CAN’T KEEP UP? 5 WAYS TO SIMPLIFY YOUR CRM
While your company may have already implemented a CRM solution, everyone within your organization may not be fully invested in using the new system. Over time, this can cause many companies to give up on its CRM program altogether. Employees may deem it too time consuming to learn all of the nuances of the software, and without comprehensive data and usage it’s difficult to make meaningful conclusions from the data collected.
Every new program takes some time to get it off of the ground, but that time does pay off in the end. Below are five ways that your company can simplify its CRM system to ensure that the program is easy enough to be used by the entire organization, long-term.
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1. ESTABLISH BEST PRACTICES
Management can spot winning processes by engaging in frequent communication with end users as well as actively analyzing opportunities and activities through the CRM system, and extending them as best practices throughout the organization. This will help all employees and departments to be on the same page and it will allow the entire organization to make progress together.
2. ONLY USE THE FEATURES YOU NEED
Don’t feel pressured to use all of the 20+ features that you’re CRM system has to offer. Not every feature is going to be relevant to your organization. If you already have certain systems in place that are working perfectly, great. If it’s not broken, there’s no need to fix it. Instead, focus on what’s not working will allow the entire organization to make progress together and how you can utilize your CRM system to find a solution. (Even better, build a custom CRM with TrackVia and build it to match the way you work).
3. AUTOMATE
Don’t unnecessarily waste your employees’ time on boring, tedious tasks – set up automated systems to do the work for you. Have employees blind copy emails sent to customers to your CRM to ensure that each communication is automatically added to your database in real time. Develop templates to avoid having to create recurring tasks, calendar appointments and sales opportunities from scratch. Create management reports that can be reused from week to week by simply dropping in new dates. The easier your system is to use, the more people will actually use it.
4. KEEP DATA CLEAN
Your CRM software is only as good as the data it contains. Every employee within your organization must be committed to updating your data regularly. If a salesperson makes a call to a key prospect and finds that their phone number has been disconnected, it’s important that someone is given the task to research the new phone number and correct it in the database. Situations like this can slowly add up to a database filled with obsolete information if not handled right away. The integrity of
your organization’s data must always remain a top priority.
5. UTILIZE MOBILE APPS
Encourage employees to use the CRM system, even while on the go. Cloud-based software and applications for the iPad, iPhone and Android marketplaces will enable your organization’s users to track prospect and customer activities at the office, on the road, at the client’s location, while they are working from home and more. This way, your CRM system is always accurate and up to date.
Adoption of a new CRM system can be daunting for any organization, but with a strong commitment and a simplified process, your company can be on it’s way to CRM success.
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