In today’s market, CRM is a must for almost any business. That said, if you’re not utilizing your CRM effectively then you may as well not even have one. Fortunately, we are here to help with 5 pro-tips that will ensure you get the most out of your CRM.
Getting your team onboard is essential if you want to make the most of your CRM. Tools for automation, integration and collaboration greatly increase the efficiency of your work flows, but they only work if your team is using them. That said, as more and more users begin to utilize these tools the ROI begins to increase exponentially. Taking the time to train your team on how to use the new system and making sure they feel comfortable doing so is integral. Appointing a couple of “CRM champions” is a great way to spread the responsibility around. Try selecting team members who are not in a position of authority so that the slower adopters don’t feel reluctant to approach them with questions.
One of the most powerful tools a CRM can offer is automation. When looking at implementing your CRM, begin by examining your workflows. Ask your team for suggestions on redundant tasks. Are there forms they have to fill out again and again? Is there information that needs to be duplicated across various fields? Is there an email that needs to be sent after a particular type of interaction? All of these things can be automated to save time and eliminate mistakes.
The power of CRM lies in its ability to keep everything organized. Every interaction with a client can be recorded and time stamped. Notes, forms and next steps can all be catalogued for easy access. Your team doesn’t have to refer to a spreadsheet or an old email chain to get up to date. It’s all there with the client’s contact info, account details, purchase history and more. This makes handoffs between team members or departments a much more seamless experience. The hours/month saved locating information is often enough to pay for the CRM by itself.
One of the biggest time-sinks in any workflow is app-switching. If you have to use one program to make a call and another to send an email and yet another to make notes and compile data you are losing productivity at an alarming rate. Integrations can help all of your programs communicate in a way that allows you to stay focused and in the zone.
Much of what a CRM does takes place in the background, but rest assured it is always working. A good CRM will keep track of all sorts of activities, and that data can be used to create detailed reports or analysis that you can use to improve your workflows and processes. This information can also be used to gamify results between team members, encouraging productivity in a fun and trackable way.