stick to A Plan
It is important to divide your entire CRM strategy into small and achievable goals. Build KPIs, define your timelines and communicate your expectations to your project managers so they know what to get out of your company’s CRM system.
A few CRM systems own your data. Make sure you know who has the complete ownership of your entire data prior to entering into an agreement with either a monthly fee option or when signing up for a one-time licensed product.