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4 Tips to Writing $$$ Out of Your CRM

CRM software is costly in time, labor, and capital – the investment you’ve made should be showing clear a clear ROI to the company. If it isn’t, here are 4 tips that will help you get back in the black ink – fast!

Use what you’ve paid for!

Stop playing it too safe. If you use any CRM system out of the box, you’ve paid for a Lambo but you’re driving an Accord.  That would be a silly waste of money, wouldn’t it?  Some organizations are afraid to harness the power of CRM to create customized business processes.  The smart money is on putting your CRM to work for the business. Evaluate and document your sales processes and define clear, measurable goals. Delve into the mechanisms of your operations and use CRM to facilitate a workplace that is run with effortless organization, full transparency and consistently better results.

Automate, automate, rigorously automate!

CRM technology is designed to make your life easier, so let it do the heavy lifting. Consider the tasks your workers perform over and over again (or they should be). Which duties can be automated?  What tasks can be done on-time, consistently, and better? Control your business processes. Win time back for your workforce.  Use CRM automation to create predictable, error-free processes for better business outcomes.

Make Teamwork Mandatory.

Do your teams cooperate with one another on a regular basis? Is every step of your customer journey timely, personal and seamless?  Be more competitive by delivering a customer experience that is first-in-class. Train your organization to act cohesively from marketing to loyalty and win the customer today and into the future.

Guarantee Data Integrity!

Accurate Data = Competitive Advantage.  Be vigorous with your data strategy.  Create a “Clean Data Plan” to keep your 360 views of the customer accurate. Your CRM strategy should include processes to cleanse your data and validate it at key points in your customer journey.  If your plan doesn’t include these data back-stops, stop what you are doing and find opportunities to incorporate these best practices into your strategy.

Many of the most impactful ways to create a thriving CRM system are simple adjustments. Our team members are experts at wringing $ out of CRM. Call us to schedule a strategy session today.  We’ll give you an actionable, low-risk point of view on the opportunities that exist for your CRM tool.